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
Siena Capital Partners
Chicago,
Illinois
| US$ 337 mi | +US$ 8,6 mi | +3% | 1,04% | 44,2% | 136 | 14,71% | 0,6 |
|
| 2702 |
2702
Kora Management
Brooklyn,
New York
| US$ 337 mi | +US$ 110 mi | +49% | 25,5% | 307% | 8 | 25% | 2 |
|
| 2703 |
MAA
2703
Mraz Amerine & Associates
Modesto,
California
| US$ 336 mi | +US$ 14,5 mi | +5% | 5,71% | 69,8% | 173 | 11,56% | 3,7 |
|
| 2704 |
2704
South Street Advisors
New York
| US$ 336 mi | +US$ 6,11 mi | +2% | 4,7% | 169% | 69 | 10,14% | 3,1 |
|
| 2705 |
2705
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| US$ 335 mi | +US$ 10,5 mi | +3% | 3,02% | 99,4% | 103 | 13,59% | 3,1 |
|
| 2706 |
2706
Greatmark Investment Partners
Columbus,
Georgia
| US$ 335 mi | +US$ 17,9 mi | +6% | 3,84% | 62% | 132 | 10,61% | 3,8 |
|
| 2707 |
2707
McAdam LLC
Philadelphia,
Pennsylvania
| US$ 335 mi | +US$ 33,3 mi | +11% | 2,67% | 65,4% | 79 | 15,19% | 1,6 |
|
| 2708 |
HA
2708
Harbor Advisors
West Palm Beach,
Florida
| US$ 335 mi | +US$ 24,3 mi | +8% | 7,97% | 125% | 170 | 8,24% | 1,9 |
|
| 2709 |
2709
Lenox Wealth Management
Cincinnati,
Ohio
| US$ 335 mi | +US$ 13,8 mi | +4% | 4,41% | 24,7% | 764 | 15,05% | 1,8 |
|
| 2710 |
KWMG
2710
King Wealth Management Group
Naples,
Florida
| US$ 334 mi | +US$ 14,9 mi | +5% | 4,15% | 86% | 142 | 9,15% | 3,3 |
|
| 2711 |
2711
Martin & Co
Knoxville,
Tennessee
| US$ 334 mi | +US$ 2,75 mi | +0,8% | 4,73% | 67,8% | 117 | 1,71% | 4,7 |
|
| 2712 |
ARMC
2712
American Research & Management Company
Marion,
Massachusetts
| US$ 334 mi | -US$ 16,3 mi | -5% | 1,63% | 35,1% | 385 | 12,47% | 4 |
|
| 2713 |
2713
Index Venture Growth Associates II
St. Helier, Channel Islands,
Jersey
| US$ 334 mi | +US$ 254 mi | +317% | 1,09% | – | 3 | 33,33% | 0,3 |
|
| 2714 |
2714
Opus Capital Group
Cincinnati,
Ohio
| US$ 334 mi | -US$ 41,2 mi | -11% | 2,75% | 49,7% | 235 | 37,87% | 2,7 |
|
| 2715 |
2715
Wilkins Investment Counsel
Boston,
Massachusetts
| US$ 333 mi | +US$ 2,21 mi | +0,7% | 1,2% | 56,2% | 75 | 4% | 5,1 |
|
| 2716 |
2716
Cubic Asset Management
Boston,
Massachusetts
| US$ 333 mi | -US$ 4,86 mi | -1% | 3,58% | 40,5% | 180 | 9,44% | 3,7 |
|
| 2717 |
2717
Vestar Capital Partners
New York
| US$ 333 mi | +US$ 144 mil | +0% | 5,34% | – | 1 | 0% | 2,8 |
|
| 2718 |
2718
Buckhead Capital Management
Atlanta,
Georgia
| US$ 333 mi | +US$ 12 mi | +4% | 4,98% | 67,6% | 92 | 11,96% | 4,7 |
|
| 2719 |
2719
Wealth Architects
Mountain View,
California
| US$ 332 mi | +US$ 11,2 mi | +4% | 3,4% | 80,1% | 143 | 13,29% | 3,2 |
|
| 2720 |
2720
13D Management
New York
| US$ 332 mi | -US$ 5,83 mi | -2% | 0,8% | 157% | 31 | 22,58% | 1,4 |
|
| 2721 |
2721
Lyell Wealth Management
Menlo Park,
California
| US$ 332 mi | +US$ 32,2 mi | +11% | 5,07% | 128% | 126 | 7,94% | 1,7 |
|
| 2722 |
2722
American Economic Planning Group
Warren,
New Jersey
| US$ 332 mi | +US$ 11,3 mi | +4% | 2,55% | 25,9% | 90 | 5,56% | 2,3 |
|
| 2723 |
2723
G.F.W. Energy X
Dallas,
Texas
| US$ 331 mi | -US$ 139 mi | -29% | 27,6% | 71,3% | 4 | 0% | 1,3 |
|
| 2724 |
2724
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$ 331 mi | +US$ 8,37 mi | +3% | 4,64% | 52,3% | 31 | 12,9% | 1,7 |
|
| 2725 |
2725
Pegasus Partners
Mequon,
Wisconsin
| US$ 331 mi | -US$ 11,8 mi | -3% | 3,36% | 32,6% | 184 | 33,7% | 1,6 |
|