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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Palouse Capital Management
Spokane,
Washington
| US$ 158 mi | +US$ 9,35 mi | +6% | 7,95% | 67,8% | 126 | 10,32% | 2,3 |
|
| 6102 |
6102
Nipun Capital
Foster City,
California
| US$ 158 mi | +US$ 18,1 mi | +13% | 10,5% | 30,2% | 8 | 25% | 0,6 |
|
| 6103 |
6103
Northern Capital Management (Washington)
Spokane,
Washington
| US$ 158 mi | +US$ 8,43 mi | +6% | 4,95% | 90,9% | 42 | 9,52% | 2,3 |
|
| 6104 |
6104
Stonepine Capital Management
Bend,
Oregon
| US$ 158 mi | +US$ 48,6 mi | +44% | 31,9% | 231% | 41 | 46,34% | 0,6 |
|
| 6105 |
6105
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 158 mi | +US$ 26,1 mi | +20% | 7,56% | 100% | 32 | 9,38% | 3,2 |
|
| 6106 |
6106
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$ 158 mi | +US$ 8,24 mi | +5% | 7,45% | 61,1% | 127 | 8,66% | 6,2 |
|
| 6107 |
6107
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$ 158 mi | -US$ 59,1 mi | -27% | 5,93% | 73% | 124 | 53,23% | 1,3 |
|
| 6108 |
6108
Catawba River Capital
Lake Wylie,
South Carolina
| US$ 158 mi | -US$ 7,14 mi | -4% | 8,4% | 89,5% | 20 | 10% | 2,8 |
|
| 6109 |
6109
McCarter Private Wealth Services
Boston,
Massachusetts
| US$ 158 mi | – | – | 3,92% | – | 102 | – | 0 |
|
| 6110 |
6110
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$ 158 mi | +US$ 8,96 mi | +6% | 6,38% | 63,6% | 34 | 5,88% | 2,4 |
|
| 6111 |
6111
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| US$ 158 mi | -US$ 23,7 mi | -13% | 4,4% | – | 315 | 4,76% | 0,7 |
|
| 6112 |
6112
MSD Partners
New York
| US$ 158 mi | -US$ 864 mi | -85% | 6,17% | 3,5% | 19 | 15,79% | 3,1 |
|
| 6113 |
6113
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$ 158 mi | +US$ 3,58 mi | +2% | 14,8% | 173% | 40 | 15% | 1,2 |
|
| 6114 |
6114
Woodward Diversified Capital
Bakersfield,
California
| US$ 158 mi | -US$ 12,9 mi | -8% | 6,9% | 118% | 166 | 7,83% | 2,3 |
|
| 6115 |
6115
Archvest Wealth Advisors
Concord,
California
| US$ 158 mi | +US$ 6,68 mi | +4% | 5,92% | 53,1% | 78 | 28,21% | 1,4 |
|
| 6116 |
6116
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| US$ 157 mi | +US$ 3,67 mi | +2% | 2,6% | 133% | 124 | 2,42% | 1,9 |
|
| 6117 |
6117
Kerusso Capital Management
Winston Salem,
North Carolina
| US$ 157 mi | +US$ 19,7 mi | +14% | 9,19% | – | 60 | 15% | 0,2 |
|
| 6118 |
6118
Richardson Financial Services
Medway,
Massachusetts
| US$ 157 mi | +US$ 18,5 mi | +13% | 6,12% | 77,4% | 600 | 2% | 0,6 |
|
| 6119 |
6119
Aflac Inc
Columbus,
Georgia
| US$ 157 mi | +US$ 45,6 mi | +41% | 41,5% | 13,4% | 4 | 0% | 2,1 |
|
| 6120 |
6120
Bright Financial Advisors
Portage,
Michigan
| US$ 157 mi | +US$ 15,5 mi | +11% | 6,83% | – | 54 | 11,11% | 0,4 |
|
| 6121 |
6121
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 157 mi | +US$ 8,93 mi | +6% | 7,9% | 79,1% | 119 | 13,45% | 4,1 |
|
| 6122 |
KFO
6122
Kopp Family Office
Bloomington,
Minnesota
| US$ 157 mi | -US$ 4,17 mi | -3% | 6,84% | 47,9% | 23 | 13,04% | 2,8 |
|
| 6123 |
6123
Trust Investment Advisors
Indianapolis,
Indiana
| US$ 157 mi | -US$ 341 mil | -0,2% | 5,11% | 178% | 144 | 38,19% | 3,4 |
|
| 6124 |
6124
HFG Wealth Management
The Woodlands,
Texas
| US$ 157 mi | -US$ 97 | -0% | 4,08% | 45,9% | 40 | 0% | 1,1 |
|
| 6125 |
HP
6125
Hyperion Partners
Berwyn,
Pennsylvania
| US$ 157 mi | +US$ 16,6 mi | +12% | 8,03% | – | 76 | 10,53% | 1,3 |
|