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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$ 190 mi | +US$ 31,7 mi | +20% | 0,12% | 22,2% | 4 | 25% | 0,6 |
|
| 4602 |
4602
Kelly Financial Services
Braintree,
Massachusetts
| US$ 190 mi | +US$ 18,8 mi | +11% | 7,14% | 64,3% | 713 | 4,91% | 2,7 |
|
| 4603 |
4603
Carr Financial Group
Worcester,
Massachusetts
| US$ 190 mi | – | – | 7,93% | 66,1% | 164 | – | 0 |
|
| 4604 |
4604
Taika Capital
Sunny Isles Beach,
Florida
| US$ 190 mi | +US$ 26,5 mi | +16% | 17,3% | 68,3% | 56 | 44,64% | 0,4 |
|
| 4605 |
T
4605
TRUADVICE
Sarasota,
Florida
| US$ 190 mi | +US$ 11,7 mi | +7% | 6,23% | 21,6% | 165 | 18,79% | 1,3 |
|
| 4606 |
4606
Resurgent Financial Advisors
Atlanta,
Georgia
| US$ 190 mi | +US$ 40,1 mi | +27% | 10,2% | 86,4% | 633 | 69,04% | 0,2 |
|
| 4607 |
NEGWA
4607
New England Guild Wealth Advisors
Avon,
Connecticut
| US$ 190 mi | +US$ 24,3 mi | +15% | 7,86% | 6,04% | 71 | 12,68% | 3,5 |
|
| 4608 |
4608
Davide Leone & Partners Investment Company
London,
United Kingdom
| US$ 190 mi | +US$ 119 mi | +168% | 7,1% | 64,1% | 6 | 83,33% | 2,3 |
|
| 4609 |
4609
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| US$ 190 mi | +US$ 7,66 mi | +4% | 8,99% | 61,9% | 85 | 15,29% | 1,7 |
|
| 4610 |
MS
4610
Madden Securities
Dallas,
Texas
| US$ 190 mi | +US$ 24,1 mi | +15% | 7,52% | 108% | 397 | 76,07% | 0,6 |
|
| 4611 |
4611
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$ 190 mi | +US$ 8,67 mi | +5% | 1,58% | 70,6% | 100 | 30% | 1,5 |
|
| 4612 |
4612
Bloom Tree Partners
New York
| US$ 189 mi | -US$ 78,8 mi | -29% | 0,16% | 20,4% | 78 | 39,74% | 1,2 |
|
| 4613 |
4613
Selective Wealth Management
Forest,
Virginia
| US$ 189 mi | -US$ 44 mi | -19% | 4,19% | 74,4% | 794 | 84,38% | 2,1 |
|
| 4614 |
4614
Selway Asset Management
| US$ 189 mi | +US$ 17,8 mi | +10% | 9,2% | 36,5% | 160 | 55% | 4,7 |
|
| 4615 |
4615
Drake & Associates
Waukesha,
Wisconsin
| US$ 189 mi | +US$ 13,5 mi | +8% | 5,7% | 47,9% | 74 | 20,27% | 0,4 |
|
| 4616 |
IP
4616
Investment Partners
New Philadelphia,
Ohio
| US$ 189 mi | -US$ 147 mi | -44% | 10,2% | 83,2% | 261 | 47,13% | 4,4 |
|
| 4617 |
4617
Grace & Mercy Foundation
New York
| US$ 189 mi | – | – | 2,11% | 67,6% | 13 | – | 0 |
|
| 4618 |
4618
Mayo Clinic
Rochester,
Minnesota
| US$ 189 mi | – | – | 7,99% | – | 13 | – | 1,8 |
|
| 4619 |
4619
WC Walker & Associates
Fullerton,
California
| US$ 189 mi | +US$ 12,8 mi | +7% | 7,96% | – | 74 | 5,41% | 1,7 |
|
| 4620 |
BCH
4620
Berkshire Capital Holdings
San Jose,
California
| US$ 188 mi | -US$ 60,4 mi | -24% | 4,37% | 2.748% | 94 | 11,7% | 2,1 |
|
| 4621 |
HRC
4621
Hoertkorn Richard Charles
| US$ 188 mi | +US$ 13,8 mi | +8% | 9,85% | 172% | 88 | 9,09% | 6,1 |
|
| 4622 |
4622
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| US$ 188 mi | +US$ 23,7 mi | +14% | 9,19% | – | 158 | 11,39% | 1,3 |
|
| 4623 |
CPFP
4623
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| US$ 188 mi | -US$ 15,7 mi | -8% | 9,8% | – | 267 | 32,96% | 1,2 |
|
| 4624 |
4624
Wealth CMT
Cherry Hill,
New Jersey
| US$ 188 mi | +US$ 21,6 mi | +13% | 7,97% | 25% | 30 | 10% | 1 |
|
| 4625 |
4625
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$ 188 mi | – | – | 6,58% | 77,8% | 157 | – | 0 |
|