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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
WealthSource Partners
San Luis Obispo,
California
| US$ 667 mi | +US$ 32,8 mi | +5% | 1,12% | 16,8% | 482 | 19,09% | 1,3 |
|
| 1802 |
1802
Provident Investment Management
Novi,
Michigan
| US$ 667 mi | -US$ 7,63 mi | -1% | 2,27% | 90,8% | 59 | 13,56% | 4 |
|
| 1803 |
1803
Grassi Investment Management
Santa Clara,
California
| US$ 667 mi | -US$ 10,4 mi | -2% | 0,62% | 170% | 128 | 14,84% | 4 |
|
| 1804 |
1804
Cambria Investment Management
Manhattan Beach,
California
| US$ 667 mi | +US$ 16,5 mi | +3% | 1,72% | 72% | 239 | 15,48% | 1,9 |
|
| 1805 |
1805
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 666 mi | +US$ 138 mi | +26% | 2,51% | 124% | 216 | 20,83% | 3,4 |
|
| 1806 |
1806
Murphy Capital Management
Bedminster,
New Jersey
| US$ 665 mi | -US$ 4,57 mi | -0,7% | 1,35% | 41,6% | 243 | 6,17% | 4,8 |
|
| 1807 |
1807
Nationwide Fund Advisors
Columbus,
Ohio
| US$ 665 mi | -US$ 122 mi | -15% | 1,2% | 28,3% | 6 | 16,67% | 1,5 |
|
| 1808 |
1808
Central Securities
New York
| US$ 665 mi | +US$ 8,98 mi | +1% | 2,17% | 90,2% | 35 | 2,86% | 4,3 |
|
| 1809 |
MPAM
1809
Monarch Partners Asset Management
Boston,
Massachusetts
| US$ 665 mi | -US$ 32 mi | -5% | 0,82% | 136% | 202 | 36,14% | 1 |
|
| 1810 |
1810
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 664 mi | -US$ 14,3 mi | -2% | 2,38% | 94,5% | 553 | 11,03% | 2,9 |
|
| 1811 |
1811
O'Shares Investment Advisers
Boston,
Massachusetts
| US$ 664 mi | +US$ 39,3 mi | +6% | 1,45% | 71,8% | 428 | 42,52% | 0,5 |
|
| 1812 |
1812
KLS Diversified Asset Management
New York
| US$ 664 mi | -US$ 255 mi | -28% | 23,9% | 156% | 21 | 52,38% | 0,6 |
|
| 1813 |
1813
First Light Asset Management
Edina,
Minnesota
| US$ 662 mi | -US$ 58,7 mi | -8% | 4,94% | 364% | 81 | 22,22% | 2,3 |
|
| 1814 |
1814
Capital International
Los Angeles,
California
| US$ 661 mi | +US$ 240 mi | +57% | 1,08% | 147% | 147 | 14,29% | 2,9 |
|
| 1815 |
1815
Executive Wealth Management
Brighton,
Michigan
| US$ 660 mi | -US$ 47,3 mi | -7% | 1,82% | 18,4% | 937 | 86,23% | 0,7 |
|
| 1816 |
1816
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 659 mi | +US$ 4,27 mi | +0,7% | 0,79% | 62,7% | 170 | 8,24% | 0,5 |
|
| 1817 |
1817
Guinness Asset Management
London,
United Kingdom
| US$ 659 mi | +US$ 42,8 mi | +7% | 0,45% | 73,9% | 106 | 4,72% | 3,5 |
|
| 1818 |
1818
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 659 mi | -US$ 1,88 mi | -0,3% | 0,12% | 52,8% | 104 | 10,58% | 3,6 |
|
| 1819 |
1819
Blueshift Asset Management
Red Bank,
New Jersey
| US$ 658 mi | -US$ 103 mi | -14% | 2,34% | 38,8% | 1.074 | 72,44% | 0,2 |
|
| 1820 |
AH
1820
Allen Holding
New York
| US$ 657 mi | +US$ 603 mil | +0,1% | 3,1% | 135% | 12 | 25% | 5 |
|
| 1821 |
GC
1821
Gobi Capital
San Francisco,
California
| US$ 657 mi | +US$ 155 mi | +31% | 2,22% | 93,7% | 12 | 33,33% | 1,2 |
|
| 1822 |
1822
Forward Management
San Francisco,
California
| US$ 657 mi | +US$ 90,8 mi | +16% | 1,65% | 36,9% | 52 | 9,62% | 2,7 |
|
| 1823 |
1823
Godsey & Gibb Inc
Richmond,
Virginia
| US$ 656 mi | -US$ 37,7 mi | -5% | 1,58% | 87,5% | 97 | 15,46% | 3,1 |
|
| 1824 |
1824
BBR Partners
New York
| US$ 656 mi | +US$ 30,6 mi | +5% | 4,69% | 63,4% | 143 | 20,98% | 1,8 |
|
| 1825 |
1825
Palisade Asset Management
Minneapolis,
Minnesota
| US$ 656 mi | +US$ 11,8 mi | +2% | 2,64% | 61,8% | 174 | 5,75% | 4,3 |
|