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
Beech Hill Advisors
New York
| US$ 209 mi | -US$ 5,18 mi | -2% | 4,72% | 117% | 98 | 5,1% | 5,2 |
|
| 6102 |
6102
Soviero Asset Management
New York
| US$ 209 mi | +US$ 16,1 mi | +8% | 15,4% | 676% | 91 | 59,34% | 0,3 |
|
| 6103 |
RFG
6103
RFP Financial Group
Atlanta,
Georgia
| US$ 209 mi | -US$ 36,7 mi | -15% | 2,89% | 63,4% | 119 | 45,38% | 1,8 |
|
| 6104 |
6104
HRC Wealth Management
Moscow,
Idaho
| US$ 209 mi | +US$ 3,71 mi | +2% | 1,83% | 82,2% | 57 | 5,26% | 1,5 |
|
| 6105 |
6105
Midwest Capital Advisors
Grand Rapids,
Michigan
| US$ 209 mi | +US$ 1,31 mi | +0,6% | 1,72% | – | 228 | 23,25% | 0,9 |
|
| 6106 |
6106
Sound Stewardship
Overland Park,
Kansas
| US$ 209 mi | +US$ 253 mil | +0,1% | 2,81% | 45,9% | 69 | 13,04% | 2,2 |
|
| 6107 |
6107
Private Wealth Group
Tampa,
Florida
| US$ 208 mi | +US$ 7,47 mi | +4% | 1,35% | 52,9% | 71 | 11,27% | 3,2 |
|
| 6108 |
6108
Flatrock Wealth Partners
Newport Beach,
California
| US$ 208 mi | – | – | 4,08% | – | 167 | – | 0 |
|
| 6109 |
6109
Strategic Value Partners
Greenwich,
Connecticut
| US$ 208 mi | – | – | 7,91% | – | 1 | – | 0 |
|
| 6110 |
6110
Union Square Park Capital Management
New York
| US$ 208 mi | -US$ 73,1 mi | -26% | 6,77% | 75,8% | 68 | 45,59% | 0,9 |
|
| 6111 |
ASBI
6111
American State Bank (Iowa)
Sioux Center,
Iowa
| US$ 208 mi | +US$ 11,7 mi | +6% | 3,4% | 149% | 138 | 5,8% | 4,1 |
|
| 6112 |
IFS
6112
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$ 208 mi | +US$ 2,5 mi | +1% | 1,78% | 63,5% | 75 | 6,67% | 3,3 |
|
| 6113 |
6113
Meritas Wealth Management
Larkspur,
California
| US$ 208 mi | +US$ 6 mi | +3% | 2,62% | 69,4% | 60 | 5% | 2,2 |
|
| 6114 |
6114
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$ 208 mi | +US$ 21,1 mi | +11% | 3,49% | 99,4% | 138 | 15,94% | 2,7 |
|
| 6115 |
6115
Pacific Sun Financial
Los Angeles,
California
| US$ 208 mi | +US$ 705 mil | +0,3% | 1,24% | 79,1% | 207 | 7,73% | 5 |
|
| 6116 |
6116
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$ 208 mi | -US$ 49 mi | -19% | 1,41% | 144% | 25 | 52% | 0,8 |
|
| 6117 |
C
6117
Croban
Fremont,
Ohio
| US$ 207 mi | +US$ 57,4 mi | +38% | 1,47% | – | 85 | 10,59% | 1,6 |
|
| 6118 |
BAM
6118
Bosun Asset Management
Chicago,
Illinois
| US$ 207 mi | +US$ 12,8 mi | +7% | 5,04% | 309% | 82 | 17,07% | 2,5 |
|
| 6119 |
6119
Beacon Financial Planning
Hyannis,
Massachusetts
| US$ 207 mi | +US$ 14,2 mi | +7% | 1,8% | 74,3% | 57 | 17,54% | 2 |
|
| 6120 |
6120
Cadence Wealth Management
Westborough,
Massachusetts
| US$ 207 mi | +US$ 16,2 mi | +8% | 7,21% | 77,7% | 61 | 11,48% | 2,4 |
|
| 6121 |
6121
CWC Advisors
Lake Oswego,
Oregon
| US$ 207 mi | +US$ 2,89 mi | +1% | 3,21% | – | 154 | 7,79% | 1 |
|
| 6122 |
6122
Resolute Capital Asset Partners
Denver,
Colorado
| US$ 207 mi | +US$ 15,8 mi | +8% | 20,3% | 657% | 71 | 69,01% | 0,4 |
|
| 6123 |
6123
LCM Capital Management
Chicago,
Illinois
| US$ 207 mi | -US$ 1,56 mi | -0,7% | 2,1% | 128% | 116 | 7,76% | 3,3 |
|
| 6124 |
6124
University of Chicago
Chicago,
Illinois
| US$ 207 mi | +US$ 2,14 mi | +1% | 2,3% | 73,4% | 12 | 8,33% | 1,5 |
|
| 6125 |
6125
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$ 207 mi | -US$ 2,75 mi | -1% | 3,08% | 93,3% | 144 | 5,56% | 8,3 |
|