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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Windle Wealth
Oklahoma City,
Oklahoma
| US$ 224 mi | +US$ 19 mi | +9% | 8,97% | 73% | 33 | 0% | 2,4 |
|
| 5677 |
5677
Transcendent Capital Group
Edmond,
Oklahoma
| US$ 223 mi | +US$ 28,9 mi | +15% | 7,43% | 82,3% | 126 | 28,57% | 1,1 |
|
| 5678 |
5678
New Perspectives Inc
Ridgeland,
Mississippi
| US$ 223 mi | +US$ 21,2 mi | +10% | 6,97% | – | 41 | 14,63% | 2,3 |
|
| 5679 |
5679
Penney Financial
Houston,
Texas
| US$ 223 mi | +US$ 26,6 mi | +14% | 5,32% | 54,8% | 51 | 21,57% | 1,1 |
|
| 5680 |
5680
Edge Financial Advisors
Wheaton,
Illinois
| US$ 223 mi | +US$ 33,4 mi | +18% | 7,45% | – | 141 | 15,6% | 0,8 |
|
| 5681 |
5681
Ariadne Wealth Management
Santa Barbara,
California
| US$ 223 mi | +US$ 14 mi | +7% | 10,1% | – | 261 | 18,01% | 0,8 |
|
| 5682 |
5682
Financial Guidance Group
Palm Harbor,
Florida
| US$ 223 mi | +US$ 17,2 mi | +8% | 6,3% | 58,7% | 87 | 5,75% | 2,2 |
|
| 5683 |
5683
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$ 223 mi | +US$ 15,1 mi | +7% | 7,68% | 83,9% | 110 | 8,18% | 2,8 |
|
| 5684 |
5684
Financial Symmetry
Raleigh,
North Carolina
| US$ 223 mi | +US$ 29,4 mi | +15% | 7,25% | 68,4% | 54 | 11,11% | 1,3 |
|
| 5685 |
5685
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$ 223 mi | -US$ 39,2 mi | -15% | 21,6% | 39,8% | 4 | 0% | 7,9 |
|
| 5686 |
5686
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$ 223 mi | +US$ 27,4 mi | +14% | 9,66% | 74,4% | 155 | 7,74% | 3,1 |
|
| 5687 |
5687
One Wealth Capital Management
Scottsdale,
Arizona
| US$ 223 mi | +US$ 9,9 mi | +5% | 7,04% | – | 129 | 20,16% | 0,6 |
|
| 5688 |
5688
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 223 mi | +US$ 23,4 mi | +12% | 5,76% | 44,1% | 47 | 19,15% | 3,8 |
|
| 5689 |
DCM
5689
Dudley Capital Management
Middleburg,
Virginia
| US$ 223 mi | +US$ 22,3 mi | +11% | 11,4% | 129% | 142 | 14,79% | 2 |
|
| 5690 |
PC
5690
Panoramic Capital
Larkspur,
California
| US$ 223 mi | +US$ 90,4 mi | +68% | 29,6% | – | 54 | 44,44% | 0,3 |
|
| 5691 |
5691
Lodestone Wealth Management
Spokane,
Washington
| US$ 222 mi | +US$ 17,1 mi | +8% | 8,96% | 87,1% | 177 | 7,34% | 1,9 |
|
| 5692 |
5692
Worth Asset Management
Dallas,
Texas
| US$ 222 mi | +US$ 19,7 mi | +10% | 7,79% | 115% | 204 | 43,63% | 1 |
|
| 5693 |
5693
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$ 222 mi | +US$ 13,5 mi | +6% | 8,08% | 85,6% | 148 | 6,76% | 5,1 |
|
| 5694 |
5694
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| US$ 222 mi | -US$ 35,1 mi | -14% | 6% | – | 228 | 89,91% | 0,1 |
|
| 5695 |
5695
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 222 mi | +US$ 9,7 mi | +5% | 7,69% | 58,7% | 54 | 11,11% | 4,7 |
|
| 5696 |
5696
Evolution Advisers
Richmond,
Virginia
| US$ 222 mi | +US$ 18,4 mi | +9% | 5,08% | 40,8% | 162 | 5,56% | 3 |
|
| 5697 |
5697
Omega Fund Management
Boston,
Massachusetts
| US$ 222 mi | +US$ 67,9 mi | +44% | 48,9% | 106% | 14 | 21,43% | 2,3 |
|
| 5698 |
5698
Investment Research Partners
Lemont,
Pennsylvania
| US$ 222 mi | – | – | 7,65% | – | 224 | – | 0 |
|
| 5699 |
SCM
5699
Sage Capital Management
Stockton,
New Jersey
| US$ 222 mi | +US$ 14,5 mi | +7% | 6,79% | 94,3% | 164 | 8,54% | 1,5 |
|
| 5700 |
5700
Matisse Capital
Portland,
Oregon
| US$ 222 mi | +US$ 10,6 mi | +5% | 8,39% | 73,3% | 183 | 18,58% | 2,3 |
|