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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 132 mi | +US$ 10 mi | +8% | 7,7% | 36,4% | 16 | 6,25% | 1,6 |
|
| 6202 |
6202
Sightline Wealth Advisors
Groton,
Connecticut
| US$ 132 mi | +US$ 24,4 mi | +23% | 9,62% | 48,5% | 75 | 10,67% | 1,6 |
|
| 6203 |
6203
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$ 131 mi | +US$ 17,9 mi | +16% | 15,2% | 95,3% | 83 | 8,43% | 2,5 |
|
| 6204 |
AC
6204
AIFG Consultants
Halfmoon,
New York
| US$ 131 mi | +US$ 10,9 mi | +9% | 8,05% | 49,8% | 42 | 21,43% | 0,7 |
|
| 6205 |
6205
Obsidian Personal Planning Solutions
Rockville,
Maryland
| US$ 131 mi | +US$ 14,3 mi | +12% | 8,85% | 58,2% | 87 | 19,54% | 0,9 |
|
| 6206 |
UFAC
6206
Urban Financial Advisory Corp
Chicago,
Illinois
| US$ 131 mi | – | – | 10,4% | – | 21 | – | 0 |
|
| 6207 |
6207
Aurora Investment Managers
Naples,
Florida
| US$ 131 mi | +US$ 13,4 mi | +11% | 10,9% | 74,4% | 50 | 14% | 2 |
|
| 6208 |
6208
Pine Harbor Wealth Management
Silver Spring,
Maryland
| US$ 131 mi | – | – | 8,97% | – | 97 | – | 0 |
|
| 6209 |
6209
Byrne Asset Management
Kingston,
New Jersey
| US$ 131 mi | +US$ 10,4 mi | +9% | 13,3% | 126% | 601 | 36,61% | 1 |
|
| 6210 |
6210
Chapman Investment Management
San Anselmo,
California
| US$ 131 mi | +US$ 13,2 mi | +11% | 14,9% | 57,3% | 36 | 5,56% | 2,3 |
|
| 6211 |
6211
Sivia Capital Partners
Mill Valley,
California
| US$ 131 mi | – | – | 13,8% | – | 186 | – | 0 |
|
| 6212 |
6212
McClarren Financial Advisors
State College,
Pennsylvania
| US$ 131 mi | +US$ 16,5 mi | +14% | 11,1% | 63% | 432 | 9,03% | 1,1 |
|
| 6213 |
6213
Apricus Wealth
Beaufort,
South Carolina
| US$ 131 mi | +US$ 16,9 mi | +15% | 7,02% | 80,6% | 89 | 12,36% | 1,5 |
|
| 6214 |
6214
Mills Wealth Advisors
Southlake,
Texas
| US$ 131 mi | +US$ 6,32 mi | +5% | 5,66% | 37,9% | 54 | 14,81% | 0,8 |
|
| 6215 |
6215
Objective Capital Management
Pepper Pike,
Ohio
| US$ 131 mi | +US$ 18,5 mi | +16% | 11,1% | – | 122 | 18,03% | 1,4 |
|
| 6216 |
6216
Robocap Asset Management
London,
United Kingdom
| US$ 131 mi | +US$ 26,2 mi | +25% | 23,8% | 274% | 26 | 3,85% | 0,7 |
|
| 6217 |
6217
Ables Iannone Moore & Associates
Savannah,
Georgia
| US$ 131 mi | – | – | 11,6% | 116% | 307 | – | 0 |
|
| 6218 |
6218
Fogel Capital Management
Stuart,
Florida
| US$ 131 mi | – | – | 9,5% | 122% | 33 | – | 0 |
|
| 6219 |
6219
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 131 mi | +US$ 13,9 mi | +12% | 11,8% | 84,1% | 59 | 13,56% | 1,6 |
|
| 6220 |
EIM
6220
Ervin Investment Management
Seattle,
Washington
| US$ 131 mi | +US$ 11,6 mi | +10% | 9,19% | 92,9% | 36 | 5,56% | 1,8 |
|
| 6221 |
6221
Millennium Capital Advisors
Little Rock,
Arkansas
| US$ 131 mi | +US$ 13,6 mi | +12% | 11,7% | 134% | 117 | 6,84% | 1,5 |
|
| 6222 |
BFS
6222
Burr Financial Services
Pleasant Hill,
California
| US$ 131 mi | – | – | 18% | 478% | 34 | – | 0 |
|
| 6223 |
6223
H&F Corporate Investors IX
San Francisco,
California
| US$ 131 mi | -US$ 19,6 mi | -13% | 13% | 62,7% | 1 | 0% | 1 |
|
| 6224 |
6224
Pring Turner Capital Group
Alamo,
California
| US$ 131 mi | +US$ 11,4 mi | +10% | 10,9% | 70,8% | 66 | 7,58% | 3,9 |
|
| 6225 |
PVAMC
6225
PPS&V Asset Management Consultants
Portage,
Michigan
| US$ 131 mi | +US$ 14,7 mi | +13% | 9,53% | 80,7% | 41 | 9,76% | 0,9 |
|