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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Inherent Group
New York
| US$ 165 mi | – | – | 17,4% | 61,7% | 7 | – | 0 |
|
| 3602 |
PSG
3602
Planning Solutions Group
Fulton,
Maryland
| US$ 164 mi | – | – | 11,2% | – | 122 | – | 0 |
|
| 3603 |
3603
Thomas Story & Son
Culver,
Indiana
| US$ 164 mi | -US$ 24,8 mi | -13% | 10,6% | 101% | 57 | 10,53% | 3,9 |
|
| 3604 |
3604
Alera Investment Advisors
Deerfield,
Illinois
| US$ 164 mi | – | – | 12,2% | 28,9% | 1.207 | – | 0 |
|
| 3605 |
3605
Patriot Financial Partners
Radnor,
Pennsylvania
| US$ 164 mi | -US$ 54,5 mi | -25% | 26,4% | 16,6% | 11 | 18,18% | 1,7 |
|
| 3606 |
3606
University of Chicago
Chicago,
Illinois
| US$ 164 mi | -US$ 25,9 mi | -14% | 13,4% | 62,3% | 4 | 0% | 1,9 |
|
| 3607 |
SSI
3607
Scott & Selber Inc
Houston,
Texas
| US$ 164 mi | -US$ 39,3 mi | -19% | 14,2% | 202% | 80 | 27,5% | 2,2 |
|
| 3608 |
3608
Sitrin Capital Management
Century City,
California
| US$ 164 mi | -US$ 22,2 mi | -12% | 12% | 139% | 41 | 29,27% | 1,9 |
|
| 3609 |
3609
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$ 164 mi | -US$ 225 mi | -58% | 12,9% | 140% | 205 | 42,93% | 2,3 |
|
| 3610 |
3610
Parkside Advisors
Berkeley,
California
| US$ 164 mi | +US$ 13,8 mi | +9% | 9,83% | 36,7% | 62 | 30,65% | 2,4 |
|
| 3611 |
3611
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$ 163 mi | -US$ 24,7 mi | -13% | 11,2% | 81,7% | 633 | 9,48% | 2,1 |
|
| 3612 |
WA
3612
Winfield Associates
Cleveland,
Ohio
| US$ 163 mi | -US$ 39,4 mi | -19% | 12,6% | 77,8% | 129 | 12,4% | 3,9 |
|
| 3613 |
ARG
3613
Advisory Resource Group
Tulsa,
Oklahoma
| US$ 163 mi | – | – | 15,6% | 66,5% | 63 | – | 0 |
|
| 3614 |
3614
Burford Capital Investment Management
Chicago,
Illinois
| US$ 163 mi | +US$ 62,7 mi | +63% | 12,5% | 46,3% | 5 | 60% | 0,4 |
|
| 3615 |
3615
TrinityPoint Wealth
Milford,
Connecticut
| US$ 163 mi | – | – | 13,2% | 28,4% | 167 | – | 0 |
|
| 3616 |
GPC
3616
Guardian Point Capital
Charlottesville,
Virginia
| US$ 163 mi | -US$ 91,1 mi | -36% | 9,44% | 142% | 13 | 30,77% | 1,5 |
|
| 3617 |
3617
Sargent Investment Group
Bethesda,
Maryland
| US$ 163 mi | – | – | 14,1% | 113% | 125 | – | 0 |
|
| 3618 |
3618
Liberty Capital Management
Birmingham,
Michigan
| US$ 163 mi | -US$ 28,8 mi | -15% | 10,1% | – | 107 | 10,28% | 3,9 |
|
| 3619 |
3619
Pinnacle Bancorp
Beatrice,
Nebraska
| US$ 163 mi | – | – | 8,48% | 72,9% | 704 | – | 1,3 |
|
| 3620 |
3620
SV Health Investors
Boston,
Massachusetts
| US$ 162 mi | -US$ 179 mi | -52% | 39,5% | 97,4% | 9 | 0% | 2 |
|
| 3621 |
3621
Resource America
New York
| US$ 162 mi | +US$ 9,6 mi | +6% | 9,57% | 12,2% | 52 | 26,92% | 0,7 |
|
| 3622 |
MAS
3622
Managed Account Services
Coconut Grove,
Florida
| US$ 162 mi | +US$ 8,37 mi | +5% | 12,6% | 32,4% | 81 | 14,81% | 1,4 |
|
| 3623 |
SCP
3623
Syntal Capital Partners
Midland,
Texas
| US$ 162 mi | -US$ 124 mi | -43% | 11,3% | 102% | 154 | 42,21% | 1,9 |
|
| 3624 |
PPP
3624
Private Portfolio Partners
Paramus,
New Jersey
| US$ 162 mi | – | – | 12,5% | 16,9% | 178 | – | 0 |
|
| 3625 |
SM
3625
Saya Management
New York
| US$ 162 mi | -US$ 3,92 mi | -2% | 5,94% | 34,8% | 14 | 57,14% | 0,5 |
|