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
Sterling Manor Financial
Saratoga Springs,
New York
| US$ 133 mi | +US$ 15 mi | +13% | 7,21% | – | 29 | 34,48% | 1 |
|
| 6377 |
6377
Wallace Advisory Group
Lafayette,
California
| US$ 133 mi | +US$ 5,44 mi | +4% | 8,56% | 50,9% | 192 | 25,52% | 1 |
|
| 6378 |
6378
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| US$ 133 mi | +US$ 4,48 mi | +3% | 5,23% | 63,8% | 111 | 13,51% | 0,9 |
|
| 6379 |
ASM
6379
AI-Squared Management
Hong Kong
| US$ 133 mi | +US$ 54,6 mi | +70% | 4,41% | – | 24 | 58,33% | 0,1 |
|
| 6380 |
6380
Gunn & Company Investment Management
Jacksonville,
Florida
| US$ 133 mi | -US$ 1,38 bi | -91% | 6,89% | – | 143 | 58,74% | 0,4 |
|
| 6381 |
PS
6381
Pennant Select
Summit,
New Jersey
| US$ 133 mi | +US$ 27,6 mi | +26% | 11,3% | – | 10 | 30% | 0,2 |
|
| 6382 |
6382
CRCM LP
San Francisco,
California
| US$ 133 mi | – | – | 40,1% | – | 6 | – | 0 |
|
| 6383 |
6383
Basepoint Wealth
Cedar Rapids,
Iowa
| US$ 133 mi | +US$ 8,41 mi | +7% | 9,41% | 113% | 121 | 20,66% | 1,6 |
|
| 6384 |
6384
XXEC Inc
Tulsa,
Oklahoma
| US$ 133 mi | +US$ 5,82 mi | +5% | 5,01% | 30,1% | 24 | 8,33% | 2,3 |
|
| 6385 |
6385
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 133 mi | -US$ 6,37 mi | -5% | 7,37% | 81,5% | 131 | 14,5% | 7,7 |
|
| 6386 |
CI
6386
Carroll Investors
Mt Pleasant,
South Carolina
| US$ 133 mi | +US$ 12,3 mi | +10% | 13% | 241% | 25 | 16% | 1,4 |
|
| 6387 |
6387
Spring Capital Management
Amarillo,
Texas
| US$ 133 mi | +US$ 5,26 mi | +4% | 9,84% | 73,6% | 33 | 18,18% | 1,7 |
|
| 6388 |
6388
Sheridan Capital Management
San Rafael,
California
| US$ 133 mi | +US$ 8,74 mi | +7% | 6,2% | – | 27 | 14,81% | 0,2 |
|
| 6389 |
PIP
6389
PB Investment Partners
Burlingame,
California
| US$ 133 mi | +US$ 4,57 mi | +4% | 18,4% | 81,1% | 8 | 0% | 2,1 |
|
| 6390 |
6390
Mork Capital Management
Healdsburg,
California
| US$ 133 mi | -US$ 30 mi | -18% | 6,65% | 61,9% | 133 | 20,3% | 2,8 |
|
| 6391 |
6391
BluePath Capital Management
Atlanta,
Georgia
| US$ 133 mi | +US$ 15,1 mi | +13% | 7,58% | 106% | 123 | 15,45% | 0,4 |
|
| 6392 |
6392
LifeSteps Financial
Claremont,
California
| US$ 133 mi | +US$ 19,8 mi | +18% | 10,7% | 98,4% | 441 | 81,41% | 0,5 |
|
| 6393 |
WG
6393
Wealth Group
Raleigh,
North Carolina
| US$ 132 mi | – | – | 9,06% | – | 148 | – | 0 |
|
| 6394 |
6394
New Millennium Group
Sandy,
Utah
| US$ 132 mi | +US$ 19,4 mi | +17% | 16,9% | 176% | 433 | 86,84% | 1,4 |
|
| 6395 |
6395
Pillar Wealth Advisors
West Chester,
Pennsylvania
| US$ 132 mi | +US$ 2,63 mi | +2% | 5,5% | 21,9% | 74 | 9,46% | 1,7 |
|
| 6396 |
HWMC
6396
Heritage Wealth Management (California)
San Diego,
California
| US$ 132 mi | +US$ 7,4 mi | +6% | 5,8% | 78,5% | 121 | 9,92% | 0,2 |
|
| 6397 |
6397
Core Wealth Partners
Santa Rosa,
California
| US$ 132 mi | +US$ 10,3 mi | +8% | 4,84% | 75,7% | 139 | 15,11% | 0,9 |
|
| 6398 |
6398
Crossingbridge Advisors
Pleasantville,
New York
| US$ 132 mi | – | – | 0,05% | – | 54 | – | 0 |
|
| 6399 |
6399
First Bancorp
Damariscotta,
Maine
| US$ 132 mi | +US$ 5,53 mi | +4% | 5,95% | 80,3% | 120 | 5,83% | 2,4 |
|
| 6400 |
6400
Anchor IV
Singapore
| US$ 132 mi | -US$ 4,83 mi | -4% | 3,53% | – | 1 | 0% | 0,5 |
|