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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Financial Enhancement Group
Anderson,
Indiana
| US$ 329 mi | +US$ 10,4 mi | +3% | 9,41% | 62,2% | 350 | 37,71% | 1 |
|
| 2702 |
2702
Calton & Associates
Tampa,
Florida
| US$ 328 mi | +US$ 56,4 mi | +21% | 11,4% | 73,9% | 289 | 31,49% | 0,8 |
|
| 2703 |
2703
PFG Advisors
Phoenix,
Arizona
| US$ 328 mi | +US$ 9,41 mi | +3% | 12,6% | 82,7% | 316 | 16,46% | 0,7 |
|
| 2704 |
2704
Dorchester Wealth Management
Montreal,
Quebec, Canada
| US$ 328 mi | +US$ 40,7 mi | +14% | 12,6% | 18,3% | 135 | 16,3% | 2,4 |
|
| 2705 |
FPFS
2705
First Personal Financial Services
Charlotte,
North Carolina
| US$ 328 mi | +US$ 37,9 mi | +13% | 12,2% | 31,5% | 712 | 12,08% | 2,3 |
|
| 2706 |
2706
Capital Planning Advisors
Roseville,
California
| US$ 328 mi | +US$ 52,9 mi | +19% | 12,8% | 64,2% | 126 | 15,87% | 2,1 |
|
| 2707 |
2707
AIA Investment Management
Singapore
| US$ 327 mi | +US$ 85,1 mi | +35% | 27,6% | 63,3% | 14 | 28,57% | 0,8 |
|
| 2708 |
2708
Montecito Bank & Trust
Santa Barbara,
California
| US$ 327 mi | +US$ 37,8 mi | +13% | 12% | – | 215 | 14,42% | 2,9 |
|
| 2709 |
2709
Kontiki Capital Management (HK)
Hong Kong
| US$ 327 mi | +US$ 100 mi | +44% | 36,1% | 90,6% | 7 | 42,86% | 0,8 |
|
| 2710 |
2710
America First Investment Advisors
Omaha,
Nebraska
| US$ 326 mi | +US$ 27,1 mi | +9% | 10,5% | 88,8% | 96 | 6,25% | 4,3 |
|
| 2711 |
2711
Corsair Capital Management
New York
| US$ 326 mi | +US$ 12,6 mi | +4% | 17,5% | 435% | 75 | 26,67% | 1,8 |
|
| 2712 |
2712
SlateStone Wealth
Jupiter,
Florida
| US$ 326 mi | +US$ 108 mi | +50% | 13% | 79,1% | 165 | 44,24% | 0,1 |
|
| 2713 |
2713
Forest Hill Capital
Little Rock,
Arkansas
| US$ 325 mi | +US$ 8,81 mi | +3% | 6,75% | 132% | 61 | 14,75% | 3 |
|
| 2714 |
YRHAM
2714
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| US$ 325 mi | +US$ 177 mi | +119% | 17,9% | 1.944% | 33 | 69,7% | 0,3 |
|
| 2715 |
2715
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 325 mi | +US$ 33,2 mi | +11% | 8,89% | 12,6% | 195 | 10,26% | 2 |
|
| 2716 |
2716
G2 Investment Partners Management
New York
| US$ 325 mi | +US$ 84,4 mi | +35% | 24,1% | 1.145% | 84 | 50% | 1 |
|
| 2717 |
HJA
2717
Hugh Johnson Advisors
Albany,
New York
| US$ 325 mi | +US$ 53,4 mi | +20% | 12,1% | 41,5% | 94 | 11,7% | 3,8 |
|
| 2718 |
2718
Glade Brook Capital Partners
Greenwich,
Connecticut
| US$ 325 mi | – | – | 0% | – | 1 | – | 0 |
|
| 2719 |
2719
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| US$ 325 mi | -US$ 302 mi | -48% | 15,8% | 104% | 108 | 19,44% | 3 |
|
| 2720 |
2720
Parker Investment Management
Menlo Park,
California
| US$ 323 mi | +US$ 58,7 mi | +22% | 14% | 208% | 42 | 35,71% | 1,1 |
|
| 2721 |
2721
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 323 mi | +US$ 35,5 mi | +12% | 14,1% | 69,2% | 1.014 | 32,25% | 3 |
|
| 2722 |
2722
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$ 323 mi | +US$ 54,9 mi | +20% | 14,7% | 52,3% | 32 | 15,63% | 1,5 |
|
| 2723 |
CCM
2723
Castine Capital Management
Boston,
Massachusetts
| US$ 323 mi | +US$ 30,1 mi | +10% | 8,07% | 13,9% | 48 | 39,58% | 1,7 |
|
| 2724 |
2724
Veritas Investment Management (UK)
London,
United Kingdom
| US$ 322 mi | +US$ 15,8 mi | +5% | 13,2% | 151% | 37 | 5,41% | 3,1 |
|
| 2725 |
MAA
2725
Mraz Amerine & Associates
Modesto,
California
| US$ 322 mi | +US$ 19,9 mi | +7% | 6,92% | 63,2% | 168 | 12,5% | 3,6 |
|