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
ANB Bank
Denver,
Colorado
| US$ 224 mi | -US$ 3,97 mi | -2% | 0,6% | – | 125 | 15,2% | 0,2 |
|
| 5202 |
5202
Sims Investment Management
Cincinnati,
Ohio
| US$ 224 mi | +US$ 46,9 mi | +27% | 5,82% | – | 45 | 26,67% | 0,2 |
|
| 5203 |
5203
WorthPointe
La Jolla,
California
| US$ 224 mi | -US$ 21,9 mi | -9% | 2,23% | 59,7% | 101 | 19,8% | 1,4 |
|
| 5204 |
5204
Moerus Capital Management
New York
| US$ 224 mi | -US$ 50,4 mi | -18% | 8,05% | 220% | 19 | 36,84% | 3,8 |
|
| 5205 |
CNBT
5205
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$ 224 mi | +US$ 5,81 mi | +3% | 0,26% | 38,5% | 177 | 10,17% | 1,8 |
|
| 5206 |
5206
Eos Management LP
New York
| US$ 224 mi | -US$ 13,9 mi | -6% | 0,24% | 149% | 43 | 13,95% | 3 |
|
| 5207 |
5207
New Wave Wealth Advisors
Springdale,
Arkansas
| US$ 223 mi | -US$ 20,8 mi | -9% | 2,79% | – | 719 | 82,61% | 0,6 |
|
| 5208 |
5208
Exeter Financial
Scottsdale,
Arizona
| US$ 223 mi | +US$ 4,48 mi | +2% | 2,06% | 59,1% | 91 | 1,1% | 5,6 |
|
| 5209 |
5209
Lynch Asset Management
Yardley,
Pennsylvania
| US$ 223 mi | -US$ 24,1 mi | -10% | 8,65% | 214% | 45 | 8,89% | 2,9 |
|
| 5210 |
5210
OMC Financial Services
Dewitt,
New York
| US$ 223 mi | -US$ 12,4 mi | -5% | 2,56% | – | 63 | 3,17% | 0,9 |
|
| 5211 |
5211
Financial Connections Group
Corte Madera,
California
| US$ 223 mi | +US$ 14,7 mi | +7% | 1,6% | 44,4% | 246 | 14,23% | 1,7 |
|
| 5212 |
5212
Houlihan Financial Resource Group
Ashburn,
Virginia
| US$ 223 mi | -US$ 11,9 mi | -5% | 2,33% | 50,6% | 105 | 3,81% | 2,4 |
|
| 5213 |
5213
Wilshire Advisors
Santa Monica,
California
| US$ 223 mi | -US$ 51,2 mi | -19% | 0,47% | 118% | 13 | 15,38% | 3,1 |
|
| 5214 |
5214
Forza Wealth Management
Sarasota,
Florida
| US$ 222 mi | +US$ 2,99 mi | +1% | 2,54% | 69,8% | 184 | 4,35% | 2 |
|
| 5215 |
5215
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$ 222 mi | -US$ 3,45 mi | -2% | 1,83% | 108% | 853 | 16,06% | 2 |
|
| 5216 |
5216
Headwater Capital
Hong Kong,
China
| US$ 222 mi | +US$ 34,8 mi | +19% | 0,93% | – | 15 | 66,67% | 0,1 |
|
| 5217 |
5217
Juniper Investment Company
New York
| US$ 222 mi | -US$ 31,4 mi | -12% | 10,7% | 358% | 12 | 0% | 3,2 |
|
| 5218 |
NCM
5218
NCM Capital Management
Ramsey,
New Jersey
| US$ 222 mi | +US$ 450 mil | +0,2% | 0,74% | 105% | 176 | 6,25% | 2,5 |
|
| 5219 |
5219
Affinity Partners
Sunny Isles Beach,
Florida
| US$ 222 mi | -US$ 38,7 mi | -15% | 14,8% | – | 1 | 0% | 0,3 |
|
| 5220 |
5220
Rockingstone Advisors
Great Barrington,
Massachusetts
| US$ 222 mi | -US$ 4,22 mi | -2% | 0,08% | 114% | 104 | 3,85% | 1,8 |
|
| 5221 |
5221
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| US$ 222 mi | +US$ 91,7 mi | +70% | 8,33% | – | 12 | 16,67% | 0,8 |
|
| 5222 |
5222
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$ 222 mi | +US$ 8,37 mi | +4% | 2,13% | 72,1% | 73 | 6,85% | 2 |
|
| 5223 |
5223
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$ 222 mi | -US$ 32,9 mi | -13% | 1,25% | 89,9% | 77 | 7,79% | 5,2 |
|
| 5224 |
5224
Wealthedge Investment Advisors
New York
| US$ 222 mi | -US$ 163 mil | -0,1% | 3,43% | – | 218 | 38,07% | 0,2 |
|
| 5225 |
5225
BridgePort Financial Solutions
Fairfield,
Iowa
| US$ 222 mi | +US$ 802 mil | +0,4% | 0,61% | – | 166 | 6,63% | 0,2 |
|