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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$ 206 mi | +US$ 7,34 mi | +4% | 0,7% | 35,4% | 43 | 9,3% | 1,8 |
|
| 5202 |
5202
Creative Capital Management Investments
San Diego,
California
| US$ 206 mi | +US$ 12,3 mi | +6% | 0,76% | 50,7% | 269 | 29,37% | 1 |
|
| 5203 |
5203
Wealth Management Partners
Tucson,
Arizona
| US$ 206 mi | +US$ 8,72 mi | +4% | 7,87% | 194% | 121 | 14,88% | 2,4 |
|
| 5204 |
5204
Amtrust Financial Services
New York
| US$ 206 mi | +US$ 5,9 mi | +3% | 2,51% | 61,9% | 15 | 6,67% | 2,6 |
|
| 5205 |
5205
BCS Wealth Management
Johnson City,
Tennessee
| US$ 206 mi | -US$ 106 mi | -34% | 1,89% | 46,7% | 241 | 38,17% | 1,7 |
|
| 5206 |
5206
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 206 mi | -US$ 7,17 mi | -3% | 0,54% | 118% | 165 | 4,85% | 6,4 |
|
| 5207 |
5207
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 205 mi | +US$ 3,32 mi | +2% | 6,74% | 92% | 385 | 80,78% | 4,3 |
|
| 5208 |
5208
Raine Capital
New York
| US$ 205 mi | -US$ 30,1 mi | -13% | 17,8% | 119% | 5 | 0% | 2,7 |
|
| 5209 |
5209
Sensible Money
Scottsdale,
Arizona
| US$ 205 mi | +US$ 19,1 mi | +10% | 0,91% | 69,1% | 86 | 9,3% | 1,3 |
|
| 5210 |
5210
Warner Financial
Bethesda,
Maryland
| US$ 205 mi | +US$ 5,47 mi | +3% | 1,37% | 62,1% | 112 | 4,46% | 1,9 |
|
| 5211 |
DRP
5211
Decade Renewable Partners
Houston,
Texas
| US$ 205 mi | +US$ 16,2 mi | +9% | 0,23% | – | 46 | 63,04% | 0,4 |
|
| 5212 |
5212
Traveka Wealth
Los Altos,
California
| US$ 205 mi | -US$ 11,5 mi | -5% | 2,74% | 78,1% | 137 | 7,3% | 0,5 |
|
| 5213 |
LFP
5213
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$ 205 mi | +US$ 7,24 mi | +4% | 0,9% | 65,4% | 72 | 11,11% | 0,7 |
|
| 5214 |
5214
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 205 mi | +US$ 5,11 mi | +3% | 0,7% | 41,6% | 176 | 5,11% | 2,5 |
|
| 5215 |
5215
Voisard Asset Management Group
Grand Rapids,
Michigan
| US$ 205 mi | +US$ 26,9 mi | +15% | 0,87% | 50,5% | 429 | 21,91% | 0,4 |
|
| 5216 |
5216
Bullseye Asset Management
Denver,
Colorado
| US$ 204 mi | -US$ 8,68 mi | -4% | 4,24% | 81% | 67 | 11,94% | 3,3 |
|
| 5217 |
5217
Aull & Monroe Investment Management
Mobile,
Alabama
| US$ 204 mi | -US$ 14,4 mi | -7% | 0,86% | 98,3% | 135 | 8,15% | 8 |
|
| 5218 |
5218
Guinness Atkinson Asset Management
Pasadena,
California
| US$ 204 mi | -US$ 8,6 mi | -4% | 6,2% | 132% | 105 | 5,71% | 5,8 |
|
| 5219 |
5219
Virtus ETF Advisers
New York
| US$ 204 mi | +US$ 15,9 mi | +8% | 0,14% | 177% | 488 | 21,72% | 2,2 |
|
| 5220 |
5220
JPL Wealth Management
Highlands Ranch,
Colorado
| US$ 204 mi | +US$ 23 mi | +13% | 2,82% | – | 115 | 13,04% | 0,4 |
|
| 5221 |
5221
Maxwell Wealth Strategies
Pleasanton,
California
| US$ 204 mi | +US$ 6,8 mi | +3% | 2,64% | – | 105 | 3,81% | 0,4 |
|
| 5222 |
5222
Centennial Bank
Conway,
Arkansas
| US$ 204 mi | +US$ 8,74 mi | +4% | 1,39% | 69,9% | 352 | 13,07% | 1,3 |
|
| 5223 |
5223
Ardent Capital Management
Cincinnati,
Ohio
| US$ 204 mi | +US$ 4,84 mi | +2% | 3,54% | 87,2% | 46 | 8,7% | 1,5 |
|
| 5224 |
5224
FullCircle Wealth
Dallas,
Texas
| US$ 204 mi | – | – | 0,68% | – | 167 | – | 0 |
|
| 5225 |
AFC
5225
AFT Forsyth & Company
West Palm Beach,
Florida
| US$ 204 mi | +US$ 28,5 mi | +16% | 10,5% | 135% | 140 | 5% | 6,5 |
|