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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
DMC Group
Birmingham,
Alabama
| US$ 124 mi | +US$ 6,9 mi | +6% | 6,34% | 116% | 136 | 14,71% | 1,9 |
|
| 6702 |
6702
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$ 124 mi | +US$ 7,2 mi | +6% | 6,05% | 86,3% | 113 | 7,08% | 2,3 |
|
| 6703 |
6703
Acuta Capital Partners
Redwood City,
California
| US$ 123 mi | +US$ 4,73 mi | +4% | 25,9% | 7.269% | 49 | 48,98% | 0,7 |
|
| 6704 |
6704
Two West Capital Advisors
Overland Park,
Kansas
| US$ 123 mi | +US$ 18,6 mi | +18% | 5,47% | – | 74 | 17,57% | 0,2 |
|
| 6705 |
6705
Finivi Inc
Westborough,
Massachusetts
| US$ 123 mi | +US$ 2,66 mi | +2% | 7,64% | 144% | 96 | 17,71% | 1,7 |
|
| 6706 |
6706
Spring Capital Management
Amarillo,
Texas
| US$ 123 mi | -US$ 3,43 mi | -3% | 10,5% | 73,6% | 30 | 20% | 2,3 |
|
| 6707 |
BTC
6707
Bank & Trust Company
Litchfield,
Illinois
| US$ 123 mi | +US$ 5,42 mi | +5% | 6,31% | – | 288 | 0,69% | 0,2 |
|
| 6708 |
6708
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 123 mi | +US$ 6,18 mi | +5% | 6,75% | 82,9% | 25 | 8% | 3,5 |
|
| 6709 |
6709
Cruiser Capital Advisors
Stamford,
Connecticut
| US$ 123 mi | +US$ 50,9 mi | +71% | 9,81% | 192% | 60 | 38,33% | 1,7 |
|
| 6710 |
6710
Tsai Capital
New York
| US$ 123 mi | +US$ 21,5 mi | +21% | 3,17% | 29,2% | 25 | 4% | 2,1 |
|
| 6711 |
6711
Old North State Trust
Greensboro,
North Carolina
| US$ 123 mi | +US$ 7,21 mi | +6% | 7,11% | – | 135 | 5,93% | 4,1 |
|
| 6712 |
6712
Cadence Wealth Management
Westborough,
Massachusetts
| US$ 123 mi | -US$ 20,1 mi | -14% | 7,11% | 56,4% | 48 | 8,33% | 1,7 |
|
| 6713 |
6713
Oxford Wealth Group
Orlando,
Florida
| US$ 123 mi | -US$ 22,6 mi | -16% | 4,82% | – | 71 | 22,54% | 0,5 |
|
| 6714 |
6714
Gibson Wealth Advisors
Tyler,
Texas
| US$ 123 mi | +US$ 16,1 mi | +15% | 6,26% | – | 38 | 15,79% | 2,3 |
|
| 6715 |
6715
Dynamic Wealth Strategies
Granite Bay,
California
| US$ 123 mi | +US$ 6,25 mi | +5% | 5,82% | 52,2% | 246 | 6,5% | 0,7 |
|
| 6716 |
6716
Somnio Financial Group
Glastonbury,
Connecticut
| US$ 123 mi | +US$ 9,2 mi | +8% | 6,84% | – | 14 | 7,14% | 0,3 |
|
| 6717 |
6717
RiverPark Advisors
New York
| US$ 122 mi | +US$ 1,62 mi | +1% | 6,05% | 87,5% | 146 | 21,23% | 2,2 |
|
| 6718 |
JAIC
6718
Josh Arnold Investment Consultant
Edina,
Minnesota
| US$ 122 mi | +US$ 3,08 mi | +3% | 9,14% | 272% | 31 | 51,61% | 0,5 |
|
| 6719 |
6719
First Community Trust
Dubuque,
Iowa
| US$ 122 mi | +US$ 5,43 mi | +5% | 4,34% | 128% | 319 | 6,9% | 2,1 |
|
| 6720 |
6720
Gentry Private Wealth
Wichita,
Kansas
| US$ 122 mi | +US$ 8,62 mi | +8% | 5,06% | – | 88 | 19,32% | 0,2 |
|
| 6721 |
6721
Cannon Advisors
Charlotte,
North Carolina
| US$ 122 mi | – | – | 5,06% | – | 71 | – | 0 |
|
| 6722 |
6722
Exchange Bank
Santa Rosa,
California
| US$ 122 mi | +US$ 4,6 mi | +4% | 7,64% | 75,2% | 115 | 6,09% | 1,1 |
|
| 6723 |
6723
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| US$ 122 mi | +US$ 25,7 mi | +27% | 8,1% | 79,6% | 33 | 33,33% | 0,6 |
|
| 6724 |
BAWM
6724
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$ 122 mi | +US$ 11,1 mi | +10% | 6,4% | 51% | 50 | 28% | 0,5 |
|
| 6725 |
6725
Investment Partners Asset Management
Metuchen,
New Jersey
| US$ 122 mi | +US$ 9,8 mi | +9% | 6,34% | 86,1% | 145 | 9,66% | 0,7 |
|