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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Hudson Value Partners
Palm Beach,
Florida
| US$ 206 mi | +US$ 24,5 mi | +13% | 13,4% | 124% | 120 | 11,67% | 0,8 |
|
| 4902 |
BIMC
4902
Benson Investment Management Company
Roanoke,
Virginia
| US$ 206 mi | +US$ 12 mi | +6% | 13,2% | 99,8% | 73 | 35,62% | 2,1 |
|
| 4903 |
4903
Bickling Financial Services
Lexington,
Massachusetts
| US$ 206 mi | +US$ 8,97 mi | +5% | 5,89% | – | 141 | 19,15% | 0,8 |
|
| 4904 |
4904
Reston Wealth Management
Reston,
Virginia
| US$ 206 mi | +US$ 14 mi | +7% | 5,28% | 66,4% | 64 | 12,5% | 1,8 |
|
| 4905 |
4905
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$ 206 mi | +US$ 49,6 mi | +32% | 8,55% | 74,6% | 63 | 17,46% | 1,8 |
|
| 4906 |
4906
Forager Capital Management
Birmingham,
Alabama
| US$ 206 mi | – | – | 7,27% | 52,6% | 13 | – | 0 |
|
| 4907 |
4907
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$ 206 mi | +US$ 17,3 mi | +9% | 9,53% | 136% | 118 | 5,08% | 2,1 |
|
| 4908 |
4908
Yorktown Energy Partners VIII
New York
| US$ 206 mi | -US$ 46 mi | -18% | 9,19% | 15,2% | 3 | 0% | 3,6 |
|
| 4909 |
4909
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$ 206 mi | +US$ 22,5 mi | +12% | 5,83% | 67,5% | 94 | 25,53% | 1,5 |
|
| 4910 |
4910
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 206 mi | +US$ 16,9 mi | +9% | 8,29% | 46,6% | 5 | 0% | 1,8 |
|
| 4911 |
4911
JSF Financial
Los Angeles,
California
| US$ 206 mi | +US$ 3,64 mi | +2% | 8,71% | 91% | 133 | 34,59% | 1,5 |
|
| 4912 |
4912
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$ 205 mi | – | – | 10,2% | 125% | 983 | – | 0 |
|
| 4913 |
4913
Ridgecrest Wealth Partners
Mill Valley,
California
| US$ 205 mi | +US$ 21,8 mi | +12% | 9,32% | 103% | 126 | 12,7% | 0,6 |
|
| 4914 |
4914
TPB Wealth Advisors
San Antonio,
Texas
| US$ 205 mi | +US$ 67,4 mi | +49% | 5,35% | – | 51 | 29,41% | 0,6 |
|
| 4915 |
4915
Client 1st Advisory Group
Dunedin,
Florida
| US$ 205 mi | +US$ 8,97 mi | +5% | 4,38% | 64,5% | 78 | 8,97% | 1,3 |
|
| 4916 |
FCP
4916
Fosse Capital Partners
London,
United Kingdom
| US$ 205 mi | +US$ 16 mi | +9% | 11,3% | 61,1% | 4 | 0% | 1 |
|
| 4917 |
SFA
4917
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$ 205 mi | – | – | 6,23% | 187% | 10 | – | 2,4 |
|
| 4918 |
4918
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 205 mi | +US$ 32,6 mi | +19% | 8,78% | 56,9% | 89 | 16,85% | 2 |
|
| 4919 |
4919
Wiser Wealth Management
Marietta,
Georgia
| US$ 205 mi | +US$ 17,1 mi | +9% | 4,94% | 53% | 32 | 15,63% | 0,8 |
|
| 4920 |
4920
Fulcrum Asset Management
London,
United Kingdom
| US$ 205 mi | +US$ 2,28 mi | +1% | 12,5% | – | 212 | 0% | 0,5 |
|
| 4921 |
4921
Axar Capital Management
New York
| US$ 205 mi | -US$ 20,8 mi | -9% | 7,66% | 680% | 3 | 0% | 2,3 |
|
| 4922 |
4922
Sora Investors
Bryn Mawr,
Pennsylvania
| US$ 205 mi | – | – | 13,3% | 179% | 22 | – | 0 |
|
| 4923 |
4923
Lion Street Advisors
Austin,
Texas
| US$ 204 mi | +US$ 19,1 mi | +10% | 10,3% | 38% | 161 | 12,42% | 0,3 |
|
| 4924 |
PA
4924
Paragon Advisors
College Station,
Texas
| US$ 204 mi | -US$ 1,49 mi | -0,7% | 10,8% | 138% | 77 | 31,17% | 1,2 |
|
| 4925 |
4925
JLP Asset Management
New York
| US$ 204 mi | +US$ 23,1 mi | +13% | 19,6% | 16,1% | 31 | 0% | 2,1 |
|