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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
AAF Wealth Management
Westborough,
Massachusetts
| US$ 130 mi | +US$ 11,8 mi | +10% | 5,49% | 65,8% | 22 | 4,55% | 0,5 |
|
| 5502 |
5502
Alaethes Wealth
Glenbrook,
Nevada
| US$ 130 mi | +US$ 21,6 mi | +20% | 9,73% | 96,4% | 270 | 68,15% | 0,1 |
|
| 5503 |
5503
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$ 129 mi | +US$ 15,9 mi | +14% | 11,3% | 161% | 332 | 19,58% | 2,2 |
|
| 5504 |
5504
RiverGlades Family Offices
Naples,
Florida
| US$ 129 mi | +US$ 6,33 mi | +5% | 5,66% | – | 81 | 4,94% | 1,7 |
|
| 5505 |
5505
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 129 mi | +US$ 15,5 mi | +14% | 4,09% | 62,1% | 38 | 5,26% | 0,5 |
|
| 5506 |
5506
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$ 129 mi | +US$ 6,59 mi | +5% | 10,8% | 46,8% | 5 | 0% | 4 |
|
| 5507 |
AIM
5507
Axiom Investment Management
New York
| US$ 129 mi | +US$ 6,08 mi | +5% | 9,85% | – | 213 | 34,74% | 1,3 |
|
| 5508 |
5508
Cynosure Group
Salt Lake City,
Utah
| US$ 129 mi | +US$ 1,37 mi | +1% | 7,83% | 56,8% | 21 | 4,76% | 1,5 |
|
| 5509 |
FIG
5509
Freed Investment Group
Boston,
Massachusetts
| US$ 129 mi | +US$ 14,3 mi | +12% | 10,4% | – | 15 | 6,67% | 0,5 |
|
| 5510 |
KCA
5510
Karn Couzens & Associates
Farmington,
Connecticut
| US$ 129 mi | +US$ 17,5 mi | +16% | 6,04% | – | 76 | 18,42% | 0,4 |
|
| 5511 |
5511
WFA of San Diego
San Diego,
California
| US$ 129 mi | +US$ 8,4 mi | +7% | 6,07% | – | 99 | 16,16% | 0,6 |
|
| 5512 |
5512
Silicon Hills Wealth Management
Austin,
Texas
| US$ 129 mi | +US$ 18,3 mi | +17% | 7,19% | 30,9% | 95 | 16,84% | 1,1 |
|
| 5513 |
5513
New Perspectives Inc
Ridgeland,
Mississippi
| US$ 129 mi | – | – | 6,3% | – | 23 | – | 0 |
|
| 5514 |
CWM
5514
CCG Wealth Management
San Diego,
California
| US$ 129 mi | +US$ 27,2 mi | +27% | 4,31% | 82,6% | 92 | 19,57% | 1,3 |
|
| 5515 |
5515
Clearshares
New York
| US$ 129 mi | +US$ 5,18 mi | +4% | 4,45% | – | 37 | 8,11% | 1,8 |
|
| 5516 |
5516
Cohen Investment Advisors
Bedford,
New Hampshire
| US$ 129 mi | +US$ 5,51 mi | +4% | 8,94% | 90,6% | 77 | 0% | 0,5 |
|
| 5517 |
5517
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$ 129 mi | +US$ 21,6 mi | +20% | 4,59% | 58,2% | 115 | 13,04% | 0,4 |
|
| 5518 |
5518
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$ 128 mi | +US$ 11,8 mi | +10% | 8,59% | – | 73 | 13,7% | 2,9 |
|
| 5519 |
5519
Davidson Trust Company
Seattle,
Washington
| US$ 128 mi | +US$ 9,26 mi | +8% | 5,82% | 77% | 125 | 16% | 1,3 |
|
| 5520 |
5520
Element Wealth
Ridgeland,
Mississippi
| US$ 128 mi | +US$ 7,86 mi | +7% | 5,85% | 59,6% | 182 | 8,79% | 1,1 |
|
| 5521 |
5521
Peterson Wealth Management
Sparks,
Nevada
| US$ 128 mi | +US$ 10,3 mi | +9% | 6,23% | 78% | 65 | 36,92% | 0,8 |
|
| 5522 |
ASBI
5522
American State Bank (Iowa)
Sioux Center,
Iowa
| US$ 128 mi | +US$ 10,9 mi | +9% | 7,05% | 138% | 292 | 1,71% | 0,5 |
|
| 5523 |
5523
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$ 128 mi | +US$ 12,6 mi | +11% | 5,83% | 56,7% | 31 | 25,81% | 1,1 |
|
| 5524 |
5524
American Asset Management
Boca Raton,
Florida
| US$ 128 mi | +US$ 12,3 mi | +11% | 5,43% | 42,5% | 9 | 11,11% | 3,6 |
|
| 5525 |
ICMP
5525
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$ 128 mi | +US$ 14,2 mi | +12% | 5,39% | 39,7% | 85 | 25,88% | 1 |
|