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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Avestar Capital
New York
| US$ 134 mi | – | – | 6,36% | 101% | 805 | – | 0 |
|
| 3977 |
WWMSC
3977
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$ 134 mi | – | – | 2,34% | 36,9% | 814 | – | 0 |
|
| 3978 |
3978
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 134 mi | +US$ 6,83 mi | +5% | 6,9% | 401% | 96 | 20,83% | 1,1 |
|
| 3979 |
3979
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$ 134 mi | +US$ 21,8 mi | +19% | 4,05% | 97,3% | 981 | 12,74% | 0,8 |
|
| 3980 |
MI
3980
Moneywise Inc
Forest,
Virginia
| US$ 134 mi | +US$ 7,12 mi | +6% | 3,52% | 58% | 42 | 14,29% | 1 |
|
| 3981 |
3981
Cartica Management
Washington,
District of Columbia
| US$ 134 mi | +US$ 51,8 mi | +63% | 5,16% | 92,9% | 1 | 0% | 2,8 |
|
| 3982 |
3982
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| US$ 134 mi | -US$ 1,67 mi | -1% | 4,12% | 95,4% | 26 | 0% | 3,8 |
|
| 3983 |
3983
Milestone Advisory Partners
Southern Pines,
North Carolina
| US$ 133 mi | – | – | 3,84% | 19,7% | 48 | – | 0 |
|
| 3984 |
3984
Capco Asset Management
Tampa,
Florida
| US$ 133 mi | +US$ 12,8 mi | +11% | 11,8% | 46,1% | 19 | 0% | 0,9 |
|
| 3985 |
3985
Engadine Partners
London,
United Kingdom
| US$ 133 mi | – | – | 6,12% | – | 5 | – | 0 |
|
| 3986 |
3986
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 133 mi | +US$ 8,67 mi | +7% | 5,29% | 82% | 126 | 3,97% | 3,3 |
|
| 3987 |
3987
SWS Partners
Columbus,
Ohio
| US$ 133 mi | – | – | 3,12% | 112% | 410 | – | 0 |
|
| 3988 |
AIA
3988
AIMZ Investment Advisors
Los Altos,
California
| US$ 133 mi | +US$ 11,1 mi | +9% | 9,87% | 81,3% | 101 | 5,94% | 2,5 |
|
| 3989 |
3989
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$ 133 mi | +US$ 12,8 mi | +11% | 3,87% | 58,7% | 96 | 37,5% | 0,6 |
|
| 3990 |
HA
3990
Havens Advisors
New York
| US$ 133 mi | -US$ 15,4 mi | -10% | 8,56% | 460% | 37 | 70,27% | 0,3 |
|
| 3991 |
3991
Heritage Way Advisors
Rockford,
Illinois
| US$ 133 mi | +US$ 10,8 mi | +9% | 8,38% | 79,4% | 65 | 7,69% | 0,8 |
|
| 3992 |
3992
Ford Financial Group
Fresno,
California
| US$ 133 mi | – | – | 4,56% | 47,7% | 456 | – | 0 |
|
| 3993 |
3993
Verity Asset Management
Durham,
North Carolina
| US$ 133 mi | +US$ 1,23 mi | +0,9% | 4,34% | 79,7% | 168 | 47,62% | 0,8 |
|
| 3994 |
SAM
3994
Security Asset Management
New York
| US$ 133 mi | +US$ 5,66 mi | +4% | 7,01% | 67,4% | 82 | 8,54% | 2,4 |
|
| 3995 |
3995
Bernicke Wealth Management
Altoona,
Wisconsin
| US$ 132 mi | +US$ 5 mi | +4% | 2,01% | – | 51 | 7,84% | 1,8 |
|
| 3996 |
WAM
3996
Westport Asset Management
Southport,
Connecticut
| US$ 132 mi | -US$ 275 mil | -0,2% | 6,13% | 63,9% | 63 | 1,59% | 2 |
|
| 3997 |
3997
Denver PWM
Denver,
Colorado
| US$ 132 mi | +US$ 4,47 mi | +3% | 3,5% | 44,8% | 67 | 13,43% | 0,2 |
|
| 3998 |
3998
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| US$ 132 mi | +US$ 5,34 mi | +4% | 6,3% | – | 384 | 15,1% | 2,4 |
|
| 3999 |
3999
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 132 mi | +US$ 4,37 mi | +3% | 6,92% | 61,6% | 87 | 2,3% | 2,9 |
|
| 4000 |
4000
Axis Capital Holdings
Pembroke,
| US$ 132 mi | +US$ 7,78 mi | +6% | 6,27% | 67% | 2 | 0% | 3,1 |
|