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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| US$ 196 mi | +US$ 43 mi | +28% | 9,87% | 65,5% | 456 | 22,37% | 3,7 |
|
| 5077 |
5077
Carmel Capital Partners
San Diego,
California
| US$ 196 mi | -US$ 27 mi | -12% | 11,6% | 65,9% | 762 | 80,71% | 1,2 |
|
| 5078 |
5078
Rye Brook Capital
Greenwich,
Connecticut
| US$ 196 mi | +US$ 55,2 mi | +39% | 10,4% | 77,2% | 32 | 18,75% | 1,3 |
|
| 5079 |
5079
Palumbo Wealth Management
Great Neck,
New York
| US$ 196 mi | +US$ 13,9 mi | +8% | 9,68% | 115% | 135 | 22,96% | 1,8 |
|
| 5080 |
5080
One Degree Advisors
San Diego,
California
| US$ 196 mi | – | – | 8,83% | 54,1% | 54 | – | 0 |
|
| 5081 |
5081
St. Johns Investment Management
Jacksonville,
Florida
| US$ 196 mi | +US$ 20,3 mi | +12% | 11,5% | 91,9% | 201 | 6,47% | 5,5 |
|
| 5082 |
5082
Guinness Atkinson Asset Management
Pasadena,
California
| US$ 195 mi | +US$ 15,7 mi | +9% | 12,7% | 148% | 105 | 0,95% | 5,3 |
|
| 5083 |
BIMC
5083
Benson Investment Management Company
Roanoke,
Virginia
| US$ 195 mi | +US$ 17,4 mi | +10% | 12,3% | 99,8% | 55 | 38,18% | 1,9 |
|
| 5084 |
5084
Centennial Wealth Advisory
Traverse City,
Michigan
| US$ 195 mi | +US$ 9,42 mi | +5% | 8,71% | 63% | 155 | 25,81% | 1,4 |
|
| 5085 |
5085
Unio Capital
Princeton,
New Jersey
| US$ 195 mi | +US$ 10,8 mi | +6% | 14,3% | 97,8% | 41 | 7,32% | 3,9 |
|
| 5086 |
SCA
5086
Sander Capital Advisors
Seattle,
Washington
| US$ 195 mi | +US$ 23 mi | +13% | 16,3% | 113% | 17 | 11,76% | 3,2 |
|
| 5087 |
5087
Davis Rea
Toronto,
Ontario, Canada
| US$ 195 mi | +US$ 10,9 mi | +6% | 14,4% | 66,9% | 41 | 14,63% | 6,2 |
|
| 5088 |
5088
MBE Wealth Management
Tomah,
Wisconsin
| US$ 195 mi | +US$ 21,2 mi | +12% | 10,5% | 66,5% | 98 | 18,37% | 2 |
|
| 5089 |
5089
Fusion Capital
Mt. Pleasant,
South Carolina
| US$ 195 mi | +US$ 17,7 mi | +10% | 10,8% | 108% | 76 | 10,53% | 2,9 |
|
| 5090 |
5090
Roth Financial Partners
Kingwood,
Texas
| US$ 195 mi | +US$ 35,5 mi | +22% | 10,2% | 61% | 28 | 10,71% | 2,2 |
|
| 5091 |
5091
Pinnacle Financial Group
Western Springs,
Illinois
| US$ 195 mi | +US$ 27,2 mi | +16% | 10,1% | 59,1% | 63 | 9,52% | 1,7 |
|
| 5092 |
5092
Sandy Cove Advisors
Hingham,
Massachusetts
| US$ 195 mi | +US$ 22,6 mi | +13% | 10,6% | 78% | 129 | 17,05% | 1,3 |
|
| 5093 |
5093
TFB Advisors
Overland Park,
Kansas
| US$ 195 mi | +US$ 113 mi | +137% | 9,78% | 85% | 203 | 65,02% | 0,3 |
|
| 5094 |
5094
Bennett Selby Investments
Falmouth,
Maine
| US$ 195 mi | +US$ 23,8 mi | +14% | 12,8% | 82,1% | 62 | 11,29% | 2,2 |
|
| 5095 |
5095
Zullo Investment Group
Scranton,
Pennsylvania
| US$ 195 mi | +US$ 24,5 mi | +14% | 12,8% | 143% | 153 | 11,11% | 1,7 |
|
| 5096 |
5096
Omnia Family Wealth
Aventura,
Florida
| US$ 195 mi | +US$ 33,8 mi | +21% | 10,4% | 80,6% | 72 | 20,83% | 4,5 |
|
| 5097 |
5097
Dodds Wealth
Greenwood Village,
Colorado
| US$ 195 mi | – | – | 8,5% | 35,4% | 55 | – | 0 |
|
| 5098 |
5098
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| US$ 195 mi | +US$ 27,7 mi | +17% | 10,6% | 70,3% | 131 | 9,16% | 3,9 |
|
| 5099 |
5099
NewGen Asset Management
Toronto,
Ontario, Canada
| US$ 195 mi | +US$ 54,3 mi | +39% | 5,96% | 402% | 35 | 65,71% | 0,4 |
|
| 5100 |
5100
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| US$ 195 mi | +US$ 87,2 mi | +81% | 19,6% | 61,4% | 5 | 40% | 1,4 |
|