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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
EMC
5626
Everest Management Corp
Cupertino,
California
| US$ 268 mi | +US$ 70,6 mi | +36% | 18,3% | – | 89 | 23,6% | 1 |
|
| 5627 |
EAIC
5627
Empower Annuity Insurance Company
Hartford,
Connecticut
| US$ 268 mi | +US$ 197 mil | +0,1% | 0,07% | 0,86% | 1 | 0% | 3,5 |
|
| 5628 |
NEPPG
5628
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 268 mi | +US$ 28,7 mi | +12% | 13,4% | 59% | 52 | 9,62% | 4,7 |
|
| 5629 |
SSW
5629
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 268 mi | +US$ 38,8 mi | +17% | 21% | 90,2% | 164 | 13,41% | 4,5 |
|
| 5630 |
WSIB
5630
Washington State Investment Board
Olympia,
Washington
| US$ 268 mi | +US$ 16,6 mi | +7% | 7,05% | 567% | 2 | 0% | 4,9 |
|
| 5631 |
CFS
5631
Compass Financial Services
West Des Moines,
Iowa
| US$ 268 mi | +US$ 36,7 mi | +16% | 12,4% | – | 58 | 5,17% | 1,3 |
|
| 5632 |
HCM
5632
HMS Capital Management
Nashville,
Tennessee
| US$ 267 mi | +US$ 8,83 mi | +3% | 29,1% | 130% | 123 | 10,57% | 3,1 |
|
| 5633 |
JWWM
5633
Johnson & White Wealth Management
York,
Pennsylvania
| US$ 267 mi | +US$ 31 mi | +13% | 14,9% | 76,5% | 118 | 11,02% | 1,9 |
|
| 5634 |
FGG
5634
Financial Guidance Group
Palm Harbor,
Florida
| US$ 267 mi | +US$ 18,5 mi | +7% | 9,61% | 52% | 92 | 4,35% | 2,7 |
|
| 5635 |
FPN
5635
Financial Planning Navigators
Maple Grove,
Minnesota
| US$ 267 mi | +US$ 39,1 mi | +17% | 11,8% | – | 72 | 31,94% | 0,3 |
|
| 5636 |
RI
5636
Ridgewood Investments
Springfield,
New Jersey
| US$ 267 mi | +US$ 22,7 mi | +9% | 12,1% | – | 221 | 11,76% | 3,7 |
|
| 5637 |
EW
5637
Element Wealth
Ridgeland,
Mississippi
| US$ 267 mi | +US$ 24,8 mi | +10% | 14,6% | 59,6% | 224 | 12,05% | 3,4 |
|
| 5638 |
FA
5638
FF Advisors
Manhattan Beach,
California
| US$ 267 mi | +US$ 20,2 mi | +8% | 14% | – | 127 | 13,39% | 1,7 |
|
| 5639 |
DFG
5639
Dupree Financial Group
Lexington,
Kentucky
| US$ 267 mi | +US$ 18,4 mi | +7% | 16,6% | 75,8% | 85 | 21,18% | 1,5 |
|
| 5640 |
BWG
5640
Beta Wealth Group
San Diego,
California
| US$ 267 mi | +US$ 24,9 mi | +10% | 9,99% | 45,4% | 119 | 10,08% | 2,3 |
|
| 5641 |
FOR
5641
Family Office Research
Bethesda,
Maryland
| US$ 267 mi | +US$ 36,4 mi | +16% | 14,9% | – | 91 | 24,18% | 1 |
|
| 5642 |
HBS
5642
Howard Bailey Securities
Fort Wayne,
Indiana
| US$ 267 mi | +US$ 23,4 mi | +10% | 9,61% | – | 145 | 32,41% | 1,1 |
|
| 5643 |
SSA
5643
SSA Swiss Advisors
Zurich,
| US$ 266 mi | +US$ 50,9 mi | +24% | 14,4% | – | 113 | 22,12% | 0,9 |
|
| 5644 |
MH
5644
Mishpacha Holdings
Road Town,
| US$ 266 mi | +US$ 143 mi | +116% | 166% | – | 6 | 66,67% | 0,2 |
|
| 5645 |
FCM
5645
Forager Capital Management
Birmingham,
Alabama
| US$ 266 mi | +US$ 65,1 mi | +32% | 30,6% | 52,6% | 11 | 18,18% | 2,6 |
|
| 5646 |
RGF
5646
Retirement Guys Formula
Maumee,
Ohio
| US$ 266 mi | +US$ 48,2 mi | +22% | 13% | 70,2% | 168 | 14,29% | 1,8 |
|
| 5647 |
VF
5647
Vawter Financial
Columbus,
Ohio
| US$ 266 mi | +US$ 27,8 mi | +12% | 10,3% | 48% | 131 | 6,87% | 1 |
|
| 5648 |
I
5648
IMPACTfolio
Denver,
Colorado
| US$ 266 mi | +US$ 30,2 mi | +13% | 12,3% | 51,2% | 37 | 5,41% | 2,7 |
|
| 5649 |
BCA
5649
Ballentine Capital Advisors
Greenville,
South Carolina
| US$ 265 mi | +US$ 23,8 mi | +10% | 9,53% | 48,8% | 28 | 10,71% | 2,2 |
|
| 5650 |
WFA
5650
WMG Financial Advisors
Knoxville,
Tennessee
| US$ 265 mi | +US$ 25,7 mi | +11% | 12,7% | 68% | 116 | 23,28% | 2,4 |
|