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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Ivy Lane Capital Management
Winter Park,
Florida
| US$ 111 mi | +US$ 8,41 mi | +8% | 7,19% | 101% | 14 | 57,14% | 0,9 |
|
| 6002 |
6002
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 111 mi | -US$ 25 mi | -18% | 9,79% | 62,3% | 62 | 17,74% | 1,2 |
|
| 6003 |
6003
Paragon Private Wealth Management
Lexington,
Kentucky
| US$ 111 mi | +US$ 8,05 mi | +8% | 8,05% | 104% | 131 | 10,69% | 0,8 |
|
| 6004 |
6004
26North Partners
New York
| US$ 111 mi | – | – | 6,97% | 77,8% | 3 | – | 0 |
|
| 6005 |
6005
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$ 111 mi | +US$ 16,1 mi | +17% | 23,8% | 46,8% | 5 | 0% | 5,5 |
|
| 6006 |
AFT
6006
Alpha Family Trust
Los Angeles,
California
| US$ 111 mi | -US$ 21,5 mi | -16% | 5,57% | 198% | 132 | 76,52% | 0,2 |
|
| 6007 |
6007
Yorktown Energy Partners X
New York
| US$ 111 mi | +US$ 6,07 mi | +6% | 3,73% | 95,9% | 4 | 25% | 2,1 |
|
| 6008 |
6008
Capital Square
Chattanooga,
Tennessee
| US$ 111 mi | +US$ 673 mil | +0,6% | 8,43% | 62,5% | 151 | 16,56% | 1,9 |
|
| 6009 |
6009
Mills Wealth Advisors
Southlake,
Texas
| US$ 111 mi | – | – | 5,56% | 37,9% | 51 | – | 0 |
|
| 6010 |
MCM
6010
McMillion Capital Management
Greensboro,
North Carolina
| US$ 111 mi | +US$ 2,49 mi | +2% | 11,3% | 59,3% | 212 | 64,62% | 6 |
|
| 6011 |
6011
Fort Henry Capital
Wheeling,
West Virginia
| US$ 110 mi | +US$ 7,75 mi | +8% | 4,96% | 39,3% | 15 | 0% | 1,7 |
|
| 6012 |
6012
Merk Investments
Menlo Park,
California
| US$ 110 mi | +US$ 8,81 mi | +9% | 22% | 303% | 15 | 0% | 2,2 |
|
| 6013 |
6013
Ergawealth Advisors
Oak Brook,
Illinois
| US$ 110 mi | – | – | 9,44% | 50% | 52 | – | 0 |
|
| 6014 |
6014
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 110 mi | -US$ 2,13 mi | -2% | 11% | 67,4% | 67 | 14,93% | 5,6 |
|
| 6015 |
6015
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$ 110 mi | – | – | 9,08% | 72,1% | 47 | – | 0,9 |
|
| 6016 |
6016
Presidio Capital Management
San Diego,
California
| US$ 110 mi | +US$ 17,2 mi | +18% | 8,86% | 56,1% | 43 | 53,49% | 0,5 |
|
| 6017 |
6017
Beacon Financial Strategies
Raleigh,
North Carolina
| US$ 110 mi | +US$ 5,45 mi | +5% | 7,61% | 54,2% | 35 | 2,86% | 1,3 |
|
| 6018 |
OF
6018
Outfitter Financial
Brunswick,
Maine
| US$ 110 mi | +US$ 8,08 mi | +8% | 11,1% | 97,6% | 87 | 8,05% | 1,8 |
|
| 6019 |
6019
Chicago Capital Management
Chicago,
Illinois
| US$ 110 mi | -US$ 73,6 mi | -40% | 28,8% | 270% | 44 | 70,45% | 0,1 |
|
| 6020 |
6020
Purus Wealth Management
Newport Beach,
California
| US$ 110 mi | +US$ 1,59 mi | +1% | 5,9% | 174% | 110 | 8,18% | 1,5 |
|
| 6021 |
6021
Buttonwood Financial Group
Kansas City,
Missouri
| US$ 110 mi | +US$ 13,8 mi | +14% | 7,31% | 77,9% | 28 | 28,57% | 0,5 |
|
| 6022 |
6022
Washburn Capital Management
Vero Beach,
Florida
| US$ 110 mi | +US$ 5,34 mi | +5% | 9,58% | 123% | 52 | 15,38% | 1,9 |
|
| 6023 |
6023
Wealthspan Partners
Davenport,
Iowa
| US$ 110 mi | +US$ 13,3 mi | +14% | 11,1% | 65% | 70 | 7,14% | 0,9 |
|
| 6024 |
CAM
6024
Crown Advisors Management
Larkspur,
California
| US$ 110 mi | +US$ 9,12 mi | +9% | 13,7% | 284% | 51 | 31,37% | 1,9 |
|
| 6025 |
6025
Apricus Wealth
Beaufort,
South Carolina
| US$ 110 mi | +US$ 9,16 mi | +9% | 12,6% | 80,6% | 85 | 14,12% | 0,9 |
|