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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 247 mi | +US$ 18 mi | +8% | 5,79% | 41,6% | 201 | 11,94% | 3 |
|
| 5377 |
5377
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 247 mi | +US$ 30,1 mi | +14% | 11,8% | 332% | 126 | 20,63% | 1,6 |
|
| 5378 |
5378
BCU Wealth Advisors
Vernon Hills,
Illinois
| US$ 247 mi | +US$ 24,5 mi | +11% | 6,27% | 57,7% | 61 | 8,2% | 1,2 |
|
| 5379 |
5379
Tealwood Asset Management
Minneapolis,
Minnesota
| US$ 247 mi | +US$ 22,4 mi | +10% | 8,02% | 128% | 136 | 9,56% | 3,3 |
|
| 5380 |
CCP
5380
Caden Capital Partners
Santa Monica,
California
| US$ 247 mi | -US$ 54,1 mi | -18% | 5,85% | 19,1% | 12 | 16,67% | 1,5 |
|
| 5381 |
AAG
5381
Avalon Advisory Group
Wexford,
Pennsylvania
| US$ 247 mi | +US$ 13,9 mi | +6% | 5,55% | 46% | 18 | 11,11% | 2,9 |
|
| 5382 |
5382
Evergreen Private Wealth
Greenwood Village,
Colorado
| US$ 247 mi | +US$ 8,02 mi | +3% | 6,26% | 80,2% | 299 | 23,75% | 1,3 |
|
| 5383 |
5383
Swan Capital
Pensacola,
Florida
| US$ 247 mi | +US$ 16,4 mi | +7% | 5,47% | 47,9% | 558 | 26,34% | 0,9 |
|
| 5384 |
5384
ANB Bank
Denver,
Colorado
| US$ 247 mi | +US$ 23,9 mi | +11% | 7,08% | – | 137 | 18,98% | 0,6 |
|
| 5385 |
5385
HFM Investment Advisors
Glassboro,
New Jersey
| US$ 246 mi | +US$ 19 mi | +8% | 5,64% | – | 1.323 | 6,88% | 0,5 |
|
| 5386 |
AA
5386
AF Advisors
Sacramento,
California
| US$ 246 mi | -US$ 43,7 mi | -15% | 14,2% | 76,5% | 30 | 6,67% | 2,4 |
|
| 5387 |
5387
Weitzel Financial Services
Dubuque,
Iowa
| US$ 246 mi | +US$ 9,9 mi | +4% | 4,5% | 46,3% | 49 | 4,08% | 2,9 |
|
| 5388 |
5388
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 246 mi | +US$ 22,1 mi | +10% | 10,2% | 105% | 78 | 6,41% | 5 |
|
| 5389 |
5389
Moerus Capital Management
New York
| US$ 246 mi | +US$ 11,7 mi | +5% | 11,8% | 220% | 14 | 7,14% | 4,4 |
|
| 5390 |
5390
Grunden Financial Advisory
Denton,
Texas
| US$ 246 mi | +US$ 19,5 mi | +9% | 4,93% | – | 32 | 6,25% | 1,3 |
|
| 5391 |
5391
Mills Wealth Advisors
Southlake,
Texas
| US$ 246 mi | +US$ 27,7 mi | +13% | 4,39% | 37,9% | 74 | 12,16% | 1,5 |
|
| 5392 |
5392
Trellis Wealth Advisors
San Luis Obispo,
California
| US$ 246 mi | +US$ 16 mi | +7% | 6,65% | 62,2% | 38 | 2,63% | 1,9 |
|
| 5393 |
5393
Kensington Investment Counsel
Long Beach,
California
| US$ 246 mi | +US$ 12,3 mi | +5% | 4,8% | 81,9% | 108 | 10,19% | 3,1 |
|
| 5394 |
RFG
5394
RFP Financial Group
Atlanta,
Georgia
| US$ 246 mi | +US$ 3,34 mi | +1% | 6,53% | 53,2% | 112 | 25,89% | 1,7 |
|
| 5395 |
5395
Parkshore Wealth Management
Granite Bay,
California
| US$ 245 mi | +US$ 40,8 mi | +20% | 7,71% | – | 70 | 11,43% | 0,6 |
|
| 5396 |
5396
Red Spruce Capital
Berwyn,
Pennsylvania
| US$ 245 mi | +US$ 14,5 mi | +6% | 7,88% | 98,4% | 93 | 4,3% | 3,9 |
|
| 5397 |
GBI
5397
GP Brinson Investments
Chicago,
Illinois
| US$ 245 mi | +US$ 10,7 mi | +5% | 4,67% | 51,2% | 16 | 0% | 3,6 |
|
| 5398 |
CNBT
5398
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$ 245 mi | +US$ 12,7 mi | +5% | 4,24% | 38,5% | 178 | 7,87% | 2,2 |
|
| 5399 |
5399
Keeler Thomas Management
Orem,
Utah
| US$ 245 mi | +US$ 12,7 mi | +5% | 2,94% | 52,1% | 110 | 9,09% | 1,3 |
|
| 5400 |
5400
Northstar Advisory Group
Northfield,
New Jersey
| US$ 245 mi | +US$ 40,1 mi | +20% | 13% | 141% | 122 | 27,05% | 1,7 |
|