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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
WAM
4351
Westport Asset Management
Southport,
Connecticut
| US$ 228 mi | +US$ 8,63 mi | +4% | 4,02% | 64,2% | 76 | 1,32% | 4,2 |
|
| 4352 |
4352
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$ 228 mi | +US$ 10,2 mi | +5% | 5,74% | 54,3% | 382 | 6,28% | 2,5 |
|
| 4353 |
4353
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$ 228 mi | +US$ 58,6 mi | +35% | 5,6% | 44% | 67 | 13,43% | 1,4 |
|
| 4354 |
4354
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 227 mi | +US$ 19 mi | +9% | 5,65% | 97% | 161 | 9,94% | 2,5 |
|
| 4355 |
4355
Delta Financial Advisors
New Orleans,
Louisiana
| US$ 227 mi | +US$ 13,5 mi | +6% | 7,25% | 96% | 117 | 9,4% | 1,7 |
|
| 4356 |
4356
JFG Wealth Management
Denver,
Colorado
| US$ 227 mi | +US$ 47,9 mi | +27% | 9,93% | 65,2% | 47 | 57,45% | 0,7 |
|
| 4357 |
SC
4357
Schulhoff & Co
Cincinnati,
Ohio
| US$ 227 mi | +US$ 8,48 mi | +4% | 3,21% | 51,8% | 118 | 1,69% | 5,6 |
|
| 4358 |
4358
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$ 227 mi | +US$ 16,6 mi | +8% | 4,46% | 58,5% | 33 | 21,21% | 2,1 |
|
| 4359 |
4359
Oregon Health & Science University
Portland,
Oregon
| US$ 227 mi | +US$ 18,2 mi | +9% | 8,45% | – | 1 | 0% | 0,5 |
|
| 4360 |
4360
Phoenician Capital
New York
| US$ 227 mi | +US$ 33,4 mi | +17% | 0,24% | 41,1% | 15 | 26,67% | 1 |
|
| 4361 |
4361
PhiloSmith Capital
Stamford,
Connecticut
| US$ 227 mi | -US$ 4,06 mi | -2% | 2,6% | 47% | 32 | 9,38% | 3,6 |
|
| 4362 |
4362
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$ 226 mi | +US$ 11 mi | +5% | 5,29% | 72,6% | 73 | 8,22% | 5,8 |
|
| 4363 |
4363
RDA Financial Network
Akron,
Iowa
| US$ 226 mi | -US$ 6,7 mi | -3% | 7,34% | 93,4% | 240 | 12,08% | 1,7 |
|
| 4364 |
4364
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$ 226 mi | -US$ 33,3 mi | -13% | 6,99% | 58,6% | 308 | 53,9% | 1,6 |
|
| 4365 |
4365
TA Associates
Boston,
Massachusetts
| US$ 226 mi | – | – | 0% | – | 1 | – | 0 |
|
| 4366 |
4366
Tuttle Capital Management
Riverside,
Connecticut
| US$ 226 mi | -US$ 27,1 mi | -11% | 4,99% | 115% | 437 | 85,58% | 0,1 |
|
| 4367 |
4367
KPCB DGF III Associates
Menlo Park,
California
| US$ 226 mi | – | – | 1,55% | – | 1 | – | 0 |
|
| 4368 |
4368
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 226 mi | +US$ 175 mi | +347% | 5,88% | 78,7% | 155 | 56,13% | 0,4 |
|
| 4369 |
4369
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$ 226 mi | +US$ 21,3 mi | +10% | 4,98% | 106% | 37 | 5,41% | 1,4 |
|
| 4370 |
4370
Guinness Atkinson Asset Management
Pasadena,
California
| US$ 226 mi | +US$ 23,5 mi | +12% | 10,3% | 132% | 94 | 3,19% | 3,7 |
|
| 4371 |
IBOK
4371
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$ 226 mi | +US$ 19,9 mi | +10% | 6,23% | 80,6% | 403 | 9,93% | 2,6 |
|
| 4372 |
4372
Bank OZK
Little Rock,
Arkansas
| US$ 226 mi | +US$ 8,44 mi | +4% | 5,95% | 112% | 127 | 4,72% | 5 |
|
| 4373 |
4373
FC Advisory
West Chester,
Pennsylvania
| US$ 225 mi | +US$ 20 mi | +10% | 5,27% | 46,6% | 65 | 3,08% | 3,8 |
|
| 4374 |
DI
4374
DAGCO Inc
Westlake,
Ohio
| US$ 225 mi | +US$ 23,8 mi | +12% | 5,11% | 75% | 110 | 8,18% | 1,8 |
|
| 4375 |
4375
Mirsky Financial Management
Rochester,
New York
| US$ 225 mi | +US$ 9,7 mi | +5% | 3,86% | 39,3% | 47 | 4,26% | 1,6 |
|