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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
RIA
2576
RPG Investment Advisory
Pleasanton,
California
| US$ 607 mi | -US$ 6,54 mi | -1% | 1,21% | 186% | 365 | 7,4% | 2,4 |
|
| 2577 |
2577
Planning Alternatives
Birmingham,
Michigan
| US$ 607 mi | -US$ 5,35 mi | -0,9% | 1,21% | 69,6% | 46 | 6,52% | 4,8 |
|
| 2578 |
2578
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$ 606 mi | -US$ 22,4 mi | -4% | 12,7% | 106% | 49 | 12,24% | 2,2 |
|
| 2579 |
2579
MV Capital Management
Bethesda,
Maryland
| US$ 605 mi | +US$ 16 mi | +3% | 0,37% | 73,3% | 739 | 11,1% | 2,1 |
|
| 2580 |
2580
Rockbridge Investment Management
Syracuse,
New York
| US$ 605 mi | +US$ 14,9 mi | +3% | 1,12% | 38,6% | 780 | 7,05% | 1 |
|
| 2581 |
2581
Institutional Venture Management XIV
Menlo Park,
California
| US$ 604 mi | +US$ 53,2 mi | +10% | 13,2% | 18,1% | 5 | 40% | 1,1 |
|
| 2582 |
2582
Creative Financial Designs
Kokomo,
Indiana
| US$ 604 mi | +US$ 27,8 mi | +5% | 1,11% | 58,8% | 1.488 | 10,28% | 1,7 |
|
| 2583 |
2583
Cornerstone Advisory
Hunt Valley,
Maryland
| US$ 604 mi | +US$ 10,4 mi | +2% | 0,63% | 60,6% | 226 | 7,96% | 2,9 |
|
| 2584 |
2584
Engle Capital Management
Greenwich,
Connecticut
| US$ 604 mi | -US$ 78,7 mi | -12% | 8,99% | 398% | 34 | 64,71% | 0,4 |
|
| 2585 |
2585
Zuckerman Investment Group
Chicago,
Illinois
| US$ 604 mi | -US$ 30,5 mi | -5% | 2,44% | 111% | 121 | 12,4% | 2,3 |
|
| 2586 |
2586
Callan Capital
La Jolla,
California
| US$ 602 mi | +US$ 26,2 mi | +5% | 1,29% | 20,1% | 88 | 1,14% | 3,6 |
|
| 2587 |
2587
Wallington Asset Management
Indianapolis,
Indiana
| US$ 601 mi | +US$ 18,3 mi | +3% | 1,07% | 120% | 80 | 17,5% | 3,9 |
|
| 2588 |
2588
Kemper
Chicago,
Illinois
| US$ 601 mi | +US$ 5,73 mi | +1% | 1,1% | 28,6% | 45 | 8,89% | 3 |
|
| 2589 |
2589
Private Capital Advisors
Darien,
Connecticut
| US$ 601 mi | +US$ 9,39 mi | +2% | 2,69% | 132% | 108 | 16,67% | 3,9 |
|
| 2590 |
2590
Morningstar Investment Management
Chicago,
Illinois
| US$ 599 mi | -US$ 293 mi | -33% | 1,16% | 48,2% | 49 | 28,57% | 1 |
|
| 2591 |
2591
HCR Wealth Advisors
Los Angeles,
California
| US$ 599 mi | +US$ 23,2 mi | +4% | 1,17% | 107% | 208 | 13,46% | 2,4 |
|
| 2592 |
2592
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$ 596 mi | +US$ 277 mi | +87% | 7,01% | 167% | 102 | 52,94% | 0,6 |
|
| 2593 |
2593
WBI Investments
Red Bank,
New Jersey
| US$ 596 mi | -US$ 54,7 mi | -8% | 0,93% | 105% | 245 | 55,1% | 0,6 |
|
| 2594 |
2594
RiverVest Venture Management
St. Louis,
Missouri
| US$ 596 mi | +US$ 84 mi | +16% | 20,1% | 16,5% | 5 | 0% | 0,7 |
|
| 2595 |
2595
Land & Buildings Investment Management
Stamford,
Connecticut
| US$ 596 mi | +US$ 61,9 mi | +12% | 3,17% | 53,9% | 21 | 19,05% | 1 |
|
| 2596 |
2596
Sierra Capital
Miami,
Florida
| US$ 595 mi | +US$ 55,8 mi | +10% | 0,57% | 32,4% | 508 | 9,65% | 0,4 |
|
| 2597 |
2597
Wealthquest
Cincinnati,
Ohio
| US$ 593 mi | +US$ 8,05 mi | +1% | 0,25% | 52,1% | 150 | 12,67% | 2,9 |
|
| 2598 |
2598
EAM Investors
Solana Beach,
California
| US$ 593 mi | -US$ 55,1 mi | -9% | 29,4% | 6.012% | 448 | 71,43% | 0,2 |
|
| 2599 |
2599
Global Strategic Investment Solutions
Scottsdale,
Arizona
| US$ 592 mi | -US$ 2,58 mi | -0,4% | 2,11% | 56,8% | 148 | 12,16% | 1,4 |
|
| 2600 |
2600
Makena Capital Management
Menlo Park,
California
| US$ 592 mi | -US$ 84,8 mi | -13% | 5,22% | 85,5% | 46 | 15,22% | 0,9 |
|