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 |
5626
Harrington Investments
Napa,
California
| US$ 161 mi | +US$ 16,1 mi | +11% | 12,9% | 109% | 81 | 7,41% | 4,8 |
|
| 5627 |
5627
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 161 mi | +US$ 19 mi | +13% | 12,1% | 135% | 192 | 12,5% | 2,9 |
|
| 5628 |
5628
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$ 161 mi | +US$ 4,43 mi | +3% | 7,38% | 45,1% | 32 | 3,13% | 5,7 |
|
| 5629 |
5629
Hanwha Asset Management
Seoul,
South Korea
| US$ 161 mi | -US$ 8,13 mi | -5% | 4,8% | – | 1 | 0% | 1 |
|
| 5630 |
5630
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$ 161 mi | +US$ 22,3 mi | +16% | 12,5% | 105% | 94 | 18,09% | 2 |
|
| 5631 |
5631
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$ 161 mi | +US$ 15,5 mi | +11% | 13,6% | 128% | 115 | 10,43% | 2,4 |
|
| 5632 |
5632
Addison Capital
Conshohocken,
Pennsylvania
| US$ 161 mi | +US$ 32,7 mi | +25% | 8,88% | 71,4% | 118 | 21,19% | 4,7 |
|
| 5633 |
5633
Solas Capital Management
Darien,
Connecticut
| US$ 161 mi | +US$ 18,1 mi | +13% | 19,1% | 62,5% | 26 | 38,46% | 1,5 |
|
| 5634 |
5634
State Insurance Fund
New York
| US$ 161 mi | – | – | 12,2% | 77,9% | 1 | – | 0 |
|
| 5635 |
5635
Visa Foundation
San Francisco,
California
| US$ 161 mi | +US$ 9,8 mi | +6% | 13,1% | 58,1% | 1 | 0% | 2 |
|
| 5636 |
5636
Castellan Group
Louisville,
Kentucky
| US$ 161 mi | +US$ 18,7 mi | +13% | 14,5% | 184% | 65 | 20% | 1,6 |
|
| 5637 |
5637
Parker Financial
Silverdale,
Washington
| US$ 161 mi | +US$ 17,7 mi | +12% | 9,16% | 49,7% | 48 | 10,42% | 0,8 |
|
| 5638 |
5638
Gables Capital Management
Miami,
Florida
| US$ 161 mi | +US$ 17,2 mi | +12% | 12,5% | 173% | 390 | 9,49% | 4 |
|
| 5639 |
5639
Meredith Wealth Planning
Maryville,
Illinois
| US$ 161 mi | +US$ 26,4 mi | +20% | 11% | 66,5% | 49 | 26,53% | 0,8 |
|
| 5640 |
5640
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 161 mi | +US$ 11,3 mi | +8% | 10,8% | 81,9% | 174 | 18,97% | 2,1 |
|
| 5641 |
5641
Boyd Wealth Management
Sacramento,
California
| US$ 161 mi | +US$ 12 mi | +8% | 9,38% | 56,8% | 43 | 6,98% | 1,6 |
|
| 5642 |
5642
Clayton Financial Group
St. Louis,
Missouri
| US$ 161 mi | – | – | 11,5% | 69,8% | 37 | – | 0 |
|
| 5643 |
5643
AUA Capital Management
Camp Hill,
Pennsylvania
| US$ 161 mi | +US$ 22,4 mi | +16% | 9,29% | 70,2% | 82 | 8,54% | 5,7 |
|
| 5644 |
JPLA
5644
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 161 mi | +US$ 17,6 mi | +12% | 10,9% | 84% | 120 | 11,67% | 3,4 |
|
| 5645 |
5645
Pioneer Wealth Management Group
Austin,
Texas
| US$ 161 mi | +US$ 29,4 mi | +22% | 8,51% | – | 39 | 12,82% | 0,9 |
|
| 5646 |
5646
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| US$ 161 mi | +US$ 37,1 mi | +30% | 48,3% | 281% | 41 | 9,76% | 1,7 |
|
| 5647 |
5647
Porter White Investment Advisors
Birmingham,
Alabama
| US$ 161 mi | +US$ 29,6 mi | +23% | 10,4% | 58% | 29 | 10,34% | 0,8 |
|
| 5648 |
CCP
5648
Cunning Capital Partners
Morrisville,
North Carolina
| US$ 160 mi | +US$ 8,48 mi | +6% | 14,7% | 268% | 96 | 21,88% | 0,3 |
|
| 5649 |
5649
Cetera Trust Company
St. Paul,
Minnesota
| US$ 160 mi | – | – | 13% | 118% | 419 | – | 0 |
|
| 5650 |
ACM
5650
Aquilo Capital Management
San Francisco,
California
| US$ 160 mi | +US$ 50,1 mi | +45% | 55,9% | 6,84% | 15 | 53,33% | 1,8 |
|