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 |
6501
Ridgecrest Wealth Partners
Mill Valley,
California
| US$ 181 mi | -US$ 3,21 mi | -2% | 1,93% | 103% | 109 | 17,43% | 3,6 |
|
| 6502 |
6502
Trust Company of Kansas
Wichita,
Kansas
| US$ 181 mi | -US$ 36,1 mi | -17% | 0,39% | 100% | 57 | 5,26% | 3,4 |
|
| 6503 |
6503
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 181 mi | -US$ 6 mi | -3% | 2,06% | 91% | 83 | 15,66% | 4,5 |
|
| 6504 |
6504
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$ 181 mi | -US$ 967 mil | -0,5% | 0,38% | 53,7% | 99 | 24,24% | 2,4 |
|
| 6505 |
6505
Valor Management
Chicago,
Illinois
| US$ 181 mi | +US$ 126 mi | +228% | 16,4% | 14,5% | 5 | 40% | 1,4 |
|
| 6506 |
6506
Klein Pavlis & Peasley Financial
Irvine,
California
| US$ 181 mi | +US$ 11,2 mi | +7% | 6,35% | 97,4% | 99 | 13,13% | 1,1 |
|
| 6507 |
AA
6507
AF Advisors
Sacramento,
California
| US$ 181 mi | -US$ 82,3 mi | -31% | 27% | 14,8% | 31 | 22,58% | 2,8 |
|
| 6508 |
6508
MB Generational Wealth
Spokane,
Washington
| US$ 181 mi | -US$ 8,07 mi | -4% | 0,26% | – | 68 | 4,41% | 1,6 |
|
| 6509 |
6509
My Portfolio Guide
Seal Beach,
California
| US$ 181 mi | – | – | 2,43% | – | 166 | – | 0 |
|
| 6510 |
6510
Ballast Rock Private Wealth
Charleston,
South Carolina
| US$ 181 mi | +US$ 20,8 mi | +13% | 0,76% | – | 189 | 15,87% | 0,2 |
|
| 6511 |
6511
Frazier Financial Advisors
Columbus,
Ohio
| US$ 181 mi | +US$ 11,7 mi | +7% | 3,28% | – | 885 | 33,11% | 1,3 |
|
| 6512 |
6512
Hamrick Investment Counsel
Seattle,
Washington
| US$ 180 mi | +US$ 46 mi | +34% | 1,57% | – | 364 | 50,82% | 0,1 |
|
| 6513 |
6513
Aurora Investment Counsel
Atlanta,
Georgia
| US$ 180 mi | -US$ 9,9 mi | -5% | 7,74% | 31,7% | 124 | 29,03% | 1,2 |
|
| 6514 |
6514
Alchemi Wealth
Essex,
Connecticut
| US$ 180 mi | -US$ 2,71 mi | -1% | 1,8% | – | 161 | 10,56% | 0,2 |
|
| 6515 |
6515
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$ 180 mi | -US$ 3,25 mi | -2% | 0,75% | 68,6% | 54 | 25,93% | 1,8 |
|
| 6516 |
KCM
6516
Knoll Capital Management
Miami,
Florida
| US$ 180 mi | -US$ 37,8 mi | -17% | 0,86% | 258% | 41 | 29,27% | 2,2 |
|
| 6517 |
6517
Fairfield, Bush & Co
Darien,
Connecticut
| US$ 180 mi | -US$ 9,43 mi | -5% | 0,88% | 112% | 124 | 11,29% | 6,4 |
|
| 6518 |
6518
Coastwise Capital Group
La Jolla,
California
| US$ 180 mi | -US$ 20,1 mi | -10% | 0,71% | 88,8% | 236 | 50% | 2,7 |
|
| 6519 |
6519
Amiral Gestion
Paris,
France
| US$ 180 mi | -US$ 92 mi | -34% | 12,9% | – | 28 | 46,43% | 0,9 |
|
| 6520 |
6520
Three Cord True Wealth Management
Beaver,
Pennsylvania
| US$ 180 mi | +US$ 8,03 mi | +5% | 0,05% | – | 42 | 14,29% | 0,9 |
|
| 6521 |
PCA
6521
Prospect Capital Advisors
Sausalito,
California
| US$ 180 mi | -US$ 14,1 mi | -7% | 1,48% | 202% | 29 | 10,34% | 3,9 |
|
| 6522 |
6522
Stillwater Wealth Management Group
Juno Beach,
Florida
| US$ 180 mi | +US$ 32,3 mi | +22% | 1,58% | – | 82 | 21,95% | 1 |
|
| 6523 |
HIA
6523
Harvest Investment Advisors
Tallahassee,
Florida
| US$ 180 mi | +US$ 3,3 mi | +2% | 2,32% | 78,3% | 59 | 5,08% | 2,6 |
|
| 6524 |
6524
Foresight Capital Management Advisors
Saline,
Michigan
| US$ 180 mi | -US$ 4,97 mi | -3% | 2,65% | 100% | 113 | 32,74% | 1,4 |
|
| 6525 |
6525
ViaWealth
Leawood,
Kansas
| US$ 180 mi | +US$ 1,84 mi | +1% | 0,06% | 77,2% | 168 | 14,88% | 2,4 |
|