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 |
3001
Ford Financial Group
Fresno,
California
| US$ 504 mi | +US$ 244 mi | +94% | 4,47% | 47,7% | 550 | 80,91% | 0,5 |
|
| 3002 |
3002
Mission Creek Capital Partners
San Francisco,
California
| US$ 503 mi | -US$ 33,2 mi | -6% | 0,57% | 148% | 265 | 17,36% | 1,5 |
|
| 3003 |
3003
Condire Management
Dallas,
Texas
| US$ 503 mi | +US$ 111 mi | +28% | 9,95% | 187% | 34 | 47,06% | 0,3 |
|
| 3004 |
3004
Sompo Asset Management
Tokyo,
Japan
| US$ 502 mi | +US$ 66,9 mi | +15% | 6,33% | 97,4% | 157 | 9,55% | 2,2 |
|
| 3005 |
CT
3005
Chicago Trust
Grayslake,
Illinois
| US$ 502 mi | +US$ 47 mi | +10% | 11,1% | 96,7% | 355 | 12,68% | 2,6 |
|
| 3006 |
3006
Taikang Asset Management (HK)
Hong Kong
| US$ 502 mi | +US$ 9,48 mi | +2% | 7,61% | 166% | 84 | 19,05% | 2,7 |
|
| 3007 |
3007
Cyrus Capital Partners
New York
| US$ 502 mi | +US$ 159 mi | +46% | 1,4% | 163% | 14 | 50% | 2,2 |
|
| 3008 |
3008
Austin Private Wealth
Austin,
Texas
| US$ 502 mi | +US$ 29,8 mi | +6% | 6,19% | 62,4% | 169 | 17,75% | 1 |
|
| 3009 |
3009
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$ 501 mi | -US$ 7,93 mi | -2% | 11,5% | 75,9% | 180 | 8,33% | 4,2 |
|
| 3010 |
3010
Wellington Shields & Co
New York
| US$ 501 mi | +US$ 214 mi | +75% | 11,4% | 127% | 248 | 19,76% | 2 |
|
| 3011 |
3011
IDG China Venture Capital Fund IV Associates
Hong Kong
| US$ 500 mi | -US$ 274 mi | -35% | 34,8% | 13,3% | 4 | 0% | 1,7 |
|
| 3012 |
BC
3012
Bruce & Co
Chicago,
Illinois
| US$ 500 mi | +US$ 29,5 mi | +6% | 11,1% | 94,5% | 31 | 0% | 5,4 |
|
| 3013 |
EVM
3013
Evelyn V. Moreno
| US$ 500 mi | +US$ 75,2 mi | +18% | 9,85% | 39,4% | 61 | 8,2% | 5,5 |
|
| 3014 |
3014
Acorn Financial Advisory Services
Reston,
Virginia
| US$ 500 mi | +US$ 176 mi | +55% | 5,25% | 108% | 221 | 6,33% | 1,4 |
|
| 3015 |
3015
Twin Focus Capital Partners
Boston,
Massachusetts
| US$ 500 mi | +US$ 71,3 mi | +17% | 5,03% | 112% | 234 | 22,65% | 2,4 |
|
| 3016 |
3016
Davide Leone & Partners Investment Company
London,
United Kingdom
| US$ 500 mi | -US$ 806 mi | -62% | 11,7% | 64,1% | 43 | 83,72% | 1,6 |
|
| 3017 |
3017
Meridian Wealth Partners
Exton,
Pennsylvania
| US$ 499 mi | +US$ 37 mi | +8% | 6,23% | 59% | 84 | 11,9% | 1,6 |
|
| 3018 |
MWM
3018
Madison Wealth Management
Cincinnati,
Ohio
| US$ 499 mi | +US$ 41,7 mi | +9% | 9% | 35,1% | 155 | 7,1% | 1,6 |
|
| 3019 |
3019
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| US$ 499 mi | +US$ 42,6 mi | +9% | 4,9% | 47% | 120 | 8,33% | 3,1 |
|
| 3020 |
3020
Arkansas Financial Group
Little Rock,
Arkansas
| US$ 498 mi | +US$ 42,6 mi | +9% | 4,68% | 41,4% | 47 | 8,51% | 3,6 |
|
| 3021 |
3021
Spirit of America Management Corp
Syosset,
New York
| US$ 498 mi | +US$ 33,6 mi | +7% | 10,9% | 113% | 252 | 7,54% | 4,7 |
|
| 3022 |
3022
Winthrop Advisory Group
Boston,
Massachusetts
| US$ 498 mi | +US$ 48,7 mi | +11% | 9,26% | 78,3% | 151 | 14,57% | 2,2 |
|
| 3023 |
3023
Marietta Wealth Management
Marietta,
Georgia
| US$ 498 mi | +US$ 39,9 mi | +9% | 8,71% | 93% | 119 | 8,4% | 3 |
|
| 3024 |
3024
Golden Gate Private Equity
San Francisco,
California
| US$ 498 mi | -US$ 67 mi | -12% | 9,22% | 8,72% | 6 | 0% | 1,2 |
|
| 3025 |
3025
Wealth Alliance
Mellville,
New York
| US$ 497 mi | +US$ 52 mi | +12% | 8,69% | 86,9% | 465 | 11,83% | 1,2 |
|