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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| US$ 120 mi | +US$ 15,1 mi | +14% | 6,85% | – | 74 | 17,57% | 0,6 |
|
| 7402 |
7402
Barden Capital Management
Austin,
Texas
| US$ 120 mi | +US$ 6,18 mi | +5% | 5,18% | 80,1% | 62 | 14,52% | 2,6 |
|
| 7403 |
OP
7403
Orvieto Partners
Boston,
Massachusetts
| US$ 120 mi | +US$ 7,76 mi | +7% | 6,62% | – | 46 | 26,09% | 0,6 |
|
| 7404 |
KCM
7404
Kempner Capital Management
Galveston,
Texas
| US$ 120 mi | -US$ 66,6 mi | -36% | 9,78% | 60,9% | 50 | 10% | 4,4 |
|
| 7405 |
7405
Chung Wu Investment Group
Sugar Land,
Texas
| US$ 120 mi | +US$ 24,1 mi | +25% | 12,7% | – | 292 | 27,74% | 0,3 |
|
| 7406 |
7406
Vista Cima Wealth Management
Surprise,
Arizona
| US$ 120 mi | +US$ 13 mi | +12% | 7,02% | – | 78 | 35,9% | 0,5 |
|
| 7407 |
7407
NDVR Inc
Boston,
Massachusetts
| US$ 120 mi | +US$ 13,3 mi | +12% | 5,62% | – | 120 | 18,33% | 1,1 |
|
| 7408 |
CM
7408
CM Management
Gulf Breeze,
Florida
| US$ 120 mi | +US$ 10,1 mi | +9% | 14,7% | 110% | 79 | 32,91% | 2,1 |
|
| 7409 |
7409
NorthLanding Financial Partners
Rochester,
New York
| US$ 120 mi | +US$ 6,85 mi | +6% | 5,64% | 54,7% | 44 | 6,82% | 2,3 |
|
| 7410 |
7410
Helium Advisors
Everett,
Washington
| US$ 120 mi | -US$ 38,4 mi | -24% | 7,75% | – | 107 | 18,69% | 0,7 |
|
| 7411 |
IFO
7411
Intrepid Family Office
Sarasota,
Florida
| US$ 120 mi | -US$ 2,56 mi | -2% | 10,3% | – | 47 | 36,17% | 1,3 |
|
| 7412 |
7412
Aryeh Capital Management
Toronto,
Ontario, Canada
| US$ 120 mi | -US$ 8,17 mi | -6% | 4,08% | 87,7% | 13 | 7,69% | 1,8 |
|
| 7413 |
7413
Petros Family Wealth
Bloomington,
Minnesota
| US$ 119 mi | +US$ 10 mi | +9% | 10,8% | – | 154 | 25,32% | 0,6 |
|
| 7414 |
PCC
7414
Park Circle Company
Baltimore,
Maryland
| US$ 119 mi | +US$ 1,47 mi | +1% | 8,29% | 70,5% | 118 | 43,22% | 4,6 |
|
| 7415 |
7415
TSG Consumer Partners
Larkspur,
California
| US$ 119 mi | -US$ 41,2 mi | -26% | 23,4% | 12,3% | 1 | 0% | 3,8 |
|
| 7416 |
7416
Santa Clara Valley Transportation Authority
San Jose,
California
| US$ 119 mi | +US$ 13,8 mi | +13% | 3,94% | – | 4 | 0% | 1 |
|
| 7417 |
7417
Hobbs Wealth Management
Zionsville,
Indiana
| US$ 119 mi | +US$ 14,5 mi | +14% | 8,92% | – | 59 | 20,34% | 0,5 |
|
| 7418 |
7418
Freestate Advisors
Overland Park,
Kansas
| US$ 119 mi | +US$ 7,23 mi | +6% | 4,19% | – | 46 | 8,7% | 1,1 |
|
| 7419 |
7419
Sierra Ocean
Ripon,
California
| US$ 119 mi | -US$ 19,7 mi | -14% | 6,28% | – | 1.029 | 93,97% | 0,7 |
|
| 7420 |
7420
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| US$ 119 mi | +US$ 8,32 mi | +8% | 7,05% | 58,1% | 59 | 10,17% | 2,5 |
|
| 7421 |
7421
Graver Capital Management
Columbus,
Ohio
| US$ 119 mi | +US$ 5,57 mi | +5% | 6,53% | – | 26 | 3,85% | 0,7 |
|
| 7422 |
7422
A4 Wealth Advisors
Huntersville,
North Carolina
| US$ 119 mi | – | – | 7,29% | – | 158 | – | 0 |
|
| 7423 |
7423
Bretton Capital Management
San Francisco,
California
| US$ 119 mi | +US$ 7,85 mi | +7% | 9,7% | – | 20 | 5% | 1 |
|
| 7424 |
7424
XXEC Inc
Tulsa,
Oklahoma
| US$ 119 mi | -US$ 5,79 mi | -5% | 2,89% | 30,1% | 25 | 36% | 2,2 |
|
| 7425 |
7425
Red Crane Wealth Management
San Francisco,
California
| US$ 119 mi | +US$ 8,81 mi | +8% | 6,27% | – | 69 | 13,04% | 0,6 |
|