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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
WFI
4126
West Family Investments
Carlsbad,
California
| US$ 257 mi | +US$ 4,73 mi | +2% | 2,02% | 116% | 276 | 42,39% | 1,2 |
|
| 4127 |
4127
Summit Financial Group
Moorefield,
West Virginia
| US$ 257 mi | -US$ 6,65 mi | -3% | 5,07% | 26,1% | 192 | 4,69% | 3,9 |
|
| 4128 |
4128
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$ 257 mi | +US$ 4,24 mi | +2% | 4,34% | 75,5% | 506 | 2,17% | 1,9 |
|
| 4129 |
4129
BetterWealth
San Jose,
California
| US$ 257 mi | +US$ 9,9 mi | +4% | 5,18% | 63,3% | 47 | 10,64% | 1 |
|
| 4130 |
4130
Mudrick Capital Management
New York
| US$ 257 mi | -US$ 13,3 mi | -5% | 0,6% | 212% | 13 | 23,08% | 1,6 |
|
| 4131 |
4131
St. Clair Advisors
Mayfield Hts,
Ohio
| US$ 257 mi | +US$ 27,3 mi | +12% | 6,24% | 77,5% | 81 | 6,17% | 1,2 |
|
| 4132 |
4132
Capital Planning
Bellevue,
Washington
| US$ 256 mi | +US$ 14,6 mi | +6% | 8,02% | 81,2% | 75 | 12% | 1,8 |
|
| 4133 |
4133
Humankind Investments
New York
| US$ 256 mi | +US$ 15,3 mi | +6% | 6,51% | 62,5% | 149 | 37,58% | 1,5 |
|
| 4134 |
AP
4134
Agilis Partners
Waltham,
Massachusetts
| US$ 256 mi | +US$ 29,9 mi | +13% | 4,62% | 8,47% | 23 | 4,35% | 3,9 |
|
| 4135 |
4135
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 256 mi | +US$ 13,4 mi | +6% | 5,24% | 26,6% | 105 | 4,76% | 4,2 |
|
| 4136 |
4136
Builder Investment Group
Atlanta,
Georgia
| US$ 256 mi | +US$ 26,7 mi | +12% | 14,4% | 169% | 96 | 6,25% | 0,5 |
|
| 4137 |
4137
Vickerman Investment Advisors
Spokane,
Washington
| US$ 256 mi | +US$ 2,49 mi | +1% | 4,47% | 47,3% | 73 | 12,33% | 1,5 |
|
| 4138 |
4138
Collective Family Office
York,
Pennsylvania
| US$ 256 mi | +US$ 13,3 mi | +5% | 2,7% | 52,5% | 186 | 15,59% | 1,5 |
|
| 4139 |
SSI
4139
Scott & Selber Inc
Houston,
Texas
| US$ 256 mi | +US$ 20,8 mi | +9% | 10,3% | 202% | 103 | 7,77% | 3,7 |
|
| 4140 |
4140
Proquility Private Wealth Partners
Las Vegas,
Nevada
| US$ 256 mi | +US$ 3,96 mi | +2% | 3,67% | 19,4% | 96 | 13,54% | 2,1 |
|
| 4141 |
4141
Lantz Financial
Naperville,
Illinois
| US$ 255 mi | +US$ 14,9 mi | +6% | 5,24% | 74,3% | 197 | 7,11% | 2,5 |
|
| 4142 |
4142
Origin Asset Management
London,
United Kingdom
| US$ 255 mi | -US$ 86,1 mi | -25% | 5,19% | 59,3% | 31 | 64,52% | 1,1 |
|
| 4143 |
4143
McLean Asset Management
Tysons,
Virginia
| US$ 255 mi | +US$ 12,1 mi | +5% | 5,19% | 64,3% | 134 | 5,97% | 1,8 |
|
| 4144 |
4144
Innealta Capital
Austin,
Texas
| US$ 255 mi | +US$ 18,5 mi | +8% | 4,29% | 63,7% | 77 | 18,18% | 1,6 |
|
| 4145 |
4145
Physicians Financial Services
Raleigh,
North Carolina
| US$ 255 mi | +US$ 18,2 mi | +8% | 9,35% | 100% | 108 | 0,93% | 5,8 |
|
| 4146 |
4146
Warwick Investment Management
Bryan,
Texas
| US$ 255 mi | +US$ 18,9 mi | +8% | 5,66% | 69,9% | 70 | 15,71% | 0,9 |
|
| 4147 |
4147
My Legacy Advisors
Bend,
Oregon
| US$ 254 mi | +US$ 21,2 mi | +9% | 4,73% | 49,1% | 223 | 14,8% | 1 |
|
| 4148 |
4148
Garden State Investment Advisory Services
Red Bank,
New Jersey
| US$ 254 mi | +US$ 22,2 mi | +10% | 6,19% | 94% | 276 | 32,61% | 0,4 |
|
| 4149 |
4149
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 254 mi | -US$ 13,2 mi | -5% | 5,33% | 67,6% | 109 | 50,46% | 2,4 |
|
| 4150 |
4150
Institutional Venture Management XV
Menlo Park,
California
| US$ 254 mi | -US$ 87,5 mi | -26% | 3,1% | 116% | 6 | 33,33% | 1,9 |
|