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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Graney & King
Latham,
New York
| US$ 134 mi | +US$ 1,93 mi | +1% | 3,23% | – | 354 | 12,43% | 0,2 |
|
| 6752 |
6752
Slocum, Gordon & Co
Newport,
Rhode Island
| US$ 134 mi | +US$ 12,7 mi | +10% | 6,77% | 65,3% | 145 | 12,41% | 1,7 |
|
| 6753 |
6753
Wilson & Boucher Capital Management
Moraga,
California
| US$ 134 mi | -US$ 6,94 mi | -5% | 2,01% | 69,8% | 114 | 9,65% | 2,8 |
|
| 6754 |
6754
Pillar Financial Advisors
Louisville,
Kentucky
| US$ 134 mi | +US$ 3,55 mi | +3% | 1,38% | – | 117 | 5,98% | 0,2 |
|
| 6755 |
6755
English Capital Management
Bloomfield Hills,
Michigan
| US$ 134 mi | +US$ 2,24 mi | +2% | 2,63% | – | 31 | 3,23% | 1,1 |
|
| 6756 |
6756
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$ 134 mi | -US$ 5,76 mi | -4% | 1,19% | 52,4% | 41 | 4,88% | 5,8 |
|
| 6757 |
6757
Alethea Capital Management
Mercer Island,
Washington
| US$ 134 mi | +US$ 17,2 mi | +15% | 21,2% | 275% | 31 | 67,74% | 4,2 |
|
| 6758 |
6758
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| US$ 134 mi | -US$ 4,89 mi | -4% | 0,98% | 101% | 142 | 10,56% | 2,9 |
|
| 6759 |
6759
Peregrine Investment Management
Toronto,
Ontario, Canada
| US$ 134 mi | -US$ 38,4 mi | -22% | 16,6% | – | 26 | 23,08% | 0,2 |
|
| 6760 |
6760
Erickson Financial Group
Allentown,
Pennsylvania
| US$ 134 mi | -US$ 6,5 mi | -5% | 4,19% | 69,3% | 26 | 0% | 2,6 |
|
| 6761 |
6761
MB Generational Wealth
Spokane,
Washington
| US$ 134 mi | -US$ 2,33 mi | -2% | 1,76% | – | 56 | 19,64% | 1 |
|
| 6762 |
6762
Chapman Investment Management
San Anselmo,
California
| US$ 134 mi | -US$ 501 mil | -0,4% | 1,77% | 57,3% | 30 | 10% | 3,6 |
|
| 6763 |
6763
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$ 134 mi | +US$ 384 mil | +0,3% | 1,17% | 90,4% | 150 | 4% | 1,1 |
|
| 6764 |
CWA
6764
Clearview Wealth Advisors
Salem,
Oregon
| US$ 134 mi | +US$ 2,29 mi | +2% | 0,58% | 45,2% | 104 | 13,46% | 2,8 |
|
| 6765 |
6765
PSquared Asset Management
Zurich,
Switzerland
| US$ 134 mi | -US$ 85,3 mi | -39% | 20% | 178% | 8 | 87,5% | 0,2 |
|
| 6766 |
SLFPAM
6766
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$ 134 mi | -US$ 4,6 mi | -3% | 1,07% | 139% | 42 | 59,52% | 0,8 |
|
| 6767 |
6767
Seros Financial
Tempe,
Arizona
| US$ 134 mi | +US$ 22,7 mi | +20% | 2,38% | – | 63 | 30,16% | 0,2 |
|
| 6768 |
6768
Greenhouse Wealth Management
Westport,
Connecticut
| US$ 134 mi | -US$ 17,5 mi | -12% | 3,27% | 87,2% | 63 | 20,63% | 3,5 |
|
| 6769 |
6769
Robocap Asset Management
London,
United Kingdom
| US$ 134 mi | -US$ 15,5 mi | -10% | 12,7% | 274% | 27 | 18,52% | 1,5 |
|
| 6770 |
6770
Forest Hill Capital
Little Rock,
Arkansas
| US$ 134 mi | +US$ 4,29 mi | +3% | 9,46% | 132% | 40 | 7,5% | 4 |
|
| 6771 |
6771
Tru Independence Asset Management 2
Portland,
Oregon
| US$ 134 mi | +US$ 13,6 mi | +11% | 0,61% | – | 98 | 26,53% | 1,3 |
|
| 6772 |
6772
GatePass Capital
Independence,
Ohio
| US$ 134 mi | +US$ 41,4 mi | +45% | 1,06% | – | 131 | 30,53% | 0,2 |
|
| 6773 |
RA
6773
Rovida Advisors
Fort Lauderdale,
Florida
| US$ 134 mi | +US$ 5,02 mi | +4% | 12,8% | 24,8% | 14 | 28,57% | 0,9 |
|
| 6774 |
6774
HC Advisors
Sandy Springs,
Georgia
| US$ 134 mi | +US$ 8,92 mi | +7% | 1,58% | 63,5% | 67 | 19,4% | 2,7 |
|
| 6775 |
6775
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| US$ 133 mi | +US$ 5,17 mi | +4% | 0,64% | – | 85 | 8,24% | 0,2 |
|