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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Engrave Wealth Partners
The Woodlands,
Texas
| US$ 112 mi | +US$ 27,5 mi | +32% | 21,6% | 39,9% | 515 | 20,58% | 0,4 |
|
| 4727 |
RMSCM
4727
R.M. Sincerbeaux Capital Management
New York
| US$ 112 mi | +US$ 11,5 mi | +11% | 25,8% | 76,4% | 47 | 10,64% | 5,4 |
|
| 4728 |
MS
4728
Madden Securities
Dallas,
Texas
| US$ 112 mi | – | – | 28,3% | 92,2% | 98 | – | 0,4 |
|
| 4729 |
4729
Beaton Management Company
Haverhill,
Massachusetts
| US$ 112 mi | +US$ 12,4 mi | +12% | 17,3% | 95,9% | 117 | 17,09% | 2,4 |
|
| 4730 |
4730
RMR Wealth Builders
Montclair,
New Jersey
| US$ 112 mi | – | – | 23,2% | 91,7% | 448 | – | 0,4 |
|
| 4731 |
4731
University of Massachusetts Foundation
Newton,
Massachusetts
| US$ 112 mi | -US$ 84,2 mi | -43% | 18,2% | 53,6% | 6 | 33,33% | 0,5 |
|
| 4732 |
4732
Compass Ion Advisors
Conshohocken,
Pennsylvania
| US$ 112 mi | +US$ 1,16 mi | +1% | 16,6% | 75,6% | 62 | 33,87% | 0,3 |
|
| 4733 |
4733
New Potomac Partners
Bethesda,
Maryland
| US$ 112 mi | +US$ 20,4 mi | +22% | 19,8% | 37,2% | 140 | 10% | 2,1 |
|
| 4734 |
MCM
4734
Maxim Capital Management
San Francisco,
California
| US$ 112 mi | +US$ 15,5 mi | +16% | 11,7% | – | 40 | 12,5% | 0,9 |
|
| 4735 |
4735
G&S Capital
Denver,
Colorado
| US$ 112 mi | +US$ 54,7 mi | +96% | 12,1% | 85,6% | 212 | 76,89% | 1,4 |
|
| 4736 |
4736
Heron Financial Group
New York
| US$ 112 mi | +US$ 14,4 mi | +15% | 20,1% | 47,5% | 123 | 13,82% | 0,4 |
|
| 4737 |
4737
Yorktown Management & Research Company
Forest,
Virginia
| US$ 112 mi | +US$ 12,7 mi | +13% | 28,1% | 223% | 340 | 56,18% | 1 |
|
| 4738 |
4738
TPG Financial Advisors
Portland,
Oregon
| US$ 112 mi | +US$ 10,7 mi | +11% | 14,7% | – | 49 | 38,78% | 1,1 |
|
| 4739 |
4739
Pratt Collard Advisory Partners
Buffalo,
New York
| US$ 111 mi | +US$ 12 mi | +12% | 17,1% | 91,7% | 97 | 13,4% | 2,1 |
|
| 4740 |
4740
HBC Financial Services
Seattle,
Washington
| US$ 111 mi | +US$ 23,1 mi | +26% | 20,6% | 12,6% | 178 | 17,98% | 0,4 |
|
| 4741 |
4741
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 111 mi | +US$ 3,51 mi | +3% | 23,9% | 105% | 158 | 9,49% | 0,5 |
|
| 4742 |
4742
Hillman Company
Pittsburgh,
Pennsylvania
| US$ 111 mi | -US$ 38,5 mi | -26% | 34% | 134% | 9 | 33,33% | 2,6 |
|
| 4743 |
4743
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$ 111 mi | +US$ 8,45 mi | +8% | 16,7% | 62,6% | 142 | 15,49% | 2,7 |
|
| 4744 |
JPLA
4744
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 111 mi | +US$ 21,2 mi | +24% | 23,7% | 74,3% | 522 | 14,56% | 1 |
|
| 4745 |
4745
Pacific Sun Financial
Los Angeles,
California
| US$ 111 mi | +US$ 23,8 mi | +27% | 23,8% | 70,3% | 141 | 12,77% | 1,8 |
|
| 4746 |
4746
Morris Capital Advisors
Malvern,
Pennsylvania
| US$ 111 mi | +US$ 17,4 mi | +19% | 26,1% | 72,9% | 64 | 9,38% | 3,3 |
|
| 4747 |
ICMP
4747
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$ 111 mi | +US$ 11 mi | +11% | 11,9% | 39,7% | 50 | 14% | 0,8 |
|
| 4748 |
4748
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 111 mi | +US$ 16 mi | +17% | 18,8% | 63,8% | 84 | 5,95% | 0,5 |
|
| 4749 |
4749
Red Cedar Capital
Omaha,
Nebraska
| US$ 111 mi | +US$ 10,8 mi | +11% | 12,9% | 43% | 147 | 2,72% | 2,3 |
|
| 4750 |
4750
Apexium Financial
Dallas,
Texas
| US$ 110 mi | +US$ 35 mi | +46% | 21,5% | 89,6% | 85 | 40% | 0,5 |
|