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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Barnett & Company
Chattanooga,
Tennessee
| US$ 220 mi | +US$ 13,7 mi | +7% | 3,53% | 65,9% | 367 | 15,8% | 2,1 |
|
| 3277 |
3277
Summit Financial Strategies
Columbus,
Ohio
| US$ 219 mi | +US$ 13,5 mi | +7% | 5,04% | 59,4% | 63 | 15,87% | 2,2 |
|
| 3278 |
ITIM
3278
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 219 mi | +US$ 8,98 mi | +4% | 5,46% | 114% | 134 | 7,46% | 4 |
|
| 3279 |
MA
3279
Marshwinds Advisory
St Simons Island,
Georgia
| US$ 219 mi | +US$ 7,53 mi | +4% | 6,79% | 32,9% | 134 | 5,97% | 4,3 |
|
| 3280 |
3280
Boston Research & Management
Manchester,
Massachusetts
| US$ 219 mi | +US$ 15,6 mi | +8% | 7,75% | 53,2% | 101 | 3,96% | 4,3 |
|
| 3281 |
NG
3281
Northstar Group
New York
| US$ 219 mi | +US$ 22,4 mi | +11% | 8,98% | 63,9% | 132 | 7,58% | 2,8 |
|
| 3282 |
3282
AB CarVal Investors
Minneapolis,
Minnesota
| US$ 219 mi | +US$ 125 mi | +134% | 17,6% | 24% | 19 | 36,84% | 0,5 |
|
| 3283 |
3283
Patriot Financial Partners
Radnor,
Pennsylvania
| US$ 219 mi | +US$ 18,8 mi | +9% | 2,67% | 16,6% | 10 | 20% | 2 |
|
| 3284 |
TAM
3284
Taylor Asset Management
Toronto,
Ontario, Canada
| US$ 219 mi | +US$ 2,53 mi | +1% | 2,47% | 12,9% | 33 | 30,3% | 1,6 |
|
| 3285 |
3285
YorkBridge Wealth Partners
New York
| US$ 218 mi | -US$ 9,6 mi | -4% | 8,62% | 36,5% | 889 | 15,3% | 1,5 |
|
| 3286 |
3286
Zebra Capital Management
Stamford,
Connecticut
| US$ 218 mi | -US$ 15,2 mi | -7% | 2,59% | 142% | 492 | 49,39% | 1 |
|
| 3287 |
3287
Omnia Family Wealth
Aventura,
Florida
| US$ 218 mi | +US$ 4,49 mi | +2% | 3,17% | 80,6% | 603 | 6,63% | 1,5 |
|
| 3288 |
3288
TrueWealth LLC
Atlanta,
Georgia
| US$ 218 mi | +US$ 7,92 mi | +4% | 6,3% | – | 876 | 5,59% | 0,7 |
|
| 3289 |
3289
Glassman Wealth Services
Vienna,
Virginia
| US$ 218 mi | +US$ 16,8 mi | +8% | 4,92% | 62,6% | 1.054 | 11,95% | 1,6 |
|
| 3290 |
3290
Claar Advisors
New York
| US$ 218 mi | -US$ 7,74 mi | -3% | 3,07% | 65,5% | 36 | 30,56% | 1,1 |
|
| 3291 |
3291
Advisors Management Group
La Crosse,
Wisconsin
| US$ 218 mi | +US$ 7,59 mi | +4% | 2,64% | 125% | 84 | 2,38% | 2,1 |
|
| 3292 |
3292
Peavine Capital
Reno,
Nevada
| US$ 218 mi | +US$ 14,2 mi | +7% | 3,14% | 30,8% | 25 | 20% | 2,5 |
|
| 3293 |
3293
Stone Run Capital
New York
| US$ 218 mi | +US$ 28,1 mi | +15% | 10,2% | 77,8% | 69 | 5,8% | 3,9 |
|
| 3294 |
3294
Cribstone Capital Management
Augusta,
Maine
| US$ 218 mi | +US$ 13,9 mi | +7% | 5,06% | 22,4% | 819 | 6,96% | 1,6 |
|
| 3295 |
3295
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 218 mi | +US$ 16,2 mi | +8% | 7,67% | 101% | 134 | 8,21% | 3,1 |
|
| 3296 |
HIH
3296
HRS Investment Holdings
New York
| US$ 217 mi | +US$ 18,6 mi | +9% | 8,71% | 21,5% | 82 | 21,95% | 1,8 |
|
| 3297 |
3297
GenWealth Group
Maplewood,
New Jersey
| US$ 217 mi | +US$ 13,6 mi | +7% | 4,56% | 73,9% | 66 | 12,12% | 1 |
|
| 3298 |
3298
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$ 217 mi | +US$ 11 mi | +5% | 6,13% | 74% | 68 | 5,88% | 2,4 |
|
| 3299 |
3299
Mittleman Investment Management
Melville,
New York
| US$ 217 mi | +US$ 30,3 mi | +16% | 17,9% | 11,6% | 8 | 25% | 3,4 |
|
| 3300 |
3300
SC XII Management
Menlo Park,
California
| US$ 217 mi | +US$ 44,7 mi | +26% | 26% | 73,4% | 2 | 0% | 3,6 |
|