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
Westshore Wealth
Newport Beach,
California
| US$ 245 mi | +US$ 3,83 mi | +2% | 5,85% | 58,8% | 100 | 12% | 2,6 |
|
| 4902 |
4902
Cherrydale Wealth Management
Hoboken,
New Jersey
| US$ 245 mi | +US$ 16,5 mi | +7% | 6,32% | 80,8% | 77 | 23,38% | 1,4 |
|
| 4903 |
FSI
4903
Flow State Investments
Chicago,
Illinois
| US$ 245 mi | -US$ 72,7 mi | -23% | 0,55% | – | 230 | 88,26% | 0,3 |
|
| 4904 |
GBI
4904
GP Brinson Investments
Chicago,
Illinois
| US$ 244 mi | +US$ 12,1 mi | +5% | 5,68% | 51,2% | 16 | 0% | 2,9 |
|
| 4905 |
4905
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 244 mi | +US$ 38,5 mi | +19% | 8,54% | 91% | 110 | 24,55% | 3,1 |
|
| 4906 |
4906
Next Level Private
Harrison,
New York
| US$ 244 mi | +US$ 25,4 mi | +12% | 7,36% | 95,9% | 144 | 8,33% | 1,3 |
|
| 4907 |
4907
All-Stars Investment
Hong Kong
| US$ 244 mi | -US$ 36,1 mi | -13% | 11,1% | 30,1% | 4 | 25% | 1,6 |
|
| 4908 |
SLA
4908
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$ 244 mi | +US$ 22,2 mi | +10% | 9,14% | 76,7% | 99 | 5,05% | 3,8 |
|
| 4909 |
4909
FSB Premier Wealth Management
Waterloo,
Iowa
| US$ 244 mi | +US$ 22,5 mi | +10% | 6,52% | 53,9% | 206 | 11,17% | 2,2 |
|
| 4910 |
4910
Hengistbury Investment Partners
London,
United Kingdom
| US$ 244 mi | +US$ 5,45 mi | +2% | 9,04% | 108% | 6 | 33,33% | 3,1 |
|
| 4911 |
4911
Beddow Capital Management
Jackson,
Wyoming
| US$ 244 mi | +US$ 15,3 mi | +7% | 6,46% | 50,7% | 60 | 3,33% | 5,1 |
|
| 4912 |
4912
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 244 mi | +US$ 842 mil | +0,3% | 3,34% | – | 108 | 12,04% | 4,5 |
|
| 4913 |
4913
Tidemark
San Diego,
California
| US$ 244 mi | +US$ 26,3 mi | +12% | 5,48% | – | 650 | 8% | 0,7 |
|
| 4914 |
4914
Essential Planning
Portsmouth,
New Hampshire
| US$ 244 mi | +US$ 16,5 mi | +7% | 4,85% | 40,9% | 83 | 14,46% | 1,2 |
|
| 4915 |
4915
True Wind Capital Management
San Francisco,
California
| US$ 244 mi | +US$ 41,6 mi | +21% | 35% | 59,6% | 2 | 0% | 2,8 |
|
| 4916 |
DI
4916
DAGCO Inc
Westlake,
Ohio
| US$ 244 mi | +US$ 18,2 mi | +8% | 7,03% | 75% | 226 | 6,19% | 1,3 |
|
| 4917 |
4917
Bare Financial Services
Gap,
Pennsylvania
| US$ 243 mi | +US$ 53,3 mi | +28% | 6,5% | – | 155 | 4,52% | 0,6 |
|
| 4918 |
4918
Biltmore Wealth Management
Tempe,
Arizona
| US$ 243 mi | +US$ 12,6 mi | +5% | 6,79% | 59,8% | 56 | 5,36% | 3,6 |
|
| 4919 |
FCP
4919
Fosse Capital Partners
London,
United Kingdom
| US$ 243 mi | -US$ 43,5 mi | -15% | 4,19% | 80% | 3 | 0% | 3,8 |
|
| 4920 |
4920
Dorval Corp
Maple Grove,
Minnesota
| US$ 243 mi | +US$ 16,5 mi | +7% | 6,14% | 29,6% | 30 | 13,33% | 0,7 |
|
| 4921 |
4921
Gunma Bank
Gunma,
Japan
| US$ 243 mi | +US$ 123 mi | +102% | 6,3% | 24,5% | 32 | 31,25% | 0,7 |
|
| 4922 |
4922
Brown Financial Advisors
Milford,
Ohio
| US$ 243 mi | +US$ 19,1 mi | +9% | 5,49% | – | 229 | 49,78% | 0,2 |
|
| 4923 |
SA
4923
Skyline Advisors
Bellingham,
Washington
| US$ 243 mi | +US$ 12,9 mi | +6% | 4,79% | – | 92 | 13,04% | 0,6 |
|
| 4924 |
4924
Whelan Financial
Fresno,
California
| US$ 243 mi | +US$ 19 mi | +8% | 6,91% | 64,6% | 43 | 6,98% | 1,9 |
|
| 4925 |
4925
HGC Investment Management
Toronto,
Ontario, Canada
| US$ 243 mi | +US$ 25,4 mi | +12% | 3,48% | 33,2% | 127 | 35,43% | 0,8 |
|