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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Focused Wealth Management
Newburgh,
New York
| US$ 300 mi | +US$ 32 mi | +12% | 3,94% | 73,9% | 788 | 18,91% | 2,9 |
|
| 2602 |
RC
2602
Reik & Co
New York
| US$ 300 mi | +US$ 225 mil | +0,1% | 0,29% | 38,6% | 45 | 0% | 3,6 |
|
| 2603 |
2603
Naples Global Advisors
Naples,
Florida
| US$ 300 mi | +US$ 17,6 mi | +6% | 4,29% | 103% | 276 | 7,25% | 2,5 |
|
| 2604 |
KCP
2604
KDI Capital Partners
Raleigh,
North Carolina
| US$ 299 mi | +US$ 5,95 mi | +2% | 3,84% | 77,1% | 64 | 18,75% | 1,7 |
|
| 2605 |
2605
Flagship Pioneering
Cambridge,
Massachusetts
| US$ 299 mi | +US$ 15,4 mi | +5% | 33,8% | 13,3% | 4 | 0% | 1 |
|
| 2606 |
2606
Palouse Capital Management
Spokane,
Washington
| US$ 299 mi | +US$ 24 mi | +9% | 3,36% | 67,8% | 114 | 17,54% | 1,6 |
|
| 2607 |
2607
Azzad Asset Management
Falls Church,
Virginia
| US$ 299 mi | +US$ 20,1 mi | +7% | 5,59% | 101% | 301 | 8,97% | 2,1 |
|
| 2608 |
2608
Mountain Lake Investment Management
Boca Raton,
Florida
| US$ 299 mi | +US$ 44,5 mi | +18% | 10,2% | 64% | 35 | 28,57% | 1 |
|
| 2609 |
PI
2609
PHH Investments
Addison,
Texas
| US$ 299 mi | +US$ 7,74 mi | +3% | 2,87% | 30,9% | 76 | 19,74% | 0,6 |
|
| 2610 |
2610
City Holding Co
Charleston,
West Virginia
| US$ 299 mi | +US$ 14,9 mi | +5% | 4,55% | 89,2% | 617 | 11,67% | 2,5 |
|
| 2611 |
OIA
2611
Optimum Investment Advisors
Chicago,
Illinois
| US$ 299 mi | +US$ 9,6 mi | +3% | 4,62% | 125% | 318 | 13,84% | 2,7 |
|
| 2612 |
2612
Laurel Wealth Advisors (California)
Solana Beach,
California
| US$ 298 mi | +US$ 16,8 mi | +6% | 3,66% | 33% | 355 | 16,9% | 1,1 |
|
| 2613 |
PCMK
2613
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 298 mi | -US$ 13,6 mi | -4% | 4,34% | 87,5% | 61 | 8,2% | 3,3 |
|
| 2614 |
2614
Whitney & Co
Rochester,
New York
| US$ 298 mi | -US$ 6,98 mi | -2% | 4,15% | 93,2% | 107 | 2,8% | 3,1 |
|
| 2615 |
SFSIG
2615
San Francisco Sentry Investment Group
San Francisco,
California
| US$ 298 mi | +US$ 17 mi | +6% | 5,2% | 436% | 955 | 22,41% | 0,7 |
|
| 2616 |
2616
Hunting Hill Global Capital
New York
| US$ 298 mi | -US$ 86 mi | -22% | 11,1% | 132% | 29 | 62,07% | 0,3 |
|
| 2617 |
2617
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$ 297 mi | +US$ 8,09 mi | +3% | 2,55% | 78,9% | 145 | 6,9% | 2,6 |
|
| 2618 |
2618
United Fire Group
Cedar Rapids,
Iowa
| US$ 297 mi | +US$ 15,2 mi | +5% | 6,3% | 27,4% | 118 | 4,24% | 3,7 |
|
| 2619 |
RIM
2619
Regent Investment Management
Louisville,
Kentucky
| US$ 297 mi | +US$ 12,8 mi | +5% | 4,57% | 44% | 221 | 9,5% | 2,8 |
|
| 2620 |
2620
Welch Capital Partners
Harrison,
New York
| US$ 297 mi | -US$ 5,22 mi | -2% | 1,07% | 79,2% | 48 | 20,83% | 1,8 |
|
| 2621 |
2621
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 296 mi | +US$ 44,4 mi | +18% | 2,94% | 86,3% | 198 | 37,88% | 1,1 |
|
| 2622 |
JA
2622
JVL Advisors
Houston,
Texas
| US$ 296 mi | -US$ 5,76 mi | -2% | 14,3% | 89,4% | 13 | 46,15% | 2,4 |
|
| 2623 |
2623
Farmers Trust Company
Youngstown,
Ohio
| US$ 296 mi | +US$ 13,8 mi | +5% | 3,72% | 73,5% | 139 | 9,35% | 3 |
|
| 2624 |
2624
KG Funds Management
New York
| US$ 296 mi | +US$ 69 mi | +30% | 7,8% | 45,8% | 9 | 22,22% | 1 |
|
| 2625 |
2625
WrapManager Inc
Mill Valley,
California
| US$ 296 mi | +US$ 9,25 mi | +3% | 2,93% | 64,6% | 252 | 11,11% | 1,4 |
|