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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
BIMC
5026
Benson Investment Management Company
Roanoke,
Virginia
| US$ 142 mi | -US$ 18,4 mi | -11% | 7,15% | 99,8% | 64 | 25% | 2,4 |
|
| 5027 |
OCP
5027
OCO Capital Partners
New York
| US$ 142 mi | -US$ 6,62 mi | -4% | 4,76% | 679% | 5 | 40% | 1,2 |
|
| 5028 |
5028
Vienna Insurance Group
Warsaw,
Poland
| US$ 142 mi | -US$ 5,84 mi | -4% | 1,67% | 188% | 37 | 8,11% | 1 |
|
| 5029 |
5029
Fairfield, Bush & Co
Darien,
Connecticut
| US$ 142 mi | -US$ 28,4 mi | -17% | 4,32% | 112% | 519 | 77,65% | 5,4 |
|
| 5030 |
5030
Garrison Asset Management
Fayetteville,
Arkansas
| US$ 142 mi | -US$ 7,66 mi | -5% | 3,49% | 52,1% | 97 | 6,19% | 6,1 |
|
| 5031 |
5031
Sterneck Capital Management
Kansas City,
Missouri
| US$ 141 mi | -US$ 7,77 mi | -5% | 6,84% | 61,5% | 97 | 9,28% | 4,2 |
|
| 5032 |
5032
Baugh & Associates
Atlanta,
Georgia
| US$ 141 mi | -US$ 7,25 mi | -5% | 4,35% | 98,8% | 38 | 0% | 4,1 |
|
| 5033 |
5033
Bluestem Financial Advisors
Champaign,
Illinois
| US$ 141 mi | -US$ 2,49 mi | -2% | 5,64% | 42,2% | 27 | 0% | 2,2 |
|
| 5034 |
5034
Trust Company of Kansas
Wichita,
Kansas
| US$ 141 mi | -US$ 29,2 mi | -17% | 5,95% | 87% | 49 | 12,24% | 2 |
|
| 5035 |
5035
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 141 mi | -US$ 11,1 mi | -7% | 5,17% | 41,6% | 190 | 14,74% | 1,4 |
|
| 5036 |
5036
Howard Wealth Management
Madison,
Connecticut
| US$ 141 mi | +US$ 46,9 mi | +50% | 4,07% | 60,3% | 117 | 49,57% | 1,3 |
|
| 5037 |
SM
5037
Scoggin Management
New York
| US$ 141 mi | -US$ 69,5 mi | -33% | 5,97% | 889% | 62 | 45,16% | 0,9 |
|
| 5038 |
5038
Old West Investment Management
Los Angeles,
California
| US$ 141 mi | -US$ 1,86 mi | -1% | 0,96% | 242% | 44 | 11,36% | 3,6 |
|
| 5039 |
5039
FOCUS Wealth Advisors
Houston,
Texas
| US$ 141 mi | -US$ 4,8 mi | -3% | 2,72% | 68,7% | 50 | 20% | 1 |
|
| 5040 |
AFP
5040
Advus Financial Partners
Winter Park,
Florida
| US$ 141 mi | -US$ 4,03 mi | -3% | 6,15% | 56,5% | 62 | 16,13% | 0,7 |
|
| 5041 |
5041
R.W. Roge & Company
Bohemia,
New York
| US$ 141 mi | -US$ 4,56 mi | -3% | 3,02% | 68,1% | 39 | 10,26% | 2,1 |
|
| 5042 |
5042
Peterson Wealth Services
South Ogden,
Utah
| US$ 141 mi | +US$ 2,31 mi | +2% | 3,62% | 160% | 88 | 6,82% | 0,7 |
|
| 5043 |
5043
Brown Miller Wealth Management
Mclean,
Virginia
| US$ 141 mi | -US$ 5,99 mi | -4% | 6,11% | 102% | 126 | 20,63% | 1,4 |
|
| 5044 |
5044
Donald L. Hagan LLC
Sarasota,
Florida
| US$ 141 mi | -US$ 16 mi | -10% | 6,76% | 47,9% | 95 | 13,68% | 2,6 |
|
| 5045 |
5045
Intergy Private Wealth
Colorado Springs,
Colorado
| US$ 141 mi | +US$ 14,1 mi | +11% | 6,39% | 73,8% | 71 | 26,76% | 0,5 |
|
| 5046 |
5046
JCP Investment Management
Houston,
Texas
| US$ 141 mi | -US$ 245 mil | -0,2% | 1,06% | 94,7% | 19 | 42,11% | 0,4 |
|
| 5047 |
5047
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$ 141 mi | -US$ 5,01 mi | -3% | 5,75% | 41,2% | 54 | 5,56% | 0,3 |
|
| 5048 |
5048
Connacht Asset Management
New York
| US$ 141 mi | -US$ 97,6 mi | -41% | 0,27% | 63,8% | 180 | 50% | 0,6 |
|
| 5049 |
5049
Lagoda Investment Management
New York
| US$ 141 mi | -US$ 10,3 mi | -7% | 1,79% | 250% | 39 | 5,13% | 4,6 |
|
| 5050 |
5050
Reliant Investment Management
Memphis,
Tennessee
| US$ 141 mi | -US$ 1,84 mi | -1% | 2,15% | 129% | 56 | 19,64% | 2,7 |
|