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 |
WA
4126
WP Advisors
San Francisco,
California
| US$ 305 mi | +US$ 34,7 mi | +13% | 11,1% | 113% | 108 | 6,48% | 3,7 |
|
| 4127 |
4127
Wiser Wealth Management
Marietta,
Georgia
| US$ 305 mi | +US$ 30,4 mi | +11% | 5,97% | 53% | 36 | 22,22% | 1,9 |
|
| 4128 |
4128
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 305 mi | +US$ 56,4 mi | +23% | 26,8% | 208% | 67 | 34,33% | 2,8 |
|
| 4129 |
SPC
4129
Stony Point Capital
New York
| US$ 305 mi | +US$ 1,86 mi | +0,6% | 13,4% | 208% | 30 | 33,33% | 1,1 |
|
| 4130 |
4130
L2 Asset Management
Wayland,
Massachusetts
| US$ 305 mi | +US$ 61,3 mi | +25% | 14,3% | 128% | 214 | 18,69% | 1,2 |
|
| 4131 |
4131
Sea Cliff Partners Management
San Francisco,
California
| US$ 304 mi | +US$ 47,9 mi | +19% | 6,85% | – | 17 | 29,41% | 0,2 |
|
| 4132 |
4132
O'Brien Greene & Co
Media,
Pennsylvania
| US$ 304 mi | +US$ 19,8 mi | +7% | 8,91% | 90,9% | 138 | 12,32% | 3,4 |
|
| 4133 |
CWM
4133
Cedar Wealth Management
Walnut Creek,
California
| US$ 304 mi | +US$ 29,3 mi | +11% | 7,14% | 68,1% | 363 | 27,82% | 2,7 |
|
| 4134 |
4134
Semmax Financial Advisors
Winston Salem,
North Carolina
| US$ 304 mi | +US$ 29,3 mi | +11% | 6,51% | – | 451 | 21,06% | 2,7 |
|
| 4135 |
AFS
4135
Annapolis Financial Services
Annapolis,
Maryland
| US$ 304 mi | -US$ 95,5 mi | -24% | 5,79% | 15% | 478 | 28,45% | 2,6 |
|
| 4136 |
4136
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$ 303 mi | +US$ 23 mi | +8% | 8,25% | 36,7% | 4 | 0% | 6 |
|
| 4137 |
MFGP
4137
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| US$ 303 mi | +US$ 23,3 mi | +8% | 7,24% | 65,5% | 58 | 13,79% | 4 |
|
| 4138 |
4138
Mokosak Advisory Group
Urbandale,
Iowa
| US$ 303 mi | +US$ 24,1 mi | +9% | 6,37% | 59,2% | 31 | 12,9% | 3,4 |
|
| 4139 |
4139
Financial Sense Advisors
San Diego,
California
| US$ 303 mi | +US$ 33,4 mi | +12% | 15,9% | 152% | 139 | 29,5% | 1,4 |
|
| 4140 |
4140
Gladius Capital Management
Chicago,
Illinois
| US$ 303 mi | -US$ 338 mi | -53% | 7,61% | 85% | 433 | 57,51% | 0,9 |
|
| 4141 |
4141
Hill Island Financial
Grand Rapids,
Michigan
| US$ 303 mi | +US$ 9,45 mi | +3% | 8,48% | 78,3% | 72 | 9,72% | 1,4 |
|
| 4142 |
4142
Access Investment Management
Atlanta,
Georgia
| US$ 303 mi | +US$ 34,7 mi | +13% | 8,92% | – | 103 | 19,42% | 0,2 |
|
| 4143 |
4143
JRM Investment Counsel
Omaha,
Nebraska
| US$ 303 mi | +US$ 29,1 mi | +11% | 10,1% | 65,5% | 21 | 4,76% | 4,5 |
|
| 4144 |
4144
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$ 303 mi | +US$ 43,3 mi | +17% | 8,53% | 164% | 91 | 36,26% | 2,3 |
|
| 4145 |
4145
Bulldog Investors
Saddle Brook,
New Jersey
| US$ 303 mi | -US$ 1,77 mi | -0,6% | 3,92% | 22,5% | 206 | 39,81% | 1,3 |
|
| 4146 |
4146
Empire Financial Management Company
New York
| US$ 303 mi | +US$ 47,1 mi | +18% | 10,3% | 78,3% | 213 | 14,55% | 0,8 |
|
| 4147 |
4147
Bordeaux Wealth Advisors
Menlo Park,
California
| US$ 302 mi | +US$ 6,4 mi | +2% | 19,8% | 141% | 126 | 21,43% | 1,7 |
|
| 4148 |
4148
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$ 302 mi | +US$ 32,5 mi | +12% | 7,7% | 56,7% | 351 | 15,1% | 2,2 |
|
| 4149 |
4149
Little House Capital
Braintree,
Massachusetts
| US$ 302 mi | +US$ 27,7 mi | +10% | 10,7% | 118% | 143 | 30,07% | 2 |
|
| 4150 |
4150
Navalign LLC
Encino,
California
| US$ 302 mi | +US$ 15,2 mi | +5% | 5,49% | 50,7% | 127 | 10,24% | 2,5 |
|