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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Davidson Trust Company
Seattle,
Washington
| US$ 194 mi | -US$ 338 mil | -0,2% | 0,17% | 77% | 158 | 1,9% | 3,2 |
|
| 5752 |
5752
Crown Oak Advisors
Piedmont,
California
| US$ 194 mi | +US$ 14,2 mi | +8% | 1,17% | 53,3% | 26 | 15,38% | 0,8 |
|
| 5753 |
LIC
5753
Laurus Investment Counsel
Toronto,
Canada
| US$ 194 mi | -US$ 64,4 mi | -25% | 3,95% | 14,1% | 45 | 8,89% | 3,2 |
|
| 5754 |
I2I
5754
Insight 2811 Inc
Chicago,
Illinois
| US$ 194 mi | -US$ 6,63 mi | -3% | 3,02% | 31,3% | 95 | 12,63% | 4,5 |
|
| 5755 |
5755
Triton Wealth Management
Sun City,
Arizona
| US$ 194 mi | +US$ 18,2 mi | +10% | 5,16% | – | 96 | 9,38% | 2,8 |
|
| 5756 |
5756
Financial Council
Towson,
Maryland
| US$ 194 mi | +US$ 2,08 mi | +1% | 0,6% | 88,6% | 94 | 6,38% | 2 |
|
| 5757 |
5757
Boulder Wealth Advisors
Boulder,
Colorado
| US$ 194 mi | +US$ 10 mi | +5% | 1,93% | – | 28 | 7,14% | 1,4 |
|
| 5758 |
5758
Summit Investment Advisory Services
Roseville,
Minnesota
| US$ 194 mi | +US$ 5,41 mi | +3% | 0,89% | 74,2% | 73 | 6,85% | 0,5 |
|
| 5759 |
CCC
5759
Chelsea Counsel Company
Los Angeles,
California
| US$ 194 mi | -US$ 9,17 mi | -5% | 0,19% | 106% | 205 | 7,32% | 3,4 |
|
| 5760 |
5760
Bellevue Asset Management
Bellevue,
Washington
| US$ 194 mi | -US$ 987 mil | -0,5% | 1,17% | 56,7% | 508 | 13,39% | 3,7 |
|
| 5761 |
BC
5761
Bowman & Company
Oshkosh,
Wisconsin
| US$ 194 mi | +US$ 3 mi | +2% | 0,73% | 59,7% | 109 | 12,84% | 2 |
|
| 5762 |
5762
Lakeridge Wealth Management
Mentor,
Ohio
| US$ 194 mi | +US$ 11,6 mi | +6% | 0,27% | – | 160 | 9,38% | 0,9 |
|
| 5763 |
LA
5763
Lane & Associates
Moorestown,
New Jersey
| US$ 194 mi | +US$ 9,9 mi | +5% | 0,27% | – | 126 | 14,29% | 1,4 |
|
| 5764 |
5764
Envision Financial Planning
Memphis,
Tennessee
| US$ 194 mi | +US$ 3,55 mi | +2% | 2,52% | 32,1% | 46 | 21,74% | 0,7 |
|
| 5765 |
5765
Shelton Wealth Management
Fort Worth,
Texas
| US$ 193 mi | +US$ 9,23 mi | +5% | 2,02% | 89,4% | 167 | 40,12% | 1,2 |
|
| 5766 |
5766
Transcendent Capital Group
Edmond,
Oklahoma
| US$ 193 mi | -US$ 1,59 mi | -0,8% | 2,48% | 82,3% | 495 | 16,97% | 0,8 |
|
| 5767 |
5767
Berkeley Inc
Boise,
Idaho
| US$ 193 mi | -US$ 150 mi | -44% | 0,62% | 49,4% | 69 | 10,14% | 2,9 |
|
| 5768 |
5768
RHS Financial
San Francisco,
California
| US$ 193 mi | -US$ 5,36 mi | -3% | 2,69% | 65,6% | 149 | 19,46% | 2 |
|
| 5769 |
5769
KM Capital Management
Austin,
Texas
| US$ 193 mi | +US$ 6,08 mi | +3% | 0,4% | 60,8% | 48 | 14,58% | 1,3 |
|
| 5770 |
5770
EnCap Energy Capital Fund X
Houston,
Texas
| US$ 193 mi | -US$ 37,7 mi | -16% | 16,3% | – | 1 | 0% | 0,3 |
|
| 5771 |
5771
Significant Wealth Partners
Cary,
Illinois
| US$ 193 mi | -US$ 14 mil | -0% | 3,91% | – | 124 | 67,74% | 0,4 |
|
| 5772 |
5772
FNY Investment Advisers
New York
| US$ 193 mi | -US$ 14,4 mi | -7% | 2,41% | 386% | 1.026 | 64,52% | 0,5 |
|
| 5773 |
5773
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$ 193 mi | +US$ 5,88 mi | +3% | 4,9% | 87,2% | 146 | 27,4% | 1,4 |
|
| 5774 |
5774
TradeWell Securities
Fort Wayne,
Indiana
| US$ 193 mi | – | – | 4,96% | – | 39 | – | 0 |
|
| 5775 |
5775
Ballentine Capital Advisors
Greenville,
South Carolina
| US$ 193 mi | -US$ 6,33 mi | -3% | 2,74% | 48,8% | 29 | 0% | 0,9 |
|