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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Disciplined Equity Management
Neptune Beach,
Florida
| US$ 152 mi | +US$ 1,25 mi | +0,8% | 0,36% | 72,3% | 64 | 9,38% | 1,5 |
|
| 6052 |
6052
Cassia Capital Partners
Winston Salem,
North Carolina
| US$ 152 mi | +US$ 1,2 mi | +0,8% | 1,11% | 55% | 62 | 4,84% | 1,9 |
|
| 6053 |
6053
Stash Investments
New York
| US$ 152 mi | +US$ 11,9 mi | +8% | 0,95% | – | 5 | 0% | 0,5 |
|
| 6054 |
6054
Treasure Coast Financial Planning
Vero Beach,
Florida
| US$ 152 mi | -US$ 1,28 mi | -0,8% | 0,17% | 32,6% | 35 | 11,43% | 1,7 |
|
| 6055 |
6055
Advanced Portfolio Management
New York
| US$ 152 mi | +US$ 98,6 mi | +186% | 1,63% | 19,8% | 47 | 34,04% | 0,3 |
|
| 6056 |
BMMM
6056
Boston Mountain Money Management
Bentonville,
Arkansas
| US$ 152 mi | +US$ 5,57 mi | +4% | 3,9% | – | 64 | 7,81% | 0,2 |
|
| 6057 |
6057
Garrison Point Advisors
Walnut Creek,
California
| US$ 152 mi | -US$ 4,03 mi | -3% | 3,47% | 81,5% | 152 | 7,24% | 4,3 |
|
| 6058 |
6058
SWP Financial
San Diego,
California
| US$ 151 mi | +US$ 8,53 mi | +6% | 2,53% | 58,4% | 53 | 15,09% | 0,4 |
|
| 6059 |
6059
Asset Allocation & Management Company
Chicago,
Illinois
| US$ 151 mi | -US$ 1,43 mi | -0,9% | 1,46% | 58,5% | 49 | 2,04% | 3 |
|
| 6060 |
6060
CMG Global Holdings
Plano,
Texas
| US$ 151 mi | +US$ 5,64 mi | +4% | 2,91% | 80,8% | 95 | 6,32% | 2,6 |
|
| 6061 |
6061
Ables Iannone Moore & Associates
Savannah,
Georgia
| US$ 151 mi | +US$ 11,2 mi | +8% | 9,9% | 116% | 74 | 28,38% | 0,5 |
|
| 6062 |
6062
Center For Asset Management
Palm Beach Gardens,
Florida
| US$ 151 mi | +US$ 29 mi | +24% | 3,17% | 66,6% | 125 | 23,2% | 1,6 |
|
| 6063 |
6063
Battery Global Advisors
Boston,
Massachusetts
| US$ 151 mi | +US$ 27,8 mi | +23% | 2,8% | – | 41 | 29,27% | 0,4 |
|
| 6064 |
6064
Pacific Capital Partners
London,
| US$ 151 mi | -US$ 1,76 mi | -1% | 1,6% | 49,8% | 63 | 15,87% | 0,7 |
|
| 6065 |
6065
Kestrel Investment Management
San Mateo,
California
| US$ 151 mi | +US$ 1,2 mi | +0,8% | 3,28% | 89,2% | 44 | 31,82% | 1,5 |
|
| 6066 |
6066
Ballew Advisors
Jackson,
Mississippi
| US$ 151 mi | +US$ 6,03 mi | +4% | 2,38% | 68% | 105 | 6,67% | 3,6 |
|
| 6067 |
6067
Chaney Capital Management
Lynnwood,
Washington
| US$ 151 mi | +US$ 26,5 mi | +21% | 5,72% | – | 38 | 23,68% | 0,4 |
|
| 6068 |
6068
Strategic Value Bank Partners
Cleveland,
Ohio
| US$ 151 mi | -US$ 2,03 mi | -1% | 1,01% | 98,1% | 22 | 0% | 2,1 |
|
| 6069 |
6069
Evergreen Wealth Management
Williamston,
Michigan
| US$ 151 mi | +US$ 3,19 mi | +2% | 2,87% | 62,1% | 55 | 0% | 1,4 |
|
| 6070 |
6070
Archvest Wealth Advisors
Concord,
California
| US$ 151 mi | +US$ 9,41 mi | +7% | 1,54% | 47,8% | 65 | 16,92% | 1,6 |
|
| 6071 |
6071
Prepared Retirement Institute
Lansdale,
Pennsylvania
| US$ 151 mi | +US$ 16,9 mi | +13% | 1,08% | – | 83 | 18,07% | 0,4 |
|
| 6072 |
6072
Guardian Financial Partners
Orange,
California
| US$ 151 mi | +US$ 4,87 mi | +3% | 1,82% | 50,2% | 46 | 4,35% | 1 |
|
| 6073 |
CE
6073
Cornerstone Enterprises
Appleton,
Wisconsin
| US$ 151 mi | +US$ 14,7 mi | +11% | 7,61% | 85,7% | 35 | 5,71% | 0,4 |
|
| 6074 |
6074
Millennium Capital Advisors
Little Rock,
Arkansas
| US$ 150 mi | +US$ 8,86 mi | +6% | 8,24% | 134% | 126 | 7,94% | 1,9 |
|
| 6075 |
6075
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$ 150 mi | -US$ 3,79 mi | -2% | 4,72% | 91,4% | 133 | 10,53% | 2,1 |
|