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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
WD Rutherford
Portland,
Oregon
| US$ 142 mi | +US$ 14,5 mi | +11% | 16,7% | 189% | 130 | 41,54% | 2 |
|
| 5452 |
5452
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 142 mi | +US$ 18,1 mi | +15% | 5,52% | 56,5% | 155 | 9,68% | 0,9 |
|
| 5453 |
5453
JCP Investment Management
Houston,
Texas
| US$ 142 mi | +US$ 23,4 mi | +20% | 12,2% | 94,7% | 20 | 45% | 0,7 |
|
| 5454 |
5454
NorthLanding Financial Partners
Rochester,
New York
| US$ 142 mi | +US$ 2,72 mi | +2% | 5,38% | 54,7% | 68 | 11,76% | 0,4 |
|
| 5455 |
5455
Mad River Investors
Boston,
Massachusetts
| US$ 142 mi | -US$ 30,5 mi | -18% | 11% | 169% | 27 | 18,52% | 4,5 |
|
| 5456 |
5456
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$ 142 mi | +US$ 4,56 mi | +3% | 3,62% | 69,3% | 119 | 5,88% | 5,8 |
|
| 5457 |
5457
New England Capital Financial Advisors
Meriden,
Connecticut
| US$ 142 mi | +US$ 531 mil | +0,4% | 6,07% | 58,3% | 452 | 5,75% | 0,2 |
|
| 5458 |
5458
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$ 142 mi | – | – | 4,62% | 144% | 16 | – | 0 |
|
| 5459 |
5459
Herbst Group
Westport,
Connecticut
| US$ 142 mi | +US$ 17,9 mi | +14% | 8,91% | 142% | 73 | 6,85% | 1,1 |
|
| 5460 |
5460
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$ 141 mi | +US$ 26,8 mi | +23% | 24,6% | 203% | 90 | 11,11% | 1,9 |
|
| 5461 |
5461
PCA Investment Advisory Services
Cincinnati,
Ohio
| US$ 141 mi | – | – | 5,95% | 71,4% | 114 | – | 0 |
|
| 5462 |
EWG
5462
Executive Wealth Group
Kirkland,
Washington
| US$ 141 mi | +US$ 10,3 mi | +8% | 7,16% | 14,9% | 45 | 4,44% | 4,3 |
|
| 5463 |
5463
Baron Wealth Management
Troy,
Michigan
| US$ 141 mi | +US$ 10,8 mi | +8% | 6,46% | 88,6% | 149 | 18,79% | 0,2 |
|
| 5464 |
5464
Segra Capital Management
Palm Beach,
Florida
| US$ 141 mi | +US$ 4,9 mi | +4% | 5,52% | 19% | 8 | 25% | 0,7 |
|
| 5465 |
5465
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$ 141 mi | +US$ 9,7 mi | +7% | 23,6% | 114% | 12 | 16,67% | 1,8 |
|
| 5466 |
5466
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| US$ 141 mi | -US$ 3,43 mi | -2% | 13,5% | 83,4% | 18 | 22,22% | 1,5 |
|
| 5467 |
5467
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 141 mi | +US$ 5,4 mi | +4% | 6,96% | 81,9% | 159 | 12,58% | 1,8 |
|
| 5468 |
5468
One Plus One Wealth Management
Jupiter,
Florida
| US$ 141 mi | -US$ 1,81 mi | -1% | 4,18% | 71,9% | 99 | 22,22% | 1,3 |
|
| 5469 |
5469
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 141 mi | +US$ 19,5 mi | +16% | 9,78% | 111% | 99 | 24,24% | 1,9 |
|
| 5470 |
5470
Financial Connections Group
Corte Madera,
California
| US$ 141 mi | +US$ 14 mi | +11% | 5,91% | 44,4% | 292 | 23,63% | 1 |
|
| 5471 |
5471
Genesee Capital Advisors
Auburn,
New York
| US$ 141 mi | +US$ 6,56 mi | +5% | 5,07% | 107% | 96 | 28,13% | 1,1 |
|
| 5472 |
5472
H&F Corporate Investors IX
San Francisco,
California
| US$ 141 mi | +US$ 52 mi | +59% | 58,6% | 64,2% | 1 | 0% | 0,3 |
|
| 5473 |
RWG
5473
Regal Wealth Group
Seal Beach,
California
| US$ 141 mi | +US$ 4,56 mi | +3% | 5,96% | 17% | 51 | 19,61% | 5,3 |
|
| 5474 |
5474
Lagoda Investment Management
New York
| US$ 141 mi | -US$ 7,44 mi | -5% | 1,24% | 250% | 43 | 6,98% | 4,5 |
|
| 5475 |
5475
Brandywine Managers
Hockessin,
Delaware
| US$ 141 mi | +US$ 112 mi | +392% | 7,5% | 96,3% | 49 | 26,53% | 2,5 |
|