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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
PBK
6476
Peoples Bank (Kansas)
Pratt,
Kansas
| US$ 147 mi | +US$ 2,89 mi | +2% | 2,56% | 74,5% | 335 | 6,27% | 1,2 |
|
| 6477 |
6477
Avid Wealth Partners
San Antonio,
Texas
| US$ 147 mi | +US$ 6,65 mi | +5% | 0,99% | 93,7% | 56 | 32,14% | 0,8 |
|
| 6478 |
6478
Millstone Evans Group
Boulder,
Colorado
| US$ 147 mi | +US$ 697 mil | +0,5% | 2,54% | – | 813 | 11,93% | 0,2 |
|
| 6479 |
6479
Blackston Financial Advisory Group
The Villages,
Florida
| US$ 147 mi | -US$ 53,4 mi | -27% | 3,24% | 79,8% | 139 | 36,69% | 1,2 |
|
| 6480 |
6480
Hofer & Associates
Thousand Oaks,
California
| US$ 147 mi | -US$ 1,63 mi | -1% | 1,87% | 61,7% | 61 | 8,2% | 2,6 |
|
| 6481 |
6481
Certus Wealth Management
Redwood City,
California
| US$ 147 mi | -US$ 2,1 mi | -1% | 2,28% | – | 57 | 7,02% | 1,4 |
|
| 6482 |
DIS
6482
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 147 mi | -US$ 6,08 mi | -4% | 2,96% | 93,8% | 54 | 11,11% | 4,7 |
|
| 6483 |
6483
West Bancorporation
West Des Moines,
Iowa
| US$ 147 mi | -US$ 4,99 mi | -3% | 3,01% | 72,5% | 99 | 10,1% | 3,3 |
|
| 6484 |
6484
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| US$ 147 mi | +US$ 2,44 mi | +2% | 2,05% | – | 668 | 50,45% | 0,1 |
|
| 6485 |
6485
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 147 mi | -US$ 2,55 mi | -2% | 0,51% | 83,4% | 152 | 9,87% | 6,1 |
|
| 6486 |
6486
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 147 mi | -US$ 5,87 mi | -4% | 0,12% | 51,3% | 209 | 16,27% | 2,3 |
|
| 6487 |
6487
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$ 147 mi | -US$ 10 mi | -6% | 0,51% | 85,5% | 33 | 9,09% | 5,1 |
|
| 6488 |
6488
Successful Portfolios
Clearwater,
Florida
| US$ 147 mi | -US$ 2,43 mi | -2% | 0,99% | 110% | 163 | 4,29% | 5 |
|
| 6489 |
6489
Channing Global Advisors
Miami,
Florida
| US$ 147 mi | -US$ 3,14 mi | -2% | 1,58% | 128% | 54 | 20,37% | 1,9 |
|
| 6490 |
6490
Wolff Wiese Magana
Carslbad,
California
| US$ 147 mi | -US$ 4,12 mi | -3% | 0,79% | 149% | 1.043 | 12,85% | 2,3 |
|
| 6491 |
6491
Seamount Financial Group
Colorado Springs,
Colorado
| US$ 147 mi | +US$ 2,11 mi | +1% | 1,64% | 79,7% | 102 | 6,86% | 1,1 |
|
| 6492 |
6492
Forefront Wealth Partners
Austin,
Texas
| US$ 147 mi | +US$ 12,7 mi | +9% | 3,05% | – | 134 | 36,57% | 0,2 |
|
| 6493 |
6493
FFG Retirement Advisors
Centennial,
Colorado
| US$ 147 mi | -US$ 6,17 mi | -4% | 0,3% | 43,4% | 49 | 22,45% | 1,5 |
|
| 6494 |
AMAL
6494
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$ 147 mi | +US$ 9,5 mi | +7% | 7,82% | 125% | 16 | 6,25% | 4,6 |
|
| 6495 |
6495
Ables Iannone Moore & Associates
Savannah,
Georgia
| US$ 147 mi | -US$ 15,3 mi | -9% | 7% | 116% | 58 | 6,9% | 1,1 |
|
| 6496 |
6496
Destiny Capital
Golden,
Colorado
| US$ 147 mi | -US$ 18,1 mi | -11% | 3,73% | 60,5% | 49 | 8,16% | 2 |
|
| 6497 |
6497
Kiker Wealth Management
Jasper,
Georgia
| US$ 147 mi | +US$ 23,2 mi | +19% | 1,15% | – | 735 | 77,96% | 0,1 |
|
| 6498 |
RHDIC
6498
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$ 147 mi | -US$ 3,24 mi | -2% | 0,94% | 55,9% | 42 | 0% | 9,1 |
|
| 6499 |
6499
Palouse Capital Management
Spokane,
Washington
| US$ 147 mi | -US$ 3,85 mi | -3% | 0,78% | 67,8% | 147 | 12,93% | 2,3 |
|
| 6500 |
6500
Masterton Capital Management
New York
| US$ 147 mi | -US$ 30 mi | -17% | 4,71% | 1,94% | 22 | 4,55% | 0,9 |
|