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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
Breed's Hill Capital
Charlestown,
Massachusetts
| US$ 122 mi | +US$ 9,12 mi | +8% | 6,39% | – | 102 | 10,78% | 0,6 |
|
| 6727 |
6727
Trevian Wealth Management
Weston,
Massachusetts
| US$ 122 mi | +US$ 102 mi | +508% | 7,56% | 103% | 32 | 65,63% | 0,7 |
|
| 6728 |
RCM
6728
RMR Capital Management
Tustin,
California
| US$ 122 mi | +US$ 12,3 mi | +11% | 8,25% | 57% | 73 | 6,85% | 0,6 |
|
| 6729 |
6729
Nicholson Wealth Management Group
Charlestown,
South Carolina
| US$ 122 mi | – | – | 14,3% | – | 97 | – | 0 |
|
| 6730 |
6730
EDMP Inc
Lutz,
Florida
| US$ 122 mi | +US$ 11,3 mi | +10% | 10,6% | 78% | 84 | 13,1% | 3,8 |
|
| 6731 |
6731
Shotwell Rutter Baer
Lansing,
Michigan
| US$ 122 mi | +US$ 8,82 mi | +8% | 5,8% | 45,5% | 34 | 2,94% | 0,5 |
|
| 6732 |
6732
Sunpointe
St. Louis,
Missouri
| US$ 122 mi | -US$ 32,1 mi | -21% | 5,72% | 122% | 192 | 26,04% | 0,6 |
|
| 6733 |
6733
HC Advisors
Sandy Springs,
Georgia
| US$ 122 mi | +US$ 13,2 mi | +12% | 6,74% | 63,5% | 53 | 5,66% | 2,9 |
|
| 6734 |
6734
Parkwoods Wealth Partners
Syracuse,
New York
| US$ 122 mi | – | – | 6,68% | – | 31 | – | 0 |
|
| 6735 |
6735
Cultivar Capital
Denton,
Texas
| US$ 122 mi | +US$ 2,17 mi | +2% | 8,59% | 38,3% | 196 | 86,22% | 0,7 |
|
| 6736 |
6736
1858 Wealth Management
Akron,
Ohio
| US$ 122 mi | +US$ 1,03 mi | +0,9% | 7,71% | – | 135 | 22,96% | 0,6 |
|
| 6737 |
6737
Arlington Capital Management
Arlington Heights,
Illinois
| US$ 122 mi | +US$ 6,37 mi | +6% | 5,06% | 146% | 103 | 28,16% | 0,7 |
|
| 6738 |
6738
Innova Wealth Partners
Newtown,
Pennsylvania
| US$ 122 mi | -US$ 18,3 mi | -13% | 5,06% | 72,5% | 149 | 87,92% | 0,3 |
|
| 6739 |
6739
Coastwise Capital Group
La Jolla,
California
| US$ 121 mi | +US$ 16,5 mi | +16% | 6,62% | 88,8% | 130 | 14,62% | 1,7 |
|
| 6740 |
6740
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$ 121 mi | +US$ 712 mil | +0,6% | 1,12% | 160% | 34 | 2,94% | 0,7 |
|
| 6741 |
6741
NDWM LLC
La Jolla,
California
| US$ 121 mi | +US$ 8,48 mi | +8% | 4,54% | 50,3% | 35 | 14,29% | 0,7 |
|
| 6742 |
OF
6742
Outfitter Financial
Brunswick,
Maine
| US$ 121 mi | +US$ 1,09 mi | +0,9% | 5,28% | 97,6% | 78 | 2,56% | 3 |
|
| 6743 |
6743
ACAS LLC
Rancho Santa Fe,
California
| US$ 121 mi | +US$ 6,3 mi | +5% | 7,09% | – | 89 | 5,62% | 2,3 |
|
| 6744 |
6744
Financial Network Wealth Advisors
Murray,
Utah
| US$ 121 mi | -US$ 12,6 mi | -9% | 5,99% | 57,7% | 1.033 | 29,91% | 0,3 |
|
| 6745 |
6745
McAlister Sweet & Associates
Houston,
Texas
| US$ 121 mi | -US$ 18,1 mi | -13% | 4,07% | 83,6% | 34 | 17,65% | 2 |
|
| 6746 |
6746
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| US$ 121 mi | -US$ 21,3 mi | -15% | 8,45% | 34,5% | 27 | 11,11% | 3,1 |
|
| 6747 |
6747
Richwood Investment Advisors
Cincinnati,
Ohio
| US$ 121 mi | +US$ 6,8 mi | +6% | 8,02% | 71,9% | 102 | 1,96% | 2,6 |
|
| 6748 |
6748
Bain Capital Venture Investors
Boston,
Massachusetts
| US$ 121 mi | -US$ 88,8 mi | -42% | 5,53% | 34,2% | 4 | 25% | 1,9 |
|
| 6749 |
6749
JCP Investment Management
Houston,
Texas
| US$ 121 mi | +US$ 31,1 mi | +35% | 5,86% | 94,7% | 19 | 52,63% | 1 |
|
| 6750 |
6750
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| US$ 121 mi | – | – | 6,49% | – | 134 | – | 3,8 |
|