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 |
6376
Strait & Sound Wealth Management
San Francisco,
California
| US$ 101 mi | +US$ 342 mil | +0,3% | 12,2% | 74% | 115 | 9,57% | 0,5 |
|
| 6377 |
MJB
6377
Mark J. Bradley
| US$ 101 mi | -US$ 37,1 mi | -27% | 10,4% | – | 45 | 11,11% | 2,1 |
|
| 6378 |
6378
Certus Wealth Management
Redwood City,
California
| US$ 101 mi | – | – | 5,13% | – | 60 | – | 0 |
|
| 6379 |
6379
Sightline Wealth Advisors
Groton,
Connecticut
| US$ 101 mi | +US$ 2,71 mi | +3% | 3,96% | 48,5% | 64 | 17,19% | 1,6 |
|
| 6380 |
6380
Capital CS Group
Irvine,
California
| US$ 100 mi | -US$ 5,23 mi | -5% | 2,73% | 22,5% | 107 | 69,16% | 0,5 |
|
| 6381 |
6381
Draper Asset Management
Smithtown,
New York
| US$ 100 mi | +US$ 22,2 mi | +28% | 22,9% | 187% | 46 | 41,3% | 1,1 |
|
| 6382 |
6382
Centerstone Investors
New York
| US$ 100 mi | +US$ 15,3 mi | +18% | 5,13% | 73,7% | 26 | 15,38% | 3,1 |
|
| 6383 |
6383
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$ 100 mi | +US$ 5,06 mi | +5% | 7,42% | 72,1% | 103 | 7,77% | 1,4 |
|
| 6384 |
RL
6384
RPO LLC
Stamford,
Connecticut
| US$ 100 mi | -US$ 228 mi | -69% | 1,12% | 66,2% | 168 | 64,88% | 0,3 |
|
| 6385 |
6385
Orser Capital Management
Southlake,
Texas
| US$ 100 mi | +US$ 11,5 mi | +13% | 11,8% | 128% | 54 | 9,26% | 3,2 |
|
| 6386 |
6386
Mayfair Advisory Group
Birmingham,
Alabama
| US$ 100 mi | +US$ 7,95 mi | +9% | 4,7% | 71,5% | 132 | 15,91% | 1,7 |
|
| 6387 |
6387
First Affirmative Financial Network
Colorado Springs,
Colorado
| US$ 100 mi | +US$ 13,7 mi | +16% | 4,87% | – | 203 | 21,67% | 1,1 |
|
| 6388 |
KCM
6388
KRS Capital Management
Bloomfield,
Michigan
| US$ 100 mi | +US$ 11,2 mi | +13% | 15% | 272% | 116 | 6,9% | 1,2 |
|
| 6389 |
6389
DMC Group
Birmingham,
Alabama
| US$ 100 mi | +US$ 978 mil | +1% | 4,7% | 99,2% | 122 | 4,92% | 1,3 |
|
| 6390 |
6390
Lansing Management
New York
| US$ 100 mi | +US$ 4,94 mi | +5% | 20,4% | 76,9% | 7 | 14,29% | 3,3 |
|
| 6391 |
SLFPAM
6391
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$ 100 mi | +US$ 11,9 mi | +14% | 6,77% | 139% | 45 | 40% | 0,3 |
|
| 6392 |
6392
Karani Asset Management
New York
| US$ 99,1 mi | +US$ 4,73 mi | +5% | 14,5% | – | 38 | 21,05% | 2 |
|
| 6393 |
6393
Palliser Capital (UK)
London,
United Kingdom
| US$ 99,1 mi | +US$ 10,8 mi | +12% | 13,2% | 57% | 8 | 25% | 0,6 |
|
| 6394 |
6394
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$ 99,1 mi | +US$ 12,7 mi | +15% | 7,59% | 70,9% | 111 | 15,32% | 1,1 |
|
| 6395 |
PWM
6395
Pinnacle Wealth Management
Roseville,
California
| US$ 99,1 mi | – | – | 6,81% | 194% | 45 | – | 0,7 |
|
| 6396 |
6396
Apis Capital Advisors
New York
| US$ 99,1 mi | +US$ 5,22 mi | +6% | 14,1% | 1.532% | 36 | 50% | 0,8 |
|
| 6397 |
6397
3G Capital Partners
New York
| US$ 99 mi | +US$ 22,1 mi | +29% | 15,2% | 351% | 16 | 62,5% | 0,4 |
|
| 6398 |
MAM
6398
Maytree Asset Management
Hong Kong
| US$ 99 mi | +US$ 5,65 mi | +6% | 2,02% | 402% | 19 | 47,37% | 0,5 |
|
| 6399 |
6399
Channing Global Advisors
Miami,
Florida
| US$ 98,8 mi | +US$ 7,91 mi | +9% | 6,9% | 131% | 48 | 8,33% | 1,1 |
|
| 6400 |
6400
Melfa Wealth Management
Westborough,
Massachusetts
| US$ 98,7 mi | -US$ 1,41 mi | -1% | 0,29% | 42,9% | 145 | 8,28% | 0,5 |
|