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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Valley National Advisers
Bethlehem,
Pennsylvania
| US$ 400 mi | +US$ 35,2 mi | +10% | 8,39% | 87,2% | 868 | 11,29% | 2,9 |
|
| 2602 |
2602
Evolution Wealth Advisors
Aventura,
Florida
| US$ 399 mi | +US$ 190 mi | +90% | 20,7% | 96% | 725 | 48,14% | 0,3 |
|
| 2603 |
2603
Center for Financial Planning
Southfied,
Michigan
| US$ 399 mi | – | – | 5,65% | 64,4% | 472 | – | 0 |
|
| 2604 |
2604
Taikang Asset Management (HK)
Hong Kong
| US$ 399 mi | -US$ 525 mi | -57% | 19,7% | 166% | 78 | 8,97% | 1,3 |
|
| 2605 |
2605
Lodbrok Capital
London,
United Kingdom
| US$ 399 mi | +US$ 36,8 mi | +10% | 0% | 25,9% | 5 | 0% | 0,6 |
|
| 2606 |
2606
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$ 398 mi | +US$ 38,6 mi | +11% | 7,21% | 159% | 204 | 26,47% | 2 |
|
| 2607 |
2607
Permanens Capital
New York
| US$ 398 mi | +US$ 40,7 mi | +11% | 7,09% | 76,9% | 149 | 41,61% | 0,7 |
|
| 2608 |
2608
Veritas Investment Management (UK)
London,
United Kingdom
| US$ 398 mi | +US$ 35,5 mi | +10% | 13,5% | 151% | 38 | 5,26% | 3,5 |
|
| 2609 |
2609
B. Riley Financial
Los Angeles,
California
| US$ 398 mi | +US$ 127 mi | +47% | 33,2% | 682% | 63 | 60,32% | 0,7 |
|
| 2610 |
2610
Greenline Partners
New York
| US$ 398 mi | +US$ 48,8 mi | +14% | 10,9% | 69,6% | 93 | 20,43% | 1,2 |
|
| 2611 |
2611
Financial Enhancement Group
Anderson,
Indiana
| US$ 397 mi | +US$ 26,6 mi | +7% | 5,03% | 62,2% | 315 | 20% | 1,5 |
|
| 2612 |
2612
Kettle Hill Capital Management
New York
| US$ 397 mi | -US$ 24,1 mi | -6% | 7,38% | 37,4% | 43 | 67,44% | 0,3 |
|
| 2613 |
2613
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$ 397 mi | +US$ 48,2 mi | +14% | 11,7% | 102% | 142 | 15,49% | 2 |
|
| 2614 |
2614
L.J. Altfest & Co
New York
| US$ 397 mi | +US$ 9,04 mi | +2% | 4,19% | 95,6% | 205 | 18,05% | 2,1 |
|
| 2615 |
2615
SOL Capital Management
Rockville,
Maryland
| US$ 396 mi | +US$ 30,2 mi | +8% | 9,58% | 56,6% | 248 | 10,48% | 4,6 |
|
| 2616 |
2616
Cypress Wealth Services
Palm Desert,
California
| US$ 396 mi | +US$ 31,9 mi | +9% | 7,22% | 82,7% | 266 | 7,52% | 1,5 |
|
| 2617 |
2617
NFC Investments
Memphis,
Tennessee
| US$ 396 mi | +US$ 26,3 mi | +7% | 11,1% | 58% | 41 | 4,88% | 3,4 |
|
| 2618 |
CCM
2618
Castine Capital Management
Boston,
Massachusetts
| US$ 396 mi | +US$ 29,9 mi | +8% | 11,9% | 13,9% | 47 | 27,66% | 1,6 |
|
| 2619 |
2619
Arcadia Investment Management
Kalamazoo,
Michigan
| US$ 395 mi | +US$ 29,7 mi | +8% | 7,89% | 83,5% | 299 | 7,36% | 3,5 |
|
| 2620 |
2620
Passport Capital
San Francisco,
California
| US$ 394 mi | +US$ 329 mi | +506% | 7,29% | 40,2% | 9 | 88,89% | 0,1 |
|
| 2621 |
2621
Absher Wealth Management
Chapel Hill,
North Carolina
| US$ 394 mi | – | – | 7,44% | 65,3% | 72 | – | 0 |
|
| 2622 |
2622
Csenge Advisory Group
Clearwater,
Florida
| US$ 394 mi | +US$ 28,9 mi | +8% | 6,3% | 72,3% | 318 | 25,79% | 0,9 |
|
| 2623 |
2623
New Leaf Venture Partners
New York
| US$ 393 mi | +US$ 62,6 mi | +19% | 64,6% | 3,91% | 19 | 0% | 1,4 |
|
| 2624 |
2624
Royal Fund Management
Lady Lake,
Florida
| US$ 393 mi | +US$ 34,4 mi | +10% | 6,35% | 103% | 746 | 13,4% | 1,7 |
|
| 2625 |
2625
Winslow Evans & Crocker
Boston,
Massachusetts
| US$ 393 mi | +US$ 34,5 mi | +10% | 9,17% | 76,2% | 1.179 | 6,53% | 3,9 |
|