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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$ 348 mi | +US$ 33,6 mi | +11% | 9,05% | 59,7% | 78 | 17,95% | 2,5 |
|
| 4227 |
4227
Roberts Wealth Advisors
Palo Alto,
California
| US$ 348 mi | +US$ 23,6 mi | +7% | 9,3% | 81,1% | 100 | 7% | 2,3 |
|
| 4228 |
4228
PYA Waltman Capital
Knoxville,
Tennessee
| US$ 347 mi | +US$ 29,3 mi | +9% | 5,18% | 62,4% | 78 | 6,41% | 3,1 |
|
| 4229 |
4229
MSH Capital Advisors
Scottsdale,
Arizona
| US$ 347 mi | +US$ 23,7 mi | +7% | 6,55% | 66,5% | 252 | 12,3% | 2,4 |
|
| 4230 |
4230
Vista Investment Partners
Oklahoma City,
Oklahoma
| US$ 347 mi | +US$ 18,7 mi | +6% | 9,75% | 112% | 165 | 12,73% | 1,1 |
|
| 4231 |
4231
Snider Financial Group
Bellevue,
Washington
| US$ 347 mi | +US$ 38,9 mi | +13% | 11,5% | 87% | 121 | 13,22% | 1,4 |
|
| 4232 |
4232
Prosperity Planning
Kansas City,
Missouri
| US$ 347 mi | +US$ 27,2 mi | +9% | 6,55% | 43,5% | 106 | 1,89% | 2,6 |
|
| 4233 |
CSWG
4233
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| US$ 347 mi | +US$ 33,6 mi | +11% | 10,5% | 67,3% | 66 | 9,09% | 3,7 |
|
| 4234 |
4234
Empire Financial Management Company
New York
| US$ 347 mi | +US$ 23 mi | +7% | 8,6% | 78,3% | 208 | 11,06% | 1,8 |
|
| 4235 |
4235
Ayalon Insurance Company
Ramat Gan,
Israel
| US$ 346 mi | +US$ 36,6 mi | +12% | 11,8% | 99,6% | 59 | 3,39% | 5,4 |
|
| 4236 |
LCM
4236
Lynx1 Capital Management
San Juan,
Puerto Rico
| US$ 346 mi | +US$ 66,9 mi | +24% | 22% | 883% | 15 | 6,67% | 1,4 |
|
| 4237 |
4237
tru Independence
Portland,
Oregon
| US$ 346 mi | +US$ 23,6 mi | +7% | 5,59% | 67,4% | 121 | 9,92% | 2,9 |
|
| 4238 |
4238
Kelly Financial Group
Wethersfield,
Connecticut
| US$ 346 mi | +US$ 25,6 mi | +8% | 6,8% | – | 89 | 15,73% | 0,4 |
|
| 4239 |
4239
Dunhill Financial
London,
United Kingdom
| US$ 345 mi | +US$ 125 mi | +57% | 8,95% | 58,6% | 1.147 | 29,12% | 1,1 |
|
| 4240 |
4240
RFG Holdings
Argyle,
Texas
| US$ 345 mi | +US$ 37,7 mi | +12% | 12,4% | 72,3% | 63 | 12,7% | 1,6 |
|
| 4241 |
4241
BOCHK Asset Management
Hong Kong
| US$ 345 mi | +US$ 167 mi | +94% | 13,4% | – | 72 | 56,94% | 0,6 |
|
| 4242 |
4242
Detalus Advisors
St. Louis,
Missouri
| US$ 345 mi | +US$ 26,6 mi | +8% | 9,19% | 75,7% | 180 | 15% | 2,8 |
|
| 4243 |
4243
GSG Advisors
Mount Laurel,
New Jersey
| US$ 345 mi | +US$ 40,4 mi | +13% | 9,48% | 88% | 122 | 10,66% | 1,3 |
|
| 4244 |
IAA
4244
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$ 345 mi | +US$ 3,99 mi | +1% | 5,77% | 49,3% | 70 | 12,86% | 3,4 |
|
| 4245 |
4245
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 345 mi | +US$ 28,6 mi | +9% | 7,91% | 47,9% | 1.315 | 15,51% | 0,6 |
|
| 4246 |
4246
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$ 345 mi | +US$ 26,4 mi | +8% | 6,11% | 60,6% | 113 | 15,04% | 2,1 |
|
| 4247 |
4247
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$ 345 mi | +US$ 29,7 mi | +9% | 17,8% | 22,2% | 6 | 16,67% | 1,2 |
|
| 4248 |
4248
United Wealth Management
Charlottesville,
Virginia
| US$ 344 mi | +US$ 25,1 mi | +8% | 6,81% | – | 24 | 12,5% | 0,4 |
|
| 4249 |
4249
Cypress Capital
Franklin,
Tennessee
| US$ 344 mi | -US$ 2,58 mi | -0,7% | 4,22% | 43,6% | 89 | 11,24% | 2,5 |
|
| 4250 |
DL
4250
DOHJ LLC
Seattle,
Washington
| US$ 344 mi | -US$ 93,6 mi | -21% | 6,71% | 51,5% | 174 | 32,18% | 2,6 |
|