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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
7651
Strategic Wealth Advisors
Scottsdale,
Arizona
| US$ 125 mi | +US$ 7,75 mi | +7% | 0,53% | – | 273 | 6,96% | 0,2 |
|
| 7652 |
7652
WFA of San Diego
San Diego,
California
| US$ 125 mi | -US$ 12 mi | -9% | 0,63% | – | 425 | 10,59% | 2,6 |
|
| 7653 |
MSK
7653
Melissa S. Kampmann
| US$ 125 mi | -US$ 10,6 mi | -8% | 3,22% | 82,1% | 43 | 4,65% | 2,1 |
|
| 7654 |
7654
Canandaigua National Trust of Florida
Canandaigua,
New York
| US$ 125 mi | -US$ 35,3 mi | -22% | 2,31% | – | 139 | 29,5% | 1,3 |
|
| 7655 |
7655
Ponta Wealth Partners
Winter Park,
Florida
| US$ 124 mi | +US$ 17,1 mi | +16% | 1,76% | – | 144 | 24,31% | 0,2 |
|
| 7656 |
7656
Silver Grove Financial Group
Orchard Park,
New York
| US$ 124 mi | +US$ 8,89 mi | +8% | 1,2% | – | 524 | 75,76% | 0,1 |
|
| 7657 |
7657
Stephen J. Garry & Associates
Garden City,
New York
| US$ 124 mi | -US$ 1,74 mi | -1% | 1,76% | 67,2% | 54 | 11,11% | 1,7 |
|
| 7658 |
7658
Coquina Private Wealth LLC
Port Charlotte,
Florida
| US$ 124 mi | -US$ 436 mil | -0,3% | 2,57% | – | 100 | 14% | 0,2 |
|
| 7659 |
FPC
7659
Flax Pond Capital
Falmouth,
Massachusetts
| US$ 124 mi | -US$ 10,2 mi | -8% | 1,78% | – | 66 | 28,79% | 0,2 |
|
| 7660 |
7660
Katamaran Capital
London,
United Kingdom
| US$ 124 mi | -US$ 7,86 mi | -6% | 0,12% | – | 45 | 57,78% | 0,5 |
|
| 7661 |
7661
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$ 124 mi | +US$ 4,53 mi | +4% | 4,47% | 46,8% | 6 | 0% | 7,4 |
|
| 7662 |
7662
Talisman Wealth Advisors
Mountainside,
New Jersey
| US$ 124 mi | -US$ 4,38 mi | -3% | 0,6% | 70,8% | 122 | 22,95% | 2,4 |
|
| 7663 |
7663
O'Domhnaill Enterprises
Cody,
Wyoming
| US$ 124 mi | +US$ 17,3 mi | +16% | 10,3% | – | 76 | 50% | 0,2 |
|
| 7664 |
7664
NorthLanding Financial Partners
Rochester,
New York
| US$ 124 mi | -US$ 503 mil | -0,4% | 0,95% | 54,7% | 41 | 0% | 2,9 |
|
| 7665 |
7665
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| US$ 124 mi | +US$ 10,4 mi | +9% | 2,27% | – | 38 | 44,74% | 0,2 |
|
| 7666 |
7666
WJ Financial Advisors
Killingworth,
Connecticut
| US$ 124 mi | +US$ 11,5 mi | +10% | 0,33% | – | 129 | 11,63% | 0,4 |
|
| 7667 |
7667
E-Wealth Partners
Minnetonka,
Minnesota
| US$ 124 mi | +US$ 4,79 mi | +4% | 1,21% | – | 60 | 11,67% | 0,2 |
|
| 7668 |
7668
Marcho Partners
London,
United Kingdom
| US$ 124 mi | -US$ 40,9 mi | -25% | 12% | 115% | 7 | 28,57% | 3,2 |
|
| 7669 |
7669
Ally Bridge Group
New York
| US$ 124 mi | +US$ 27,8 mi | +29% | 23,1% | 844% | 32 | 59,38% | 0,3 |
|
| 7670 |
7670
Vigil Wealth Management
Ponte Vedra Beach,
Florida
| US$ 124 mi | +US$ 3,46 mi | +3% | 0,89% | – | 80 | 10% | 0,2 |
|
| 7671 |
7671
Family Legacy Financial Solutions
Cary,
North Carolina
| US$ 124 mi | -US$ 6 mi | -5% | 3,92% | – | 54 | 20,37% | 0,7 |
|
| 7672 |
7672
Post Resch Tallon Group
Pittsford,
New York
| US$ 124 mi | +US$ 5,33 mi | +4% | 0,35% | – | 127 | 19,69% | 1 |
|
| 7673 |
7673
EDMP Inc
Lutz,
Florida
| US$ 124 mi | +US$ 2,03 mi | +2% | 2,21% | 78% | 75 | 14,67% | 4,2 |
|
| 7674 |
7674
Town Capital
Bel Air,
Maryland
| US$ 124 mi | +US$ 1,44 mi | +1% | 1,52% | – | 100 | 40% | 0,2 |
|
| 7675 |
IFO
7675
Intrepid Family Office
Sarasota,
Florida
| US$ 124 mi | +US$ 7,59 mi | +7% | 4,52% | – | 50 | 48% | 1,4 |
|