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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
TM
6901
TFJ Management
Somerville,
Massachusetts
| US$ 148 mi | +US$ 20,3 mi | +16% | 28,4% | – | 13 | 30,77% | 0,6 |
|
| 6902 |
6902
Financial Harvest
Winter Park,
Florida
| US$ 148 mi | +US$ 14,6 mi | +11% | 7,18% | – | 60 | 11,67% | 0,2 |
|
| 6903 |
6903
Synergy Financial Group
San Ramon,
California
| US$ 148 mi | +US$ 12,5 mi | +9% | 9,26% | 133% | 117 | 5,98% | 2,3 |
|
| 6904 |
6904
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$ 148 mi | +US$ 1,08 mi | +0,7% | 6,25% | 52,4% | 41 | 2,44% | 6 |
|
| 6905 |
6905
Nalls Sherbakoff Group
Knoxville,
Tennessee
| US$ 148 mi | +US$ 10,8 mi | +8% | 7,93% | – | 438 | 5,25% | 4,2 |
|
| 6906 |
PWM
6906
Pinnacle Wealth Management
Roseville,
California
| US$ 148 mi | +US$ 28,6 mi | +24% | 14,1% | 194% | 47 | 38,3% | 1,2 |
|
| 6907 |
6907
Oppenheimer & Close
New York
| US$ 148 mi | +US$ 17,5 mi | +13% | 23,6% | 149% | 60 | 21,67% | 4,5 |
|
| 6908 |
6908
Five Pine Wealth Management
Coeur D Alene,
Idaho
| US$ 148 mi | +US$ 12,8 mi | +9% | 5,14% | – | 42 | 4,76% | 0,7 |
|
| 6909 |
6909
B. Riley Financial
Los Angeles,
California
| US$ 148 mi | +US$ 58,9 mi | +66% | 112% | 682% | 46 | 65,22% | 1 |
|
| 6910 |
6910
Empirical Capital Management
Hendersonville,
Tennessee
| US$ 148 mi | -US$ 13,6 mi | -8% | 13,2% | 205% | 15 | 26,67% | 3,4 |
|
| 6911 |
6911
IMG Wealth Management
Jacksonville,
Florida
| US$ 148 mi | +US$ 18,8 mi | +15% | 6,4% | – | 567 | 17,46% | 0,4 |
|
| 6912 |
6912
Three Cord True Wealth Management
Beaver,
Pennsylvania
| US$ 148 mi | +US$ 13,8 mi | +10% | 7,28% | – | 33 | 18,18% | 0,6 |
|
| 6913 |
6913
Affinity Investment Advisors
Newport Beach,
California
| US$ 148 mi | +US$ 15,6 mi | +12% | 13,2% | 189% | 142 | 7,75% | 3,4 |
|
| 6914 |
6914
Silvia McColl Wealth Management
San Diego,
California
| US$ 148 mi | +US$ 10,1 mi | +7% | 9,35% | 82,7% | 118 | 2,54% | 2,2 |
|
| 6915 |
6915
Steadtrust
Allen,
Texas
| US$ 148 mi | +US$ 20,4 mi | +16% | 22% | – | 128 | 17,97% | 0,2 |
|
| 6916 |
6916
Allen Wealth Management
Boone,
North Carolina
| US$ 148 mi | +US$ 4,54 mi | +3% | 6,07% | 60,3% | 62 | 12,9% | 1,5 |
|
| 6917 |
6917
Somnio Financial Group
Glastonbury,
Connecticut
| US$ 147 mi | +US$ 7,75 mi | +6% | 4,91% | – | 13 | 0% | 1,3 |
|
| 6918 |
HCM
6918
Helios Capital Management
Singapore
| US$ 147 mi | +US$ 17,5 mi | +13% | 7,54% | 124% | 37 | 10,81% | 2 |
|
| 6919 |
6919
NDWM LLC
La Jolla,
California
| US$ 147 mi | +US$ 10,8 mi | +8% | 6,08% | – | 34 | 8,82% | 1,2 |
|
| 6920 |
EP
6920
Elkhorn Partners
Omaha,
Nebraska
| US$ 147 mi | +US$ 9,8 mi | +7% | 9,88% | 32,2% | 40 | 15% | 6,1 |
|
| 6921 |
6921
Soapstone Management
Bethesda,
Maryland
| US$ 147 mi | -US$ 3,36 mi | -2% | 8,89% | 30,3% | 17 | 35,29% | 2,7 |
|
| 6922 |
6922
1620 Investment Advisors
Plymouth,
Massachusetts
| US$ 147 mi | +US$ 6,26 mi | +4% | 7,15% | 68,9% | 710 | 12,68% | 1,4 |
|
| 6923 |
PIP
6923
PB Investment Partners
Burlingame,
California
| US$ 147 mi | +US$ 234 mil | +0,2% | 2,48% | 81,1% | 8 | 0% | 2,8 |
|
| 6924 |
6924
Pacific Asset Management
Gig Harbor,
Washington
| US$ 147 mi | +US$ 23 mi | +18% | 7,6% | – | 65 | 13,85% | 0,6 |
|
| 6925 |
6925
Reyes Financial Architecture
San Diego,
California
| US$ 147 mi | +US$ 31,3 mi | +27% | 12,1% | – | 326 | 22,39% | 0,6 |
|