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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Matisse Capital
Portland,
Oregon
| US$ 222 mi | +US$ 10,6 mi | +5% | 8,39% | 73,3% | 183 | 18,58% | 2,3 |
|
| 5702 |
LAI
5702
Legal Advantage Investments
Los Altos Hills,
California
| US$ 222 mi | +US$ 8,29 mi | +4% | 9,04% | 116% | 99 | 15,15% | 2,9 |
|
| 5703 |
YP
5703
YANKCOM Partnership
Yankton,
South Dakota
| US$ 222 mi | +US$ 17,7 mi | +9% | 7,65% | – | 336 | 21,73% | 0,7 |
|
| 5704 |
5704
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 222 mi | +US$ 17,6 mi | +9% | 7,66% | 63,8% | 85 | 5,88% | 4,4 |
|
| 5705 |
RA
5705
Ransom Advisory
Providence,
Rhode Island
| US$ 222 mi | +US$ 9,9 mi | +5% | 11,4% | – | 329 | 10,64% | 1,4 |
|
| 5706 |
5706
Ampersand Capital Group
Burlingame,
California
| US$ 222 mi | +US$ 21 mi | +10% | 6,16% | – | 7 | 0% | 0,8 |
|
| 5707 |
5707
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 222 mi | +US$ 11,3 mi | +5% | 6,04% | 50,2% | 15 | 0% | 3,5 |
|
| 5708 |
5708
Cordant Inc
Portland,
Oregon
| US$ 222 mi | +US$ 14,3 mi | +7% | 4,94% | 47% | 72 | 13,89% | 4,2 |
|
| 5709 |
5709
Prodigy Asset Management
Omaha,
Nebraska
| US$ 222 mi | +US$ 68,9 mi | +45% | 3,65% | – | 25 | 8% | 0,7 |
|
| 5710 |
5710
Sightline Wealth Advisors
Groton,
Connecticut
| US$ 221 mi | +US$ 14,4 mi | +7% | 5,38% | 48,5% | 96 | 9,38% | 2,4 |
|
| 5711 |
5711
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$ 221 mi | +US$ 19,1 mi | +9% | 7,92% | 104% | 269 | 7,43% | 8,3 |
|
| 5712 |
5712
Advantage Trust Company
Salina,
Kansas
| US$ 221 mi | +US$ 18,4 mi | +9% | 7,54% | 77,6% | 209 | 9,57% | 1,2 |
|
| 5713 |
FA
5713
FAI Advisors
Farmington Hills,
Michigan
| US$ 221 mi | +US$ 18 mi | +9% | 6,84% | – | 170 | 7,65% | 0,7 |
|
| 5714 |
5714
Optimist Retirement Group
Bellevue,
Washington
| US$ 221 mi | +US$ 12,7 mi | +6% | 7,46% | 92,2% | 131 | 20,61% | 1,2 |
|
| 5715 |
5715
Kaizen Financial Strategies
Campbell,
California
| US$ 221 mi | +US$ 24,4 mi | +12% | 11,7% | 126% | 169 | 21,89% | 2,1 |
|
| 5716 |
5716
Legacy Wealth Management (Idaho)
Boise,
Idaho
| US$ 221 mi | +US$ 29,1 mi | +15% | 3,91% | – | 843 | 18,51% | 0,8 |
|
| 5717 |
5717
Ridgecrest Wealth Partners
Mill Valley,
California
| US$ 221 mi | +US$ 31,7 mi | +17% | 12,9% | 103% | 119 | 7,56% | 3,1 |
|
| 5718 |
5718
Global Trust Asset Management
West Palm Beach,
Florida
| US$ 221 mi | +US$ 34,1 mi | +18% | 14% | 178% | 529 | 14,56% | 4 |
|
| 5719 |
MI
5719
Moneywise Inc
Forest,
Virginia
| US$ 221 mi | +US$ 7,77 mi | +4% | 6,9% | 60,8% | 79 | 15,19% | 3 |
|
| 5720 |
BCFD
5720
Boit C.F. David
| US$ 221 mi | +US$ 13,1 mi | +6% | 7,6% | 84,2% | 123 | 5,69% | 3,3 |
|
| 5721 |
5721
Silver Oak Advisory Group
Portland,
Oregon
| US$ 221 mi | +US$ 14,6 mi | +7% | 4,06% | 28,9% | 80 | 12,5% | 2,6 |
|
| 5722 |
5722
Beach Point Capital Management
Santa Monica,
California
| US$ 221 mi | -US$ 18,5 mi | -8% | 2,63% | 84,1% | 20 | 15% | 1,4 |
|
| 5723 |
5723
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$ 221 mi | +US$ 25,6 mi | +13% | 1,7% | 51,8% | 31 | 35,48% | 2,5 |
|
| 5724 |
5724
Shelton Wealth Management
Fort Worth,
Texas
| US$ 221 mi | +US$ 13,4 mi | +6% | 8,19% | 89,4% | 188 | 41,49% | 1,5 |
|
| 5725 |
5725
State Insurance Fund
New York
| US$ 221 mi | +US$ 14,4 mi | +7% | 6,96% | 77,9% | 1 | 0% | 1,8 |
|