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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Okabena Investment Services
Minneapolis,
Minnesota
| US$ 137 mi | -US$ 6,46 mi | -5% | 5,03% | 72,4% | 258 | 63,18% | 1,2 |
|
| 5727 |
5727
Matrix Private Capital Group
New York
| US$ 137 mi | -US$ 7,7 mi | -5% | 5,22% | 62,5% | 202 | 18,81% | 2,6 |
|
| 5728 |
TCM
5728
Tao Capital Management
San Francisco,
California
| US$ 137 mi | +US$ 10,9 mi | +9% | 20,8% | 314% | 16 | 18,75% | 2,1 |
|
| 5729 |
5729
Autumn Glory Partners
Dallas,
Texas
| US$ 137 mi | +US$ 19,6 mi | +17% | 5,32% | 69,5% | 183 | 56,83% | 0,8 |
|
| 5730 |
5730
Penobscot Wealth Management
Portland,
Maine
| US$ 136 mi | +US$ 7,84 mi | +6% | 4,57% | 56,7% | 70 | 20% | 1,4 |
|
| 5731 |
5731
CV Advisors
Aventura,
Florida
| US$ 136 mi | +US$ 22,1 mi | +19% | 12,1% | 112% | 23 | 8,7% | 1,1 |
|
| 5732 |
FAG
5732
Fortitude Advisory Group
Gig Harbor,
Washington
| US$ 136 mi | +US$ 7,14 mi | +6% | 9,91% | 142% | 235 | 14,47% | 1,3 |
|
| 5733 |
5733
Roubaix Capital
Denver,
Colorado
| US$ 136 mi | +US$ 5,07 mi | +4% | 7,02% | 174% | 59 | 59,32% | 0,6 |
|
| 5734 |
5734
RHS Financial
San Francisco,
California
| US$ 136 mi | +US$ 4,58 mi | +3% | 3,37% | 65,6% | 97 | 10,31% | 2,3 |
|
| 5735 |
5735
Tacita Capital
Toronto,
Ontario, Canada
| US$ 136 mi | +US$ 3,34 mi | +3% | 3,06% | 72,3% | 198 | 8,59% | 2,1 |
|
| 5736 |
5736
Anabranch Capital Management
Stamford,
Connecticut
| US$ 136 mi | +US$ 14,2 mi | +12% | 14,5% | 139% | 7 | 0% | 2 |
|
| 5737 |
5737
Dravo Bay
Rehoboth Beach,
Delaware
| US$ 136 mi | +US$ 2,96 mi | +2% | 3,72% | 45,2% | 43 | 2,33% | 1,3 |
|
| 5738 |
5738
Financial Guidance Group
Palm Harbor,
Florida
| US$ 136 mi | +US$ 4,53 mi | +3% | 3,99% | 58,7% | 52 | 1,92% | 1,1 |
|
| 5739 |
5739
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$ 136 mi | +US$ 8,35 mi | +7% | 4,93% | 57,3% | 72 | 6,94% | 2 |
|
| 5740 |
5740
Alamar Capital Management
Santa Barbara,
California
| US$ 136 mi | +US$ 15,8 mi | +13% | 5,15% | – | 80 | 16,25% | 1,6 |
|
| 5741 |
5741
University of Wisconsin Foundation
Madison,
Wisconsin
| US$ 136 mi | +US$ 83,3 mi | +158% | 14,8% | 142% | 3 | 33,33% | 0,3 |
|
| 5742 |
WFA
5742
WMG Financial Advisors
Knoxville,
Tennessee
| US$ 136 mi | +US$ 15,1 mi | +13% | 7,33% | 68% | 133 | 18,8% | 1,1 |
|
| 5743 |
AA
5743
AlphaQ Advisors
Winter Park,
Florida
| US$ 136 mi | +US$ 18,2 mi | +15% | 3,76% | – | 183 | 15,3% | 0,4 |
|
| 5744 |
5744
GoalFusion Wealth Management
Austin,
Texas
| US$ 136 mi | +US$ 8,49 mi | +7% | 3,14% | 47,6% | 27 | 22,22% | 0,9 |
|
| 5745 |
5745
Oracle Investment Management
Greenwich,
Connecticut
| US$ 136 mi | +US$ 32,4 mi | +31% | 14,3% | 865% | 37 | 48,65% | 2,6 |
|
| 5746 |
5746
Lakeside Advisors
Seattle,
Washington
| US$ 136 mi | +US$ 6,2 mi | +5% | 8,48% | 83,7% | 62 | 6,45% | 1,4 |
|
| 5747 |
5747
Cox Capital Management
Andover,
Massachusetts
| US$ 136 mi | -US$ 2,7 mi | -2% | 2,91% | 106% | 73 | 2,74% | 3,7 |
|
| 5748 |
5748
F/M Investments
Washington,
District of Columbia
| US$ 136 mi | +US$ 36,5 mi | +37% | 15,8% | 101% | 86 | 41,86% | 0,5 |
|
| 5749 |
5749
LRT Capital Management
Austin,
Texas
| US$ 136 mi | +US$ 2,52 mi | +2% | 4,38% | 76,2% | 79 | 22,78% | 0,8 |
|
| 5750 |
5750
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 136 mi | +US$ 11,3 mi | +9% | 5,64% | 58,3% | 41 | 24,39% | 2,1 |
|