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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Makena Capital Management
Menlo Park,
California
| US$ 113 mi | – | – | 8,81% | 85,5% | 40 | – | 1,6 |
|
| 4852 |
WFA
4852
Wade Financial Advisory
Campbell,
California
| US$ 113 mi | – | – | 6,57% | 15,9% | 62 | – | 0 |
|
| 4853 |
CWAG
4853
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$ 113 mi | -US$ 68,7 mi | -38% | 6,78% | 76,1% | 67 | 16,42% | 0,9 |
|
| 4854 |
4854
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 113 mi | +US$ 10,5 mi | +10% | 15,2% | 298% | 119 | 46,22% | 1,3 |
|
| 4855 |
FWM
4855
Filbrandt Wealth Management
Middleton,
Wisconsin
| US$ 113 mi | – | – | 7,49% | – | 191 | – | 0 |
|
| 4856 |
DI
4856
DAGCO Inc
Westlake,
Ohio
| US$ 113 mi | +US$ 13,1 mi | +13% | 7,91% | 75% | 99 | 4,04% | 0,9 |
|
| 4857 |
RHDIC
4857
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$ 113 mi | +US$ 5,59 mi | +5% | 6,99% | 55,9% | 49 | 6,12% | 5,2 |
|
| 4858 |
PC
4858
PA Capital
Richmond,
Virginia
| US$ 113 mi | +US$ 11,5 mi | +11% | 12,7% | – | 161 | 44,72% | 0,5 |
|
| 4859 |
4859
Point72 Europe
London,
United Kingdom
| US$ 113 mi | +US$ 26,9 mi | +31% | 7,7% | 95,4% | 20 | 70% | 0,4 |
|
| 4860 |
4860
Virginia National Bank
Charlottesville,
Virginia
| US$ 113 mi | -US$ 10,9 mi | -9% | 9,98% | – | 101 | 19,8% | 1,1 |
|
| 4861 |
DL
4861
DOHJ LLC
Seattle,
Washington
| US$ 113 mi | – | – | 6,04% | 51,5% | 66 | – | 0 |
|
| 4862 |
4862
Wilshire Advisors
Santa Monica,
California
| US$ 113 mi | +US$ 588 mil | +0,5% | 4,14% | 129% | 25 | 0% | 3,1 |
|
| 4863 |
4863
Insight Folios
Charlotte,
North Carolina
| US$ 113 mi | – | – | 5,47% | 32,9% | 45 | – | 0 |
|
| 4864 |
4864
Prudent Investors Network
Lake Forest,
California
| US$ 113 mi | – | – | 3,64% | – | 22 | – | 0 |
|
| 4865 |
4865
Corrado Advisors
Ramsey,
New Jersey
| US$ 113 mi | +US$ 1,62 mi | +1% | 8,06% | 73,1% | 91 | 28,57% | 2,2 |
|
| 4866 |
4866
Defender Capital
Charlotte,
North Carolina
| US$ 113 mi | -US$ 117 mil | -0,1% | 16,7% | 101% | 19 | 5,26% | 0,9 |
|
| 4867 |
4867
Zebra Capital Management
Stamford,
Connecticut
| US$ 113 mi | +US$ 21,1 mi | +23% | 8,5% | 142% | 348 | 50% | 0,9 |
|
| 4868 |
LI
4868
Latash Investments
Anchorage,
Alaska
| US$ 113 mi | – | – | 8,17% | 111% | 20 | – | 0 |
|
| 4869 |
4869
Cordasco Financial Network
Naples,
Florida
| US$ 112 mi | +US$ 7,66 mi | +7% | 7,72% | 31,1% | 498 | 9,64% | 2,5 |
|
| 4870 |
4870
Wealth CMT
Cherry Hill,
New Jersey
| US$ 112 mi | – | – | 7,73% | 25% | 17 | – | 0 |
|
| 4871 |
4871
Successful Portfolios
Clearwater,
Florida
| US$ 112 mi | +US$ 5,94 mi | +6% | 6,63% | 110% | 168 | 11,9% | 1,5 |
|
| 4872 |
4872
Red Door Wealth Management
Memphis,
Tennessee
| US$ 112 mi | – | – | 9,84% | 117% | 105 | – | 0 |
|
| 4873 |
4873
Columbia Trust
Portland,
Oregon
| US$ 112 mi | – | – | 8,93% | 36% | 125 | – | 0 |
|
| 4874 |
VC
4874
Voit & Company
Brookfield,
Wisconsin
| US$ 112 mi | +US$ 11,3 mi | +11% | 9,04% | – | 78 | 25,64% | 0,8 |
|
| 4875 |
4875
Provident Wealth Management
Brentwood,
Tennessee
| US$ 112 mi | – | – | 5,94% | 61,1% | 59 | – | 0 |
|