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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
SIP
5251
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| US$ 146 mi | +US$ 3,38 mi | +2% | 0,92% | 44% | 45 | 0% | 0,7 |
|
| 5252 |
BCFD
5252
Boit C.F. David
| US$ 146 mi | +US$ 14,3 mi | +11% | 0,55% | 84,2% | 115 | 12,17% | 0,2 |
|
| 5253 |
5253
High Pines Wealth Management
Duxbury,
Massachusetts
| US$ 146 mi | +US$ 13,1 mi | +10% | 0,01% | 28,3% | 44 | 15,91% | 0,7 |
|
| 5254 |
5254
Ciovacco Capital Management
Atlanta,
Georgia
| US$ 146 mi | +US$ 6,35 mi | +5% | 0,22% | 88,5% | 30 | 26,67% | 0,6 |
|
| 5255 |
TWS
5255
Thomas W. Smith
| US$ 145 mi | -US$ 9,27 mi | -6% | 2,93% | – | 8 | 0% | 6,4 |
|
| 5256 |
5256
Omnia Family Wealth
Aventura,
Florida
| US$ 145 mi | -US$ 11 mi | -7% | 1,54% | 80,6% | 75 | 18,67% | 3,3 |
|
| 5257 |
5257
Midwest Wealth Management
Indianapolis,
Indiana
| US$ 145 mi | +US$ 5,28 mi | +4% | 0,82% | – | 102 | 8,82% | 0,7 |
|
| 5258 |
5258
Cassia Capital Partners
Winston Salem,
North Carolina
| US$ 145 mi | +US$ 12,3 mi | +9% | 0,82% | 55% | 137 | 92,7% | 0 |
|
| 5259 |
5259
Solitude Financial Services
Charlottesville,
Virginia
| US$ 145 mi | +US$ 7,29 mi | +5% | 2,2% | 62,4% | 43 | 11,63% | 0,7 |
|
| 5260 |
5260
JVL Associates
Wyoming,
Michigan
| US$ 145 mi | +US$ 89 mil | +0,1% | 0,57% | 81% | 37 | 0% | 3 |
|
| 5261 |
5261
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 145 mi | +US$ 2,85 mi | +2% | 0,08% | 81,9% | 147 | 10,2% | 0,6 |
|
| 5262 |
PHM
5262
Prospect Hill Management
Short Hills,
New Jersey
| US$ 145 mi | +US$ 6,69 mi | +5% | 4,93% | 85,1% | 17 | 0% | 0,7 |
|
| 5263 |
5263
New Potomac Partners
Bethesda,
Maryland
| US$ 145 mi | -US$ 2,14 mi | -1% | 0,7% | 37,2% | 65 | 3,08% | 3 |
|
| 5264 |
5264
First Dallas Securities
Dallas,
Texas
| US$ 145 mi | -US$ 7,7 mi | -5% | 4,08% | 163% | 126 | 14,29% | 2,9 |
|
| 5265 |
5265
Clarus Group
Houston,
Texas
| US$ 145 mi | +US$ 11,2 mi | +8% | 1,74% | 67,5% | 115 | 9,57% | 0,7 |
|
| 5266 |
5266
Green Alpha Advisors
Niwot,
Colorado
| US$ 145 mi | -US$ 2,08 mi | -1% | 2,93% | 316% | 130 | 5,38% | 0,6 |
|
| 5267 |
5267
Purus Wealth Management
Newport Beach,
California
| US$ 145 mi | +US$ 5,74 mi | +4% | 0,16% | 174% | 108 | 20,37% | 0,6 |
|
| 5268 |
5268
Attestor
London,
United Kingdom
| US$ 145 mi | -US$ 6,66 mi | -4% | 8,69% | 55,7% | 3 | 33,33% | 0,3 |
|
| 5269 |
5269
Truvvo Partners
New York
| US$ 144 mi | -US$ 1,54 mi | -1% | 2,57% | 21,1% | 32 | 25% | 1,9 |
|
| 5270 |
5270
St. Clair Advisors
Mayfield Hts,
Ohio
| US$ 144 mi | +US$ 10,9 mi | +8% | 0,19% | 77,5% | 51 | 21,57% | 0,6 |
|
| 5271 |
5271
CoreFirst Bank & Trust
Topeka,
Kansas
| US$ 144 mi | -US$ 2,65 mi | -2% | 1,11% | 61,4% | 453 | 3,09% | 0,7 |
|
| 5272 |
5272
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$ 144 mi | +US$ 2,03 mi | +1% | 0,23% | 62,6% | 153 | 7,19% | 3,2 |
|
| 5273 |
5273
Profit Investment Management
North Bethesda,
Maryland
| US$ 144 mi | -US$ 45,4 mi | -24% | 1,27% | 101% | 90 | 3,33% | 5,1 |
|
| 5274 |
5274
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 144 mi | -US$ 2,76 mi | -2% | 0,83% | 121% | 100 | 9% | 2,5 |
|
| 5275 |
5275
Solas Capital Management
Darien,
Connecticut
| US$ 144 mi | +US$ 1,18 mi | +0,8% | 4,14% | 62,5% | 27 | 18,52% | 1,2 |
|