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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
SWM
4426
Sequoia Wealth Management
Hoffman Estates,
Illinois
| US$ 94,2 mi | -US$ 9,3 mi | -9% | 2,27% | – | 60 | 16,67% | 0,5 |
|
| 4427 |
MCMT
4427
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| US$ 94,1 mi | +US$ 8,92 mi | +10% | 0,17% | 15,7% | 48 | 14,58% | 2,4 |
|
| 4428 |
RWG
4428
Regal Wealth Group
Seal Beach,
California
| US$ 93,9 mi | -US$ 35,7 mi | -28% | 1,99% | 17% | 182 | 9,34% | 2 |
|
| 4429 |
OIM
4429
Orca Investment Management
Roseburg,
Oregon
| US$ 93,7 mi | +US$ 6,18 mi | +7% | 3,51% | 122% | 75 | 13,33% | 2,6 |
|
| 4430 |
TWM
4430
Titus Wealth Management
Larskpur,
California
| US$ 93,6 mi | -US$ 10,3 mi | -10% | 0,78% | 26,6% | 105 | 32,38% | 0,3 |
|
| 4431 |
ACI
4431
AB CarVal Investors
Minneapolis,
Minnesota
| US$ 93,6 mi | +US$ 40,1 mi | +75% | 3,72% | 24% | 16 | 37,5% | 0,4 |
|
| 4432 |
4432
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$ 93,5 mi | -US$ 41,6 mi | -31% | 2,03% | 97,3% | 984 | 45,22% | 1,2 |
|
| 4433 |
AC
4433
AWH Capital
Dallas,
Texas
| US$ 93,5 mi | +US$ 5,91 mi | +7% | 10,2% | 183% | 17 | 11,76% | 0,4 |
|
| 4434 |
CP
4434
Covalent Partners
Concord,
Massachusetts
| US$ 93,3 mi | -US$ 11,5 mi | -11% | 1,25% | 36,6% | 30 | 26,67% | 1,1 |
|
| 4435 |
PIC
4435
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$ 93,2 mi | -US$ 15,2 mi | -14% | 2,45% | 108% | 38 | 5,26% | 3,3 |
|
| 4436 |
CHA
4436
Carmichael Hill & Associates
Gaithersburg,
Maryland
| US$ 93 mi | +US$ 1,5 mi | +2% | 2,03% | 39,7% | 119 | 4,2% | 0,5 |
|
| 4437 |
MI
4437
M3F Inc
Salt Lake City,
Utah
| US$ 92,5 mi | +US$ 6,33 mi | +7% | 2,3% | 176% | 28 | 21,43% | 1,3 |
|
| 4438 |
ACM
4438
Athyrium Capital Management
New York
| US$ 92,5 mi | -US$ 70,8 mi | -43% | 0,22% | 25,1% | 3 | 0% | 0,5 |
|
| 4439 |
SC
4439
Salzman & Co
Pittsford,
New York
| US$ 92,4 mi | +US$ 2,03 mi | +2% | 1,2% | 15,7% | 10 | 30% | 0,5 |
|
| 4440 |
4440
Performa Ltd (US)
Charleston,
South Carolina
| US$ 92,4 mi | -US$ 8,07 mi | -8% | 3,31% | 55,8% | 2 | 0% | 0,3 |
|
| 4441 |
CWA
4441
Cypress Wealth Advisors
San Francisco,
California
| US$ 92,4 mi | +US$ 105 mil | +0,1% | 6,39% | 29,3% | 84 | 13,1% | 1,9 |
|
| 4442 |
SV
4442
Sapphire Ventures
Austin,
Texas
| US$ 92,3 mi | +US$ 41,1 mi | +80% | 27,5% | 27,9% | 7 | 28,57% | 1,1 |
|
| 4443 |
NJBEST
4443
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| US$ 92,2 mi | +US$ 2,22 mi | +2% | 2,56% | 42% | 202 | 35,15% | 1,5 |
|
| 4444 |
BCWM
4444
Blue Chip Wealth Management
Miami Beach,
Florida
| US$ 92 mi | -US$ 5,69 mi | -6% | 5,05% | – | 107 | 8,41% | 0,2 |
|
| 4445 |
QAM
4445
Q3 Asset Management
Birmingham,
Michigan
| US$ 91,1 mi | +US$ 2,66 mi | +3% | 5,27% | 96,2% | 38 | 65,79% | 0,2 |
|
| 4446 |
DE
4446
DFT Energy
Locust Valley,
New York
| US$ 91 mi | +US$ 16,6 mi | +22% | 26,4% | – | 16 | 18,75% | 1,4 |
|
| 4447 |
TIA
4447
Trust Investment Advisors
Indianapolis,
Indiana
| US$ 91 mi | +US$ 3,9 mi | +4% | 6,05% | 178% | 88 | 10,23% | 2,4 |
|
| 4448 |
SCM
4448
Samson Capital Management
Leawood,
Kansas
| US$ 90,8 mi | +US$ 9,9 mi | +12% | 11,8% | 13,4% | 19 | 47,37% | 2,2 |
|
| 4449 |
MSS
4449
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$ 90,7 mi | +US$ 3,09 mi | +4% | 2,85% | 85,6% | 93 | 7,53% | 3,1 |
|
| 4450 |
NVCHI
4450
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$ 90,7 mi | +US$ 18,9 mi | +26% | 1,96% | 114% | 54 | 44,44% | 0,5 |
|