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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
MA Private Wealth
San Carlos,
California
| US$ 424 mi | +US$ 23,9 mi | +6% | 6,24% | 63,4% | 83 | 1,2% | 1,2 |
|
| 2552 |
2552
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$ 423 mi | +US$ 45,3 mi | +12% | 11,6% | 59,5% | 98 | 6,12% | 3,8 |
|
| 2553 |
2553
Kettle Hill Capital Management
New York
| US$ 422 mi | +US$ 34,3 mi | +9% | 11,2% | 37,4% | 64 | 70,31% | 0,2 |
|
| 2554 |
2554
Atlas Capital Advisors
Jackson,
Wyoming
| US$ 422 mi | -US$ 4,03 mi | -0,9% | 8,81% | – | 678 | 56,64% | 1,8 |
|
| 2555 |
2555
Rockbridge Investment Management
Syracuse,
New York
| US$ 422 mi | +US$ 36,5 mi | +9% | 4,64% | 43% | 695 | 11,8% | 0,2 |
|
| 2556 |
2556
EAM Investors
Solana Beach,
California
| US$ 422 mi | -US$ 30,6 mi | -7% | 64,2% | 6.012% | 395 | 69,11% | 0,2 |
|
| 2557 |
2557
Gilbert & Cook
West Des Moines,
Iowa
| US$ 422 mi | +US$ 22,6 mi | +6% | 5,98% | 63,2% | 166 | 16,87% | 1,8 |
|
| 2558 |
2558
NTV Asset Management
Charleston,
West Virginia
| US$ 421 mi | +US$ 34,7 mi | +9% | 7,55% | 110% | 197 | 8,63% | 4,6 |
|
| 2559 |
2559
Dividend Assets Capital
Ridgeland,
South Carolina
| US$ 421 mi | -US$ 56,3 mi | -12% | 5,88% | 69,7% | 195 | 6,67% | 3,6 |
|
| 2560 |
2560
MGO One Seven
Beachwood,
Ohio
| US$ 421 mi | +US$ 36,1 mi | +9% | 10,1% | 98,8% | 504 | 17,26% | 1,6 |
|
| 2561 |
2561
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$ 421 mi | +US$ 34,7 mi | +9% | 5,89% | 60% | 612 | 14,38% | 3,5 |
|
| 2562 |
SCM
2562
SIR Capital Management
New York
| US$ 421 mi | +US$ 12,3 mi | +3% | 11,2% | 71,1% | 63 | 52,38% | 0,4 |
|
| 2563 |
2563
Pinpoint Asset Management
Hong Kong
| US$ 420 mi | +US$ 73,6 mi | +21% | 19,2% | 185% | 54 | 51,85% | 0,3 |
|
| 2564 |
2564
Chemung Canal Trust
Elmira,
New York
| US$ 419 mi | +US$ 36 mi | +9% | 9,21% | 93,4% | 118 | 7,63% | 4,7 |
|
| 2565 |
2565
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| US$ 419 mi | +US$ 25,5 mi | +6% | 7,37% | 85,6% | 308 | 34,09% | 1 |
|
| 2566 |
CFMC
2566
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$ 418 mi | +US$ 32,1 mi | +8% | 6,07% | 69,6% | 171 | 5,85% | 4,4 |
|
| 2567 |
2567
Legion Partners Asset Management
Los Angeles,
California
| US$ 418 mi | +US$ 60,5 mi | +17% | 9,15% | 206% | 19 | 42,11% | 1,3 |
|
| 2568 |
2568
Dean Investment Associates
Beavercreek,
Ohio
| US$ 417 mi | -US$ 937 mil | -0,2% | 3,35% | 63,5% | 235 | 17,87% | 2,5 |
|
| 2569 |
2569
Tradewinds Capital Management
Bellingham,
Washington
| US$ 417 mi | +US$ 29,1 mi | +7% | 7,35% | 96,9% | 732 | 11,07% | 3,7 |
|
| 2570 |
2570
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| US$ 417 mi | +US$ 42,4 mi | +11% | 7,56% | 34,5% | 340 | 13,24% | 1,5 |
|
| 2571 |
2571
Absher Wealth Management
Chapel Hill,
North Carolina
| US$ 416 mi | +US$ 24,5 mi | +6% | 12,4% | 65,3% | 71 | 5,63% | 0,7 |
|
| 2572 |
2572
Sompo Asset Management
Tokyo,
Japan
| US$ 415 mi | +US$ 21,2 mi | +5% | 6,11% | 97,4% | 136 | 10,29% | 1,7 |
|
| 2573 |
2573
Quattro Financial Advisors
The Woodlands,
Texas
| US$ 415 mi | +US$ 34,6 mi | +9% | 4,44% | 77,6% | 46 | 17,39% | 0,9 |
|
| 2574 |
2574
MPM BioImpact
Boston,
Massachusetts
| US$ 415 mi | +US$ 38,9 mi | +10% | 5,64% | 550% | 12 | 8,33% | 0,5 |
|
| 2575 |
IP
2575
Isomer Partners
New York
| US$ 415 mi | +US$ 40,5 mi | +11% | 25,1% | 57,2% | 21 | 23,81% | 0,6 |
|