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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$ 297 mi | +US$ 17,4 mi | +6% | 8,19% | 65,9% | 207 | 8,7% | 2,8 |
|
| 4027 |
4027
Black Diamond Financial
Towson,
Maryland
| US$ 297 mi | +US$ 88,7 mi | +43% | 7,2% | 68,3% | 96 | 19,79% | 1,9 |
|
| 4028 |
GDWAM
4028
Gold Dragon Worldwide Asset Management
Central,
Hong Kong
| US$ 297 mi | +US$ 79,8 mi | +37% | 0,9% | – | 7 | 57,14% | 0,4 |
|
| 4029 |
4029
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$ 297 mi | +US$ 21,9 mi | +8% | 8,26% | 64,1% | 200 | 4,5% | 3,7 |
|
| 4030 |
4030
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$ 297 mi | +US$ 30,4 mi | +11% | 5,92% | 74,6% | 180 | 16,11% | 0,6 |
|
| 4031 |
4031
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$ 297 mi | +US$ 22,7 mi | +8% | 9,85% | 76,5% | 104 | 3,85% | 4,2 |
|
| 4032 |
4032
Northcape Wealth Management
Williamsville,
New York
| US$ 297 mi | – | – | 6,8% | 74% | 132 | – | 0 |
|
| 4033 |
4033
High Note Wealth
Deephaven,
Minnesota
| US$ 296 mi | +US$ 19 mi | +7% | 6,09% | 82,8% | 89 | 13,48% | 0,9 |
|
| 4034 |
4034
Goodman Advisory Group
Needham,
Massachusetts
| US$ 296 mi | – | – | 6,11% | 101% | 61 | – | 0 |
|
| 4035 |
4035
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| US$ 296 mi | +US$ 24,3 mi | +9% | 7,52% | 62,3% | 110 | 7,27% | 4 |
|
| 4036 |
4036
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 296 mi | +US$ 16,3 mi | +6% | 11,4% | 101% | 133 | 9,02% | 5 |
|
| 4037 |
4037
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$ 295 mi | +US$ 21,9 mi | +8% | 9,85% | 74% | 141 | 12,77% | 1,9 |
|
| 4038 |
4038
Asset Allocation & Management Company
Chicago,
Illinois
| US$ 295 mi | +US$ 111 mi | +60% | 6,16% | 58,5% | 116 | 68,1% | 0,5 |
|
| 4039 |
4039
Arlington Financial Advisors
Santa Barbara,
California
| US$ 295 mi | +US$ 39,9 mi | +16% | 6,66% | 67,6% | 85 | 34,12% | 1,9 |
|
| 4040 |
4040
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$ 295 mi | +US$ 76,7 mi | +35% | 3,2% | 116% | 331 | 15,41% | 0,8 |
|
| 4041 |
4041
Old Port Advisors
Portland,
Maine
| US$ 295 mi | +US$ 19,3 mi | +7% | 8,84% | 114% | 232 | 9,48% | 2,3 |
|
| 4042 |
4042
Essex Savings Bank
Essex,
Connecticut
| US$ 295 mi | +US$ 20,1 mi | +7% | 11,4% | 95,2% | 227 | 10,57% | 2,1 |
|
| 4043 |
4043
Arcus Capital Partners
Atlanta,
Georgia
| US$ 295 mi | +US$ 28,3 mi | +11% | 8,01% | 69,2% | 119 | 24,37% | 1,9 |
|
| 4044 |
4044
Trinity Legacy Partners
Houston,
Texas
| US$ 295 mi | +US$ 16,4 mi | +6% | 9% | 63,3% | 122 | 25,41% | 1,2 |
|
| 4045 |
4045
Miramar Capital
Northbrook,
Illinois
| US$ 295 mi | +US$ 44,1 mi | +18% | 10,7% | 47,3% | 60 | 15% | 1,9 |
|
| 4046 |
4046
Magma Venture Partners General Partner
Tel Aviv,
Israel
| US$ 295 mi | – | – | 33,2% | 4,7% | 3 | – | 0 |
|
| 4047 |
4047
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$ 295 mi | +US$ 9,8 mi | +3% | 8,26% | 59,2% | 61 | 26,23% | 3,7 |
|
| 4048 |
DMKJ
4048
David M. Knott Jr
| US$ 295 mi | – | – | 14% | 169% | 133 | – | 0 |
|
| 4049 |
4049
Archer Investment Corporation
Carmel,
Indiana
| US$ 295 mi | +US$ 27,2 mi | +10% | 8,98% | 76,1% | 833 | 17,89% | 1,5 |
|
| 4050 |
4050
Ovata Capital Management
Hong Kong
| US$ 294 mi | +US$ 34 mi | +13% | 7,41% | 69,1% | 86 | 75,58% | 0,4 |
|