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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Astoria Strategic Wealth
Conroe,
Texas
| US$ 271 mi | +US$ 11,7 mi | +5% | 3,16% | 42,1% | 33 | 6,06% | 2,4 |
|
| 4027 |
4027
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$ 271 mi | +US$ 14,2 mi | +6% | 9,98% | 141% | 24 | 16,67% | 5 |
|
| 4028 |
4028
Holderness Investments Company
Greensboro,
North Carolina
| US$ 271 mi | +US$ 20,5 mi | +8% | 9,28% | 144% | 210 | 10,95% | 5,1 |
|
| 4029 |
4029
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 271 mi | +US$ 14,9 mi | +6% | 8% | 101% | 148 | 12,16% | 5,1 |
|
| 4030 |
4030
Baker Boyer National Bank
Walla Walla,
Washington
| US$ 270 mi | +US$ 10,9 mi | +4% | 3,46% | 44,7% | 83 | 3,61% | 4,8 |
|
| 4031 |
SIM
4031
SW Investment Management
Telluride,
Colorado
| US$ 270 mi | +US$ 22,2 mi | +9% | 4,35% | 143% | 12 | 16,67% | 1,4 |
|
| 4032 |
4032
Old Mission Investment Co
Traverse City,
Michigan
| US$ 270 mi | +US$ 14 mi | +5% | 6,7% | 82% | 117 | 6,84% | 2,6 |
|
| 4033 |
4033
Goodman Advisory Group
Needham,
Massachusetts
| US$ 270 mi | +US$ 86,1 mi | +47% | 3,76% | 88,8% | 182 | 25,27% | 0,8 |
|
| 4034 |
4034
Drive Wealth Management
Lehi,
Utah
| US$ 270 mi | +US$ 30,8 mi | +13% | 6,54% | 94,4% | 325 | 24% | 0,7 |
|
| 4035 |
4035
FCA Corp
Houston,
Texas
| US$ 270 mi | +US$ 3,09 mi | +1% | 4,79% | 57,4% | 181 | 10,5% | 4,1 |
|
| 4036 |
4036
Canvas Wealth Advisors
Shawnee,
Kansas
| US$ 269 mi | +US$ 31,4 mi | +13% | 10,5% | 115% | 146 | 19,18% | 1,4 |
|
| 4037 |
4037
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| US$ 269 mi | +US$ 20,7 mi | +8% | 5,46% | 63,3% | 243 | 18,11% | 0,4 |
|
| 4038 |
4038
Brown University
Providence,
Rhode Island
| US$ 269 mi | +US$ 7,71 mi | +3% | 5,17% | 37,9% | 8 | 37,5% | 1,5 |
|
| 4039 |
TLP
4039
Tri Locum Partners
New York
| US$ 269 mi | -US$ 59,3 mi | -18% | 26% | 357% | 84 | 73,81% | 0,2 |
|
| 4040 |
4040
Hi-Line Capital Management
Watertown,
South Dakota
| US$ 269 mi | -US$ 23,9 mi | -8% | 3,21% | 57,5% | 41 | 9,76% | 2 |
|
| 4041 |
4041
Solus Alternative Asset Management
Summit,
New Jersey
| US$ 269 mi | +US$ 7,55 mi | +3% | 7,87% | 79,3% | 11 | 27,27% | 1,6 |
|
| 4042 |
HPC
4042
Hobart Private Capital
Charlotte,
North Carolina
| US$ 269 mi | +US$ 15,3 mi | +6% | 5,5% | 60% | 39 | 2,56% | 1,1 |
|
| 4043 |
4043
Brady Family Wealth
Saint Louis,
Missouri
| US$ 269 mi | +US$ 15,4 mi | +6% | 6,17% | 61,8% | 118 | 5,93% | 0,5 |
|
| 4044 |
4044
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 269 mi | +US$ 15,3 mi | +6% | 2,21% | 31,1% | 45 | 6,67% | 4,6 |
|
| 4045 |
4045
Permit Capital
West Conshohocken,
Pennsylvania
| US$ 269 mi | +US$ 928 mil | +0,3% | 3,3% | 121% | 25 | 8% | 5 |
|
| 4046 |
4046
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$ 268 mi | -US$ 1,15 mi | -0,4% | 7,12% | 81% | 1.096 | 12,59% | 2,8 |
|
| 4047 |
4047
NovaPoint Capital
Atlanta,
Georgia
| US$ 268 mi | +US$ 24 mi | +10% | 5,44% | 94% | 139 | 10,79% | 2,4 |
|
| 4048 |
4048
Clare Market Investments
Dallas,
Texas
| US$ 268 mi | +US$ 28,8 mi | +12% | 13,8% | – | 145 | 25,52% | 2,1 |
|
| 4049 |
4049
Manhattan West Asset Management
Los Angeles,
California
| US$ 268 mi | +US$ 38,3 mi | +17% | 3,79% | 65,6% | 135 | 14,81% | 1 |
|
| 4050 |
4050
White Pine Capital
Bloomington,
Minnesota
| US$ 268 mi | +US$ 10,6 mi | +4% | 4,73% | 143% | 211 | 8,53% | 5,8 |
|