Estamos no ar no ! Saiba mais

As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo

Nome AUM AUM
Crescimento
AUM
Cresc. %
Trimestre
Retorno est.
Retorno est.
(3 anos)
Participações em carteira Rotatividade da carteira Período médio
de posse (anos)
Legacy Private Trust
1576
Legacy Private Trust
Wisconsin
US$ 1,17 bi +US$ 66,6 mi +6% 6,27% 71,1% 235 9,36% 5,2
Simmons Bank
1577
Simmons Bank
Arkansas
US$ 1,17 bi +US$ 8,05 mi +0,7% 4,28% 92,9% 350 8,29% 5
Moody National Bank Trust Division
1578
Moody National Bank Trust Division
Texas
US$ 1,17 bi +US$ 21,5 mi +2% 3,12% 115% 618 6,47% 3,3
Hillsdale Investment Management
1579
Hillsdale Investment Management
Ontario, Canada
US$ 1,17 bi -US$ 15,4 mi -1% 9,56% 271% 662 34,44% 1,7
Fulton Breakefield Broenniman
1580
Fulton Breakefield Broenniman
Maryland
US$ 1,16 bi +US$ 37,1 mi +3% 5,29% 68% 180 8,89% 3,6
1WCM
1581
12 West Capital Management
New York
US$ 1,16 bi +US$ 174 mi +18% 20,6% 169% 29 44,83% 1,4
Zions Bancorporation
1582
Zions Bancorporation
Utah
US$ 1,16 bi -US$ 103 mi -8% 6,15% 22,9% 1.075 17,3% 3,8
Community Trust & Investment
1583
Community Trust & Investment
Kentucky
US$ 1,16 bi +US$ 62,9 mi +6% 7,29% 123% 121 9,92% 3,2
Klingman & Associates
1584
Klingman & Associates
New York
US$ 1,16 bi +US$ 21,1 mi +2% 4,83% 64,9% 209 7,66% 3,9
CSM Advisors
1585
CSM Advisors
Pennsylvania
US$ 1,16 bi +US$ 108 mi +10% 7,33% 105% 149 17,45% 1,5
Stairway Partners
1586
Stairway Partners
Illinois
US$ 1,15 bi +US$ 453 mi +65% 5,32% 48,1% 15 33,33% 6
SFG
1587
Sather Financial Group
Texas
US$ 1,15 bi -US$ 65 mi -5% 6,8% 82,3% 107 12,15% 2,7
Goelzer Investment Management
1588
Goelzer Investment Management
Indiana
US$ 1,15 bi -US$ 16,6 mi -1% 2,64% 97,2% 244 11,89% 5,3
Baystate Wealth Management
1589
Baystate Wealth Management
Massachusetts
US$ 1,15 bi +US$ 56,7 mi +5% 5,37% 14,6% 1.093 16,01% 3,3
Ostrum Asset Management
1590
Ostrum Asset Management
France
US$ 1,15 bi – – 4,63% 107% 671 – 0,1
Baldwin Wealth Partners
1591
Baldwin Wealth Partners
Massachusetts
US$ 1,15 bi +US$ 44,8 mi +4% 7,91% 94,5% 821 7,43% 3,6
Sonora Investment Management Group
1592
Sonora Investment Management Group
Arizona
US$ 1,15 bi +US$ 49,2 mi +4% 4,6% 78,3% 286 10,49% 0,9
Meridian Wealth Management
1593
Meridian Wealth Management
Kentucky
US$ 1,15 bi +US$ 125 mi +12% 10,5% 117% 568 11,44% 2,1
Lombard Odier Asset Management (Switzerland)
1594
Lombard Odier Asset Management (Switzerland)
Switzerland
US$ 1,15 bi -US$ 105 mi -8% 6,47% 135% 431 25,06% 1,1
Adelante Capital Management
1595
Adelante Capital Management
California
US$ 1,14 bi -US$ 42,8 mi -4% 3,22% 43,2% 46 10,87% 3,3
Summit Financial
1596
Summit Financial
New Jersey
US$ 1,14 bi +US$ 81,1 mi +8% 7,85% 81,8% 265 9,81% 1,7
Rothschild Investment LLC
1597
Rothschild Investment LLC
Illinois
US$ 1,14 bi +US$ 54,6 mi +5% 6,55% 99,4% 511 7,63% 4,9
CBIZ Investment Advisory Services
1598
CBIZ Investment Advisory Services
Ohio
US$ 1,14 bi +US$ 886 mi +345% 5,69% 48,7% 39 46,15% 0,6
WMS Partners
1599
WMS Partners
Maryland
US$ 1,14 bi +US$ 133 mi +13% 5,95% 10,8% 296 13,18% 3,5
Ashton Thomas Private Wealth
1600
Ashton Thomas Private Wealth
Arizona
US$ 1,14 bi +US$ 135 mi +13% 5,86% 77,5% 526 16,16% 1,9