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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Lowell Blake & Associates
Boston,
Massachusetts
| US$ 255 mi | +US$ 39,2 mi | +18% | 12,7% | 44,2% | 58 | 8,62% | 1,5 |
|
| 4377 |
4377
Westbourne Investment Advisors
Annapolis,
Maryland
| US$ 255 mi | +US$ 34,9 mi | +16% | 10,3% | 107% | 102 | 20,59% | 2,2 |
|
| 4378 |
DI
4378
DAGCO Inc
Westlake,
Ohio
| US$ 254 mi | +US$ 21,2 mi | +9% | 7,92% | 75% | 107 | 2,8% | 2,3 |
|
| 4379 |
4379
Whitcomb & Hess
Ashland,
Ohio
| US$ 254 mi | +US$ 18,5 mi | +8% | 2,09% | 54% | 32 | 6,25% | 0,4 |
|
| 4380 |
4380
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$ 254 mi | +US$ 9,48 mi | +4% | 9,05% | 83% | 114 | 5,26% | 4,9 |
|
| 4381 |
4381
Collective Family Office
York,
Pennsylvania
| US$ 254 mi | +US$ 21,6 mi | +9% | 5,42% | 52,5% | 191 | 15,71% | 0,8 |
|
| 4382 |
TLP
4382
Tri Locum Partners
New York
| US$ 254 mi | +US$ 2,37 mi | +0,9% | 31,9% | 357% | 58 | 81,03% | 0,1 |
|
| 4383 |
PCA
4383
Prospect Capital Advisors
Sausalito,
California
| US$ 254 mi | -US$ 49 mi | -16% | 0,48% | 202% | 36 | 25% | 2,1 |
|
| 4384 |
4384
Precept Management
Dallas,
Texas
| US$ 254 mi | +US$ 39,7 mi | +19% | 17,3% | 110% | 104 | 68,27% | 0,8 |
|
| 4385 |
4385
Global Trust Asset Management
West Palm Beach,
Florida
| US$ 254 mi | +US$ 30,2 mi | +14% | 10% | 178% | 450 | 15,11% | 2,4 |
|
| 4386 |
4386
Financial Life Advisors
San Antonio,
Texas
| US$ 254 mi | +US$ 14,9 mi | +6% | 3,4% | 47% | 55 | 3,64% | 2,2 |
|
| 4387 |
4387
Highside Global Management
Dallas,
Texas
| US$ 254 mi | +US$ 5,61 mi | +2% | 1,15% | 11,1% | 19 | 31,58% | 0,8 |
|
| 4388 |
4388
Oarsman Capital
Milwaukee,
Wisconsin
| US$ 254 mi | +US$ 6,6 mi | +3% | 7,98% | 74,9% | 200 | 10,5% | 4 |
|
| 4389 |
4389
BHK Investment Advisors
Birmingham,
Alabama
| US$ 253 mi | +US$ 10,7 mi | +4% | 5,79% | 54,6% | 66 | 4,55% | 3 |
|
| 4390 |
CA
4390
Crumly & Associates
Springfield,
Illinois
| US$ 253 mi | +US$ 38,3 mi | +18% | 7,85% | 58,1% | 116 | 24,14% | 1 |
|
| 4391 |
KMWM
4391
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$ 253 mi | +US$ 20 mi | +9% | 9,78% | – | 203 | 19,21% | 1,8 |
|
| 4392 |
4392
BlueDrive Global Investors
London,
United Kingdom
| US$ 253 mi | -US$ 56,8 mi | -18% | 3,99% | 25,6% | 12 | 0% | 0,9 |
|
| 4393 |
4393
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$ 253 mi | +US$ 15,8 mi | +7% | 7,62% | 117% | 293 | 10,24% | 2,8 |
|
| 4394 |
4394
IAM Advisory
Easton,
Pennsylvania
| US$ 253 mi | +US$ 17,3 mi | +7% | 9,93% | 74,5% | 77 | 14,29% | 0,2 |
|
| 4395 |
4395
Wills Financial Group
Richmond,
Virginia
| US$ 253 mi | +US$ 30,1 mi | +14% | 11% | 57,5% | 68 | 1,47% | 3,8 |
|
| 4396 |
4396
Southern Wealth Management
Dallas,
Texas
| US$ 253 mi | -US$ 87,4 mi | -26% | 4,54% | 50% | 59 | 11,86% | 1,7 |
|
| 4397 |
4397
ValueWorks
New York
| US$ 253 mi | +US$ 18 mi | +8% | 4,03% | 190% | 35 | 8,57% | 3,4 |
|
| 4398 |
4398
Waterfront Wealth
Overland Park,
Kansas
| US$ 253 mi | +US$ 45,6 mi | +22% | 7,8% | 77,2% | 222 | 21,17% | 0,7 |
|
| 4399 |
4399
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 252 mi | +US$ 26,3 mi | +12% | 11,2% | 26,6% | 93 | 10,75% | 3,9 |
|
| 4400 |
4400
S. Muoio & Co
New York
| US$ 252 mi | +US$ 122 mi | +94% | 8,55% | 327% | 125 | 47,2% | 2 |
|