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
United Financial Planning Group
Hauppauge,
New York
| US$ 159 mi | – | – | 8,33% | – | 215 | – | 0 |
|
| 6702 |
6702
Anabranch Capital Management
Stamford,
Connecticut
| US$ 159 mi | -US$ 8,6 mi | -5% | 5,99% | 139% | 6 | 0% | 3,6 |
|
| 6703 |
6703
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| US$ 159 mi | +US$ 12,3 mi | +8% | 7,05% | 64,5% | 129 | 13,18% | 1,7 |
|
| 6704 |
6704
Sterling Manor Financial
Saratoga Springs,
New York
| US$ 159 mi | +US$ 8,62 mi | +6% | 5,48% | – | 36 | 19,44% | 1,7 |
|
| 6705 |
6705
Terra Nova Asset Management
New York
| US$ 159 mi | +US$ 15,5 mi | +11% | 8,55% | 172% | 99 | 15,15% | 3,2 |
|
| 6706 |
6706
Zynergy Retirement Planning
Red Bank,
New Jersey
| US$ 159 mi | +US$ 9,48 mi | +6% | 4,97% | – | 28 | 10,71% | 1,1 |
|
| 6707 |
6707
Teca Partners
Austin,
Texas
| US$ 159 mi | +US$ 15,3 mi | +11% | 4,89% | 66% | 13 | 30,77% | 1,1 |
|
| 6708 |
6708
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 159 mi | +US$ 12,8 mi | +9% | 8,33% | 121% | 88 | 6,82% | 4,8 |
|
| 6709 |
6709
Richmond Brothers
Jackson,
Michigan
| US$ 158 mi | +US$ 5,73 mi | +4% | 6,26% | 77,2% | 35 | 17,14% | 1,6 |
|
| 6710 |
6710
Paragon Financial Partners
Woodland Hills,
California
| US$ 158 mi | +US$ 12 mi | +8% | 8,38% | 90,6% | 72 | 2,78% | 3,2 |
|
| 6711 |
6711
VERITY Wealth Advisors
Sausalito,
United States
| US$ 158 mi | +US$ 9,46 mi | +6% | 6,72% | 59,9% | 79 | 6,33% | 4,4 |
|
| 6712 |
6712
Nipun Capital
Foster City,
California
| US$ 158 mi | -US$ 26 mi | -14% | 2,69% | 30,2% | 13 | 53,85% | 1,5 |
|
| 6713 |
6713
Graphene Investments SAS
Paris,
France
| US$ 158 mi | +US$ 4,72 mi | +3% | 8,52% | 103% | 47 | 10,64% | 1,9 |
|
| 6714 |
6714
Optimas Capital
Central,
Hong Kong
| US$ 158 mi | +US$ 63,3 mi | +67% | 18,8% | 358% | 42 | 85,71% | 0,2 |
|
| 6715 |
6715
Lakeside Advisors
Seattle,
Washington
| US$ 158 mi | +US$ 2,91 mi | +2% | 4,57% | 83,7% | 64 | 4,69% | 3,3 |
|
| 6716 |
6716
Boyar Asset Management
New York
| US$ 158 mi | +US$ 5,23 mi | +3% | 6,55% | 75,5% | 81 | 7,41% | 7,5 |
|
| 6717 |
6717
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$ 158 mi | +US$ 13,9 mi | +10% | 7,12% | 59,7% | 64 | 4,69% | 2,4 |
|
| 6718 |
6718
IDG China Venture Capital Fund V Associates
Hong Kong
| US$ 158 mi | +US$ 25,2 mi | +19% | 19% | 7,34% | 1 | 0% | 3,8 |
|
| 6719 |
6719
Redwood Financial Network
Solon,
Ohio
| US$ 158 mi | +US$ 9,9 mi | +7% | 6,14% | 82,2% | 183 | 9,29% | 2,2 |
|
| 6720 |
6720
Hengistbury Investment Partners
London,
United Kingdom
| US$ 158 mi | +US$ 11,5 mi | +8% | 9,74% | 108% | 3 | 0% | 5,3 |
|
| 6721 |
6721
Members Wealth
Media,
Pennsylvania
| US$ 158 mi | – | – | 5,69% | – | 104 | – | 1,1 |
|
| 6722 |
6722
Bain Capital Public Equity
Boston,
Massachusetts
| US$ 158 mi | +US$ 6,7 mi | +4% | 9,03% | 169% | 32 | 46,88% | 0,5 |
|
| 6723 |
6723
Stonekeep Investments
Sante Fe,
New Mexico
| US$ 158 mi | +US$ 9,31 mi | +6% | 8,11% | – | 66 | 3,03% | 1 |
|
| 6724 |
6724
Hestia Capital Management
Cranberry Township,
Pennsylvania
| US$ 158 mi | +US$ 11,2 mi | +8% | 6,11% | – | 17 | 41,18% | 0,2 |
|
| 6725 |
6725
Momentous Wealth Management
Vancouver,
Washington
| US$ 158 mi | +US$ 2,95 mi | +2% | 5,58% | – | 47 | 17,02% | 0,7 |
|