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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
One Wealth Capital Management
Scottsdale,
Arizona
| US$ 213 mi | +US$ 26,6 mi | +14% | 16,6% | – | 115 | 12,17% | 0,4 |
|
| 5602 |
VM
5602
VPR Management
Houston,
Texas
| US$ 213 mi | +US$ 7,13 mi | +3% | 9,05% | 54,5% | 64 | 20,31% | 3,3 |
|
| 5603 |
5603
Granite Harbor Advisors
Houston,
Texas
| US$ 213 mi | +US$ 24,6 mi | +13% | 8,72% | 61,5% | 120 | 11,67% | 1,5 |
|
| 5604 |
5604
Prosperitas Financial
Valencia,
California
| US$ 213 mi | +US$ 19,4 mi | +10% | 11,8% | 118% | 63 | 14,29% | 1,2 |
|
| 5605 |
5605
Meridian Financial Partners
Warrenton,
Virginia
| US$ 213 mi | +US$ 15,7 mi | +8% | 9,26% | 80,8% | 109 | 8,26% | 2 |
|
| 5606 |
5606
Rubicon Founders
Nashville,
Tennessee
| US$ 213 mi | +US$ 50,1 mi | +31% | 4,16% | – | 3 | 0% | 0,7 |
|
| 5607 |
5607
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 213 mi | +US$ 10,7 mi | +5% | 8% | 58,7% | 50 | 6% | 4,8 |
|
| 5608 |
5608
FWG Holdings
Winter Park,
Florida
| US$ 213 mi | +US$ 9,44 mi | +5% | 12,3% | 91,6% | 115 | 14,78% | 2,3 |
|
| 5609 |
5609
Lewis Asset Management
Lafayette,
California
| US$ 213 mi | +US$ 91,7 mi | +76% | 14,7% | 142% | 183 | 34,43% | 0,9 |
|
| 5610 |
5610
Logan Stone Capital
Chicago,
Illinois
| US$ 213 mi | -US$ 2,03 mi | -0,9% | 16,8% | 43,9% | 98 | 47,96% | 1,1 |
|
| 5611 |
5611
Quantum Financial Planning Services
Spokane,
Washington
| US$ 212 mi | +US$ 29,6 mi | +16% | 8,14% | – | 50 | 32% | 0,4 |
|
| 5612 |
5612
Riverwater Partners
Milwaukee,
Wisconsin
| US$ 212 mi | +US$ 17,6 mi | +9% | 9,1% | 110% | 219 | 15,53% | 1,9 |
|
| 5613 |
5613
Blue Barn Wealth
Orem,
Utah
| US$ 212 mi | +US$ 20,5 mi | +11% | 8,6% | 46,4% | 166 | 15,66% | 2,1 |
|
| 5614 |
5614
Genesis Private Wealth
Ashburn,
Virginia
| US$ 212 mi | +US$ 23,7 mi | +13% | 7,5% | – | 168 | 22,02% | 0,4 |
|
| 5615 |
SHFP
5615
Second Half Financial Partners
Sebring,
Florida
| US$ 212 mi | +US$ 10,6 mi | +5% | 6,15% | 36,8% | 98 | 24,49% | 0,9 |
|
| 5616 |
5616
Compass Capital Corp
Braintree,
Massachusetts
| US$ 212 mi | +US$ 21,4 mi | +11% | 15,8% | – | 206 | 24,27% | 0,4 |
|
| 5617 |
5617
Mayfair Advisory Group
Birmingham,
Alabama
| US$ 212 mi | +US$ 38,8 mi | +22% | 7,93% | 71,5% | 180 | 15,56% | 2,4 |
|
| 5618 |
RA
5618
Ransom Advisory
Providence,
Rhode Island
| US$ 212 mi | +US$ 9,7 mi | +5% | 10,8% | – | 343 | 9,04% | 1,1 |
|
| 5619 |
5619
Hahn Capital Management
Walnut Creek,
California
| US$ 212 mi | +US$ 5,32 mi | +3% | 3,96% | 53,6% | 29 | 3,45% | 7,4 |
|
| 5620 |
TM
5620
Thiel Macro
Los Angeles,
California
| US$ 212 mi | +US$ 59 mi | +39% | 40% | – | 5 | 40% | 0,4 |
|
| 5621 |
5621
JDM Financial Group
Austin,
Texas
| US$ 212 mi | +US$ 14,9 mi | +8% | 8,89% | 56,7% | 311 | 20,9% | 1,9 |
|
| 5622 |
5622
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 212 mi | -US$ 5,94 mi | -3% | 11,8% | 120% | 153 | 30,72% | 2,6 |
|
| 5623 |
5623
Proactive Wealth Strategies
Marietta,
Georgia
| US$ 212 mi | +US$ 24,3 mi | +13% | 11,2% | – | 141 | 12,06% | 0,7 |
|
| 5624 |
5624
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$ 212 mi | -US$ 55,3 mi | -21% | 10% | 60,6% | 19 | 0% | 2,5 |
|
| 5625 |
5625
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$ 212 mi | +US$ 19,9 mi | +10% | 4,84% | 38,1% | 22 | 0% | 3,5 |
|