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 |
IFO
7776
Intrepid Family Office
Sarasota,
Florida
| US$ 135 mi | +US$ 11,6 mi | +9% | 7,3% | – | 46 | 39,13% | 1,6 |
|
| 7777 |
7777
RD Lewis Holdings
Maitland,
Florida
| US$ 135 mi | +US$ 19,7 mi | +17% | 17,8% | – | 91 | 7,69% | 1,3 |
|
| 7778 |
7778
Granite Islands Private Wealth
Guilford,
Connecticut
| US$ 135 mi | +US$ 26,7 mi | +25% | 21,2% | – | 82 | 19,51% | 0,4 |
|
| 7779 |
7779
Lakeshore Capital Group
Rolling Meadows,
Illinois
| US$ 135 mi | +US$ 12,6 mi | +10% | 13,3% | – | 79 | 10,13% | 1,3 |
|
| 7780 |
7780
Barnett & Company
Chattanooga,
Tennessee
| US$ 135 mi | +US$ 6,39 mi | +5% | 14,2% | 65,9% | 95 | 16,84% | 3,9 |
|
| 7781 |
7781
Titan Investment Management
Indianapolis,
Indiana
| US$ 135 mi | +US$ 21,7 mi | +19% | 30,8% | – | 41 | 17,07% | 0,4 |
|
| 7782 |
7782
BFI Wealth Solutions
Dallas,
Texas
| US$ 135 mi | +US$ 30,8 mi | +30% | 7,68% | – | 83 | 10,84% | 0,4 |
|
| 7783 |
7783
Benningfield Financial Advisors
San Francisco,
California
| US$ 135 mi | +US$ 8,28 mi | +7% | 6,51% | – | 19 | 5,26% | 1,2 |
|
| 7784 |
7784
Paragon Capital Management (Utah)
Provo,
Utah
| US$ 135 mi | +US$ 16,9 mi | +14% | 27,6% | 72,3% | 90 | 33,33% | 1,6 |
|
| 7785 |
7785
Western Reserve Capital Management
Hudson,
Ohio
| US$ 135 mi | +US$ 13,1 mi | +11% | 9,61% | – | 56 | 16,07% | 0,4 |
|
| 7786 |
7786
Piper Sandler & Co
Minneapolis,
Minnesota
| US$ 135 mi | +US$ 32,9 mi | +32% | 0,01% | 0,05% | 21 | 14,29% | 0,3 |
|
| 7787 |
7787
Stirlingshire Investments
New York
| US$ 135 mi | +US$ 20,8 mi | +18% | 15% | – | 255 | 36,47% | 0,3 |
|
| 7788 |
7788
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| US$ 135 mi | +US$ 8,06 mi | +6% | 16,6% | – | 143 | 30,07% | 1 |
|
| 7789 |
7789
Andrew Hill Investment Advisors
Naples,
Florida
| US$ 135 mi | +US$ 22,5 mi | +20% | 16,3% | 269% | 68 | 36,76% | 1,2 |
|
| 7790 |
7790
Oath Planning
Tulsa,
Oklahoma
| US$ 135 mi | +US$ 22,2 mi | +20% | 9,22% | – | 73 | 8,22% | 0,5 |
|
| 7791 |
7791
RM Financial Services
Falmouth,
Maine
| US$ 135 mi | +US$ 18,6 mi | +16% | 11,3% | – | 81 | 9,88% | 0,5 |
|
| 7792 |
7792
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$ 135 mi | +US$ 9,17 mi | +7% | 6,4% | – | 34 | 52,94% | 1,3 |
|
| 7793 |
7793
BLVD Private Wealth
Prospect,
Kentucky
| US$ 135 mi | +US$ 19,5 mi | +17% | 23,8% | – | 79 | 29,11% | 0,7 |
|
| 7794 |
SIM
7794
Summitas Investment Management
Mckinney,
Texas
| US$ 135 mi | +US$ 7,03 mi | +6% | 11,6% | – | 10 | 0% | 0,5 |
|
| 7795 |
7795
Life Planning Partners
Jacksonville,
Florida
| US$ 135 mi | +US$ 3,53 mi | +3% | 9,67% | 50,3% | 74 | 12,16% | 3,4 |
|
| 7796 |
7796
Fountainhead AM
Warren,
New Jersey
| US$ 135 mi | +US$ 23,1 mi | +21% | 16,6% | 65,6% | 250 | 25,6% | 1,8 |
|
| 7797 |
7797
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$ 135 mi | +US$ 10,3 mi | +8% | 10,1% | 46,8% | 6 | 0% | 7,7 |
|
| 7798 |
7798
Tenet Wealth Partners
Champaign,
Illinois
| US$ 134 mi | – | – | 11,1% | – | 101 | – | 0 |
|
| 7799 |
7799
Athena Wealth Management
Reno,
Nevada
| US$ 134 mi | +US$ 12,2 mi | +10% | 8,93% | – | 126 | 33,33% | 0,4 |
|
| 7800 |
7800
Talisman Wealth Advisors
Mountainside,
New Jersey
| US$ 134 mi | +US$ 10,3 mi | +8% | 13% | 70,8% | 151 | 60,26% | 1,6 |
|