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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Martin Capital Partners
Eugene,
Oregon
| US$ 248 mi | -US$ 13,2 mi | -5% | 1,97% | 42,3% | 71 | 2,82% | 4,1 |
|
| 4702 |
MAM
4702
Mystic Asset Management
Warwick,
Rhode Island
| US$ 248 mi | +US$ 5,99 mi | +2% | 3,96% | 114% | 171 | 6,43% | 2 |
|
| 4703 |
4703
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$ 248 mi | +US$ 36,3 mi | +17% | 0,58% | 89,7% | 47 | 17,02% | 2,8 |
|
| 4704 |
4704
United Community Bank
Greenville,
South Carolina
| US$ 248 mi | -US$ 10 mi | -4% | 0,48% | 66,2% | 395 | 11,65% | 1,5 |
|
| 4705 |
BCH
4705
Berkshire Capital Holdings
San Jose,
California
| US$ 247 mi | -US$ 3,18 mi | -1% | 16,3% | 2.748% | 100 | 24% | 2,5 |
|
| 4706 |
4706
Shaker Financial Services
Arlington,
Virginia
| US$ 247 mi | -US$ 11,1 mi | -4% | 0% | 12,9% | 182 | 27,47% | 1,9 |
|
| 4707 |
4707
SMART Wealth
Omaha,
Nebraska
| US$ 247 mi | +US$ 25,3 mi | +11% | 2,14% | 77,7% | 130 | 13,08% | 0,7 |
|
| 4708 |
4708
Robinswood Financial
Kirkland,
Washington
| US$ 247 mi | +US$ 13,1 mi | +6% | 0,31% | 43,2% | 368 | 32,61% | 0,6 |
|
| 4709 |
GWM
4709
Gibbs Wealth Management
Alpharetta,
Georgia
| US$ 247 mi | +US$ 73,1 mi | +42% | 0,89% | – | 251 | 31,08% | 0,2 |
|
| 4710 |
4710
Omega Financial Group
Santa Barbara,
California
| US$ 247 mi | +US$ 2,59 mi | +1% | 0,39% | 45,2% | 82 | 2,44% | 3,9 |
|
| 4711 |
4711
Windward Private Wealth Management
Overland Park,
Kansas
| US$ 247 mi | +US$ 2,32 mi | +0,9% | 0,57% | 35,5% | 47 | 2,13% | 3,1 |
|
| 4712 |
4712
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$ 247 mi | +US$ 1,29 mi | +0,5% | 0,51% | 54,4% | 186 | 10,75% | 4,2 |
|
| 4713 |
4713
Veery Capital
Wilmington,
Delaware
| US$ 247 mi | +US$ 2,84 mi | +1% | 1,43% | 63,4% | 98 | 4,08% | 2,4 |
|
| 4714 |
4714
Mudrick Capital Management
New York
| US$ 247 mi | -US$ 1,31 mi | -0,5% | 3,55% | 212% | 10 | 40% | 2,3 |
|
| 4715 |
4715
Wind River Trust Company
Jackson,
Wyoming
| US$ 247 mi | -US$ 28,1 mi | -10% | 1,5% | 62,1% | 9 | 0% | 8,9 |
|
| 4716 |
4716
Sara-Bay Financial
Sarasota,
Florida
| US$ 246 mi | +US$ 23,6 mi | +11% | 8,84% | 233% | 89 | 15,73% | 2,5 |
|
| 4717 |
4717
Core Wealth Management
Jupiter,
Florida
| US$ 246 mi | +US$ 15,9 mi | +7% | 0,34% | 44,5% | 28 | 17,86% | 1 |
|
| 4718 |
4718
Sterling Financial Planning
Sparta,
New Jersey
| US$ 246 mi | -US$ 365 mil | -0,1% | 0,14% | 55,5% | 108 | 4,63% | 2,7 |
|
| 4719 |
4719
Graybill Wealth Management
Elmhurst,
Illinois
| US$ 246 mi | +US$ 9,06 mi | +4% | 1,75% | – | 58 | 5,17% | 5,5 |
|
| 4720 |
4720
Financial Life Advisors
San Antonio,
Texas
| US$ 246 mi | +US$ 7,32 mi | +3% | 1,91% | 47% | 62 | 11,29% | 2,7 |
|
| 4721 |
4721
Leeward Financial Partners
Bellevue,
Washington
| US$ 246 mi | +US$ 9,9 mi | +4% | 4,72% | 97,9% | 96 | 16,67% | 1,6 |
|
| 4722 |
4722
Malaga Cove Capital
Pv Estates,
California
| US$ 246 mi | +US$ 818 mil | +0,3% | 1,12% | 97,3% | 191 | 16,23% | 2,5 |
|
| 4723 |
4723
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| US$ 246 mi | +US$ 22,2 mi | +10% | 0,88% | 21,8% | 503 | 8,95% | 1,4 |
|
| 4724 |
4724
Sectoral Asset Management
Montreal,
Quebec, Canada
| US$ 246 mi | -US$ 8,32 mi | -3% | 1,72% | 168% | 106 | 21,7% | 2,3 |
|
| 4725 |
PH
4725
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 246 mi | -US$ 2,85 mi | -1% | 1,02% | 79,6% | 253 | 26,88% | 5 |
|