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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Crux Wealth Advisors
Long Beach,
California
| US$ 252 mi | +US$ 17,5 mi | +7% | 6,18% | – | 172 | 6,4% | 0,7 |
|
| 5327 |
5327
West Oak Capital
Westlake Village,
California
| US$ 252 mi | -US$ 3,16 mi | -1% | 7,89% | 110% | 322 | 18,01% | 7,1 |
|
| 5328 |
5328
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| US$ 252 mi | +US$ 23,3 mi | +10% | 6,04% | 55,5% | 65 | 15,38% | 1,8 |
|
| 5329 |
5329
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 252 mi | +US$ 10,2 mi | +4% | 4,6% | 62,3% | 82 | 0% | 1,8 |
|
| 5330 |
OIA
5330
Optimum Investment Advisors
Chicago,
Illinois
| US$ 252 mi | +US$ 21,8 mi | +9% | 11,4% | 125% | 631 | 5,55% | 6,5 |
|
| 5331 |
5331
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$ 252 mi | +US$ 23 mi | +10% | 15,9% | 89,9% | 78 | 6,41% | 5,5 |
|
| 5332 |
5332
Landmark Wealth Management (New York)
Melville,
New York
| US$ 252 mi | +US$ 17 mi | +7% | 4,76% | 42,7% | 89 | 6,74% | 1,9 |
|
| 5333 |
5333
Decatur Capital Management
Decatur,
Georgia
| US$ 252 mi | +US$ 23,5 mi | +10% | 14,1% | 155% | 43 | 18,6% | 4,3 |
|
| 5334 |
5334
Fedenia Advisers
Madison,
Wisconsin
| US$ 252 mi | +US$ 40,2 mi | +19% | 14,2% | – | 186 | 37,63% | 0,4 |
|
| 5335 |
5335
Vivid Wealth Management
West Des Moines,
Iowa
| US$ 252 mi | +US$ 24 mi | +11% | 8,75% | 107% | 71 | 18,31% | 1,1 |
|
| 5336 |
5336
Kennedy Investment Group
West Depford,
New Jersey
| US$ 252 mi | +US$ 16,1 mi | +7% | 8,23% | 95,4% | 144 | 9,72% | 2 |
|
| 5337 |
DI
5337
Disciplined Investments
Tulsa,
Oklahoma
| US$ 251 mi | +US$ 15,1 mi | +6% | 5,15% | 51,4% | 132 | 7,58% | 3,8 |
|
| 5338 |
5338
Deepwater Asset Management
Minneapolis,
Minnesota
| US$ 251 mi | -US$ 1,36 mi | -0,5% | 6,21% | 142% | 33 | 45,45% | 1 |
|
| 5339 |
5339
Sellwood Investment Partners
Portland,
Oregon
| US$ 251 mi | +US$ 41,9 mi | +20% | 5,35% | – | 107 | 54,21% | 0,3 |
|
| 5340 |
5340
Powers Advisory Group
Highland,
Illinois
| US$ 251 mi | +US$ 23,7 mi | +10% | 4,9% | 49,8% | 121 | 4,96% | 2,6 |
|
| 5341 |
5341
Summit Investment Advisory Services
Roseville,
Minnesota
| US$ 251 mi | +US$ 21,1 mi | +9% | 7,01% | 74,2% | 77 | 9,09% | 1,1 |
|
| 5342 |
SLA
5342
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$ 251 mi | +US$ 16,3 mi | +7% | 6,92% | 76,7% | 109 | 9,17% | 4,3 |
|
| 5343 |
5343
ECP ControlCo
Summit,
New Jersey
| US$ 251 mi | +US$ 35,7 mi | +17% | 12,8% | 42,5% | 4 | 0% | 2,9 |
|
| 5344 |
5344
Dover Advisors
Richmond,
Virginia
| US$ 251 mi | +US$ 23,8 mi | +10% | 7,29% | 65% | 175 | 12,57% | 1,6 |
|
| 5345 |
5345
Spreng Capital Management
Bucyrus,
Ohio
| US$ 251 mi | +US$ 8,85 mi | +4% | 7,21% | 84,4% | 79 | 7,59% | 4,2 |
|
| 5346 |
5346
Argentarii
Cincinnati,
Ohio
| US$ 251 mi | +US$ 32,7 mi | +15% | 11,6% | – | 174 | 15,52% | 0,6 |
|
| 5347 |
5347
Arrowroot Family Office
Marina Del Rey,
California
| US$ 251 mi | +US$ 27,5 mi | +12% | 5,9% | – | 149 | 12,75% | 1,8 |
|
| 5348 |
5348
Elevation Capital Advisory
Bend,
Oregon
| US$ 250 mi | +US$ 899 mil | +0,4% | 6,38% | – | 82 | 59,76% | 0,5 |
|
| 5349 |
OGF
5349
Orin Green Financial
San Diego,
California
| US$ 250 mi | +US$ 13,9 mi | +6% | 6,28% | 59,1% | 88 | 11,36% | 0,4 |
|
| 5350 |
5350
Adaptive Financial Consulting
Beachwood,
Ohio
| US$ 250 mi | +US$ 10,7 mi | +4% | 4,13% | 33,4% | 21 | 9,52% | 4,6 |
|