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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
RPGK
2226
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$ 472 mi | +US$ 31,4 mi | +7% | 1,2% | 54,7% | 71 | 12,68% | 3,6 |
|
| 2227 |
2227
Suncoast Equity Management
Tampa,
Florida
| US$ 472 mi | -US$ 16,4 mi | -3% | 1,95% | 82,9% | 39 | 0% | 2,7 |
|
| 2228 |
AIC
2228
AWM Investment Company
New York
| US$ 471 mi | -US$ 51,7 mi | -10% | 2,35% | 778% | 101 | 21,78% | 2,2 |
|
| 2229 |
2229
Ropes Wealth Advisors
Boston,
Massachusetts
| US$ 471 mi | -US$ 2,61 mi | -0,6% | 2,96% | 71% | 606 | 15,51% | 2,7 |
|
| 2230 |
2230
LVM Capital Management
Portage,
Michigan
| US$ 471 mi | +US$ 32 mi | +7% | 3,82% | 121% | 117 | 6,84% | 4,1 |
|
| 2231 |
2231
Barber Financial Group
Lenexa,
Kansas
| US$ 470 mi | +US$ 42,5 mi | +10% | 1,71% | 39% | 156 | 17,31% | 1,6 |
|
| 2232 |
2232
Circle Wealth Management
Summit,
New Jersey
| US$ 470 mi | +US$ 8,45 mi | +2% | 0,8% | 71,8% | 177 | 16,38% | 1,2 |
|
| 2233 |
2233
Weatherly Asset Management
Del Mar,
California
| US$ 469 mi | -US$ 32,5 mi | -6% | 0,02% | 116% | 189 | 7,41% | 4,4 |
|
| 2234 |
2234
Incline Global Management
New York
| US$ 468 mi | -US$ 17,2 mi | -4% | 4,4% | 40,1% | 29 | 51,72% | 0,7 |
|
| 2235 |
2235
Parthenon LLC
Louisville,
Kentucky
| US$ 468 mi | +US$ 1,26 mi | +0,3% | 1,85% | 93,3% | 107 | 1,87% | 5 |
|
| 2236 |
2236
TrustCore Financial Services
Brentwood,
Tennessee
| US$ 467 mi | +US$ 19,6 mi | +4% | 0,13% | 28,3% | 1.017 | 15,93% | 0,9 |
|
| 2237 |
2237
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 466 mi | +US$ 49,7 mi | +12% | 1,66% | 59,2% | 303 | 12,21% | 2,7 |
|
| 2238 |
2238
Covenant Multifamily Offices
San Antonio,
Texas
| US$ 465 mi | +US$ 9,27 mi | +2% | 2,95% | 38,3% | 158 | 21,52% | 0,7 |
|
| 2239 |
2239
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$ 465 mi | +US$ 36,5 mi | +9% | 0,38% | 58% | 253 | 13,44% | 2,4 |
|
| 2240 |
CBT
2240
Central Bank & Trust
Lexington,
Kentucky
| US$ 465 mi | +US$ 21,1 mi | +5% | 2,59% | 118% | 302 | 17,55% | 3,8 |
|
| 2241 |
2241
Maple Capital Management
Montpelier,
Vermont
| US$ 465 mi | +US$ 19,5 mi | +4% | 3,4% | 100% | 129 | 10,08% | 3,8 |
|
| 2242 |
2242
Cardano Risk Management
Rotterdam,
Netherlands
| US$ 464 mi | +US$ 43,9 mi | +10% | 9,36% | 200% | 4 | 0% | 0,8 |
|
| 2243 |
2243
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$ 464 mi | -US$ 26,3 mi | -5% | 1,74% | 58,7% | 30 | 3,33% | 3,9 |
|
| 2244 |
2244
Symphony Asset Management
San Francisco,
California
| US$ 464 mi | -US$ 14,9 mi | -3% | 3,57% | 21,6% | 218 | 41,28% | 1,1 |
|
| 2245 |
2245
Cornerstone Advisory
Hunt Valley,
Maryland
| US$ 464 mi | +US$ 2,19 mi | +0,5% | 0,34% | 53,5% | 164 | 7,32% | 2,5 |
|
| 2246 |
2246
Angeles Investment Advisors
Santa Monica,
California
| US$ 463 mi | +US$ 55,9 mi | +14% | 1,07% | 78,3% | 91 | 40,66% | 0,4 |
|
| 2247 |
2247
Roundview Capital
Princeton,
New Jersey
| US$ 463 mi | +US$ 19,3 mi | +4% | 1,62% | 77,7% | 224 | 2,68% | 3,5 |
|
| 2248 |
NC
2248
Nokomis Capital
Dallas,
Texas
| US$ 463 mi | -US$ 46,8 mi | -9% | 2,46% | 145% | 49 | 32,65% | 2 |
|
| 2249 |
2249
Heritage Trust
Oklahoma City,
Oklahoma
| US$ 463 mi | +US$ 12,9 mi | +3% | 1,42% | – | 195 | 11,79% | 2 |
|
| 2250 |
2250
Adelphi Capital
London,
United Kingdom
| US$ 463 mi | +US$ 36,2 mi | +8% | 3,88% | – | 4 | 50% | 1,8 |
|