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
Brewster Financial Planning
Brooklyn,
New York
| US$ 148 mi | +US$ 12,9 mi | +10% | 6,29% | 44,3% | 26 | 3,85% | 2 |
|
| 6702 |
6702
Clark Wealth Partners
O'fallon,
Illinois
| US$ 148 mi | +US$ 13,3 mi | +10% | 7,8% | – | 640 | 33,59% | 0,4 |
|
| 6703 |
6703
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$ 148 mi | +US$ 15,5 mi | +12% | 11,2% | 85,9% | 73 | 13,7% | 2,5 |
|
| 6704 |
6704
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| US$ 148 mi | +US$ 14,1 mi | +11% | 9,72% | – | 147 | 13,61% | 2,9 |
|
| 6705 |
6705
Round Hill Asset Management
Pasadena,
California
| US$ 148 mi | +US$ 9,03 mi | +6% | 4,29% | 43,2% | 64 | 7,81% | 5,6 |
|
| 6706 |
6706
4J Wealth Management
Alexandria,
Virginia
| US$ 148 mi | +US$ 21,2 mi | +17% | 8,62% | 68,2% | 96 | 9,38% | 2,8 |
|
| 6707 |
6707
Forbes Financial Planning
East Greenwich,
Rhode Island
| US$ 148 mi | +US$ 13 mi | +10% | 6,27% | 52,3% | 37 | 24,32% | 2,1 |
|
| 6708 |
6708
Erickson Financial Group
Allentown,
Pennsylvania
| US$ 148 mi | +US$ 14 mi | +10% | 11% | 63,3% | 27 | 7,41% | 2,8 |
|
| 6709 |
6709
Redwood Financial Network
Solon,
Ohio
| US$ 148 mi | +US$ 16,7 mi | +13% | 11% | 74,1% | 174 | 9,2% | 2,1 |
|
| 6710 |
6710
J. Hagan Capital
Louisville,
Kentucky
| US$ 148 mi | +US$ 25 mi | +20% | 10,6% | – | 86 | 37,21% | 0,2 |
|
| 6711 |
6711
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| US$ 148 mi | +US$ 14,4 mi | +11% | 10,2% | – | 84 | 7,14% | 0,5 |
|
| 6712 |
DIS
6712
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 148 mi | +US$ 647 mil | +0,4% | 4,74% | 86% | 55 | 14,55% | 5,1 |
|
| 6713 |
6713
LeConte Wealth Management
Maryville,
Tennessee
| US$ 148 mi | -US$ 9,15 mi | -6% | 9,69% | – | 105 | 47,62% | 0,1 |
|
| 6714 |
6714
Pinney & Scofield
Cambridge,
Massachusetts
| US$ 148 mi | +US$ 9,6 mi | +7% | 5,7% | – | 222 | 3,15% | 0,5 |
|
| 6715 |
6715
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| US$ 148 mi | +US$ 588 mil | +0,4% | 7,49% | – | 690 | 16,52% | 0,4 |
|
| 6716 |
6716
Coign Capital Advisors
Draper,
Utah
| US$ 148 mi | +US$ 17,7 mi | +14% | 7,07% | – | 79 | 5,06% | 0,5 |
|
| 6717 |
6717
Madrid Financial Services
Manhattan Beach,
California
| US$ 148 mi | +US$ 10,3 mi | +8% | 5,52% | – | 25 | 36% | 0,3 |
|
| 6718 |
AWIRL
6718
Al Warda Investments RSC Ltd
Abu Dhabi,
| US$ 148 mi | – | – | 30,8% | – | 1 | – | 0 |
|
| 6719 |
6719
White Wing Wealth Management
The Wodlands,
Texas
| US$ 148 mi | +US$ 19,2 mi | +15% | 9,12% | – | 32 | 18,75% | 1,1 |
|
| 6720 |
6720
Newport Capital Group
Red Bank,
New Jersey
| US$ 148 mi | +US$ 8,6 mi | +6% | 5,56% | – | 66 | 13,64% | 1,4 |
|
| 6721 |
6721
Finivi Inc
Westborough,
Massachusetts
| US$ 148 mi | +US$ 23,3 mi | +19% | 18% | 144% | 103 | 20,39% | 1,9 |
|
| 6722 |
6722
Traction Financial Partners
Encampment,
Wyoming
| US$ 148 mi | +US$ 19,4 mi | +15% | 8,08% | – | 85 | 43,53% | 0,8 |
|
| 6723 |
6723
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| US$ 147 mi | -US$ 72,4 mi | -33% | 8,57% | – | 2 | 0% | 0,3 |
|
| 6724 |
6724
Thor Investment Management
Cincinnati,
Ohio
| US$ 147 mi | +US$ 11,1 mi | +8% | 10,4% | 122% | 45 | 11,11% | 1,2 |
|
| 6725 |
6725
Redwood Park Advisors
Redwood City,
California
| US$ 147 mi | +US$ 22,9 mi | +18% | 6,19% | – | 358 | 14,53% | 0,5 |
|