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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 172 mi | +US$ 9,36 mi | +6% | 11% | 107% | 178 | 8,43% | 1,4 |
|
| 5427 |
5427
Seneca Financial Advisors
Rochester,
New York
| US$ 172 mi | +US$ 26,3 mi | +18% | 9,24% | 50,9% | 58 | 15,52% | 1,9 |
|
| 5428 |
5428
First City Capital Management
Savannah,
Georgia
| US$ 172 mi | +US$ 13 mi | +8% | 9,22% | 86,4% | 173 | 10,98% | 5,8 |
|
| 5429 |
5429
Joseph Group Capital Management
Columbus,
Ohio
| US$ 172 mi | +US$ 33,4 mi | +24% | 10% | 64,3% | 87 | 16,09% | 1,5 |
|
| 5430 |
5430
Strategic Financial Partners
Bend,
Oregon
| US$ 172 mi | +US$ 7,43 mi | +5% | 10,8% | 54,8% | 76 | 15,79% | 3 |
|
| 5431 |
5431
Point72 Italy
Milan,
Italy
| US$ 172 mi | – | – | 22,7% | – | 18 | – | 0 |
|
| 5432 |
5432
O'Neil Global Advisors
Los Angeles,
California
| US$ 172 mi | +US$ 61,6 mi | +56% | 21% | 1.841% | 77 | 66,23% | 0,3 |
|
| 5433 |
5433
Bluestem Financial Advisors
Champaign,
Illinois
| US$ 172 mi | +US$ 8,03 mi | +5% | 9,18% | 42,2% | 26 | 3,85% | 3,3 |
|
| 5434 |
5434
WD Rutherford
Portland,
Oregon
| US$ 172 mi | +US$ 26 mi | +18% | 17,1% | 189% | 73 | 5,48% | 2,4 |
|
| 5435 |
5435
Van Leeuwen & Company
Princeton,
New Jersey
| US$ 172 mi | +US$ 11,2 mi | +7% | 12,4% | 75,4% | 95 | 27,37% | 2 |
|
| 5436 |
5436
Treynor Bancshares
Treynor,
Iowa
| US$ 172 mi | +US$ 14 mi | +9% | 7,31% | 3,35% | 80 | 6,25% | 1,7 |
|
| 5437 |
FIM
5437
FWL Investment Management
Dallas,
Texas
| US$ 172 mi | +US$ 22,7 mi | +15% | 10,2% | 165% | 257 | 32,3% | 0,5 |
|
| 5438 |
WHAM
5438
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| US$ 172 mi | -US$ 59 mi | -26% | 10,4% | 98,1% | 44 | 43,18% | 0,9 |
|
| 5439 |
5439
Peninsula Asset Management
Bradenton,
Florida
| US$ 172 mi | +US$ 13,1 mi | +8% | 9,9% | 54,2% | 41 | 0% | 8 |
|
| 5440 |
5440
MVM Partners
Boston,
Massachusetts
| US$ 172 mi | +US$ 12,3 mi | +8% | 4,03% | 77,3% | 3 | 0% | 1 |
|
| 5441 |
5441
Sitrin Capital Management
Century City,
California
| US$ 172 mi | +US$ 11,4 mi | +7% | 11,8% | 139% | 43 | 16,28% | 3,3 |
|
| 5442 |
CC
5442
Codex Capital
New York
| US$ 171 mi | +US$ 16,5 mi | +11% | 13,9% | 84,4% | 37 | 0% | 2,6 |
|
| 5443 |
PL
5443
Polianta Ltd
St Helier,
Jersey
| US$ 171 mi | -US$ 31,3 mi | -15% | 10,2% | 31,6% | 96 | 51,04% | 0,5 |
|
| 5444 |
5444
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 171 mi | +US$ 14,3 mi | +9% | 8,94% | 63,9% | 84 | 11,9% | 2,6 |
|
| 5445 |
5445
Velan Capital Investment Management
Alpharetta,
Georgia
| US$ 171 mi | +US$ 47,3 mi | +38% | 26,3% | 2.395% | 35 | 60% | 0,8 |
|
| 5446 |
VU
5446
Valence8 US
Cambridge,
Massachusetts
| US$ 171 mi | +US$ 13,2 mi | +8% | 9,81% | 76,6% | 15 | 53,33% | 0,7 |
|
| 5447 |
KFO
5447
Kopp Family Office
Bloomington,
Minnesota
| US$ 171 mi | +US$ 13,2 mi | +8% | 13,4% | 47,9% | 21 | 0% | 2,4 |
|
| 5448 |
XC
5448
XY Capital
Central,
Hong Kong
| US$ 171 mi | -US$ 3,11 mi | -2% | 4,65% | 52,8% | 145 | 60% | 0,3 |
|
| 5449 |
5449
Crown Oak Advisors
Piedmont,
California
| US$ 171 mi | – | – | 15,4% | 53,3% | 21 | – | 0 |
|
| 5450 |
5450
AAF Wealth Management
Westborough,
Massachusetts
| US$ 171 mi | +US$ 15,3 mi | +10% | 10,3% | 75,1% | 53 | 22,64% | 1,5 |
|