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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Gordian Advisors
Tucson,
Arizona
| US$ 126 mi | +US$ 988 mil | +0,8% | 1,73% | 55,4% | 41 | 9,76% | 0,7 |
|
| 7027 |
7027
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| US$ 126 mi | -US$ 1,18 mi | -0,9% | 3,71% | – | 98 | 18,37% | 0,8 |
|
| 7028 |
7028
Avos Capital Management
Seattle,
Washington
| US$ 126 mi | – | – | 2,75% | – | 34 | – | 0 |
|
| 7029 |
7029
1858 Wealth Management
Akron,
Ohio
| US$ 126 mi | +US$ 4,74 mi | +4% | 3,3% | – | 133 | 17,29% | 0,8 |
|
| 7030 |
7030
Helium Advisors
Everett,
Washington
| US$ 126 mi | – | – | 1,75% | – | 101 | – | 0 |
|
| 7031 |
7031
Brickwood Asset Management
London,
United Kingdom
| US$ 126 mi | – | – | 13,1% | – | 4 | – | 0 |
|
| 7032 |
7032
DecisionMap Wealth Management
Great Falls,
Virginia
| US$ 126 mi | – | – | 1,28% | – | 111 | – | 0 |
|
| 7033 |
7033
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| US$ 126 mi | -US$ 2,55 mi | -2% | 1,68% | 74,3% | 55 | 10,91% | 0,9 |
|
| 7034 |
7034
Frazier Financial Advisors
Columbus,
Ohio
| US$ 126 mi | -US$ 2,64 mi | -2% | 0,21% | – | 905 | 34,14% | 0,9 |
|
| 7035 |
7035
Madrid Financial Services
Manhattan Beach,
California
| US$ 126 mi | – | – | 2,65% | – | 20 | – | 0 |
|
| 7036 |
MCM
7036
Magnolia Capital Management
Cold Spring,
New York
| US$ 126 mi | +US$ 155 mil | +0,1% | 1,98% | 85,9% | 73 | 4,11% | 3,6 |
|
| 7037 |
7037
Trademark Financial Management
Bloomington,
Minnesota
| US$ 126 mi | -US$ 179 mil | -0,1% | 0,29% | 67,5% | 103 | 22,33% | 0,7 |
|
| 7038 |
7038
Fischer Investment Strategies
Westlake Village,
California
| US$ 126 mi | +US$ 9,7 mi | +8% | 2,78% | 81% | 40 | 62,5% | 0,5 |
|
| 7039 |
7039
Parkwoods Wealth Partners
Syracuse,
New York
| US$ 126 mi | +US$ 4,16 mi | +3% | 0,84% | – | 34 | 11,76% | 0,2 |
|
| 7040 |
7040
Harraden Circle Investments
New York
| US$ 126 mi | – | – | 3,98% | – | 105 | – | 0 |
|
| 7041 |
7041
Ball & Co Wealth Management
Franklin,
Tennessee
| US$ 126 mi | – | – | 0,84% | – | 74 | – | 0 |
|
| 7042 |
7042
Nautilus Advisors
La Jolla,
California
| US$ 126 mi | – | – | 4,21% | – | 149 | – | 0 |
|
| 7043 |
7043
Delos Wealth Advisors
Dallas,
Texas
| US$ 126 mi | +US$ 10,8 mi | +9% | 0,13% | 58% | 217 | 21,66% | 2 |
|
| 7044 |
7044
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$ 125 mi | +US$ 4,1 mi | +3% | 5,26% | 160% | 36 | 5,56% | 0,9 |
|
| 7045 |
7045
Basepoint Wealth
Cedar Rapids,
Iowa
| US$ 125 mi | -US$ 10,2 mi | -8% | 1,02% | 113% | 116 | 12,07% | 2,2 |
|
| 7046 |
7046
Enhancing Capital
Harrisburg,
Pennsylvania
| US$ 125 mi | – | – | 0,33% | – | 90 | – | 2,2 |
|
| 7047 |
7047
TT Capital Management
Coto De Caza,
California
| US$ 125 mi | – | – | 1,25% | – | 77 | – | 0 |
|
| 7048 |
7048
Madison Park Capital Advisors
Seattle,
Washington
| US$ 125 mi | -US$ 8,03 mi | -6% | 0,98% | 62,4% | 83 | 38,55% | 0,8 |
|
| 7049 |
7049
E Fund Management (HK)
Central,
Hong Kong
| US$ 125 mi | -US$ 42,4 mi | -25% | 9,2% | 163% | 193 | 31,09% | 0,7 |
|
| 7050 |
7050
Wallace Hart
Lexington,
Kentucky
| US$ 125 mi | -US$ 7,88 mi | -6% | 5,47% | – | 31 | 41,94% | 0,5 |
|