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)
Bridges Investment Counsel
1901
Bridges Investment Counsel
Nebraska
US$ 455 mi -US$ 8,84 mi -2% 1,59% 33,7% 147 5,44% 2,2
YHB Investment Advisors
1902
YHB Investment Advisors
Connecticut
US$ 455 mi +US$ 84,3 mi +23% 3,04% 96,2% 169 13,02% 2,2
Howe & Rusling
1903
Howe & Rusling
New York
US$ 454 mi +US$ 10,8 mi +2% 3,93% 82% 1.121 18,91% 1,7
Evensky & Katz
1904
Evensky & Katz
Florida
US$ 452 mi +US$ 24,4 mi +6% 2,83% 57,1% 50 0% 2,5
SAM
1905
Sandell Asset Management
New York
US$ 451 mi +US$ 30,2 mi +7% 20,7% 322% 38 65,79% 0,4
Richard C. Young & Co
1906
Richard C. Young & Co
Rhode Island
US$ 451 mi +US$ 6,85 mi +2% 5,36% 137% 67 5,97% 2
Laird Norton Wetherby Wealth Management
1907
Laird Norton Wetherby Wealth Management
California
US$ 451 mi +US$ 26,8 mi +6% 2,66% – 530 12,64% 2,2
Solus Alternative Asset Management
1908
Solus Alternative Asset Management
New Jersey
US$ 450 mi +US$ 74 mi +20% 4,69% 79,3% 15 46,67% 1,1
Opus Capital Group
1909
Opus Capital Group
Ohio
US$ 450 mi -US$ 3,21 mi -0,7% 5,12% 49,7% 214 25,7% 1,5
Avoro Capital Advisors
1910
Avoro Capital Advisors
New York
US$ 450 mi +US$ 163 mi +57% 30,6% 512% 49 36,73% 0,6
Halsey Associates
1911
Halsey Associates
Connecticut
US$ 449 mi +US$ 4,31 mi +1% 2,05% 63,8% 105 5,71% 2,4
ACG Wealth
1912
ACG Wealth
Georgia
US$ 449 mi +US$ 5,72 mi +1% 1,24% 45,5% 243 10,29% 1,7
MCTIC
1913
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
US$ 449 mi +US$ 19,3 mi +4% 1,67% 38,8% 94 9,57% 2,4
CPWM LLC
1914
CPWM LLC
Washington
US$ 448 mi -US$ 8,69 mi -2% 0,7% 36,6% 301 14,29% 1,6
SFMG Wealth Advisors
1915
SFMG Wealth Advisors
Texas
US$ 448 mi -US$ 6,29 mi -1% 4% 76,1% 114 19,3% 1,6
Ashford Capital Management
1916
Ashford Capital Management
Delaware
US$ 447 mi +US$ 26,2 mi +6% 9,69% 150% 107 10,28% 2,1
Schonfeld Strategic Advisors
1917
Schonfeld Strategic Advisors
New York
US$ 447 mi +US$ 202 mi +82% 3,27% 146% 592 79,22% 0,1
Winslow Asset Management
1918
Winslow Asset Management
Ohio
US$ 447 mi -US$ 697 mil -0,2% 3,79% 89,9% 95 6,32% 2,6
ARS Investment Partners
1919
ARS Investment Partners
New York
US$ 446 mi +US$ 19,7 mi +5% 4,27% 260% 91 5,49% 1,8
First Fiduciary Investment Counsel
1920
First Fiduciary Investment Counsel
Ohio
US$ 446 mi -US$ 9,7 mi -2% 4,98% 48,1% 39 20,51% 2,5
McDaniel Terry & Co
1921
McDaniel Terry & Co
Texas
US$ 445 mi +US$ 20,2 mi +5% 2,95% 57,9% 68 30,88% 1,8
KFS
1922
Kurt F. Somerville
US$ 445 mi +US$ 6,84 mi +2% 1,34% 92,9% 114 5,26% 2,5
CL
1923
Croft-Leominster
Maryland
US$ 445 mi +US$ 4,27 mi +1% 1,51% 38% 176 16,48% 1,8
Baystate Wealth Management
1924
Baystate Wealth Management
Massachusetts
US$ 443 mi -US$ 17,8 mi -4% 2,34% 14,6% 66 16,67% 1,7
GWI
1925
Grace & White Inc
New York
US$ 443 mi +US$ 1,87 mi +0,4% 6,37% 61,5% 143 6,99% 2,6