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
New Potomac Partners
Bethesda,
Maryland
| US$ 168 mi | +US$ 22,8 mi | +16% | 10,7% | 37,2% | 88 | 18,18% | 3,5 |
|
| 5502 |
5502
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$ 168 mi | +US$ 34,5 mi | +26% | 10,2% | 59,3% | 69 | 23,19% | 1,9 |
|
| 5503 |
5503
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 168 mi | +US$ 16,2 mi | +11% | 10,1% | 63,8% | 99 | 16,16% | 3 |
|
| 5504 |
5504
Vision One Management Partners
Miami,
Florida
| US$ 168 mi | – | – | 35,1% | – | 8 | – | 0 |
|
| 5505 |
5505
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| US$ 168 mi | +US$ 13,6 mi | +9% | 8,49% | 38,7% | 43 | 4,65% | 1,2 |
|
| 5506 |
5506
Westhampton Capital
Winston-Salem,
North Carolina
| US$ 168 mi | +US$ 12,6 mi | +8% | 10,7% | 105% | 122 | 9,02% | 3,3 |
|
| 5507 |
JCA
5507
Jade Capital Advisors
Essex Fells,
New Jersey
| US$ 168 mi | +US$ 56,6 mi | +51% | 17,9% | 28,9% | 105 | 59,05% | 0,4 |
|
| 5508 |
SC
5508
Slotnik Capital
Dallas,
Texas
| US$ 168 mi | – | – | 23,3% | – | 18 | – | 0 |
|
| 5509 |
5509
FWG Holdings
Winter Park,
Florida
| US$ 168 mi | +US$ 17,8 mi | +12% | 9,08% | 91,6% | 106 | 16,04% | 1,4 |
|
| 5510 |
MFG
5510
Monumental Financial Group
Rockville,
Maryland
| US$ 168 mi | +US$ 17,5 mi | +12% | 9,25% | 18,2% | 45 | 15,56% | 1,4 |
|
| 5511 |
5511
TKG Advisors
Valparaiso,
Indiana
| US$ 168 mi | +US$ 17,5 mi | +12% | 9,8% | 116% | 112 | 25% | 1 |
|
| 5512 |
SA
5512
Stonebridge Advisors
Wilton,
Connecticut
| US$ 168 mi | +US$ 31,4 mi | +23% | 7,01% | 0,03% | 5 | 0% | 1,4 |
|
| 5513 |
PHM
5513
Prospect Hill Management
Short Hills,
New Jersey
| US$ 168 mi | +US$ 16,4 mi | +11% | 11,5% | 119% | 15 | 0% | 2,6 |
|
| 5514 |
5514
Hiddenite Capital Partners
New York
| US$ 167 mi | +US$ 18 mi | +12% | 12,3% | 466% | 55 | 67,27% | 0,5 |
|
| 5515 |
5515
Centennial Bank
Conway,
Arkansas
| US$ 167 mi | +US$ 22,6 mi | +16% | 11,8% | 77,2% | 334 | 7,19% | 0,9 |
|
| 5516 |
5516
Birchcreek Wealth Management
Miami Township,
Ohio
| US$ 167 mi | +US$ 19,7 mi | +13% | 9,4% | 80,7% | 143 | 13,29% | 1,9 |
|
| 5517 |
5517
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$ 167 mi | +US$ 23,2 mi | +16% | 11% | 73% | 40 | 12,5% | 2,4 |
|
| 5518 |
SCM
5518
Sage Capital Management
Stockton,
New Jersey
| US$ 167 mi | – | – | 12% | 94,3% | 147 | – | 0 |
|
| 5519 |
5519
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$ 167 mi | +US$ 5,8 mi | +4% | 8,79% | 56,7% | 48 | 16,67% | 2,2 |
|
| 5520 |
5520
Beaton Management Company
Haverhill,
Massachusetts
| US$ 167 mi | +US$ 13,1 mi | +8% | 9,42% | 110% | 135 | 5,93% | 4,7 |
|
| 5521 |
5521
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$ 167 mi | -US$ 94,2 mi | -36% | 3,75% | 144% | 23 | 52,17% | 0,4 |
|
| 5522 |
5522
Decatur Capital Management
Decatur,
Georgia
| US$ 167 mi | +US$ 28,3 mi | +20% | 13,9% | 155% | 55 | 14,55% | 3,7 |
|
| 5523 |
5523
Sapphire Ventures
Austin,
Texas
| US$ 167 mi | -US$ 6,82 mi | -4% | 18% | 7,75% | 8 | 12,5% | 2,3 |
|
| 5524 |
5524
ORBA Wealth Advisors
Chicago,
Illinois
| US$ 167 mi | – | – | 9,47% | 70,5% | 92 | – | 0 |
|
| 5525 |
5525
Castle Wealth Management
West Palm Beach,
Florida
| US$ 167 mi | +US$ 26,5 mi | +19% | 10,2% | 53,6% | 120 | 18,33% | 1,1 |
|