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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Roubaix Capital
Denver,
Colorado
| US$ 192 mi | -US$ 16,6 mi | -8% | 10,7% | 159% | 74 | 68,92% | 0,6 |
|
| 5652 |
5652
Choice Wealth Advisors
Waterville,
Maine
| US$ 192 mi | -US$ 3,93 mi | -2% | 1,96% | 60,3% | 31 | 12,9% | 2,2 |
|
| 5653 |
5653
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$ 192 mi | -US$ 10,8 mi | -5% | 1,12% | 38,1% | 23 | 8,7% | 3,3 |
|
| 5654 |
5654
Nutshell Asset Management
Sevenoaks,
United Kingdom
| US$ 192 mi | +US$ 33,6 mi | +21% | 8,26% | – | 38 | 55,26% | 0,2 |
|
| 5655 |
5655
Blue Barn Wealth
Orem,
Utah
| US$ 192 mi | +US$ 2,1 mi | +1% | 0,64% | 46,4% | 162 | 17,28% | 2,1 |
|
| 5656 |
5656
Tumwater Wealth Management
Boise,
Idaho
| US$ 192 mi | +US$ 1,02 mi | +0,5% | 0,27% | – | 33 | 9,09% | 0,2 |
|
| 5657 |
5657
Donald L. Hagan LLC
Sarasota,
Florida
| US$ 192 mi | -US$ 904 mil | -0,5% | 2,06% | 47,9% | 99 | 16,16% | 3,1 |
|
| 5658 |
IFS
5658
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$ 192 mi | +US$ 11,1 mi | +6% | 7,84% | 63,5% | 83 | 6,02% | 2,7 |
|
| 5659 |
5659
Sellwood Investment Partners
Portland,
Oregon
| US$ 192 mi | +US$ 5,53 mi | +3% | 0,87% | – | 55 | 29,09% | 0,3 |
|
| 5660 |
5660
Ariadne Wealth Management
Santa Barbara,
California
| US$ 192 mi | -US$ 27 mi | -12% | 0,09% | – | 248 | 26,21% | 0,5 |
|
| 5661 |
5661
WFA Asset Management
Whitefish Bay,
Wisconsin
| US$ 191 mi | +US$ 6,24 mi | +3% | 0,83% | 60% | 266 | 27,07% | 2,2 |
|
| 5662 |
5662
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 191 mi | -US$ 4,24 mi | -2% | 1,82% | 50,2% | 19 | 15,79% | 3 |
|
| 5663 |
5663
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 191 mi | -US$ 4,77 mi | -2% | 0,7% | 43,1% | 54 | 5,56% | 1,8 |
|
| 5664 |
5664
Mirabaud Asset Management
London,
United Kingdom
| US$ 191 mi | -US$ 23,8 mi | -11% | 3,79% | 136% | 43 | 0% | 1,1 |
|
| 5665 |
5665
Melone Private Wealth
Auburn Hills,
Michigan
| US$ 191 mi | -US$ 1,86 mi | -1% | 0,84% | 30,4% | 52 | 9,62% | 2,9 |
|
| 5666 |
5666
Creekside Partners
Petaluma,
California
| US$ 191 mi | -US$ 1,93 mi | -1% | 1,14% | – | 167 | 2,99% | 0,7 |
|
| 5667 |
5667
Ridgecrest Wealth Partners
Mill Valley,
California
| US$ 191 mi | +US$ 6,55 mi | +4% | 3,71% | 103% | 117 | 12,82% | 2,8 |
|
| 5668 |
DCM
5668
Dudley Capital Management
Middleburg,
Virginia
| US$ 191 mi | -US$ 7,6 mi | -4% | 0,32% | 129% | 143 | 14,69% | 1,7 |
|
| 5669 |
5669
Chicago Wealth Management
Chicago,
Illinois
| US$ 191 mi | -US$ 1,66 mi | -0,9% | 1,34% | 134% | 53 | 15,09% | 2,3 |
|
| 5670 |
5670
Compass Capital Corp
Braintree,
Massachusetts
| US$ 191 mi | -US$ 65,7 mi | -26% | 2,4% | – | 210 | 15,71% | 0,2 |
|
| 5671 |
5671
Moser Wealth Advisors
Bellevue,
Washington
| US$ 191 mi | -US$ 1,33 mi | -0,7% | 2,14% | – | 171 | 25,73% | 3 |
|
| 5672 |
5672
Walker Financial Services
Bowling Green,
Kentucky
| US$ 191 mi | +US$ 18,8 mi | +11% | 2,05% | 20,8% | 36 | 22,22% | 1,7 |
|
| 5673 |
5673
Aventura Private Wealth
Aventura,
Florida
| US$ 191 mi | +US$ 5,03 mi | +3% | 3,33% | – | 813 | 10,7% | 0,2 |
|
| 5674 |
5674
GSI Capital Advisors
Newport Beach,
California
| US$ 191 mi | +US$ 1,68 mi | +0,9% | 2,18% | 41,1% | 38 | 36,84% | 1,8 |
|
| 5675 |
5675
Cornercap Investment Counsel
Atlanta,
Georgia
| US$ 191 mi | -US$ 120 mi | -39% | 1,3% | 55,4% | 470 | 69,36% | 2,7 |
|