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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
NERM
5101
New England Research & Management
Chicago,
Illinois
| US$ 172 mi | +US$ 1,91 mi | +1% | 3,29% | 65% | 161 | 28,57% | 3,8 |
|
| 5102 |
5102
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$ 172 mi | -US$ 54,9 mi | -24% | 10,9% | 121% | 1 | 0% | 3,5 |
|
| 5103 |
5103
HC Advisors
Sandy Springs,
Georgia
| US$ 172 mi | +US$ 10,5 mi | +7% | 3,91% | 63,5% | 84 | 4,76% | 2,3 |
|
| 5104 |
5104
Searcy Financial Services
Overland Park,
Kansas
| US$ 172 mi | +US$ 10 mi | +6% | 6,21% | 60,2% | 21 | 14,29% | 2 |
|
| 5105 |
5105
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$ 172 mi | +US$ 11,1 mi | +7% | 8,44% | 99,7% | 130 | 12,31% | 1,6 |
|
| 5106 |
5106
Wealth Management Resources
Smithfield,
Rhode Island
| US$ 172 mi | +US$ 9,41 mi | +6% | 1,94% | 37,7% | 48 | 31,25% | 1,2 |
|
| 5107 |
IAMH
5107
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$ 172 mi | -US$ 23,5 mi | -12% | 3,03% | 76% | 19 | 21,05% | 1 |
|
| 5108 |
5108
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 172 mi | +US$ 11,6 mi | +7% | 5,05% | 107% | 185 | 12,97% | 1 |
|
| 5109 |
5109
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$ 172 mi | +US$ 10,2 mi | +6% | 4,65% | 60,1% | 113 | 16,81% | 1,5 |
|
| 5110 |
5110
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 172 mi | +US$ 9,6 mi | +6% | 11,4% | 332% | 117 | 29,91% | 1,5 |
|
| 5111 |
5111
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$ 172 mi | +US$ 4 mi | +2% | 2,78% | 38,1% | 24 | 4,17% | 1,9 |
|
| 5112 |
5112
Acuitas Investments
Seattle,
Washington
| US$ 172 mi | +US$ 74,9 mi | +77% | 8,55% | 145% | 117 | 74,36% | 0,4 |
|
| 5113 |
5113
Segra Capital Management
Palm Beach,
Florida
| US$ 172 mi | +US$ 30,4 mi | +22% | 18,4% | 19% | 8 | 25% | 1 |
|
| 5114 |
5114
Pavion Blue Capital
Newport Beach,
California
| US$ 172 mi | +US$ 9,21 mi | +6% | 6,11% | 77,6% | 100 | 4% | 2,7 |
|
| 5115 |
5115
Access Financial Services
Minneapolis,
Minnesota
| US$ 172 mi | +US$ 6,99 mi | +4% | 3,49% | 44,8% | 90 | 18,89% | 3,6 |
|
| 5116 |
5116
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$ 171 mi | +US$ 4,02 mi | +2% | 6,1% | 44,9% | 46 | 10,87% | 1,2 |
|
| 5117 |
5117
Moseley Investment Management
Bradenton,
Florida
| US$ 171 mi | +US$ 17,3 mi | +11% | 10,7% | 96,6% | 148 | 6,76% | 2,9 |
|
| 5118 |
5118
Goodwin Investment Advisory
Woodstock,
Georgia
| US$ 171 mi | +US$ 17,9 mi | +12% | 8,29% | 60,8% | 85 | 9,41% | 1,4 |
|
| 5119 |
5119
Powell Investment Advisors
Miami,
Florida
| US$ 171 mi | -US$ 8,61 mi | -5% | 5,53% | 82,4% | 140 | 10% | 2,4 |
|
| 5120 |
5120
Hutner Capital Management
Manchester,
Vermont
| US$ 171 mi | +US$ 6,76 mi | +4% | 4,71% | 52,2% | 44 | 0% | 5,5 |
|
| 5121 |
5121
KFG Wealth Management
Granger,
Indiana
| US$ 171 mi | +US$ 26,6 mi | +18% | 6,8% | 55,9% | 122 | 26,23% | 0,3 |
|
| 5122 |
5122
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 171 mi | +US$ 15,2 mi | +10% | 11% | 92% | 346 | 10,4% | 2,6 |
|
| 5123 |
5123
Kennedy Investment Group
West Depford,
New Jersey
| US$ 171 mi | +US$ 7,33 mi | +4% | 4,61% | 95,4% | 123 | 6,5% | 0,5 |
|
| 5124 |
5124
Ruggaard & Associates
Hudson,
Ohio
| US$ 171 mi | +US$ 8,84 mi | +5% | 3,77% | 47,6% | 110 | 4,55% | 0,2 |
|
| 5125 |
5125
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 171 mi | +US$ 30,9 mi | +22% | 4% | 54,3% | 121 | 23,14% | 1,4 |
|