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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Cypress Asset Management
Houston,
Texas
| US$ 455 mi | +US$ 15,4 mi | +4% | 5,07% | 141% | 108 | 5,56% | 7,1 |
|
| 3852 |
3852
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$ 455 mi | -US$ 1,77 mi | -0,4% | 0,29% | 117% | 128 | 9,38% | 1,9 |
|
| 3853 |
3853
Landaas & Company
Milwaukee,
Wisconsin
| US$ 455 mi | +US$ 14,5 mi | +3% | 2,6% | 68,3% | 134 | 14,18% | 3,1 |
|
| 3854 |
3854
DecisionPoint Financial
Mesa,
Arizona
| US$ 454 mi | +US$ 25,6 mi | +6% | 1,82% | 48% | 749 | 15,49% | 1 |
|
| 3855 |
3855
Almitas Capital
Santa Monica,
California
| US$ 454 mi | +US$ 17,3 mi | +4% | 1,45% | 86,1% | 123 | 60,16% | 0,6 |
|
| 3856 |
3856
Garden State Investment Advisory Services
Red Bank,
New Jersey
| US$ 454 mi | +US$ 4,64 mi | +1% | 2,04% | 94% | 361 | 23,55% | 1,6 |
|
| 3857 |
3857
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$ 454 mi | +US$ 14,9 mi | +3% | 1,65% | 50,9% | 165 | 9,09% | 4 |
|
| 3858 |
3858
Horiko Capital Management
New York
| US$ 454 mi | +US$ 31,7 mi | +8% | 11,2% | 275% | 17 | 0% | 5 |
|
| 3859 |
3859
Reverence Capital Partners
New York
| US$ 453 mi | +US$ 37,4 mi | +9% | 9% | 5,38% | 1 | 0% | 1,8 |
|
| 3860 |
3860
Bridgewealth Advisory Group
Fresno,
California
| US$ 453 mi | +US$ 21,5 mi | +5% | 1,35% | 39,1% | 139 | 15,83% | 1,1 |
|
| 3861 |
3861
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$ 453 mi | +US$ 13,1 mi | +3% | 1,78% | 55,5% | 108 | 7,41% | 4,2 |
|
| 3862 |
3862
Nitorum Capital
New York
| US$ 452 mi | -US$ 117 mi | -21% | 1,75% | 87,1% | 28 | 14,29% | 4,4 |
|
| 3863 |
CMAI
3863
Capital Management Associates Inc
Minneapolis,
Minnesota
| US$ 452 mi | +US$ 82,3 mi | +22% | 4,22% | 75,6% | 164 | 19,51% | 1,1 |
|
| 3864 |
3864
Winch Advisory Services
Appleton,
Wisconsin
| US$ 452 mi | +US$ 7,68 mi | +2% | 2,1% | 80,8% | 532 | 5,45% | 5,2 |
|
| 3865 |
3865
Aries Wealth Management
Portland,
Maine
| US$ 452 mi | +US$ 29 mi | +7% | 3,04% | 87,7% | 242 | 8,26% | 2,8 |
|
| 3866 |
RS
3866
Retirement Solution
Redmond,
Washington
| US$ 451 mi | +US$ 32,2 mi | +8% | 2,25% | 77,3% | 60 | 20% | 1,6 |
|
| 3867 |
3867
Scott Capital Advisors
Portland,
Oregon
| US$ 451 mi | +US$ 9,6 mi | +2% | 0,99% | 50,9% | 54 | 5,56% | 2,8 |
|
| 3868 |
3868
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$ 451 mi | +US$ 23,1 mi | +5% | 8,13% | 143% | 86 | 37,21% | 2 |
|
| 3869 |
3869
Waller Financial Planning Group
Columbus,
Ohio
| US$ 450 mi | +US$ 14,5 mi | +3% | 1,64% | 47,5% | 78 | 12,82% | 4,4 |
|
| 3870 |
3870
IAM Advisory
Easton,
Pennsylvania
| US$ 450 mi | +US$ 5,33 mi | +1% | 2,5% | 74,5% | 115 | 20,87% | 2,2 |
|
| 3871 |
3871
Marion Wealth Management
Monroeville,
Pennsylvania
| US$ 450 mi | +US$ 28,3 mi | +7% | 1,21% | 51,7% | 146 | 8,22% | 2,5 |
|
| 3872 |
3872
Wiser Wealth Management
Marietta,
Georgia
| US$ 450 mi | +US$ 12,4 mi | +3% | 1,31% | 53% | 57 | 8,77% | 2,4 |
|
| 3873 |
3873
Capital City Trust
Tallahassee,
Florida
| US$ 450 mi | +US$ 40,9 mi | +10% | 1,57% | 98,5% | 118 | 9,32% | 7,2 |
|
| 3874 |
3874
Aspire Private Capital
Cornelius,
North Carolina
| US$ 450 mi | -US$ 5,4 mi | -1% | 1,87% | 55,3% | 184 | 13,59% | 4 |
|
| 3875 |
3875
Long Walk Management
Greenwich,
Connecticut
| US$ 449 mi | -US$ 45,3 mi | -9% | 9,25% | 302% | 10 | 10% | 1,3 |
|