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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Rand Wealth
Baltimore,
Maryland
| US$ 867 mi | +US$ 129 mi | +17% | 3,43% | 40,4% | 225 | 7,56% | 3,2 |
|
| 1452 |
VEPM
1452
Vista Equity Partners Management
San Francisco,
California
| US$ 866 mi | +US$ 603 mi | +229% | 5,33% | 3,45% | 27 | 25,93% | 0,9 |
|
| 1453 |
1453
EP Wealth Advisors
Torrance,
California
| US$ 866 mi | +US$ 50 mi | +6% | 4,19% | – | 192 | 14,58% | 1,9 |
|
| 1454 |
CA
1454
Cornerstone Advisors
Asheville,
North Carolina
| US$ 864 mi | +US$ 319 mi | +58% | 5,47% | 108% | 286 | 30,42% | 1,1 |
|
| 1455 |
1455
Relative Value Partners Group
| US$ 863 mi | +US$ 10,6 mi | +1% | 1,93% | 8,9% | 131 | 15,27% | 1,5 |
|
| 1456 |
1456
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$ 863 mi | +US$ 85 mi | +11% | 4,81% | 68,1% | 89 | 17,98% | 2,5 |
|
| 1457 |
AIA
1457
Affinity Investment Advisors
Newport Beach,
California
| US$ 863 mi | +US$ 24,6 mi | +3% | 5,8% | 189% | 186 | 17,74% | 1,5 |
|
| 1458 |
1458
First National Trust
Hermitage,
Pennsylvania
| US$ 863 mi | +US$ 44,6 mi | +5% | 4,1% | 82,9% | 337 | 7,42% | 2,8 |
|
| 1459 |
ALS
1459
Andrew L. Share
| US$ 862 mi | +US$ 68,8 mi | +9% | 8,67% | 14,8% | 1 | 0% | 0,8 |
|
| 1460 |
1460
Coldstream Capital Management
Bellevue,
Washington
| US$ 860 mi | +US$ 84,4 mi | +11% | 4,41% | 71% | 316 | 16,77% | 1,6 |
|
| 1461 |
CP
1461
Centerbridge Partners
New York
| US$ 859 mi | -US$ 149 mi | -15% | 2,67% | 15,9% | 22 | 18,18% | 1,4 |
|
| 1462 |
NYLIC
1462
New York Life Insurance Company
New York
| US$ 858 mi | +US$ 78,7 mi | +10% | 3,6% | 61,5% | 12 | 0% | 0,5 |
|
| 1463 |
1463
Salem Investment Counselors
Winston Salem,
North Carolina
| US$ 856 mi | -US$ 6,65 mi | -0,8% | 4,13% | 181% | 721 | 26,21% | 1,4 |
|
| 1464 |
MB
1464
Mizuho Bank
Tokyo,
Japan
| US$ 856 mi | +US$ 256 mi | +43% | 5,67% | 99,8% | 15 | 46,67% | 1,6 |
|
| 1465 |
1465
Evergreen Capital Management
Bellevue,
Washington
| US$ 855 mi | +US$ 235 mi | +38% | 1,31% | 77,2% | 210 | 46,19% | 1,3 |
|
| 1466 |
PCP
1466
P2 Capital Partners
New York
| US$ 855 mi | -US$ 4,86 mi | -0,6% | 7,84% | 7,96% | 17 | 29,41% | 1,4 |
|
| 1467 |
1467
Carnegie Investment Counsel
Pepper Pike,
Ohio
| US$ 855 mi | +US$ 33,1 mi | +4% | 4,36% | 112% | 359 | 5,29% | 2,7 |
|
| 1468 |
1468
Stock Yards Bank & Trust
Louisville,
Kentucky
| US$ 853 mi | +US$ 27,5 mi | +3% | 4,04% | 82,8% | 232 | 11,21% | 3,1 |
|
| 1469 |
1469
NorthCoast Asset Management
Greenwich,
Connecticut
| US$ 851 mi | -US$ 15 mi | -2% | 4,48% | 34,4% | 208 | 44,23% | 0,6 |
|
| 1470 |
BCM
1470
Bluefin Capital Management
New York
| US$ 850 mi | -US$ 75,2 mi | -8% | 4,32% | – | 681 | 58% | 0,6 |
|
| 1471 |
1471
Armistice Capital
New York
| US$ 849 mi | +US$ 64,3 mi | +8% | 0,89% | 79,7% | 87 | 57,47% | 0,5 |
|
| 1472 |
1472
Goelzer Investment Management
Carmel,
Indiana
| US$ 848 mi | +US$ 32,7 mi | +4% | 4,03% | 97,2% | 204 | 6,37% | 2,9 |
|
| 1473 |
1473
Parsons Capital Management
Providence,
Rhode Island
| US$ 848 mi | +US$ 27,9 mi | +3% | 4,14% | 84,9% | 364 | 4,95% | 2,9 |
|
| 1474 |
DAM
1474
Davis Asset Management
Sausalito,
California
| US$ 845 mi | +US$ 63,3 mi | +8% | 6,23% | 97,3% | 27 | 11,11% | 2,6 |
|
| 1475 |
1475
Sequoia Financial Advisors
Akron,
Ohio
| US$ 844 mi | +US$ 37,3 mi | +5% | 4,19% | 78,3% | 309 | 14,24% | 1,8 |
|