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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Spectrum Asset Management (California)
Newport Beach,
California
| US$ 300 mi | +US$ 15,4 mi | +5% | 2,14% | 68,3% | 126 | 26,19% | 3,3 |
|
| 5002 |
5002
Barrett & Company
Providence,
Rhode Island
| US$ 300 mi | +US$ 8,11 mi | +3% | 2,05% | 83,6% | 679 | 8,98% | 2,5 |
|
| 5003 |
SA
5003
Skyline Advisors
Bellingham,
Washington
| US$ 300 mi | +US$ 9,3 mi | +3% | 0,62% | 52% | 105 | 9,52% | 1,5 |
|
| 5004 |
5004
TPG Financial Advisors
Portland,
Oregon
| US$ 300 mi | +US$ 31,1 mi | +12% | 0,92% | – | 78 | 17,95% | 3,2 |
|
| 5005 |
5005
Sustainable Insight Capital Management
New York
| US$ 300 mi | -US$ 18,7 mi | -6% | 2,9% | 168% | 89 | 33,71% | 1,5 |
|
| 5006 |
5006
Argyle Capital Management
Center Valley,
Pennsylvania
| US$ 300 mi | +US$ 10,3 mi | +4% | 4,17% | 106% | 139 | 4,32% | 8,9 |
|
| 5007 |
5007
Denver PWM
Denver,
Colorado
| US$ 299 mi | -US$ 21,3 mi | -7% | 0,97% | 48,6% | 78 | 2,56% | 3,1 |
|
| 5008 |
5008
AlphaGrep UK
London,
| US$ 299 mi | – | – | 2,09% | – | 657 | – | 0 |
|
| 5009 |
5009
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$ 299 mi | +US$ 1,59 mi | +0,5% | 3,25% | 63,9% | 145 | 6,21% | 6,5 |
|
| 5010 |
5010
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 299 mi | +US$ 20,1 mi | +7% | 3,52% | 120% | 181 | 21,55% | 2 |
|
| 5011 |
5011
Hassell Wealth Management
Houma,
Louisiana
| US$ 299 mi | +US$ 10,8 mi | +4% | 1,79% | 49,7% | 26 | 0% | 2,5 |
|
| 5012 |
5012
Demars Financial Group
Spokane Valley,
Washington
| US$ 299 mi | +US$ 10,2 mi | +4% | 1,95% | 69,1% | 99 | 15,15% | 2,4 |
|
| 5013 |
5013
Marks Wealth
Annapolis,
Maryland
| US$ 299 mi | -US$ 25 mi | -8% | 5,06% | 165% | 36 | 75% | 0,5 |
|
| 5014 |
5014
Flagstar Advisors
New York
| US$ 299 mi | -US$ 28 mi | -9% | 1,46% | 81,9% | 186 | 9,14% | 3,1 |
|
| 5015 |
ACM
5015
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| US$ 299 mi | +US$ 322 mil | +0,1% | 14,7% | 2.106% | 39 | 74,36% | 0,5 |
|
| 5016 |
5016
LCNB Corp
Lebanon,
Ohio
| US$ 298 mi | +US$ 12,6 mi | +4% | 3,87% | 75,2% | 190 | 5,79% | 5,4 |
|
| 5017 |
5017
Financial Insights
Tacoma,
Washington
| US$ 298 mi | -US$ 3,63 mi | -1% | 1,5% | 82,1% | 146 | 14,38% | 3,3 |
|
| 5018 |
5018
Turas Capital Management
Boston,
Massachusetts
| US$ 298 mi | – | – | 1,31% | – | 63 | – | 0 |
|
| 5019 |
5019
Harmony Asset Management
Scottsdale,
Arizona
| US$ 298 mi | +US$ 7,85 mi | +3% | 4,6% | 138% | 188 | 13,3% | 1,4 |
|
| 5020 |
5020
44 Wealth Management
Eugene,
Oregon
| US$ 298 mi | +US$ 3,36 mi | +1% | 3,41% | – | 213 | 14,55% | 2,5 |
|
| 5021 |
5021
Corundum Group
Colorado Springs,
Colorado
| US$ 298 mi | +US$ 54,6 mi | +22% | 2,09% | 89,5% | 119 | 18,49% | 4,7 |
|
| 5022 |
5022
NIA Impact Advisors
Berkeley,
California
| US$ 298 mi | -US$ 9,8 mi | -3% | 2,76% | – | 105 | 7,62% | 2,2 |
|
| 5023 |
5023
Lazari Capital Management
Woodland Hills,
California
| US$ 298 mi | +US$ 1,39 mi | +0,5% | 2,61% | 145% | 174 | 9,77% | 1,8 |
|
| 5024 |
5024
Veridan Wealth
West Linn,
Oregon
| US$ 298 mi | +US$ 7,19 mi | +2% | 1,46% | – | 81 | 4,94% | 1,3 |
|
| 5025 |
5025
Medallion Wealth Advisors
Farmington,
Connecticut
| US$ 298 mi | +US$ 16 mi | +6% | 1,45% | – | 1.148 | 6,45% | 0,9 |
|