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
Eldred Rock Partners
San Antonio,
Texas
| US$ 385 mi | -US$ 15,5 mi | -4% | 7,36% | 109% | 33 | 12,12% | 1,6 |
|
| 4277 |
4277
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$ 385 mi | +US$ 1,9 mi | +0,5% | 2,52% | 59,7% | 98 | 10,2% | 2,3 |
|
| 4278 |
4278
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 385 mi | +US$ 16 mi | +4% | 6,85% | 208% | 69 | 7,25% | 3,9 |
|
| 4279 |
4279
Plan Group Financial
Oklahoma City,
Oklahoma
| US$ 385 mi | +US$ 12,8 mi | +3% | 2,65% | 63,4% | 219 | 23,29% | 1,2 |
|
| 4280 |
4280
Seafarer Capital Partners
Larkspur,
California
| US$ 385 mi | +US$ 34,3 mi | +10% | 3,4% | 61,3% | 9 | 22,22% | 3,1 |
|
| 4281 |
4281
Hartford Financial Management
Hartford,
Connecticut
| US$ 385 mi | +US$ 7,26 mi | +2% | 2,44% | 87,9% | 345 | 3,48% | 7 |
|
| 4282 |
4282
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$ 385 mi | +US$ 10,9 mi | +3% | 3,27% | 74% | 79 | 5,06% | 7,3 |
|
| 4283 |
4283
Dayah Capital
Stamford,
Connecticut
| US$ 385 mi | – | – | 12,8% | – | 36 | – | 0 |
|
| 4284 |
AWA
4284
Aquire Wealth Advisors
South Jordan,
Utah
| US$ 385 mi | -US$ 21,7 mi | -5% | 2,35% | 60,2% | 52 | 9,62% | 2,8 |
|
| 4285 |
4285
Delta Financial Advisors
New Orleans,
Louisiana
| US$ 385 mi | +US$ 30,5 mi | +9% | 3,96% | 107% | 153 | 7,84% | 4 |
|
| 4286 |
4286
Boltwood Capital Management
Walnut Creek,
California
| US$ 385 mi | +US$ 8,88 mi | +2% | 2,07% | 63% | 186 | 6,45% | 6,4 |
|
| 4287 |
4287
Alpine Investment Management
Hong Kong
| US$ 384 mi | +US$ 89 mi | +30% | 12,3% | 33,7% | 11 | 63,64% | 0,3 |
|
| 4288 |
4288
Truffle Hound Capital
Bethesda,
Maryland
| US$ 384 mi | +US$ 26,4 mi | +7% | 8,32% | – | 57 | 21,05% | 0,6 |
|
| 4289 |
4289
WBI Investments
Red Bank,
New Jersey
| US$ 384 mi | -US$ 7,57 mi | -2% | 2,72% | 105% | 401 | 49,38% | 0,8 |
|
| 4290 |
4290
Premier Financial Group
Eureka,
California
| US$ 384 mi | +US$ 9,31 mi | +2% | 3,6% | – | 84 | 59,52% | 0,3 |
|
| 4291 |
4291
Opal Wealth Advisors
Jericho,
New York
| US$ 384 mi | +US$ 24,2 mi | +7% | 2,42% | 62,3% | 222 | 19,37% | 2,2 |
|
| 4292 |
4292
Accel Leaders 4 Associates
Palo Alto,
California
| US$ 383 mi | -US$ 131 mi | -25% | 25,4% | – | 1 | 0% | 1 |
|
| 4293 |
4293
Bluescape Energy Partners
Dallas,
Texas
| US$ 383 mi | -US$ 47,4 mi | -11% | 4,28% | 57,9% | 6 | 16,67% | 4,2 |
|
| 4294 |
4294
Roberts Wealth Advisors
Palo Alto,
California
| US$ 383 mi | +US$ 7,14 mi | +2% | 4,48% | 81,1% | 104 | 10,58% | 2,4 |
|
| 4295 |
4295
Sherborne Investors Management
New York
| US$ 383 mi | -US$ 4,42 mi | -1% | 1,14% | 54,2% | 1 | 0% | 3 |
|
| 4296 |
4296
EnCap Partners
Houston,
Texas
| US$ 383 mi | -US$ 139 mi | -27% | 4,48% | – | 2 | 0% | 0,9 |
|
| 4297 |
4297
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 383 mi | +US$ 12,6 mi | +3% | 1,6% | 52,9% | 1.353 | 7,46% | 1 |
|
| 4298 |
NI
4298
Naria Inc
Nassau,
Bahamas
| US$ 383 mi | -US$ 32,9 mi | -8% | 7,92% | – | 1 | 0% | 1 |
|
| 4299 |
SFC
4299
SEG Family Corp
Toronto,
| US$ 383 mi | -US$ 127 mi | -25% | 15,1% | – | 1 | 0% | 0,5 |
|
| 4300 |
CSWG
4300
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| US$ 383 mi | +US$ 10,9 mi | +3% | 2,92% | 76% | 62 | 11,29% | 3,9 |
|