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 |
5251
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$ 153 mi | +US$ 8,01 mi | +6% | 7,17% | 83,9% | 126 | 15,87% | 1,1 |
|
| 5252 |
5252
AAF Wealth Management
Westborough,
Massachusetts
| US$ 153 mi | +US$ 12,1 mi | +9% | 6% | 75,1% | 50 | 22% | 1,2 |
|
| 5253 |
5253
Centennial Bank
Conway,
Arkansas
| US$ 153 mi | -US$ 21,6 mi | -12% | 3,63% | 69,9% | 344 | 10,17% | 0,2 |
|
| 5254 |
5254
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$ 153 mi | +US$ 16,8 mi | +12% | 5,48% | 103% | 36 | 16,67% | 4,9 |
|
| 5255 |
5255
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$ 153 mi | +US$ 8,27 mi | +6% | 4,61% | 112% | 164 | 10,37% | 6,9 |
|
| 5256 |
5256
Fortis Advisors
Wayne,
Pennsylvania
| US$ 153 mi | +US$ 21,8 mi | +17% | 3,42% | 72,8% | 286 | 15,73% | 2,6 |
|
| 5257 |
5257
Aurora Investment Counsel
Atlanta,
Georgia
| US$ 153 mi | +US$ 8,3 mi | +6% | 6,62% | 31,7% | 128 | 25,78% | 1,2 |
|
| 5258 |
5258
Crestmont Private Wealth
Houston,
Texas
| US$ 153 mi | +US$ 6,8 mi | +5% | 4,57% | 54,8% | 49 | 6,12% | 0,6 |
|
| 5259 |
5259
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$ 153 mi | +US$ 11,5 mi | +8% | 3,83% | 76% | 97 | 6,19% | 1,1 |
|
| 5260 |
5260
Goepper Burkhardt
Greenville,
South Carolina
| US$ 153 mi | +US$ 10 mi | +7% | 5,16% | 50,4% | 70 | 15,71% | 1,8 |
|
| 5261 |
5261
Range Financial Group
Tigard,
Oregon
| US$ 153 mi | +US$ 6,06 mi | +4% | 6,12% | 195% | 192 | 33,33% | 1,2 |
|
| 5262 |
5262
Acute Investment Advisory
Mesa,
Arizona
| US$ 153 mi | +US$ 5,99 mi | +4% | 0,2% | 15% | 22 | 54,55% | 0,6 |
|
| 5263 |
5263
Bennett Selby Investments
Falmouth,
Maine
| US$ 153 mi | +US$ 19,2 mi | +14% | 18% | 82,1% | 58 | 12,07% | 1,7 |
|
| 5264 |
FSA
5264
Financial Services Advisory
Rockville,
Maryland
| US$ 153 mi | -US$ 2,33 mi | -2% | 7,45% | 82,5% | 45 | 57,78% | 0,5 |
|
| 5265 |
DCM
5265
Difesa Capital Management
New York
| US$ 153 mi | +US$ 23,8 mi | +18% | 5,46% | – | 252 | 19,84% | 0,7 |
|
| 5266 |
5266
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$ 152 mi | +US$ 11,9 mi | +8% | 4,64% | 56,7% | 47 | 29,79% | 1,9 |
|
| 5267 |
5267
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$ 152 mi | +US$ 4,76 mi | +3% | 4,39% | 66% | 209 | 22,97% | 1 |
|
| 5268 |
5268
FOCUS Wealth Advisors
Houston,
Texas
| US$ 152 mi | +US$ 7,65 mi | +5% | 2,64% | 68,7% | 65 | 29,23% | 1,1 |
|
| 5269 |
5269
Blue Square Asset Management
New York
| US$ 152 mi | -US$ 3,39 mi | -2% | 3,64% | 117% | 77 | 66,23% | 0,4 |
|
| 5270 |
5270
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 152 mi | +US$ 7,25 mi | +5% | 5,81% | 63,8% | 104 | 10,58% | 2,6 |
|
| 5271 |
5271
Imprint Wealth
Mount Pleasant,
South Carolina
| US$ 152 mi | – | – | 2,91% | – | 158 | – | 0 |
|
| 5272 |
5272
LDR Capital Management
New York
| US$ 152 mi | -US$ 30,6 mi | -17% | 6,63% | 28,4% | 39 | 7,69% | 1,3 |
|
| 5273 |
5273
Axis Capital Holdings
Pembroke,
| US$ 152 mi | +US$ 10 mi | +7% | 7,01% | 76% | 3 | 0% | 6,3 |
|
| 5274 |
5274
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$ 152 mi | +US$ 532 mil | +0,4% | 4,64% | 62,5% | 17 | 11,76% | 2,2 |
|
| 5275 |
5275
Shira Ridge Wealth Management
Larkspur,
California
| US$ 151 mi | +US$ 6,23 mi | +4% | 6,76% | 72,8% | 64 | 10,94% | 0,2 |
|