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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Oak Hill Capital Management
New York
| US$ 312 mi | -US$ 224 mi | -42% | 7,11% | 1,19% | 1 | 0% | 2,5 |
|
| 4102 |
4102
EnCap Energy Capital Fund XI
Houston,
Texas
| US$ 312 mi | -US$ 91,5 mi | -23% | 8,55% | 21% | 1 | 0% | 0,5 |
|
| 4103 |
4103
Vickerman Investment Advisors
Spokane,
Washington
| US$ 312 mi | +US$ 1,5 mi | +0,5% | 0,99% | 47,3% | 65 | 3,08% | 2,3 |
|
| 4104 |
4104
Keating Investment Counselors
Delray Beach,
Florida
| US$ 312 mi | +US$ 1,02 mi | +0,3% | 1,14% | 50% | 84 | 23,81% | 6 |
|
| 4105 |
4105
Colony Family Offices
Charlotte,
North Carolina
| US$ 311 mi | +US$ 2,34 mi | +0,8% | 0,91% | 53,9% | 70 | 14,29% | 1,8 |
|
| 4106 |
4106
Opal Wealth Advisors
Jericho,
New York
| US$ 311 mi | +US$ 16,6 mi | +6% | 0,89% | 62,3% | 1.276 | 75,31% | 0,3 |
|
| 4107 |
4107
Claar Advisors
New York
| US$ 311 mi | +US$ 519 mil | +0,2% | 1,77% | 65,5% | 25 | 4% | 4,1 |
|
| 4108 |
4108
Weaver Capital Management
Suwanee,
Georgia
| US$ 311 mi | +US$ 18,3 mi | +6% | 3,25% | 79,4% | 187 | 18,72% | 0,4 |
|
| 4109 |
4109
Hilltop National Bank
Casper,
Wyoming
| US$ 311 mi | +US$ 16,5 mi | +6% | 3,45% | – | 850 | 8,24% | 0,2 |
|
| 4110 |
4110
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$ 311 mi | -US$ 9,6 mi | -3% | 2,47% | 83,4% | 70 | 4,29% | 2,6 |
|
| 4111 |
4111
Algebris (UK)
London,
United Kingdom
| US$ 311 mi | +US$ 85,4 mi | +38% | 4,11% | 24,5% | 50 | 24% | 0,8 |
|
| 4112 |
4112
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$ 311 mi | -US$ 1,66 mi | -0,5% | 0,86% | 76,5% | 104 | 7,69% | 6,1 |
|
| 4113 |
4113
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$ 310 mi | +US$ 12,5 mi | +4% | 6,23% | 80% | 84 | 9,52% | 4,6 |
|
| 4114 |
CCM
4114
CAAS Capital Management
New York
| US$ 310 mi | -US$ 1,05 bi | -77% | 3,33% | 11% | 557 | 70,74% | 1 |
|
| 4115 |
4115
Estuary Capital Management
Wayzata,
Minnesota
| US$ 310 mi | +US$ 64 mi | +26% | 12,7% | – | 20 | 35% | 0,3 |
|
| 4116 |
4116
Brady Family Wealth
Saint Louis,
Missouri
| US$ 310 mi | +US$ 1,53 mi | +0,5% | 1,88% | 61,8% | 117 | 0,85% | 1,4 |
|
| 4117 |
4117
Addison Advisors
Middlebury,
Vermont
| US$ 310 mi | +US$ 18,9 mi | +6% | 0,6% | 50,2% | 797 | 14,68% | 2,1 |
|
| 4118 |
WM
4118
Wishbone Management
Chicago,
Illinois
| US$ 310 mi | +US$ 26,9 mi | +9% | 0,53% | 58,7% | 5 | 20% | 1,1 |
|
| 4119 |
4119
Campbell Wealth Management
Alexandria,
Virginia
| US$ 310 mi | -US$ 697 mi | -69% | 1,7% | 11,2% | 98 | 55,1% | 1,7 |
|
| 4120 |
4120
Verum Partners
Charlotte,
North Carolina
| US$ 310 mi | +US$ 28,1 mi | +10% | 2,05% | 57,7% | 161 | 8,07% | 1 |
|
| 4121 |
4121
Strategic Investment Solutions
Orland Park,
Illinois
| US$ 310 mi | – | – | 2,37% | – | 629 | – | 0,8 |
|
| 4122 |
4122
Old Mission Investment Co
Traverse City,
Michigan
| US$ 309 mi | +US$ 8,45 mi | +3% | 3,26% | 82% | 122 | 6,56% | 3,3 |
|
| 4123 |
4123
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$ 309 mi | +US$ 42,4 mi | +16% | 5,76% | 134% | 242 | 19,42% | 2,9 |
|
| 4124 |
4124
McLean Asset Management
Tysons,
Virginia
| US$ 309 mi | +US$ 17,2 mi | +6% | 1,65% | 64,3% | 163 | 11,04% | 2,3 |
|
| 4125 |
4125
Clarity Wealth Advisors
San Jose,
California
| US$ 309 mi | +US$ 13,4 mi | +5% | 5,44% | 94,1% | 88 | 3,41% | 2,8 |
|