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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
Rodgers & Associates
Lancaster,
Pennsylvania
| US$ 664 mi | +US$ 49,1 mi | +8% | 6,73% | 56,3% | 94 | 4,26% | 0,9 |
|
| 2552 |
2552
Creative Financial Designs
Kokomo,
Indiana
| US$ 664 mi | +US$ 59,1 mi | +10% | 4,97% | 58,8% | 1.514 | 26,55% | 1,9 |
|
| 2553 |
2553
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$ 663 mi | -US$ 114 mi | -15% | 13% | 98,7% | 168 | 12,5% | 7,5 |
|
| 2554 |
2554
Evolution Wealth Advisors
Aventura,
Florida
| US$ 662 mi | +US$ 196 mi | +42% | 2,5% | 96% | 680 | 82,06% | 1,5 |
|
| 2555 |
NEWAS
2555
N.E.W. Advisory Services
De Pere,
Wisconsin
| US$ 662 mi | +US$ 48,4 mi | +8% | 5,35% | 51,1% | 140 | 10,71% | 1,4 |
|
| 2556 |
2556
Biglari Capital Corp
San Antonio,
Texas
| US$ 660 mi | -US$ 66,8 mi | -9% | 9,62% | 72,7% | 14 | 35,71% | 3,8 |
|
| 2557 |
2557
Signet Financial Management
Parsippany,
New Jersey
| US$ 660 mi | +US$ 81,1 mi | +14% | 8,78% | 65,2% | 1.490 | 83,15% | 0,3 |
|
| 2558 |
2558
Morningstar Investment Management
Chicago,
Illinois
| US$ 660 mi | +US$ 60,2 mi | +10% | 3,22% | 48,2% | 47 | 10,64% | 1,2 |
|
| 2559 |
2559
Raub Brock Capital Management
Larkspur,
California
| US$ 658 mi | US$ 0 | 0% | 13,6% | 54,7% | 66 | 0% | 2,2 |
|
| 2560 |
2560
Hendershot Investments
Centreville,
Virginia
| US$ 658 mi | +US$ 128 mi | +24% | 10,9% | 61,9% | 152 | 34,21% | 2,9 |
|
| 2561 |
2561
Stillwater Capital Advisors
Devon,
Pennsylvania
| US$ 657 mi | +US$ 50,3 mi | +8% | 11,9% | 121% | 77 | 11,69% | 4,2 |
|
| 2562 |
2562
Lindbrook Capital
Calabasas,
California
| US$ 657 mi | +US$ 275 mi | +72% | 7,36% | 35,8% | 2.266 | 20,87% | 1,8 |
|
| 2563 |
HAM
2563
Hillcrest Asset Management
Plano,
Texas
| US$ 656 mi | -US$ 42,7 mi | -6% | 7,9% | 97,2% | 65 | 18,46% | 2 |
|
| 2564 |
2564
Wallington Asset Management
Indianapolis,
Indiana
| US$ 656 mi | +US$ 54,7 mi | +9% | 8% | 120% | 83 | 13,25% | 4,1 |
|
| 2565 |
2565
CKW Financial Group
Honolulu,
Hawaii
| US$ 656 mi | +US$ 7,75 mi | +1% | 6,93% | 70,3% | 246 | 10,98% | 4 |
|
| 2566 |
2566
RGT Wealth Advisors
Dallas,
Texas
| US$ 655 mi | +US$ 149 mi | +29% | 5,32% | 9,35% | 349 | 84,53% | 0,3 |
|
| 2567 |
RCM
2567
Ratan Capital Management
Miami Beach,
Florida
| US$ 655 mi | -US$ 119 mi | -15% | 4,22% | 616% | 168 | 61,31% | 1 |
|
| 2568 |
2568
Adams Street Partners
Chicago,
Illinois
| US$ 655 mi | -US$ 124 mi | -16% | 19,5% | 399% | 36 | 55,56% | 1,2 |
|
| 2569 |
2569
Prysm Capital
Princeton,
New Jersey
| US$ 655 mi | – | – | 2,94% | 46,6% | 1 | – | 0 |
|
| 2570 |
DGM
2570
Darwin Global Management
St. Helier,
Jersey
| US$ 655 mi | +US$ 111 mi | +20% | 27,1% | 2.582% | 17 | 52,94% | 0,3 |
|
| 2571 |
2571
Caledonia Investments plc (UK)
London England,
United Kingdom
| US$ 654 mi | +US$ 81,6 mi | +14% | 7,69% | 61,9% | 12 | 8,33% | 4,6 |
|
| 2572 |
2572
IQ EQ Fund Management
Dublin 2,
Ireland
| US$ 652 mi | -US$ 3,06 mi | -0,5% | 5,24% | 109% | 270 | 23,7% | 2,6 |
|
| 2573 |
2573
Tradewinds Capital Management
Bellingham,
Washington
| US$ 652 mi | +US$ 63,5 mi | +11% | 7,05% | 96,9% | 846 | 10,99% | 4 |
|
| 2574 |
2574
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$ 652 mi | -US$ 121 mi | -16% | 7% | 112% | 492 | 40,85% | 4,4 |
|
| 2575 |
2575
Wealthquest
Cincinnati,
Ohio
| US$ 652 mi | +US$ 59,1 mi | +10% | 6,88% | 52,1% | 147 | 11,56% | 2,9 |
|