Estamos no ar no !
Saiba mais
As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| US$ 530 mi | +US$ 68 mi | +15% | 10,2% | 70,7% | 266 | 25,94% | 1,9 |
|
| 3752 |
3752
Ballast Inc
Lexington,
Kentucky
| US$ 530 mi | +US$ 97,8 mi | +23% | 18,4% | 71,3% | 162 | 21,6% | 4,3 |
|
| 3753 |
3753
New Hampshire Trust
Concord,
New Hampshire
| US$ 530 mi | +US$ 34,3 mi | +7% | 11% | 88,5% | 180 | 15,56% | 2,8 |
|
| 3754 |
3754
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$ 530 mi | +US$ 152 mi | +40% | 15,2% | 60,6% | 177 | 24,29% | 1,9 |
|
| 3755 |
GECH
3755
Garnet Equity Capital Holdings
New York
| US$ 530 mi | -US$ 112 mi | -17% | 35,4% | 302% | 32 | 40,63% | 1,4 |
|
| 3756 |
3756
Valicenti Advisory Services
Elmira,
New York
| US$ 530 mi | +US$ 71 mi | +15% | 26,6% | 134% | 86 | 5,81% | 5,5 |
|
| 3757 |
3757
Bridgewealth Advisory Group
Fresno,
California
| US$ 530 mi | +US$ 47,7 mi | +10% | 8,13% | 39,1% | 148 | 13,51% | 1,4 |
|
| 3758 |
3758
DMKC Advisory Services
Des Moines,
Iowa
| US$ 530 mi | +US$ 290 mi | +121% | 7,82% | – | 92 | 8,7% | 1,1 |
|
| 3759 |
3759
J. Derek Lewis & Associates
Newport Beach,
California
| US$ 529 mi | +US$ 84,6 mi | +19% | 13,5% | – | 237 | 19,83% | 0,4 |
|
| 3760 |
3760
Teramo Advisors
Naples,
Florida
| US$ 529 mi | +US$ 54,9 mi | +12% | 14,6% | 72,1% | 4 | 0% | 4,4 |
|
| 3761 |
3761
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 529 mi | +US$ 32,1 mi | +6% | 5,9% | 60% | 77 | 16,88% | 4,6 |
|
| 3762 |
KMWM
3762
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$ 529 mi | +US$ 40,2 mi | +8% | 12,5% | – | 271 | 13,65% | 3,6 |
|
| 3763 |
3763
Great Point Partners
Greenwich,
Connecticut
| US$ 529 mi | +US$ 94 mi | +22% | 27,3% | 710% | 54 | 44,44% | 0,4 |
|
| 3764 |
3764
Clearlake Capital Group
Santa Monica,
California
| US$ 529 mi | -US$ 152 mi | -22% | 22% | 47,3% | 6 | 0% | 4,3 |
|
| 3765 |
3765
Voisard Asset Management Group
Grand Rapids,
Michigan
| US$ 529 mi | +US$ 59,8 mi | +13% | 13,2% | 50,5% | 116 | 14,66% | 1,6 |
|
| 3766 |
CWM
3766
Compass Wealth Management
Guilford,
Connecticut
| US$ 528 mi | +US$ 124 mi | +31% | 16,4% | 103% | 168 | 55,95% | 1,3 |
|
| 3767 |
3767
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$ 528 mi | +US$ 52 mi | +11% | 18,7% | 109% | 260 | 37,69% | 2,8 |
|
| 3768 |
3768
Silverlake Wealth Management
Williston,
Vermont
| US$ 528 mi | +US$ 48,7 mi | +10% | 11,7% | 73,3% | 414 | 13,77% | 2,3 |
|
| 3769 |
3769
Webs Creek Capital Management
Dallas,
Texas
| US$ 528 mi | -US$ 49,6 mi | -9% | 5,53% | 133% | 15 | 20% | 1 |
|
| 3770 |
3770
Auxano Advisors
Bellevue,
Washington
| US$ 528 mi | +US$ 26,5 mi | +5% | 11,2% | 85,4% | 220 | 15,45% | 2,7 |
|
| 3771 |
3771
Global Wealth Strategies & Associates
Denver,
Colorado
| US$ 528 mi | +US$ 121 mi | +30% | 15,4% | 68,7% | 539 | 82,75% | 2,4 |
|
| 3772 |
YLHM
3772
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| US$ 527 mi | +US$ 47,3 mi | +10% | 18,8% | 144% | 89 | 11,24% | 2,3 |
|
| 3773 |
3773
New York Life Insurance Company
New York
| US$ 527 mi | +US$ 36,7 mi | +7% | 15,2% | 71% | 6 | 50% | 6,3 |
|
| 3774 |
3774
Pinion Investment Advisors
Wichita,
Kansas
| US$ 527 mi | +US$ 98,6 mi | +23% | 14,5% | 81,7% | 218 | 22,94% | 2,8 |
|
| 3775 |
3775
Altrius Capital Management
New Bern,
North Carolina
| US$ 526 mi | +US$ 24 mi | +5% | 3,06% | 43,8% | 92 | 8,7% | 2,8 |
|