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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Concorde Asset Management
Ann Arbor,
Michigan
| US$ 173 mi | -US$ 6,57 mi | -4% | 6,21% | – | 239 | 48,95% | 1 |
|
| 4752 |
4752
Fortis Capital Management
Bellevue,
Washington
| US$ 173 mi | +US$ 42,3 mi | +32% | 0,98% | 82% | 134 | 58,96% | 0,4 |
|
| 4753 |
4753
Adalta Capital Management
New York
| US$ 173 mi | +US$ 14,9 mi | +9% | 8% | 80,4% | 101 | 26,73% | 1,7 |
|
| 4754 |
4754
Sturgeon Ventures
London,
United Kingdom
| US$ 173 mi | +US$ 12,6 mi | +8% | 3,4% | 85,9% | 46 | 10,87% | 1,4 |
|
| 4755 |
4755
Perkins Capital Management
Wayzata,
Minnesota
| US$ 173 mi | +US$ 20 mi | +13% | 20,9% | 389% | 114 | 19,3% | 3 |
|
| 4756 |
4756
Humankind Investments
New York
| US$ 173 mi | +US$ 74,8 mi | +76% | 5,28% | 62,5% | 75 | 78,67% | 0,1 |
|
| 4757 |
FFG
4757
Fortem Financial Group
Palm Desert,
California
| US$ 173 mi | +US$ 5,76 mi | +3% | 12% | 183% | 473 | 66,6% | 1,2 |
|
| 4758 |
4758
Rede Wealth
Charlottesville,
Virginia
| US$ 173 mi | +US$ 25,7 mi | +17% | 7,06% | 84,4% | 102 | 11,76% | 0,2 |
|
| 4759 |
4759
First City Capital Management
Savannah,
Georgia
| US$ 173 mi | +US$ 16,3 mi | +10% | 7,63% | 86,4% | 173 | 10,98% | 4,1 |
|
| 4760 |
CPFP
4760
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| US$ 173 mi | +US$ 14,8 mi | +9% | 2,58% | – | 197 | 8,12% | 0,2 |
|
| 4761 |
4761
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 173 mi | +US$ 13,5 mi | +8% | 6,01% | 62,5% | 109 | 7,34% | 0,2 |
|
| 4762 |
4762
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 173 mi | +US$ 4,82 mi | +3% | 4,46% | 39,4% | 6 | 16,67% | 1 |
|
| 4763 |
4763
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 172 mi | +US$ 24,3 mi | +16% | 11,5% | 118% | 159 | 13,84% | 4,3 |
|
| 4764 |
KMWM
4764
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$ 172 mi | +US$ 14,8 mi | +9% | 7,95% | – | 174 | 13,79% | 1,4 |
|
| 4765 |
CC
4765
Claybrook Capital
Wellesley,
Massachusetts
| US$ 172 mi | +US$ 20,4 mi | +13% | 5,92% | 7,15% | 113 | 21,24% | 1,3 |
|
| 4766 |
4766
G&S Capital
Denver,
Colorado
| US$ 172 mi | +US$ 4,6 mi | +3% | 7,97% | 85,6% | 120 | 31,67% | 1,2 |
|
| 4767 |
4767
DCM Advisors
New York
| US$ 172 mi | +US$ 149 mil | +0,1% | 15,6% | 99,3% | 303 | 46,53% | 0,2 |
|
| 4768 |
DL
4768
DOHJ LLC
Seattle,
Washington
| US$ 172 mi | +US$ 2,54 mi | +2% | 3,69% | 51,5% | 101 | 24,75% | 0,8 |
|
| 4769 |
4769
Selway Asset Management
| US$ 172 mi | +US$ 7,63 mi | +5% | 10,6% | 36,5% | 78 | 15,38% | 3,9 |
|
| 4770 |
4770
Medicxi Ventures Management
St. Helier,
Jersey
| US$ 172 mi | -US$ 365 mil | -0,2% | 3,96% | 369% | 5 | 0% | 1 |
|
| 4771 |
4771
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$ 172 mi | +US$ 21,6 mi | +14% | 7,59% | 66,8% | 144 | 5,56% | 2,6 |
|
| 4772 |
4772
C-J Advisory
San Jose,
California
| US$ 172 mi | +US$ 11,2 mi | +7% | 4,04% | 39,2% | 35 | 17,14% | 3,4 |
|
| 4773 |
4773
Boothe Investment Group
Dover,
Delaware
| US$ 172 mi | +US$ 26,7 mi | +18% | 9,04% | 75,6% | 39 | 35,9% | 1,1 |
|
| 4774 |
4774
Canvas Wealth Advisors
Shawnee,
Kansas
| US$ 172 mi | – | – | 3,3% | 133% | 113 | – | 0 |
|
| 4775 |
4775
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 171 mi | +US$ 9,9 mi | +6% | 10,4% | 91% | 85 | 15,29% | 2,4 |
|