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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
PAM
6501
Pacific Asset Management
Gig Harbor,
Washington
| US$ 204 mi | +US$ 24,7 mi | +14% | 9,99% | – | 78 | 12,82% | 1,1 |
|
| 6502 |
LIM
6502
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 204 mi | +US$ 17,9 mi | +10% | 12,1% | 61,6% | 98 | 6,12% | 6 |
|
| 6503 |
AA
6503
AF Advisors
Sacramento,
California
| US$ 204 mi | +US$ 22,7 mi | +13% | 12% | 76,5% | 30 | 13,33% | 2,7 |
|
| 6504 |
GWMI
6504
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$ 204 mi | +US$ 20,3 mi | +11% | 12,4% | 103% | 67 | 10,45% | 3,2 |
|
| 6505 |
BIM
6505
Bullseye Investment Management
Cincinnati,
Ohio
| US$ 203 mi | +US$ 17,7 mi | +10% | 10,9% | 36,2% | 346 | 14,74% | 0,8 |
|
| 6506 |
LHA
6506
Little Harbor Advisors
Marblehead,
Massachusetts
| US$ 203 mi | +US$ 35 mi | +21% | 15,2% | 59% | 6 | 33,33% | 2 |
|
| 6507 |
FBC
6507
Fairfield, Bush & Co
Darien,
Connecticut
| US$ 203 mi | +US$ 23,3 mi | +13% | 18,6% | 112% | 130 | 11,54% | 6,2 |
|
| 6508 |
OAM
6508
Oxford Asset Management
Oxford,
United Kingdom
| US$ 203 mi | -US$ 44,5 mi | -18% | 13,2% | – | 694 | 81,41% | 0,2 |
|
| 6509 |
CNWM
6509
Clay Northam Wealth Management
Huntington Beach,
California
| US$ 203 mi | +US$ 25,2 mi | +14% | 24% | 125% | 113 | 14,16% | 2,7 |
|
| 6510 |
SAS
6510
Sage Advisory Services
Austin,
Texas
| US$ 203 mi | +US$ 20,7 mi | +11% | 9,46% | 33,9% | 49 | 20,41% | 3,4 |
|
| 6511 |
PI
6511
Pettee Investors
Rowayton,
Connecticut
| US$ 203 mi | +US$ 9,02 mi | +5% | 24,8% | 96,1% | 119 | 6,72% | 6,9 |
|
| 6512 |
WCM
6512
Washburn Capital Management
Vero Beach,
Florida
| US$ 203 mi | +US$ 31 mi | +18% | 27,9% | 117% | 61 | 16,39% | 3,1 |
|
| 6513 |
AF
6513
AtlasMark Financial
Austin,
Texas
| US$ 203 mi | +US$ 48,3 mi | +31% | 17,6% | – | 51 | 13,73% | 4,3 |
|
| 6514 |
RIAS
6514
Rachor Investment Advisory Services
Linden,
Michigan
| US$ 203 mi | +US$ 12,8 mi | +7% | 6,92% | – | 469 | 57,78% | 0,4 |
|
| 6515 |
TPC
6515
Twin Peaks Capital
Hong Kong,
| US$ 203 mi | +US$ 58,8 mi | +41% | 59% | – | 26 | 61,54% | 0,2 |
|
| 6516 |
BLWM
6516
Bucket List Wealth Management
The Villages,
Florida
| US$ 203 mi | +US$ 36,9 mi | +22% | 13,4% | – | 64 | 12,5% | 0,4 |
|
| 6517 |
FA
6517
Financial Alternatives
La Jolla,
California
| US$ 203 mi | +US$ 17,4 mi | +9% | 9,26% | 50,2% | 85 | 8,24% | 2,9 |
|
| 6518 |
FPW
6518
Flywheel Private Wealth
Los Altos,
California
| US$ 203 mi | +US$ 27,4 mi | +16% | 13,9% | – | 110 | 6,36% | 1,1 |
|
| 6519 |
TMWM
6519
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$ 203 mi | +US$ 27,6 mi | +16% | 14,6% | 85,9% | 91 | 15,38% | 2,7 |
|
| 6520 |
SFA
6520
Salus Financial Advisors
Colorado Springs,
Colorado
| US$ 203 mi | +US$ 31,4 mi | +18% | 11,4% | – | 39 | 12,82% | 1,2 |
|
| 6521 |
ECP
6521
Elwood Capital Partners
New York
| US$ 203 mi | +US$ 5,65 mi | +3% | 29,9% | – | 40 | 37,5% | 0,7 |
|
| 6522 |
VFG
6522
Valley Financial Group
Ambler,
Pennsylvania
| US$ 203 mi | +US$ 17,5 mi | +9% | 8,89% | – | 67 | 13,43% | 1,9 |
|
| 6523 |
ATIA
6523
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 203 mi | +US$ 21,6 mi | +12% | 14% | 91% | 85 | 15,29% | 4,5 |
|
| 6524 |
TWP
6524
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$ 203 mi | +US$ 21,6 mi | +12% | 11,2% | 53,7% | 105 | 20,95% | 2,2 |
|
| 6525 |
MRCM
6525
Mill Road Capital Management
Greenwich,
Connecticut
| US$ 203 mi | +US$ 11,7 mi | +6% | 28,3% | 85,1% | 23 | 4,35% | 3,3 |
|