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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Modus Advisors
Excelsior,
Minnesota
| US$ 368 mi | +US$ 31 mi | +9% | 9,25% | 89,5% | 118 | 7,63% | 3,5 |
|
| 4277 |
DCM
4277
Divisar Capital Management
San Francisco,
California
| US$ 368 mi | -US$ 64,7 mi | -15% | 24,6% | 194% | 28 | 17,86% | 3,6 |
|
| 4278 |
4278
United Wealth Management
Charlottesville,
Virginia
| US$ 367 mi | +US$ 23,1 mi | +7% | 5,57% | – | 24 | 4,17% | 0,7 |
|
| 4279 |
4279
Teramo Advisors
Naples,
Florida
| US$ 367 mi | +US$ 15,9 mi | +5% | 7,69% | 72,1% | 26 | 57,69% | 1,3 |
|
| 4280 |
4280
CLG LLC
Long Beach,
California
| US$ 367 mi | +US$ 46,5 mi | +15% | 13,9% | – | 139 | 11,51% | 0,6 |
|
| 4281 |
4281
Beam Wealth Advisors
Covington,
Louisiana
| US$ 367 mi | +US$ 31,4 mi | +9% | 8,29% | 59,7% | 114 | 10,53% | 2,3 |
|
| 4282 |
4282
Mindset Wealth Management
Indianapolis,
Indiana
| US$ 367 mi | +US$ 61,4 mi | +20% | 16,5% | – | 183 | 19,67% | 0,7 |
|
| 4283 |
4283
Snider Financial Group
Bellevue,
Washington
| US$ 367 mi | +US$ 20 mi | +6% | 6,64% | 87% | 119 | 5,88% | 1,6 |
|
| 4284 |
MJP
4284
Michael J. Puzo
| US$ 367 mi | +US$ 15,6 mi | +4% | 6,75% | 90,3% | 73 | 5,48% | 7,2 |
|
| 4285 |
4285
Pensionfund Sabic
Sittard,
Netherlands
| US$ 367 mi | +US$ 13,7 mi | +4% | 6,31% | 63,6% | 214 | 0,47% | 5,1 |
|
| 4286 |
4286
Sovereign Investment Advisors
Phoenix,
Arizona
| US$ 367 mi | +US$ 2,91 mi | +0,8% | 2,47% | 43,7% | 36 | 2,78% | 4 |
|
| 4287 |
4287
Wakefield Asset Management
Englewood,
Colorado
| US$ 366 mi | +US$ 8,34 mi | +2% | 8,44% | 139% | 220 | 19,09% | 1,3 |
|
| 4288 |
4288
Physicians Financial Services
Raleigh,
North Carolina
| US$ 366 mi | +US$ 30,6 mi | +9% | 11,1% | 100% | 110 | 4,55% | 6,7 |
|
| 4289 |
4289
Cooper Investors
Melbourne, Victoria,
Australia
| US$ 366 mi | -US$ 183 mi | -33% | 0,85% | 57,5% | 55 | 43,64% | 1,8 |
|
| 4290 |
4290
One River Asset Management
Stamford,
Connecticut
| US$ 366 mi | +US$ 321 mi | +707% | 6,49% | 27% | 185 | 85,41% | 0,2 |
|
| 4291 |
4291
Pinion Investment Advisors
Wichita,
Kansas
| US$ 366 mi | +US$ 76 mi | +26% | 8,13% | 75,4% | 179 | 15,08% | 3,1 |
|
| 4292 |
4292
Bell Asset Management
Melbourne,
Australia
| US$ 366 mi | -US$ 87,7 mi | -19% | 6,44% | 45,3% | 70 | 21,43% | 3,6 |
|
| 4293 |
4293
Roberts, Glore & Co
Deerfield,
Illinois
| US$ 366 mi | +US$ 23,4 mi | +7% | 8,97% | 72,3% | 222 | 9,46% | 6,4 |
|
| 4294 |
4294
Narus Financial Partners
Salt Lake City,
Utah
| US$ 366 mi | +US$ 45,1 mi | +14% | 6,72% | 85,3% | 174 | 13,22% | 3,4 |
|
| 4295 |
4295
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$ 365 mi | +US$ 25,4 mi | +7% | 28,8% | 108% | 53 | 11,32% | 2,7 |
|
| 4296 |
4296
Buckley Wealth Management
Las Vegas,
Nevada
| US$ 365 mi | +US$ 31,1 mi | +9% | 10,2% | 88% | 109 | 7,34% | 4,8 |
|
| 4297 |
4297
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| US$ 365 mi | +US$ 5,1 mi | +1% | 7,48% | – | 165 | 7,27% | 3,2 |
|
| 4298 |
4298
Sollinda Capital Management
Miami,
Florida
| US$ 365 mi | -US$ 19 mi | -5% | 5,48% | – | 100 | 37% | 1,3 |
|
| 4299 |
LFGO
4299
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| US$ 365 mi | +US$ 26,5 mi | +8% | 6,84% | 64,2% | 96 | 15,63% | 1,8 |
|
| 4300 |
4300
Selkirk Management
Chatham,
New Jersey
| US$ 365 mi | +US$ 26,6 mi | +8% | 13,1% | 245% | 14 | 14,29% | 6,2 |
|