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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 |
2576
Great Lakes Retirement
Sandusky,
Ohio
| US$ 676 mi | +US$ 68,4 mi | +11% | 12% | 118% | 234 | 17,95% | 1,9 |
|
| 2577 |
2577
LaFleur & Godfrey
Grand Rapids,
Michigan
| US$ 676 mi | +US$ 4,83 mi | +0,7% | 9,03% | 98,2% | 139 | 5,76% | 4 |
|
| 2578 |
2578
Stillwater Capital Advisors
Devon,
Pennsylvania
| US$ 675 mi | +US$ 51,6 mi | +8% | 15% | 121% | 71 | 5,63% | 5,6 |
|
| 2579 |
2579
Kahn Brothers Group
New York
| US$ 674 mi | +US$ 39,6 mi | +6% | 8,79% | 53,4% | 56 | 28,57% | 5 |
|
| 2580 |
2580
Flaharty Asset Management
Clearwater,
Florida
| US$ 674 mi | +US$ 40,7 mi | +6% | 4,86% | 37,8% | 126 | 13,49% | 3,1 |
|
| 2581 |
2581
Ascent Wealth Partners
New Hartford,
New York
| US$ 674 mi | +US$ 61,1 mi | +10% | 9,79% | 105% | 167 | 10,78% | 3,8 |
|
| 2582 |
2582
Aviance Capital Partners
Naples,
Florida
| US$ 673 mi | +US$ 206 mi | +44% | 10,2% | 109% | 323 | 22,91% | 4,1 |
|
| 2583 |
2583
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$ 673 mi | +US$ 59,9 mi | +10% | 8,34% | 68% | 116 | 12,93% | 3,2 |
|
| 2584 |
2584
Freshford Capital Management
Rye Brook,
New York
| US$ 672 mi | +US$ 57 mi | +9% | 5,37% | 97,3% | 24 | 41,67% | 1,6 |
|
| 2585 |
2585
Heritage Financial Services
Westwood,
Massachusetts
| US$ 672 mi | +US$ 84,3 mi | +14% | 4,16% | 38,3% | 113 | 20,35% | 1,4 |
|
| 2586 |
2586
Baker Ellis Asset Management
Vancouver,
Washington
| US$ 672 mi | +US$ 47,6 mi | +8% | 8,6% | 91,9% | 224 | 7,14% | 5,2 |
|
| 2587 |
2587
Oslo Pensjonsforsikring
Oslo,
| US$ 671 mi | +US$ 58,2 mi | +10% | 12% | 79% | 16 | 0% | 5,2 |
|
| 2588 |
2588
WestBridge Capital Management
Trianon,
Mauritius
| US$ 671 mi | -US$ 334 mi | -33% | 11,8% | 21,9% | 3 | 0% | 2 |
|
| 2589 |
2589
Compound Global Advisors
Mercer Island,
Washington
| US$ 671 mi | +US$ 131 mi | +24% | 15,8% | – | 48 | 35,42% | 0,7 |
|
| 2590 |
2590
Vision Capital Management
Portland,
Oregon
| US$ 670 mi | +US$ 29 mi | +5% | 6,6% | 78,4% | 121 | 4,96% | 4 |
|
| 2591 |
2591
Silicon Valley Capital Partners
San Jose,
California
| US$ 670 mi | +US$ 73,9 mi | +12% | 11,8% | 103% | 379 | 29,82% | 1,5 |
|
| 2592 |
2592
Center for Financial Planning
Southfied,
Michigan
| US$ 669 mi | +US$ 125 mi | +23% | 8,08% | 64,4% | 622 | 18,01% | 2,8 |
|
| 2593 |
2593
Dock Street Asset Management
Palm Beach,
Florida
| US$ 669 mi | +US$ 29 mi | +5% | 18,7% | 175% | 47 | 8,51% | 5 |
|
| 2594 |
2594
Stewart & Patten Company
Lafayette,
California
| US$ 669 mi | +US$ 29,6 mi | +5% | 7,48% | 27,5% | 99 | 8,08% | 6,9 |
|
| 2595 |
NRA
2595
NSI Retail Advisors
Warrendale,
Pennsylvania
| US$ 669 mi | +US$ 49,6 mi | +8% | 8,31% | 26,2% | 50 | 20% | 1,8 |
|
| 2596 |
2596
First Turn Management
Del Mar,
California
| US$ 668 mi | -US$ 27,9 mi | -4% | 21,4% | – | 40 | 37,5% | 0,2 |
|
| 2597 |
2597
Bridgewater Advisors
New York
| US$ 668 mi | +US$ 8,12 mi | +1% | 5,94% | 61% | 107 | 12,15% | 3,5 |
|
| 2598 |
2598
Continuum Advisory
Eagle,
Idaho
| US$ 668 mi | -US$ 35 mi | -5% | 7,44% | 77% | 1.710 | 73,98% | 0,7 |
|
| 2599 |
2599
Torray Investment Partners
Bethesda,
Maryland
| US$ 668 mi | +US$ 49,7 mi | +8% | 10,1% | 97,2% | 98 | 10,2% | 5,2 |
|
| 2600 |
2600
Patton Albertson Miller Group
Chattanooga,
Tennessee
| US$ 667 mi | +US$ 68,1 mi | +11% | 13% | 117% | 207 | 5,31% | 4,9 |
|