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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$ 138 mi | +US$ 10,4 mi | +8% | 14,1% | 125% | 71 | 4,23% | 2,1 |
|
| 4477 |
4477
Briaud Financial Planning
College Station,
Texas
| US$ 138 mi | +US$ 7,37 mi | +6% | 4,83% | 113% | 21 | 28,57% | 0,6 |
|
| 4478 |
FFG
4478
Fortem Financial Group
Palm Desert,
California
| US$ 138 mi | +US$ 8,7 mi | +7% | 9,26% | 183% | 167 | 37,72% | 1 |
|
| 4479 |
4479
Salem Capital Management
Woburn,
Massachusetts
| US$ 138 mi | -US$ 1,49 mi | -1% | 7,89% | 32,3% | 65 | 12,31% | 5,6 |
|
| 4480 |
NERM
4480
New England Research & Management
Chicago,
Illinois
| US$ 138 mi | -US$ 1,65 mi | -1% | 8,39% | 65% | 168 | 36,9% | 2,7 |
|
| 4481 |
4481
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 138 mi | +US$ 14,5 mi | +12% | 11% | 91% | 72 | 15,28% | 2,4 |
|
| 4482 |
4482
Institutional Venture Management XIV
Menlo Park,
California
| US$ 138 mi | -US$ 25,4 mi | -16% | 5,49% | 18,1% | 4 | 0% | 2,1 |
|
| 4483 |
4483
Seafarer Capital Partners
Larkspur,
California
| US$ 138 mi | -US$ 5,44 mi | -4% | 15,1% | 61,3% | 5 | 60% | 1,4 |
|
| 4484 |
4484
1776 Wealth
Atlanta,
Georgia
| US$ 138 mi | -US$ 7,89 mi | -5% | 10,9% | 115% | 342 | 68,42% | 0,7 |
|
| 4485 |
4485
CTC (Chicago Trading Company)
Chicago,
Illinois
| US$ 138 mi | +US$ 10,2 mi | +8% | 13,1% | 205% | 70 | 14,29% | 1,7 |
|
| 4486 |
4486
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 138 mi | +US$ 18,3 mi | +15% | 5,75% | 47,5% | 26 | 34,62% | 1,8 |
|
| 4487 |
4487
AllSquare Wealth Management
Albany,
New York
| US$ 138 mi | +US$ 4,85 mi | +4% | 5,87% | 62,4% | 496 | 7,06% | 3 |
|
| 4488 |
4488
C-J Advisory
San Jose,
California
| US$ 138 mi | +US$ 5,07 mi | +4% | 5,1% | 39,2% | 31 | 3,23% | 3,4 |
|
| 4489 |
AW
4489
Alpha Windward
Westwood,
Massachusetts
| US$ 137 mi | +US$ 7,15 mi | +5% | 8,09% | 33,6% | 442 | 16,06% | 3 |
|
| 4490 |
4490
HighVista Strategies
Boston,
Massachusetts
| US$ 137 mi | +US$ 16,5 mi | +14% | 18,9% | 622% | 147 | 55,1% | 0,4 |
|
| 4491 |
WC
4491
Weil Company
San Diego,
California
| US$ 137 mi | +US$ 18,9 mi | +16% | 12,7% | 71,7% | 117 | 18,8% | 1,6 |
|
| 4492 |
4492
Adalta Capital Management
New York
| US$ 137 mi | +US$ 11,5 mi | +9% | 11,1% | 80,4% | 76 | 22,37% | 2 |
|
| 4493 |
4493
Detalus Advisors
St. Louis,
Missouri
| US$ 137 mi | +US$ 7,56 mi | +6% | 6,56% | 75,7% | 95 | 8,42% | 0,7 |
|
| 4494 |
4494
Kiley Juergens Wealth Management
Olympia,
Washington
| US$ 137 mi | +US$ 17,1 mi | +14% | 11,5% | 121% | 49 | 12,24% | 2 |
|
| 4495 |
4495
Investment Counsel
Petoskey,
Michigan
| US$ 137 mi | +US$ 2,94 mi | +2% | 7,47% | 50,1% | 56 | 5,36% | 4,1 |
|
| 4496 |
SL
4496
SOF Ltd
George Town,
Cayman Islands
| US$ 137 mi | +US$ 19,9 mi | +17% | 17% | 42,3% | 1 | 0% | 3,8 |
|
| 4497 |
4497
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$ 137 mi | +US$ 1,14 mi | +0,8% | 6,69% | 66,8% | 135 | 8,89% | 2,3 |
|
| 4498 |
4498
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$ 137 mi | +US$ 8,89 mi | +7% | 8,23% | 82% | 59 | 23,73% | 1,7 |
|
| 4499 |
4499
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 137 mi | +US$ 26,8 mi | +24% | 5,94% | 63,9% | 86 | 12,79% | 0,4 |
|
| 4500 |
4500
S.E.E.D. Planning Group
Binghamton,
New York
| US$ 136 mi | +US$ 8,5 mi | +7% | 5,77% | 57,3% | 60 | 10% | 0,6 |
|