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 |
5126
Leading Edge Financial Planning
Knoxville,
Tennessee
| US$ 193 mi | +US$ 36,6 mi | +23% | 9,17% | 48,6% | 73 | 26,03% | 0,8 |
|
| 5127 |
5127
Prairiewood Capital
Fargo,
North Dakota
| US$ 193 mi | +US$ 38,5 mi | +25% | 10,2% | 42,6% | 79 | 12,66% | 1,8 |
|
| 5128 |
HPFG
5128
Hart & Patterson Financial Group
Amherst,
Massachusetts
| US$ 193 mi | – | – | 7,94% | – | 59 | – | 0 |
|
| 5129 |
5129
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 192 mi | +US$ 11,3 mi | +6% | 10,3% | 91% | 91 | 14,29% | 3,4 |
|
| 5130 |
5130
Custos Family Office
Austin,
Texas
| US$ 192 mi | +US$ 44 mi | +30% | 9,35% | 57,4% | 48 | 22,92% | 1 |
|
| 5131 |
5131
Parus Finance (UK)
London,
United Kingdom
| US$ 192 mi | +US$ 31,9 mi | +20% | 12,2% | 199% | 28 | 7,14% | 3,7 |
|
| 5132 |
5132
Balanced Wealth Group
Westlake,
Ohio
| US$ 192 mi | – | – | 11,6% | – | 64 | – | 0 |
|
| 5133 |
5133
Goodwin Investment Advisory
Woodstock,
Georgia
| US$ 192 mi | +US$ 23,3 mi | +14% | 11,3% | 60,8% | 84 | 21,43% | 1,8 |
|
| 5134 |
5134
AllGen Financial Advisors
Orlando,
Florida
| US$ 192 mi | +US$ 51,6 mi | +37% | 8,88% | 39,7% | 35 | 22,86% | 2 |
|
| 5135 |
AAG
5135
Avalon Advisory Group
Wexford,
Pennsylvania
| US$ 192 mi | +US$ 21,6 mi | +13% | 9,23% | 46% | 9 | 22,22% | 3,9 |
|
| 5136 |
5136
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| US$ 192 mi | – | – | 10,7% | 69,5% | 126 | – | 0 |
|
| 5137 |
5137
Harbour Investment Management
Edmonds,
Washington
| US$ 192 mi | +US$ 16,5 mi | +9% | 11,7% | 58,8% | 78 | 8,97% | 6,8 |
|
| 5138 |
5138
Cherrydale Wealth Management
Hoboken,
New Jersey
| US$ 192 mi | +US$ 23,5 mi | +14% | 10,6% | 80,8% | 52 | 13,46% | 1,2 |
|
| 5139 |
5139
Algebris (UK)
London,
United Kingdom
| US$ 192 mi | -US$ 4,38 mi | -2% | 12% | 17% | 47 | 46,81% | 0,8 |
|
| 5140 |
5140
Forum Private Client Group
Fishers,
Indiana
| US$ 192 mi | +US$ 178 mi | +1.346% | 8,51% | 47,9% | 75 | 100% | 0 |
|
| 5141 |
5141
Concentrum Wealth Management
San Jose,
California
| US$ 192 mi | +US$ 26,2 mi | +16% | 15,1% | 200% | 68 | 14,71% | 2,5 |
|
| 5142 |
5142
Acuitas Investments
Seattle,
Washington
| US$ 192 mi | +US$ 21,4 mi | +13% | 19% | 120% | 131 | 22,9% | 0,7 |
|
| 5143 |
SV
5143
Stilwell Value
New York
| US$ 191 mi | +US$ 8,4 mi | +5% | 6,12% | 87,9% | 41 | 21,95% | 4,3 |
|
| 5144 |
5144
Forest Hill Capital
Little Rock,
Arkansas
| US$ 191 mi | -US$ 1,31 mi | -0,7% | 18,3% | 132% | 48 | 12,5% | 4,1 |
|
| 5145 |
5145
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| US$ 191 mi | +US$ 38 mi | +25% | 17,3% | 175% | 27 | 3,7% | 1,6 |
|
| 5146 |
5146
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$ 191 mi | +US$ 22,3 mi | +13% | 13,2% | 304% | 212 | 33,49% | 3,2 |
|
| 5147 |
5147
GS Investments
Minneapolis,
Minnesota
| US$ 191 mi | +US$ 16 mi | +9% | 12,6% | 108% | 138 | 2,9% | 3,1 |
|
| 5148 |
5148
EJF Capital
Arlington,
Virginia
| US$ 191 mi | -US$ 36,4 mi | -16% | 22,4% | 127% | 103 | 21,36% | 1,8 |
|
| 5149 |
5149
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 191 mi | +US$ 28,9 mi | +18% | 8,91% | 57,3% | 85 | 27,06% | 0,7 |
|
| 5150 |
IIGPLP
5150
IGP Investments (G.P.L.P.)
Herzliya,
Israel
| US$ 191 mi | – | – | 12,3% | – | 2 | – | 0 |
|