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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
RHDIC
7676
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$ 124 mi | -US$ 12,8 mi | -9% | 3,94% | 55,9% | 41 | 4,88% | 10,3 |
|
| 7677 |
7677
Farley Capital
New York
| US$ 123 mi | -US$ 11 mi | -8% | 13% | 116% | 19 | 15,79% | 5,6 |
|
| 7678 |
7678
Cadia Private Client
Parsippany,
New Jersey
| US$ 123 mi | -US$ 2,76 mi | -2% | 2,43% | – | 83 | 22,89% | 0,2 |
|
| 7679 |
7679
Ferguson Johnson Wealth Management
Rockville,
Maryland
| US$ 123 mi | +US$ 2,98 mi | +2% | 0,22% | – | 37 | 13,51% | 0,2 |
|
| 7680 |
7680
Pitti Group Wealth Management
Victor,
New York
| US$ 123 mi | +US$ 1,56 mi | +1% | 0,89% | 65,3% | 81 | 4,94% | 2,7 |
|
| 7681 |
7681
DRH Investments
Thousand Oaks,
California
| US$ 123 mi | +US$ 14 mi | +13% | 4,58% | 81,2% | 18 | 27,78% | 2,6 |
|
| 7682 |
7682
Barington Capital Group
New York
| US$ 123 mi | -US$ 29,2 mi | -19% | 10,8% | 71,1% | 11 | 27,27% | 2,3 |
|
| 7683 |
7683
Gumshoe Capital Management
New York
| US$ 123 mi | +US$ 17,3 mi | +16% | 5,17% | – | 9 | 55,56% | 0,1 |
|
| 7684 |
7684
Sound Portfolio Advisors
Mystic,
Connecticut
| US$ 123 mi | +US$ 4,05 mi | +3% | 0,65% | – | 45 | 28,89% | 0,2 |
|
| 7685 |
7685
Kropog Financial Group
Mandeville,
Louisiana
| US$ 123 mi | -US$ 6,01 mi | -5% | 2,8% | – | 36 | 27,78% | 0,8 |
|
| 7686 |
7686
Cannon Capital Management
Salt Lake City,
Utah
| US$ 123 mi | +US$ 9,38 mi | +8% | 2,31% | – | 28 | 3,57% | 0,2 |
|
| 7687 |
MH
7687
Mishpacha Holdings
Road Town,
| US$ 123 mi | +US$ 3,39 mi | +3% | 6,67% | – | 14 | 85,71% | 0,2 |
|
| 7688 |
7688
Nest Investments
Conshohocken,
Pennsylvania
| US$ 123 mi | +US$ 3,51 mi | +3% | 0,12% | – | 30 | 3,33% | 0,3 |
|
| 7689 |
7689
Aristotle Pacific Capital
Newport Beach,
California
| US$ 123 mi | -US$ 121 mi | -50% | 2,27% | 1,84% | 5 | 0% | 4 |
|
| 7690 |
7690
Boreal Capital Management
Miami,
Florida
| US$ 123 mi | -US$ 9,6 mi | -7% | 4,17% | – | 526 | 17,87% | 0,6 |
|
| 7691 |
7691
Adelphi Trust
Saint Petersburg,
Florida
| US$ 123 mi | +US$ 367 mil | +0,3% | 1,72% | – | 112 | 17,86% | 0,2 |
|
| 7692 |
7692
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$ 123 mi | -US$ 2,68 mi | -2% | 0,35% | 89,8% | 106 | 10,38% | 2,6 |
|
| 7693 |
7693
Schubert & Co
Mckinney,
Texas
| US$ 123 mi | -US$ 2,5 mi | -2% | 2,21% | 47,3% | 72 | 12,5% | 2,1 |
|
| 7694 |
7694
Geremia Financial Services
Edison,
New Jersey
| US$ 123 mi | +US$ 1,56 mi | +1% | 3,17% | – | 11 | 18,18% | 0,2 |
|
| 7695 |
7695
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| US$ 123 mi | -US$ 27,5 mi | -18% | 3,89% | 74,3% | 61 | 36,07% | 1,3 |
|
| 7696 |
7696
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| US$ 123 mi | +US$ 1,06 mi | +0,9% | 0,25% | – | 117 | 13,68% | 1,2 |
|
| 7697 |
7697
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| US$ 123 mi | +US$ 3,37 mi | +3% | 2,58% | 62,7% | 105 | 5,71% | 2,7 |
|
| 7698 |
7698
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| US$ 123 mi | +US$ 11,2 mi | +10% | 5,35% | 34,5% | 34 | 32,35% | 2,9 |
|
| 7699 |
7699
Osbon Capital Management
Boston,
Massachusetts
| US$ 123 mi | +US$ 15,6 mi | +15% | 3,91% | – | 495 | 29,49% | 0,6 |
|
| 7700 |
FF
7700
Fox Financial
Wyomissing,
Pennsylvania
| US$ 123 mi | -US$ 2,89 mi | -2% | 2,01% | 78,9% | 12 | 8,33% | 2,2 |
|