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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
PSC
7776
Piper Sandler & Co
Minneapolis,
Minnesota
| US$ 135 mi | +US$ 32,9 mi | +32% | 0,01% | 0,04% | 21 | 14,29% | 0,3 |
|
| 7777 |
SI
7777
Stirlingshire Investments
New York
| US$ 135 mi | +US$ 20,8 mi | +18% | 15% | – | 255 | 36,47% | 0,3 |
|
| 7778 |
PAG
7778
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| US$ 135 mi | +US$ 8,06 mi | +6% | 16,6% | – | 143 | 30,07% | 1 |
|
| 7779 |
AHIA
7779
Andrew Hill Investment Advisors
Naples,
Florida
| US$ 135 mi | +US$ 22,5 mi | +20% | 16,3% | – | 68 | 36,76% | 1,2 |
|
| 7780 |
OP
7780
Oath Planning
Tulsa,
Oklahoma
| US$ 135 mi | +US$ 22,2 mi | +20% | 9,22% | – | 73 | 8,22% | 0,5 |
|
| 7781 |
RFS
7781
RM Financial Services
Falmouth,
Maine
| US$ 135 mi | +US$ 18,6 mi | +16% | 11,3% | – | 81 | 9,88% | 0,5 |
|
| 7782 |
VWM
7782
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$ 135 mi | +US$ 9,17 mi | +7% | 6,4% | – | 34 | 52,94% | 1,3 |
|
| 7783 |
BPW
7783
BLVD Private Wealth
Prospect,
Kentucky
| US$ 135 mi | +US$ 19,5 mi | +17% | 23,8% | – | 79 | 29,11% | 0,7 |
|
| 7784 |
SIM
7784
Summitas Investment Management
Mckinney,
Texas
| US$ 135 mi | +US$ 7,03 mi | +6% | 11,6% | – | 10 | 0% | 0,5 |
|
| 7785 |
LPP
7785
Life Planning Partners
Jacksonville,
Florida
| US$ 135 mi | +US$ 3,53 mi | +3% | 9,67% | – | 74 | 12,16% | 3,4 |
|
| 7786 |
FA
7786
Fountainhead AM
Warren,
New Jersey
| US$ 135 mi | +US$ 23,1 mi | +21% | 16,6% | 65,6% | 250 | 25,6% | 1,8 |
|
| 7787 |
CBCM
7787
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$ 135 mi | +US$ 10,3 mi | +8% | 10,1% | 46,8% | 6 | 0% | 7,7 |
|
| 7788 |
TWP
7788
Tenet Wealth Partners
Champaign,
Illinois
| US$ 134 mi | – | – | 11,1% | – | 101 | – | 0 |
|
| 7789 |
AWM
7789
Athena Wealth Management
Reno,
Nevada
| US$ 134 mi | +US$ 12,2 mi | +10% | 8,93% | – | 126 | 33,33% | 0,4 |
|
| 7790 |
TWA
7790
Talisman Wealth Advisors
Mountainside,
New Jersey
| US$ 134 mi | +US$ 10,3 mi | +8% | 13% | 70,8% | 151 | 60,26% | 1,6 |
|
| 7791 |
PL
7791
PeakShares LLC
Tampa,
Florida
| US$ 134 mi | +US$ 25,4 mi | +23% | 34,2% | – | 133 | 21,05% | 0,4 |
|
| 7792 |
RTC
7792
Real Talk Capital
Franklin,
Tennessee
| US$ 134 mi | +US$ 28,3 mi | +27% | 16,4% | – | 105 | 13,33% | 1,1 |
|
| 7793 |
HIFS
7793
Hingham Institution for Savings
Hingham,
Massachusetts
| US$ 134 mi | +US$ 21,1 mi | +19% | 14,4% | – | 16 | 12,5% | 0,4 |
|
| 7794 |
BCM
7794
Boreal Capital Management
Miami,
Florida
| US$ 134 mi | +US$ 11,3 mi | +9% | 18,4% | – | 523 | 15,87% | 0,8 |
|
| 7795 |
KIA
7795
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$ 134 mi | +US$ 11,4 mi | +9% | 15,2% | 80,5% | 107 | 11,21% | 2,6 |
|
| 7796 |
VCWM
7796
Vista Cima Wealth Management
Surprise,
Arizona
| US$ 134 mi | +US$ 33 mi | +33% | 18,9% | – | 52 | 13,46% | 1,2 |
|
| 7797 |
LA
7797
LWM Advisors
El Dorado Hills,
California
| US$ 134 mi | +US$ 18,8 mi | +16% | 14,1% | – | 37 | 24,32% | 1,1 |
|
| 7798 |
AFP
7798
Arnold Financial Planning
Hiawatha,
Iowa
| US$ 134 mi | +US$ 27,1 mi | +25% | 9,94% | – | 42 | 40,48% | 0,3 |
|
| 7799 |
WA
7799
Waystone Advisors
Redmond,
Washington
| US$ 134 mi | +US$ 22,2 mi | +20% | 14,9% | – | 120 | 24,17% | 0,4 |
|
| 7800 |
AWA
7800
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| US$ 134 mi | +US$ 19,3 mi | +17% | 14,5% | – | 125 | 12,8% | 0,4 |
|