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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Westend Capital Management
Sausalito,
California
| US$ 357 mi | +US$ 13,6 mi | +4% | 10,3% | – | 281 | 24,91% | 1,7 |
|
| 4502 |
4502
Haverford Financial Services
Radnor,
Pennsylvania
| US$ 357 mi | +US$ 464 mil | +0,1% | 2,96% | 57,9% | 48 | 6,25% | 5,9 |
|
| 4503 |
4503
Peak Planning Group
Centennial,
Colorado
| US$ 357 mi | +US$ 165 mi | +86% | 3,45% | 105% | 127 | 31,5% | 1,9 |
|
| 4504 |
4504
OLIO Financial Planning
Mclean,
Virginia
| US$ 356 mi | +US$ 15,6 mi | +5% | 2,16% | 52,9% | 75 | 16% | 2,3 |
|
| 4505 |
4505
Wood Tarver Financial Group
Boise,
Idaho
| US$ 356 mi | +US$ 17,2 mi | +5% | 2,21% | – | 153 | 2,61% | 1 |
|
| 4506 |
DCM
4506
Divisar Capital Management
San Francisco,
California
| US$ 356 mi | -US$ 11,6 mi | -3% | 17% | 194% | 28 | 17,86% | 3,5 |
|
| 4507 |
4507
Leeward Financial Partners
Bellevue,
Washington
| US$ 356 mi | +US$ 4,28 mi | +1% | 1,76% | 97,9% | 104 | 10,58% | 2,5 |
|
| 4508 |
4508
McMill Wealth Management
Norfolk,
Nebraska
| US$ 356 mi | +US$ 4,69 mi | +1% | 2,33% | – | 59 | 6,78% | 0,8 |
|
| 4509 |
4509
Doma Perpetual Capital Management
Miami,
Florida
| US$ 356 mi | +US$ 57,8 mi | +19% | 1,12% | – | 13 | 15,38% | 1,4 |
|
| 4510 |
4510
Fusion Capital
Mt. Pleasant,
South Carolina
| US$ 356 mi | +US$ 11,9 mi | +3% | 4,39% | 108% | 101 | 2,97% | 3,3 |
|
| 4511 |
4511
Naman Capital
Sao Paulo,
Brazil
| US$ 356 mi | -US$ 764 mil | -0,2% | 1,66% | 89,9% | 12 | 0% | 3,4 |
|
| 4512 |
4512
Highline Wealth Partners
Sherman Oaks,
California
| US$ 355 mi | -US$ 16,4 mi | -4% | 1,61% | 93,8% | 1.176 | 17,18% | 1,4 |
|
| 4513 |
4513
Crossingbridge Advisors
Pleasantville,
New York
| US$ 355 mi | +US$ 160 mi | +82% | 0,52% | – | 133 | 60,15% | 0,3 |
|
| 4514 |
4514
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 355 mi | +US$ 27,5 mi | +8% | 1,73% | 57,3% | 144 | 15,28% | 1,5 |
|
| 4515 |
4515
CenterStar Asset Management
Chicago,
Illinois
| US$ 355 mi | -US$ 112 mi | -24% | 9,3% | 104% | 435 | 77,24% | 0,3 |
|
| 4516 |
4516
Alaethes Wealth
Glenbrook,
Nevada
| US$ 355 mi | +US$ 2,6 mi | +0,7% | 2,36% | 96,4% | 121 | 11,57% | 2,5 |
|
| 4517 |
4517
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$ 355 mi | +US$ 22,6 mi | +7% | 2,2% | 46,9% | 193 | 8,29% | 3 |
|
| 4518 |
4518
Night Squared
New York
| US$ 355 mi | +US$ 77,7 mi | +28% | 5,83% | – | 88 | 64,77% | 0,2 |
|
| 4519 |
SWK
4519
Stephen W. Kidder
| US$ 355 mi | +US$ 5,8 mi | +2% | 5,31% | 94,7% | 77 | 10,39% | 7,1 |
|
| 4520 |
FAP
4520
Financial Advisory Partners
Winter Park,
Florida
| US$ 355 mi | +US$ 12,2 mi | +4% | 1,25% | 52,9% | 70 | 7,14% | 3 |
|
| 4521 |
4521
Empirical Asset Management
Wellesley,
Massachusetts
| US$ 355 mi | -US$ 5,58 mi | -2% | 3,7% | 94,5% | 387 | 12,92% | 1,5 |
|
| 4522 |
4522
Northcape Wealth Management
Williamsville,
New York
| US$ 354 mi | +US$ 12 mi | +4% | 3,58% | 74% | 146 | 10,27% | 2,7 |
|
| 4523 |
4523
FNY Investment Advisers
New York
| US$ 354 mi | +US$ 43,2 mi | +14% | 17,3% | 386% | 1.674 | 65,65% | 0,6 |
|
| 4524 |
4524
Peregrine Asset Advisers
Portland,
Oregon
| US$ 354 mi | +US$ 20,8 mi | +6% | 4,89% | 182% | 196 | 20,41% | 2,6 |
|
| 4525 |
4525
FCA Corp
Houston,
Texas
| US$ 354 mi | -US$ 5,87 mi | -2% | 2% | 57,4% | 201 | 6,47% | 5 |
|