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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
MWP
4326
Meredith Wealth Planning
Maryville,
Illinois
| US$ 424 mi | +US$ 54,6 mi | +15% | 12,3% | 66,5% | 76 | 10,53% | 2 |
|
| 4327 |
WTFG
4327
Wood Tarver Financial Group
Boise,
Idaho
| US$ 424 mi | +US$ 61,7 mi | +17% | 16% | – | 170 | 11,76% | 1,3 |
|
| 4328 |
ACM
4328
Avalon Capital Management
Port Of Redwood City,
California
| US$ 423 mi | +US$ 69,1 mi | +19% | 16% | 151% | 143 | 23,78% | 2,1 |
|
| 4329 |
WPC
4329
White Pine Capital
Bloomington,
Minnesota
| US$ 423 mi | +US$ 55,5 mi | +15% | 26,2% | 143% | 247 | 9,72% | 6,5 |
|
| 4330 |
MVP
4330
Miller Value Partners
Sarasota,
Florida
| US$ 423 mi | +US$ 39,9 mi | +10% | 9,46% | 133% | 59 | 11,86% | 2,1 |
|
| 4331 |
BA
4331
Birinyi Associates
Westport,
Connecticut
| US$ 423 mi | +US$ 55,6 mi | +15% | 20,4% | 113% | 63 | 7,94% | 6,8 |
|
| 4332 |
MI
4332
M3F Inc
Salt Lake City,
Utah
| US$ 422 mi | +US$ 18,7 mi | +5% | 21,6% | 176% | 30 | 33,33% | 4,2 |
|
| 4333 |
WC
4333
Westwind Capital
Las Cruces,
New Mexico
| US$ 422 mi | +US$ 5,64 mi | +1% | 24,1% | 87,6% | 107 | 56,07% | 1,3 |
|
| 4334 |
GL
4334
Globe Life
Mckinney,
Texas
| US$ 422 mi | +US$ 40,8 mi | +11% | 13,1% | 60,1% | 2 | 0% | 6,1 |
|
| 4335 |
RH
4335
RenaissanceRe Holdings
Pembroke,
Bermuda
| US$ 421 mi | +US$ 15,2 mi | +4% | 4,06% | 40,8% | 5 | 0% | 4,2 |
|
| 4336 |
FA
4336
Fedenia Advisers
Madison,
Wisconsin
| US$ 421 mi | +US$ 286 mi | +213% | 62,1% | – | 461 | 79,83% | 0,2 |
|
| 4337 |
DFA
4337
Delta Financial Advisors
New Orleans,
Louisiana
| US$ 421 mi | +US$ 37,2 mi | +10% | 16,4% | 96% | 154 | 4,55% | 4,4 |
|
| 4338 |
EFP
4338
EnRich Financial Partners
Madison,
Wisconsin
| US$ 421 mi | +US$ 43,9 mi | +12% | 10,4% | – | 69 | 10,14% | 2 |
|
| 4339 |
CAG
4339
Compass Advisory Group
Melville,
New York
| US$ 421 mi | +US$ 47,1 mi | +13% | 10,2% | 49,2% | 89 | 3,37% | 3,5 |
|
| 4340 |
P8IP
4340
Pier 88 Investment Partners
San Francisco,
California
| US$ 421 mi | +US$ 31 mi | +8% | 9,66% | 36,1% | 127 | 25,2% | 1,5 |
|
| 4341 |
FIM
4341
Fruth Investment Management
Houston,
Texas
| US$ 421 mi | +US$ 19,4 mi | +5% | 12,3% | 79,4% | 236 | 8,47% | 8,7 |
|
| 4342 |
PWC
4342
PYA Waltman Capital
Knoxville,
Tennessee
| US$ 421 mi | +US$ 59,8 mi | +17% | 7,86% | 62,4% | 74 | 18,92% | 3,8 |
|
| 4343 |
TWD
4343
True Wealth Design
Akron,
Ohio
| US$ 420 mi | +US$ 60 mi | +17% | 11,5% | 57% | 2.944 | 18,14% | 1,5 |
|
| 4344 |
EPP
4344
ETF Portfolio Partners
Leawood,
Kansas
| US$ 420 mi | +US$ 39,7 mi | +10% | 10,8% | 44,3% | 72 | 8,33% | 4,5 |
|
| 4345 |
AWM
4345
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$ 420 mi | +US$ 51,2 mi | +14% | 14,4% | 63,8% | 190 | 11,58% | 3,8 |
|
| 4346 |
LSWP
4346
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| US$ 420 mi | +US$ 61,4 mi | +17% | 15% | – | 145 | 6,21% | 1,4 |
|
| 4347 |
UOC
4347
University of Chicago
Chicago,
Illinois
| US$ 420 mi | +US$ 96,3 mi | +30% | 37,8% | 62,3% | 15 | 20% | 1,6 |
|
| 4348 |
BA
4348
Ballast Advisors
Woodbury,
Minnesota
| US$ 420 mi | +US$ 76,1 mi | +22% | 11,8% | 66,7% | 407 | 54,3% | 4,3 |
|
| 4349 |
PWA
4349
Prairie Wealth Advisors
Omaha,
Nebraska
| US$ 420 mi | +US$ 189 mi | +82% | 13,8% | – | 256 | 0,39% | 0,1 |
|
| 4350 |
3C
4350
325 Capital
New York
| US$ 419 mi | +US$ 145 mi | +53% | 43,5% | 226% | 12 | 0% | 2,8 |
|