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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$ 244 mi | +US$ 28,3 mi | +13% | 14,1% | 83% | 121 | 9,09% | 5,3 |
|
| 4002 |
4002
Raffa Wealth Management
Washington,
District of Columbia
| US$ 244 mi | +US$ 18,5 mi | +8% | 6,57% | 35,8% | 1.175 | 10,13% | 2,7 |
|
| 4003 |
4003
Round Rock Advisors
Wilton,
Connecticut
| US$ 244 mi | +US$ 23,4 mi | +11% | 8,69% | 87,4% | 158 | 13,29% | 1,1 |
|
| 4004 |
4004
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 244 mi | +US$ 9,6 mi | +4% | 2,39% | 17,7% | 337 | 14,54% | 2,8 |
|
| 4005 |
4005
MilWealth Group
Milwaukee,
Wisconsin
| US$ 244 mi | +US$ 14,3 mi | +6% | 5,75% | 36,8% | 63 | 9,52% | 3 |
|
| 4006 |
4006
Sycamore Partners Management
New York
| US$ 244 mi | -US$ 100 mi | -29% | 29% | 31,8% | 1 | 0% | 1 |
|
| 4007 |
4007
Kathryn A. Hall
| US$ 243 mi | +US$ 2,13 mi | +0,9% | 8,99% | 95,2% | 52 | 7,69% | 3,1 |
|
| 4008 |
4008
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$ 243 mi | -US$ 112 mi | -31% | 9,25% | 75,5% | 497 | 2,62% | 1,5 |
|
| 4009 |
4009
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$ 243 mi | +US$ 36,4 mi | +18% | 6,26% | 73,9% | 660 | 28,64% | 1,6 |
|
| 4010 |
4010
Proquility Private Wealth Partners
Las Vegas,
Nevada
| US$ 243 mi | +US$ 25,7 mi | +12% | 11,3% | 19,4% | 98 | 13,27% | 1,6 |
|
| 4011 |
4011
JW Asset Management
Miami Beach,
Florida
| US$ 243 mi | +US$ 48,6 mi | +25% | 22,9% | 251% | 13 | 53,85% | 2 |
|
| 4012 |
4012
Cutler Capital Management
Worcester,
Massachusetts
| US$ 243 mi | +US$ 27,3 mi | +13% | 9,08% | 39,7% | 109 | 7,34% | 2,5 |
|
| 4013 |
4013
Cowen Prime Advisors
New York
| US$ 243 mi | +US$ 68,9 mi | +40% | 11,1% | 116% | 197 | 13,71% | 5,2 |
|
| 4014 |
4014
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$ 243 mi | +US$ 16,5 mi | +7% | 8,68% | 84,3% | 176 | 22,73% | 1,9 |
|
| 4015 |
4015
Riggs Asset Management
Dallas,
Pennsylvania
| US$ 243 mi | -US$ 9,49 mi | -4% | 10,4% | 207% | 355 | 12,11% | 2,9 |
|
| 4016 |
FAP
4016
Financial Advisory Partners
Winter Park,
Florida
| US$ 243 mi | +US$ 12,9 mi | +6% | 7,66% | 52,9% | 67 | 2,99% | 0,9 |
|
| 4017 |
4017
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$ 243 mi | +US$ 22,5 mi | +10% | 10% | 101% | 426 | 69,95% | 1,7 |
|
| 4018 |
4018
Navalign LLC
Encino,
California
| US$ 243 mi | +US$ 20,4 mi | +9% | 7,37% | 50,7% | 130 | 10% | 1,5 |
|
| 4019 |
4019
Werba Rubin Papier Wealth Management
San Jose,
California
| US$ 242 mi | – | – | 10,1% | 67% | 104 | – | 0 |
|
| 4020 |
4020
Optas LLC
Austin,
Texas
| US$ 242 mi | +US$ 14,4 mi | +6% | 7,08% | 118% | 155 | 18,06% | 2,1 |
|
| 4021 |
4021
Alpha Paradigm Partners
Chicago,
Illinois
| US$ 242 mi | +US$ 11,9 mi | +5% | 8,69% | – | 643 | 57,7% | 0,5 |
|
| 4022 |
4022
Martin Capital Partners
Eugene,
Oregon
| US$ 242 mi | +US$ 26,6 mi | +12% | 14,7% | 42,3% | 78 | 10,26% | 3,2 |
|
| 4023 |
4023
United Capital Management of KS
Salina,
Kansas
| US$ 242 mi | +US$ 28,6 mi | +13% | 5,97% | 272% | 91 | 13,19% | 2,6 |
|
| 4024 |
4024
CIC Wealth
Rockville,
Maryland
| US$ 242 mi | – | – | 7,72% | – | 166 | – | 0 |
|
| 4025 |
4025
Brady Family Wealth
Saint Louis,
Missouri
| US$ 242 mi | – | – | 11% | 61,8% | 115 | – | 0 |
|