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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
CEI
2076
Clark Estates Inc
New York
| US$ 612 mi | +US$ 40,1 mi | +7% | 5,41% | 34,5% | 106 | 17,92% | 1,9 |
|
| 2077 |
2077
Callahan Advisors
Houston,
Texas
| US$ 612 mi | +US$ 47,5 mi | +8% | 9,96% | 87,7% | 136 | 10,29% | 4,5 |
|
| 2078 |
2078
Cantor Fitzgerald Investment Advisors
New York
| US$ 611 mi | -US$ 864 mil | -0,1% | 5,61% | 73,4% | 59 | 0% | 2,3 |
|
| 2079 |
2079
Campbell Wealth Management
Alexandria,
Virginia
| US$ 611 mi | +US$ 37,4 mi | +7% | 6,12% | 11,2% | 379 | 83,91% | 1,3 |
|
| 2080 |
2080
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$ 611 mi | +US$ 56,2 mi | +10% | 7,61% | 67% | 72 | 8,33% | 3,4 |
|
| 2081 |
2081
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$ 611 mi | +US$ 35,8 mi | +6% | 6,51% | 80,2% | 167 | 4,79% | 4,7 |
|
| 2082 |
AIC
2082
AWM Investment Company
New York
| US$ 610 mi | +US$ 39,9 mi | +7% | 27,8% | 778% | 98 | 23,47% | 2,3 |
|
| 2083 |
MIM
2083
Marco Investment Management
Atlanta,
Georgia
| US$ 610 mi | +US$ 64,1 mi | +12% | 10,5% | 131% | 179 | 10,61% | 5 |
|
| 2084 |
2084
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| US$ 610 mi | +US$ 296 mi | +94% | 25,8% | 283% | 78 | 32,05% | 0,4 |
|
| 2085 |
2085
Bath Savings Trust
Bath,
Maine
| US$ 610 mi | +US$ 56,5 mi | +10% | 11,2% | 57,8% | 127 | 4,72% | 4,8 |
|
| 2086 |
2086
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$ 609 mi | +US$ 56,1 mi | +10% | 9,04% | 34% | 91 | 4,4% | 4,6 |
|
| 2087 |
2087
Caldwell Trust
Venice,
Florida
| US$ 608 mi | +US$ 11,3 mi | +2% | 8,58% | 97,5% | 776 | 9,28% | 0,7 |
|
| 2088 |
2088
Wesleyan Assurance Society
Birmingham,
United Kingdom
| US$ 608 mi | +US$ 38,5 mi | +7% | 7,95% | 102% | 94 | 6,38% | 1,3 |
|
| 2089 |
2089
Hill Path Capital
New York
| US$ 607 mi | +US$ 175 mi | +41% | 30,9% | 5,23% | 3 | 33,33% | 2,1 |
|
| 2090 |
2090
NWAM LLC
Mercer Island,
Washington
| US$ 606 mi | -US$ 108 mi | -15% | 10,1% | 126% | 446 | 50,22% | 3,7 |
|
| 2091 |
2091
Adventist Health System West
Roseville,
California
| US$ 606 mi | +US$ 136 mi | +29% | 6,58% | 60,2% | 5 | 20% | 1 |
|
| 2092 |
2092
Circle Wealth Management
Summit,
New Jersey
| US$ 605 mi | +US$ 34,4 mi | +6% | 9,59% | 71,8% | 216 | 14,81% | 1,5 |
|
| 2093 |
2093
Laurel Wealth Advisors (California)
Solana Beach,
California
| US$ 605 mi | +US$ 59 mi | +11% | 9,93% | 33% | 418 | 17,22% | 2,5 |
|
| 2094 |
2094
Summit Financial
Parsippany,
New Jersey
| US$ 605 mi | +US$ 39,9 mi | +7% | 7,63% | 81,8% | 37 | 13,51% | 1,2 |
|
| 2095 |
2095
Forward Management
San Francisco,
California
| US$ 603 mi | +US$ 57,1 mi | +10% | 4,53% | 36,9% | 42 | 35,71% | 3,1 |
|
| 2096 |
CI
2096
CPMG Inc
Dallas,
Texas
| US$ 601 mi | -US$ 148 mi | -20% | 7,49% | 878% | 18 | 22,22% | 1,6 |
|
| 2097 |
PS
2097
Presima Securities
Montreal,
Quebec, Canada
| US$ 601 mi | +US$ 71,1 mi | +13% | 1,32% | 10,3% | 44 | 22,73% | 2,2 |
|
| 2098 |
2098
NBT Bank
Norwich,
New York
| US$ 601 mi | +US$ 39,9 mi | +7% | 7,87% | 77% | 223 | 6,73% | 4,9 |
|
| 2099 |
PAM
2099
Private Asset Management
San Diego,
California
| US$ 601 mi | +US$ 38 mi | +7% | 8,76% | 38,2% | 143 | 9,79% | 4,2 |
|
| 2100 |
2100
Cypress Capital Group
Palm Beach,
Florida
| US$ 600 mi | +US$ 54,8 mi | +10% | 7,79% | 111% | 271 | 17,34% | 3,7 |
|