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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
AWMM
6376
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| US$ 213 mi | +US$ 37,8 mi | +22% | 11,1% | – | 163 | 29,45% | 1 |
|
| 6377 |
GL
6377
Gerber LLC
Columbus,
Ohio
| US$ 213 mi | +US$ 33,5 mi | +19% | 20% | – | 102 | 18,63% | 1,7 |
|
| 6378 |
LFIA
6378
Legacy Financial Independent Advisors
Louisville,
Kentucky
| US$ 213 mi | +US$ 20,3 mi | +11% | 14,2% | – | 135 | 24,44% | 0,2 |
|
| 6379 |
FCB
6379
First County Bank
Stamford,
Connecticut
| US$ 213 mi | +US$ 25,2 mi | +13% | 17,5% | 101% | 173 | 9,25% | 2,4 |
|
| 6380 |
IAIM
6380
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$ 212 mi | +US$ 45,2 mi | +27% | 23,5% | 81,5% | 8 | 0% | 3,2 |
|
| 6381 |
EPIM
6381
Equinox Partners Investment Management
Stamford,
Connecticut
| US$ 212 mi | -US$ 33 mi | -13% | 18,7% | 241% | 12 | 8,33% | 2 |
|
| 6382 |
CASB
6382
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$ 212 mi | +US$ 13,4 mi | +7% | 14,2% | 72,7% | 122 | 8,2% | 5 |
|
| 6383 |
A
6383
AFBI
Miami Beach,
Florida
| US$ 212 mi | +US$ 81,1 mi | +62% | 14,9% | – | 1 | 0% | 1,3 |
|
| 6384 |
BDAM
6384
Blue Door Asset Management
Stamford,
Connecticut
| US$ 212 mi | +US$ 53,7 mi | +34% | 45,9% | 127% | 25 | 44% | 0,9 |
|
| 6385 |
TCA
6385
Taconic Capital Advisors
New York
| US$ 212 mi | -US$ 23,1 mi | -10% | 8,09% | 273% | 22 | 59,09% | 1,1 |
|
| 6386 |
NPFS
6386
Novak & Powell Financial Services
St. Petersburg,
Florida
| US$ 212 mi | +US$ 26,5 mi | +14% | 15,2% | – | 178 | 12,36% | 1,9 |
|
| 6387 |
IIL
6387
Insight Inv LLC
El Segundo,
California
| US$ 212 mi | +US$ 29,4 mi | +16% | 33,4% | 136% | 111 | 8,11% | 3,3 |
|
| 6388 |
KWIA
6388
Kinetic Wealth Investment Advisors
Westlake,
Ohio
| US$ 212 mi | – | – | 12,4% | – | 64 | – | 0 |
|
| 6389 |
SG
6389
Straightline Group
Troy,
Michigan
| US$ 212 mi | +US$ 11 mi | +5% | 3,51% | – | 22 | 36,36% | 0,9 |
|
| 6390 |
GCA
6390
GSI Capital Advisors
Newport Beach,
California
| US$ 212 mi | +US$ 27,8 mi | +15% | 12,6% | 39,7% | 33 | 24,24% | 2,3 |
|
| 6391 |
BDL
6391
Banque de Luxembourg
Luxembourg
| US$ 212 mi | +US$ 18,7 mi | +10% | 12,3% | – | 79 | 6,33% | 1,2 |
|
| 6392 |
SF
6392
Sun Financial
Midvale,
Utah
| US$ 212 mi | +US$ 12,3 mi | +6% | 14,9% | – | 176 | 18,18% | 0,4 |
|
| 6393 |
FIA
6393
FPC Investment Advisory
Petaluma,
California
| US$ 212 mi | +US$ 11,4 mi | +6% | 7,94% | – | 38 | 15,79% | 1,5 |
|
| 6394 |
DJYG
6394
David J. Yvars Group
University Park,
Florida
| US$ 212 mi | +US$ 33 mi | +18% | 22,8% | 143% | 111 | 21,62% | 2,6 |
|
| 6395 |
CFSG
6395
Clark Financial Services Group
Chesterfield,
Missouri
| US$ 212 mi | +US$ 27,3 mi | +15% | 27,8% | 102% | 118 | 24,58% | 2,2 |
|
| 6396 |
AA
6396
Addison Advisors
Middlebury,
Vermont
| US$ 212 mi | -US$ 241 mi | -53% | 10,4% | 50,2% | 1.037 | 36,26% | 3,2 |
|
| 6397 |
SL
6397
StoryOne LLC
Overland Park,
Kansas
| US$ 212 mi | +US$ 34,2 mi | +19% | 22,7% | – | 79 | 98,73% | 0,4 |
|
| 6398 |
PCP
6398
Panoramic Capital Partners
Lake Oswego,
Oregon
| US$ 212 mi | +US$ 49,2 mi | +30% | 15% | – | 80 | 31,25% | 0,9 |
|
| 6399 |
MIM
6399
Merrion Investment Management
Cranford,
New Jersey
| US$ 211 mi | +US$ 25,2 mi | +14% | 20,9% | 161% | 114 | 11,4% | 3,5 |
|
| 6400 |
HBFP
6400
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| US$ 211 mi | -US$ 184 mi | -46% | 9,6% | – | 106 | 28,3% | 1,1 |
|