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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
SA
5126
Skyline Advisors
Bellingham,
Washington
| US$ 319 mi | +US$ 32 mi | +11% | 10% | – | 132 | 15,91% | 1,5 |
|
| 5127 |
BI
5127
Berkeley Inc
Boise,
Idaho
| US$ 319 mi | +US$ 20,6 mi | +7% | 9% | 40,9% | 88 | 10,23% | 3,1 |
|
| 5128 |
SC
5128
Summa Corp
Tomball,
Texas
| US$ 319 mi | +US$ 76,7 mi | +32% | 58,9% | – | 90 | 15,56% | 1,4 |
|
| 5129 |
AWMNH
5129
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| US$ 319 mi | +US$ 42,2 mi | +15% | 11,3% | 50,2% | 73 | 17,81% | 2,2 |
|
| 5130 |
BIA
5130
Beacon Investment Advisors
Gaithersburg,
Maryland
| US$ 318 mi | +US$ 53,5 mi | +20% | 26,5% | 96,4% | 182 | 8,24% | 2,5 |
|
| 5131 |
CCM
5131
Chaney Capital Management
Lynnwood,
Washington
| US$ 318 mi | +US$ 34,4 mi | +12% | 14% | – | 47 | 17,02% | 1,8 |
|
| 5132 |
SWP
5132
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$ 318 mi | +US$ 39,4 mi | +14% | 14,3% | 72,4% | 114 | 16,67% | 2,4 |
|
| 5133 |
SN
5133
Sittner & Nelson
Eugene,
Oregon
| US$ 318 mi | +US$ 44,3 mi | +16% | 15,2% | 88,1% | 650 | 18% | 3,3 |
|
| 5134 |
NC
5134
Nixon Capital
Austin,
Texas
| US$ 318 mi | +US$ 25 mi | +9% | 19,9% | 118% | 27 | 40,74% | 1,1 |
|
| 5135 |
GCM
5135
GoodHaven Capital Management
Millburn,
New Jersey
| US$ 318 mi | +US$ 30,7 mi | +11% | 9,98% | 80,7% | 26 | 0% | 6,1 |
|
| 5136 |
CFGA
5136
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| US$ 318 mi | +US$ 22,2 mi | +8% | 13,3% | 69,5% | 177 | 17,51% | 2 |
|
| 5137 |
MWA
5137
Mills Wealth Advisors
Southlake,
Texas
| US$ 318 mi | +US$ 31,3 mi | +11% | 6,56% | 37,4% | 88 | 22,73% | 1,8 |
|
| 5138 |
BIG
5138
Boothe Investment Group
Dover,
Delaware
| US$ 317 mi | +US$ 6,73 mi | +2% | 10,7% | 59,8% | 41 | 9,76% | 2,4 |
|
| 5139 |
GCA
5139
Genesee Capital Advisors
Auburn,
New York
| US$ 317 mi | +US$ 78,7 mi | +33% | 25,3% | 101% | 181 | 28,73% | 1,9 |
|
| 5140 |
TF
5140
Theory Financial
Fort Collins,
Colorado
| US$ 317 mi | +US$ 32,4 mi | +11% | 13,2% | 54,5% | 104 | 14,42% | 2 |
|
| 5141 |
WP
5141
Wealthspan Partners
Davenport,
Iowa
| US$ 317 mi | +US$ 33,5 mi | +12% | 9,99% | 65% | 133 | 10,53% | 2,8 |
|
| 5142 |
MWA
5142
Medallion Wealth Advisors
Farmington,
Connecticut
| US$ 317 mi | +US$ 11 mi | +4% | 12,7% | – | 1.314 | 21,77% | 1,1 |
|
| 5143 |
MAM
5143
Montanaro Asset Management
London,
United Kingdom
| US$ 317 mi | -US$ 17,2 mi | -5% | 18,7% | 49,6% | 47 | 21,28% | 2,5 |
|
| 5144 |
TW
5144
ticino wealth
Mission Viejo,
California
| US$ 317 mi | +US$ 29,4 mi | +10% | 13,6% | – | 149 | 16,78% | 0,5 |
|
| 5145 |
PIA
5145
Powell Investment Advisors
Miami,
Florida
| US$ 317 mi | +US$ 26,7 mi | +9% | 15,9% | 76,1% | 187 | 17,65% | 3,5 |
|
| 5146 |
FDW
5146
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| US$ 316 mi | +US$ 52,6 mi | +20% | 20% | – | 713 | 21,74% | 1,1 |
|
| 5147 |
NF
5147
Nvest Financial
Portsmouth,
New Hampshire
| US$ 316 mi | +US$ 47,9 mi | +18% | 17% | 92,8% | 156 | 14,74% | 1,9 |
|
| 5148 |
BWG
5148
Balanced Wealth Group
Westlake,
Ohio
| US$ 316 mi | +US$ 36,9 mi | +13% | 14,1% | – | 79 | 8,86% | 2 |
|
| 5149 |
LAM
5149
Lountzis Asset Management
Wyomissing,
Pennsylvania
| US$ 316 mi | +US$ 43,4 mi | +16% | 32,2% | 144% | 57 | 12,28% | 3,7 |
|
| 5150 |
RIS
5150
Richmond Investment Services
Mequon,
Wisconsin
| US$ 316 mi | -US$ 303 mi | -49% | 17,5% | – | 270 | 51,85% | 1,1 |
|