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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
PFG Private Wealth Management
Lutz,
Florida
| US$ 154 mi | +US$ 8,88 mi | +6% | 4,32% | 52,6% | 58 | 0% | 1,1 |
|
| 5177 |
5177
Seneca House Advisors
Richmond,
Virginia
| US$ 154 mi | +US$ 12,7 mi | +9% | 7,9% | 58,2% | 85 | 12,94% | 2,5 |
|
| 5178 |
HM
5178
Harvest Management
New York
| US$ 154 mi | -US$ 12,9 mi | -8% | 16,7% | 610% | 93 | 75,27% | 0,5 |
|
| 5179 |
SC
5179
Steph & Co
Marinette,
Wisconsin
| US$ 154 mi | +US$ 10 mi | +7% | 5,56% | 61,6% | 243 | 7% | 1,3 |
|
| 5180 |
5180
Sterling Financial Planning
Sparta,
New Jersey
| US$ 154 mi | +US$ 13,7 mi | +10% | 5,55% | 55,5% | 414 | 10,39% | 0,4 |
|
| 5181 |
5181
Eastover Investment Advisors
Charlotte,
North Carolina
| US$ 154 mi | +US$ 12,5 mi | +9% | 5,15% | 105% | 47 | 6,38% | 1,1 |
|
| 5182 |
5182
Wealth CMT
Cherry Hill,
New Jersey
| US$ 154 mi | -US$ 15,8 mi | -9% | 6,46% | 25% | 19 | 26,32% | 1,5 |
|
| 5183 |
5183
Your Advocates Ltd
Houston,
Texas
| US$ 154 mi | +US$ 18,6 mi | +14% | 3,41% | 50% | 155 | 18,06% | 0,9 |
|
| 5184 |
5184
Westhampton Capital
Winston-Salem,
North Carolina
| US$ 154 mi | +US$ 9,06 mi | +6% | 5,25% | 95,6% | 110 | 1,82% | 1,7 |
|
| 5185 |
5185
Marlowe Partners
New York
| US$ 154 mi | -US$ 15,2 mi | -9% | 9,16% | 16,3% | 9 | 33,33% | 1,7 |
|
| 5186 |
5186
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$ 154 mi | +US$ 9,5 mi | +7% | 6,27% | 51,7% | 326 | 5,21% | 1,2 |
|
| 5187 |
5187
SWS Partners
Columbus,
Ohio
| US$ 154 mi | +US$ 8,35 mi | +6% | 10,1% | 112% | 86 | 17,44% | 1,9 |
|
| 5188 |
5188
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| US$ 154 mi | – | – | 6,72% | – | 52 | – | 0,4 |
|
| 5189 |
5189
AH Equity Partners V
Menlo Park,
California
| US$ 154 mi | -US$ 30,2 mi | -16% | 16% | – | 2 | 0% | 0,4 |
|
| 5190 |
5190
Pecaut & Co
Sioux City,
Iowa
| US$ 154 mi | +US$ 14,9 mi | +11% | 7,54% | 67,6% | 84 | 33,33% | 2,4 |
|
| 5191 |
5191
Founders Capital Management (Texas)
Houston,
Texas
| US$ 153 mi | +US$ 12,9 mi | +9% | 7,23% | 131% | 317 | 14,51% | 3 |
|
| 5192 |
5192
Mosaic Advisors
Houston,
Texas
| US$ 153 mi | +US$ 35,3 mi | +30% | 4,63% | 50,9% | 43 | 16,28% | 0,4 |
|
| 5193 |
5193
Clearstead Trust
Portland,
Maine
| US$ 153 mi | +US$ 18,2 mi | +14% | 9,08% | 111% | 173 | 46,82% | 2 |
|
| 5194 |
5194
ICW Investment Advisors
Scottsdale,
Arizona
| US$ 153 mi | +US$ 7,59 mi | +5% | 5,66% | 50,1% | 126 | 1,59% | 1,4 |
|
| 5195 |
5195
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 153 mi | +US$ 2,37 mi | +2% | 6,42% | 31,6% | 50 | 8% | 0,4 |
|
| 5196 |
5196
Merk Investments
Menlo Park,
California
| US$ 153 mi | -US$ 6,85 mi | -4% | 2,1% | 303% | 17 | 0% | 1,2 |
|
| 5197 |
5197
Memorial Sloan Kettering Cancer Center
New York
| US$ 153 mi | -US$ 9,29 mi | -6% | 4,96% | 14,8% | 4 | 0% | 0,5 |
|
| 5198 |
5198
Seneca Financial Advisors
Rochester,
New York
| US$ 153 mi | +US$ 10,8 mi | +8% | 5,9% | 47,3% | 41 | 2,44% | 0,5 |
|
| 5199 |
SVC
5199
Strycker View Capital
New York
| US$ 153 mi | -US$ 2,97 mi | -2% | 11,9% | 114% | 29 | 72,41% | 0,1 |
|
| 5200 |
AAM
5200
Ascension Asset Management
New York
| US$ 153 mi | +US$ 10 mi | +7% | 8,2% | – | 79 | 1,27% | 0,4 |
|