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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Capital Planning Advisors
Roseville,
California
| US$ 344 mi | +US$ 3,17 mi | +0,9% | 1,02% | 64,2% | 159 | 32,08% | 1,8 |
|
| 2652 |
KCM
2652
Karp Capital Management
Sausalito,
California
| US$ 343 mi | +US$ 28 mi | +9% | 1,55% | 21,3% | 108 | 12,04% | 1,9 |
|
| 2653 |
2653
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 343 mi | +US$ 17,3 mi | +5% | 2,45% | 69,2% | 945 | 24,87% | 3 |
|
| 2654 |
2654
South Street Advisors
New York
| US$ 343 mi | +US$ 7,13 mi | +2% | 1,9% | 169% | 70 | 12,86% | 3,2 |
|
| 2655 |
2655
Shelter Mutual Insurance
Columbia,
Missouri
| US$ 343 mi | -US$ 7,66 mi | -2% | 1,02% | 51,2% | 45 | 4,44% | 4,8 |
|
| 2656 |
2656
SlateStone Wealth
Jupiter,
Florida
| US$ 343 mi | -US$ 12,6 mi | -4% | 0,87% | 79,1% | 186 | 15,05% | 0,6 |
|
| 2657 |
2657
RWWM Inc
Rocklin,
California
| US$ 342 mi | -US$ 18,4 mi | -5% | 2,25% | 40,6% | 14 | 7,14% | 3,9 |
|
| 2658 |
2658
Cowen Investment Management
New York
| US$ 341 mi | – | – | 2,04% | 1,87% | 95 | – | 0 |
|
| 2659 |
2659
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$ 341 mi | +US$ 9,6 mi | +3% | 2,35% | 52,3% | 30 | 6,67% | 1,8 |
|
| 2660 |
2660
Yakira Capital Management
Westport,
Connecticut
| US$ 341 mi | -US$ 170 mi | -33% | 3,22% | 74,1% | 194 | 46,39% | 0,9 |
|
| 2661 |
2661
Roble Belko & Company
Sewickley,
Pennsylvania
| US$ 341 mi | +US$ 17,2 mi | +5% | 0,21% | 53,3% | 362 | 8,84% | 2,7 |
|
| 2662 |
2662
Hyperion Asset Management
Brisbane,
Australia
| US$ 340 mi | -US$ 5,05 mi | -1% | 1,05% | 151% | 15 | 6,67% | 1,5 |
|
| 2663 |
2663
Dorchester Wealth Management
Montreal,
Quebec, Canada
| US$ 340 mi | +US$ 2,58 mi | +0,8% | 1,19% | 18,3% | 137 | 13,87% | 2,8 |
|
| 2664 |
2664
Aviance Capital Partners
Naples,
Florida
| US$ 340 mi | -US$ 22 mi | -6% | 1,12% | 109% | 233 | 17,17% | 3,5 |
|
| 2665 |
2665
HSG Holding
Na,
Hong Kong
| US$ 340 mi | -US$ 107 mi | -24% | 2,29% | 0,28% | 12 | 8,33% | 1,9 |
|
| 2666 |
2666
McCutchen Group
Seattle,
Washington
| US$ 339 mi | +US$ 14,9 mi | +5% | 0,45% | 2,54% | 25 | 0% | 4,1 |
|
| 2667 |
2667
Finepoint Capital
Boston,
Massachusetts
| US$ 339 mi | +US$ 145 mi | +74% | 71,9% | 27,4% | 4 | 100% | 0 |
|
| 2668 |
2668
Lancaster Investment Management
London,
United Kingdom
| US$ 339 mi | +US$ 44,2 mi | +15% | 11,5% | 0,78% | 14 | 35,71% | 0,5 |
|
| 2669 |
RTS
2669
Round Table Services
Westfield,
New Jersey
| US$ 338 mi | +US$ 13,7 mi | +4% | 0,54% | 16,1% | 152 | 17,11% | 2 |
|
| 2670 |
2670
Advisory Alpha
Holland,
Michigan
| US$ 338 mi | +US$ 38,3 mi | +13% | 0,1% | 50,3% | 870 | 86,32% | 0,2 |
|
| 2671 |
2671
Darwin Wealth Management
Tampa,
Florida
| US$ 338 mi | +US$ 14,8 mi | +5% | 1,95% | 56,8% | 152 | 8,55% | 1,6 |
|
| 2672 |
OH
2672
Overlook Holdings
Tortola,
British Virgin Islands
| US$ 337 mi | +US$ 53,3 mi | +19% | 2,08% | – | 3 | 33,33% | 3,3 |
|
| 2673 |
2673
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| US$ 337 mi | +US$ 2,3 mi | +0,7% | 0,31% | 104% | 97 | 8,25% | 3,3 |
|
| 2674 |
2674
NBW Capital
Boston,
Massachusetts
| US$ 337 mi | -US$ 26,8 mi | -7% | 0,85% | 86% | 76 | 5,26% | 3,4 |
|
| 2675 |
2675
Montecito Bank & Trust
Santa Barbara,
California
| US$ 337 mi | +US$ 5,47 mi | +2% | 1,06% | – | 218 | 8,26% | 3,3 |
|