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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Larson Financial Group
St Louis,
Missouri
| US$ 135 mi | +US$ 8,39 mi | +7% | 1,39% | 81,2% | 611 | 15,06% | 0,5 |
|
| 4202 |
4202
Colorado Capital Management
Boulder,
Colorado
| US$ 135 mi | +US$ 1,39 mi | +1% | 2,55% | 60,4% | 84 | 2,38% | 2,6 |
|
| 4203 |
4203
St. Johns Investment Management
Jacksonville,
Florida
| US$ 135 mi | +US$ 5,14 mi | +4% | 3,65% | 80,9% | 177 | 5,65% | 3,7 |
|
| 4204 |
4204
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| US$ 134 mi | +US$ 626 mil | +0,5% | 1,63% | 13% | 38 | 15,79% | 3 |
|
| 4205 |
SCM
4205
SCW Capital Management
Dallas,
Texas
| US$ 134 mi | -US$ 18,8 mi | -12% | 3% | 179% | 14 | 42,86% | 0,4 |
|
| 4206 |
4206
PDS Planning
Dublin,
Ohio
| US$ 134 mi | +US$ 5,78 mi | +4% | 2,1% | 62,7% | 95 | 7,37% | 1,1 |
|
| 4207 |
4207
III Capital Management
Boca Raton,
Florida
| US$ 134 mi | – | – | 0,17% | 28,7% | 44 | – | 0 |
|
| 4208 |
4208
Droms Strauss Advisors
St. Louis,
Missouri
| US$ 134 mi | +US$ 5,32 mi | +4% | 2,81% | 68,7% | 43 | 2,33% | 0,4 |
|
| 4209 |
4209
Fluent Financial
Dallas,
Texas
| US$ 134 mi | +US$ 12,4 mi | +10% | 2,15% | 46,9% | 58 | 20,69% | 0,9 |
|
| 4210 |
4210
Paulson Wealth Management
Wheaton,
Illinois
| US$ 134 mi | +US$ 2,33 mi | +2% | 2,19% | 57,1% | 117 | 11,11% | 1,2 |
|
| 4211 |
4211
AllSquare Wealth Management
Albany,
New York
| US$ 134 mi | +US$ 1,12 mi | +0,8% | 2,26% | 62,4% | 499 | 9,62% | 2 |
|
| 4212 |
4212
WESPAC Advisors
Orinda,
California
| US$ 134 mi | -US$ 10,7 mi | -7% | 2,65% | 112% | 152 | 48,03% | 1 |
|
| 4213 |
4213
AB CarVal Investors
Minneapolis,
Minnesota
| US$ 134 mi | -US$ 15,3 mi | -10% | 3,99% | 24% | 9 | 22,22% | 0,8 |
|
| 4214 |
SST
4214
S Squared Technology
New York
| US$ 134 mi | +US$ 4,6 mi | +4% | 15,3% | 223% | 43 | 13,95% | 2 |
|
| 4215 |
4215
Virginia National Bank
Charlottesville,
Virginia
| US$ 134 mi | -US$ 10,9 mi | -8% | 2,68% | – | 102 | 11,76% | 0,7 |
|
| 4216 |
AP
4216
Agilis Partners
Waltham,
Massachusetts
| US$ 134 mi | +US$ 16,5 mi | +14% | 2,37% | 8,47% | 21 | 0% | 1,7 |
|
| 4217 |
4217
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 134 mi | +US$ 5,32 mi | +4% | 2,49% | 208% | 44 | 13,64% | 1,4 |
|
| 4218 |
4218
Inscription Capital
Houston,
Texas
| US$ 134 mi | -US$ 55,7 mi | -29% | 3,12% | – | 265 | 63,77% | 0,5 |
|
| 4219 |
4219
Winthrop Partners - WNY
Buffalo,
New York
| US$ 133 mi | +US$ 5,28 mi | +4% | 2,54% | – | 239 | 9,21% | 1,2 |
|
| 4220 |
4220
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 133 mi | -US$ 3,32 mi | -2% | 3,54% | 82% | 145 | 6,9% | 3,6 |
|
| 4221 |
PFC
4221
Personal Financial Consultants
Lafayette,
California
| US$ 133 mi | +US$ 2,79 mi | +2% | 2,32% | – | 19 | 0% | 0,8 |
|
| 4222 |
4222
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 133 mi | +US$ 6,81 mi | +5% | 2,81% | 98,6% | 139 | 12,23% | 1,7 |
|
| 4223 |
4223
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$ 133 mi | -US$ 19,2 mi | -13% | 2,38% | 68,6% | 54 | 24,07% | 1 |
|
| 4224 |
4224
Mirsky Financial Management
Rochester,
New York
| US$ 133 mi | +US$ 4,36 mi | +3% | 1,61% | 39,3% | 36 | 0% | 0,5 |
|
| 4225 |
4225
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$ 133 mi | +US$ 4,52 mi | +4% | 2,31% | 52,4% | 46 | 2,17% | 1,2 |
|