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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
KS
3001
Karpas Strategies
Litchfield,
Connecticut
| US$ 222 mi | +US$ 2,92 mi | +1% | 1,74% | 16,1% | 124 | 4,84% | 3,3 |
|
| 3002 |
CCM
3002
Carderock Capital Management
Chevy Chase,
Maryland
| US$ 222 mi | +US$ 5,5 mi | +3% | 5,67% | 88,6% | 77 | 5,19% | 3 |
|
| 3003 |
DLG
3003
Daniel L. Goodwin
| US$ 222 mi | -US$ 17,5 mi | -7% | 8,37% | 72,6% | 100 | 12% | 2,4 |
|
| 3004 |
PAS
3004
Partnervest Advisory Services
Santa Barbara,
California
| US$ 222 mi | +US$ 80 mil | +0% | 1,82% | 45,1% | 216 | 15,74% | 2 |
|
| 3005 |
HP
3005
HT Partners
Centerbrook,
Connecticut
| US$ 221 mi | +US$ 4,8 mi | +2% | 2,72% | 71,1% | 23 | 13,04% | 2 |
|
| 3006 |
FRM
3006
Fore Research & Management
New York
| US$ 221 mi | +US$ 140 mi | +172% | 0,17% | 1,94% | 64 | 71,88% | 0,1 |
|
| 3007 |
NIC
3007
Northwest Investment Counselors
Lake Oswego,
Oregon
| US$ 221 mi | +US$ 13,4 mi | +6% | 3,58% | 32,4% | 312 | 61,86% | 1,3 |
|
| 3008 |
TWMP
3008
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$ 221 mi | -US$ 3 mil | -0% | 4,9% | 62% | 173 | 8,67% | 1,6 |
|
| 3009 |
SM
3009
Salzhauer Michael
| US$ 221 mi | +US$ 11,7 mi | +6% | 2,32% | 107% | 172 | 10,47% | 2,2 |
|
| 3010 |
BA
3010
Bard Associates
Chicago,
Illinois
| US$ 220 mi | +US$ 5,25 mi | +2% | 4% | 241% | 197 | 11,68% | 2,6 |
|
| 3011 |
3011
Financial Management Professionals
Austin,
Texas
| US$ 220 mi | +US$ 24,4 mi | +12% | 2,42% | 62,1% | 342 | 19,3% | 2,5 |
|
| 3012 |
PFP
3012
Patriot Financial Partners
Radnor,
Pennsylvania
| US$ 220 mi | -US$ 81,7 mi | -27% | 3,42% | 16,6% | 12 | 25% | 2,5 |
|
| 3013 |
WIM
3013
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$ 220 mi | +US$ 12,7 mi | +6% | 0,4% | 89,9% | 78 | 6,41% | 0,5 |
|
| 3014 |
3014
Nicholas Hoffman & Company
Atlanta,
Georgia
| US$ 220 mi | +US$ 6,56 mi | +3% | 2,96% | 65,1% | 161 | 11,18% | 0,9 |
|
| 3015 |
BOS
3015
Bank of Stockton
Stockton,
California
| US$ 220 mi | +US$ 891 mil | +0,4% | 2,58% | 99,2% | 105 | 4,76% | 3,2 |
|
| 3016 |
3016
BSW Wealth Partners
Boulder,
Colorado
| US$ 220 mi | +US$ 17,7 mi | +9% | 3,01% | 75,4% | 86 | 19,77% | 2,1 |
|
| 3017 |
3017
Capital Impact Advisors
Boston,
Massachusetts
| US$ 220 mi | -US$ 31,3 mi | -12% | 9,91% | – | 158 | 5,06% | 1,8 |
|
| 3018 |
LPAM
3018
Legion Partners Asset Management
Los Angeles,
California
| US$ 220 mi | +US$ 36,9 mi | +20% | 14,8% | 206% | 15 | 46,67% | 0,4 |
|
| 3019 |
CCM
3019
Compton Capital Management
Providence,
Rhode Island
| US$ 219 mi | +US$ 15,7 mi | +8% | 3,29% | 75,6% | 153 | 13,07% | 3 |
|
| 3020 |
PGC
3020
Pacific Grove Capital
San Francisco,
California
| US$ 219 mi | +US$ 10 mi | +5% | 3,85% | 9,9% | 79 | 64,56% | 0,3 |
|
| 3021 |
WCMN
3021
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$ 219 mi | +US$ 10,9 mi | +5% | 1,72% | 107% | 35 | 8,57% | 3,2 |
|
| 3022 |
CBN
3022
Cadence Bank NA
Houston,
Texas
| US$ 219 mi | +US$ 2,28 mi | +1% | 1,32% | 33,3% | 151 | 14,57% | 2,6 |
|
| 3023 |
KSA
3023
Ken Stern & Associates
San Diego,
California
| US$ 219 mi | +US$ 6,02 mi | +3% | 4,61% | 39,4% | 118 | 10,17% | 1,2 |
|
| 3024 |
3024
Arete Wealth Advisors
Chicago,
Illinois
| US$ 219 mi | -US$ 10,5 mi | -5% | 0,19% | 85,3% | 244 | 22,95% | 1,2 |
|
| 3025 |
AIMU
3025
Allianz Investment Management US
Minneapolis,
Minnesota
| US$ 219 mi | +US$ 14,6 mi | +7% | 2,11% | 7,58% | 3 | 0% | 0,5 |
|