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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
HA
3276
Hamel Associates
Chatham,
New Jersey
| US$ 201 mi | -US$ 30,1 mi | -13% | 8,42% | 59,4% | 97 | 8,25% | 3,3 |
|
| 3277 |
FNBOMD
3277
First National Bank of Mount Dora
Mount Dora,
Florida
| US$ 201 mi | -US$ 32,2 mi | -14% | 11,9% | 96,2% | 104 | 14,42% | 3,3 |
|
| 3278 |
3278
Birinyi Associates
Westport,
Connecticut
| US$ 200 mi | -US$ 80,7 mi | -29% | 16,3% | 134% | 97 | 23,71% | 3,9 |
|
| 3279 |
3279
Bogart Wealth LLC
Mclean,
Virginia
| US$ 200 mi | +US$ 27,7 mi | +16% | 11,5% | 60,5% | 388 | 19,33% | 1,1 |
|
| 3280 |
3280
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$ 200 mi | -US$ 35,5 mi | -15% | 12,1% | 52,5% | 77 | 7,79% | 2,8 |
|
| 3281 |
3281
Aveo Capital Partners
Englewood,
Colorado
| US$ 200 mi | -US$ 23,6 mi | -11% | 7,47% | 19,1% | 158 | 29,75% | 1,4 |
|
| 3282 |
3282
Valicenti Advisory Services
Elmira,
New York
| US$ 200 mi | -US$ 30,3 mi | -13% | 14,3% | 134% | 74 | 27,03% | 3 |
|
| 3283 |
3283
Viridian RIA
Bothell,
Washington
| US$ 200 mi | -US$ 26,5 mi | -12% | 13% | 63,1% | 61 | 31,15% | 0,5 |
|
| 3284 |
3284
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$ 200 mi | +US$ 37,4 mi | +23% | 10,2% | 45,6% | 62 | 17,74% | 1,5 |
|
| 3285 |
BCA
3285
Bray Capital Advisors
Naples,
Florida
| US$ 200 mi | -US$ 26,7 mi | -12% | 12% | 36,6% | 393 | 15,78% | 1,3 |
|
| 3286 |
3286
Cahill Financial Advisors
Edina,
Minnesota
| US$ 200 mi | -US$ 26,8 mi | -12% | 12,5% | 55,9% | 159 | 13,84% | 3 |
|
| 3287 |
3287
Farmers & Merchants Trust Company
Long Beach,
California
| US$ 199 mi | – | – | 8,21% | 79,8% | 136 | – | 0 |
|
| 3288 |
3288
Silicon Valley Capital Partners
San Jose,
California
| US$ 199 mi | -US$ 40,7 mi | -17% | 14,9% | 103% | 33 | 39,39% | 1,7 |
|
| 3289 |
3289
Alpha Omega Wealth Management
Richmond,
Virginia
| US$ 199 mi | -US$ 24,2 mi | -11% | 10,7% | 65,9% | 518 | 10,04% | 1,9 |
|
| 3290 |
3290
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$ 199 mi | -US$ 8,06 mi | -4% | 9,9% | 151% | 98 | 41,84% | 0,7 |
|
| 3291 |
3291
Kestrel Investment Management
San Mateo,
California
| US$ 199 mi | -US$ 48,1 mi | -20% | 16,8% | 99,8% | 52 | 25% | 1,1 |
|
| 3292 |
3292
HMS Capital Management
Nashville,
Tennessee
| US$ 199 mi | -US$ 3,19 mi | -2% | 15% | 140% | 232 | 32,76% | 1 |
|
| 3293 |
3293
Covenant Asset Management
Chester,
New Jersey
| US$ 198 mi | -US$ 7 mil | -0% | 18% | 177% | 137 | 0% | 1,6 |
|
| 3294 |
3294
Southport Capital Management
Chattanooga,
Tennessee
| US$ 198 mi | -US$ 37,3 mi | -16% | 13,6% | 80% | 651 | 74,65% | 3,4 |
|
| 3295 |
3295
Bank OZK
Little Rock,
Arkansas
| US$ 198 mi | -US$ 52,9 mi | -21% | 17% | 112% | 136 | 8,82% | 3,8 |
|
| 3296 |
3296
Point View Wealth Management
Summit,
New Jersey
| US$ 198 mi | -US$ 26,6 mi | -12% | 12,4% | 27% | 280 | 12,14% | 3,4 |
|
| 3297 |
3297
Strategic Wealth Partners
Independence,
Ohio
| US$ 198 mi | +US$ 10,6 mi | +6% | 8,15% | – | 747 | 15,53% | 0,8 |
|
| 3298 |
3298
Iowa State Bank
Urbandale,
Iowa
| US$ 198 mi | -US$ 26,4 mi | -12% | 9,18% | 85,7% | 103 | 3,88% | 3,5 |
|
| 3299 |
3299
Artemis Wealth Advisors
New York
| US$ 198 mi | +US$ 14 mi | +8% | 17% | 180% | 42 | 30,95% | 1,1 |
|
| 3300 |
AWW
3300
Alan W. Weber
| US$ 198 mi | -US$ 65,4 mi | -25% | 17,7% | 191% | 80 | 13,75% | 2,4 |
|