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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
IFG Advisory
Atlanta,
Georgia
| US$ 991 mi | -US$ 35,2 mi | -3% | 2,87% | 70,1% | 535 | 15,51% | 2,4 |
|
| 1902 |
1902
Harvard Management Company
Boston,
Massachusetts
| US$ 991 mi | -US$ 74,7 mi | -7% | 20,9% | 123% | 48 | 12,5% | 0,9 |
|
| 1903 |
1903
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$ 991 mi | -US$ 53,3 mi | -5% | 4,08% | – | 208 | 12,02% | 5,4 |
|
| 1904 |
1904
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| US$ 991 mi | +US$ 119 mi | +14% | 4,04% | – | 100 | 58% | 0,4 |
|
| 1905 |
1905
Greenhouse Funds
Baltimore,
Maryland
| US$ 990 mi | -US$ 79,4 mi | -7% | 2,5% | 90,7% | 55 | 41,82% | 0,8 |
|
| 1906 |
1906
NZS Capital
Denver,
Colorado
| US$ 989 mi | -US$ 151 mi | -13% | 10,4% | 134% | 74 | 20,27% | 0,6 |
|
| 1907 |
1907
Brightworth
Atlanta,
Georgia
| US$ 987 mi | -US$ 106 mi | -10% | 4,04% | 21,7% | 131 | 14,5% | 3 |
|
| 1908 |
MIM
1908
Marco Investment Management
Atlanta,
Georgia
| US$ 985 mi | -US$ 31,7 mi | -3% | 2,18% | 127% | 229 | 11,79% | 5,3 |
|
| 1909 |
1909
Trigran Investments
Northbrook,
Illinois
| US$ 985 mi | -US$ 62,3 mi | -6% | 12,1% | 30,2% | 22 | 9,09% | 3,3 |
|
| 1910 |
1910
Merewether Investment Management
Dallas,
Texas
| US$ 984 mi | +US$ 41,6 mi | +4% | 35,8% | 262% | 49 | 48,98% | 0,5 |
|
| 1911 |
1911
FIFTHDELTA
London,
United Kingdom
| US$ 980 mi | +US$ 231 mi | +31% | 14,4% | 16,6% | 15 | 33,33% | 0,2 |
|
| 1912 |
1912
Greenwich Wealth Management
Greenwich,
Connecticut
| US$ 979 mi | -US$ 245 mi | -20% | 7,42% | 198% | 255 | 12,16% | 4 |
|
| 1913 |
1913
Krilogy Financial
St. Louis,
Missouri
| US$ 979 mi | -US$ 13,9 mi | -1% | 5,89% | 79% | 334 | 23,95% | 2,8 |
|
| 1914 |
1914
Northcape Capital
Sydney,
Australia
| US$ 978 mi | -US$ 3,64 mi | -0,4% | 3,97% | – | 26 | 7,69% | 2,8 |
|
| 1915 |
1915
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| US$ 977 mi | -US$ 307 mi | -24% | 23,9% | 312% | 1 | 0% | 0,5 |
|
| 1916 |
1916
CapWealth Advisors
Franklin,
Tennessee
| US$ 977 mi | -US$ 5,96 mi | -0,6% | 1,06% | 152% | 138 | 21,01% | 4,1 |
|
| 1917 |
1917
MIG Capital
Newport Beach,
California
| US$ 975 mi | -US$ 27,6 mi | -3% | 7,84% | 118% | 29 | 27,59% | 1,9 |
|
| 1918 |
1918
Penn Capital Management
Philadelphia,
Pennsylvania
| US$ 974 mi | -US$ 23,1 mi | -2% | 2,18% | 181% | 229 | 30,13% | 1,9 |
|
| 1919 |
1919
Garde Capital
Seattle,
Washington
| US$ 974 mi | -US$ 48,7 mi | -5% | 4,47% | 57,6% | 301 | 14,29% | 2,8 |
|
| 1920 |
1920
Donor Advised Charitable Giving
San Francisco,
California
| US$ 974 mi | -US$ 64 mi | -6% | 7,42% | 418% | 60 | 30% | 1,7 |
|
| 1921 |
1921
Kovack Advisors
Ft. Lauderdale,
Florida
| US$ 974 mi | -US$ 61,6 mi | -6% | 3,51% | 118% | 861 | 31,01% | 2,2 |
|
| 1922 |
1922
Roundview Capital
Princeton,
New Jersey
| US$ 973 mi | -US$ 29,5 mi | -3% | 2,48% | 77,7% | 313 | 12,46% | 4,1 |
|
| 1923 |
CCPM
1923
Cooper Creek Partners Management
New York
| US$ 971 mi | +US$ 105 mi | +12% | 0,79% | 86,4% | 156 | 58,97% | 0,7 |
|
| 1924 |
1924
Segment Wealth Management
Houston,
Texas
| US$ 970 mi | +US$ 17 mi | +2% | 0,4% | 108% | 271 | 10,33% | 3,6 |
|
| 1925 |
1925
Main Management
San Francisco,
California
| US$ 969 mi | -US$ 28,9 mi | -3% | 3,22% | 64,1% | 156 | 23,08% | 3,1 |
|