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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Marietta Wealth Management
Marietta,
Georgia
| US$ 688 mi | +US$ 46,8 mi | +7% | 5,63% | 93% | 113 | 9,73% | 4,4 |
|
| 2677 |
2677
NWF Advisory Services
Los Angeles,
California
| US$ 688 mi | +US$ 59,2 mi | +9% | 5,29% | 120% | 362 | 15,19% | 1,1 |
|
| 2678 |
2678
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$ 688 mi | +US$ 37,1 mi | +6% | 7,07% | 98% | 158 | 36,71% | 2,7 |
|
| 2679 |
2679
Cynosure Group
Salt Lake City,
Utah
| US$ 686 mi | +US$ 63 mi | +10% | 5,72% | 63% | 415 | 30,36% | 0,7 |
|
| 2680 |
2680
HBW Advisory Services
Simi Valley,
California
| US$ 684 mi | +US$ 81,5 mi | +14% | 6,55% | 68,6% | 401 | 26,68% | 1,8 |
|
| 2681 |
2681
V-Square Quantitative Management
Chicago,
Illinois
| US$ 681 mi | +US$ 63,7 mi | +10% | 6,59% | 111% | 697 | 17,36% | 0,9 |
|
| 2682 |
2682
Coppell Advisory Solutions
Coppell,
Texas
| US$ 680 mi | +US$ 73,3 mi | +12% | 7,44% | – | 1.989 | 15,08% | 1 |
|
| 2683 |
2683
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| US$ 678 mi | -US$ 144 mi | -18% | 3,13% | 312% | 2 | 50% | 3 |
|
| 2684 |
2684
Grove Bank & Trust
Miami,
Florida
| US$ 677 mi | +US$ 54 mi | +9% | 6,29% | 80,5% | 755 | 29,14% | 2,5 |
|
| 2685 |
2685
CDAM (UK)
London,
United Kingdom
| US$ 677 mi | +US$ 7,31 mi | +1% | 6,86% | 7,89% | 10 | 0% | 3,5 |
|
| 2686 |
2686
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$ 677 mi | +US$ 36 mi | +6% | 7,22% | 98,7% | 142 | 6,34% | 8,2 |
|
| 2687 |
2687
Auxier Asset Management
Aurora,
Oregon
| US$ 677 mi | +US$ 45 mi | +7% | 8,36% | 71,7% | 176 | 5,11% | 7,7 |
|
| 2688 |
2688
9258 Wealth Management
Blue Ash,
Ohio
| US$ 677 mi | +US$ 26,7 mi | +4% | 5,92% | 49,6% | 362 | 7,18% | 3,5 |
|
| 2689 |
2689
Financial Partners Group (Kansas)
Overland Park,
Kansas
| US$ 676 mi | +US$ 42,1 mi | +7% | 4,94% | 76,7% | 194 | 14,95% | 2,7 |
|
| 2690 |
2690
Northcape Capital
Sydney,
Australia
| US$ 675 mi | +US$ 2,53 mi | +0,4% | 6,52% | – | 34 | 8,82% | 3,2 |
|
| 2691 |
2691
Adams Natural Resources Fund
Baltimore,
Maryland
| US$ 675 mi | -US$ 10 mi | -1% | 0,21% | 50,6% | 57 | 7,02% | 6,8 |
|
| 2692 |
2692
Mosaic Family Wealth Partners
St. Louis,
Missouri
| US$ 674 mi | +US$ 52,1 mi | +8% | 5,75% | 67,5% | 212 | 10,38% | 1,4 |
|
| 2693 |
2693
SKBA Capital Management
San Francisco,
California
| US$ 674 mi | +US$ 50,4 mi | +8% | 10,6% | 55,7% | 79 | 10,13% | 4,3 |
|
| 2694 |
2694
Radnor Capital Management
Wayne,
Pennsylvania
| US$ 673 mi | +US$ 345 mi | +105% | 7,81% | 96,9% | 340 | 54,41% | 1,4 |
|
| 2695 |
2695
Consolidated Investment Group
Englewood,
Colorado
| US$ 673 mi | +US$ 28,4 mi | +4% | 5,26% | 150% | 66 | 6,06% | 5,8 |
|
| 2696 |
2696
Inscription Capital
Houston,
Texas
| US$ 673 mi | +US$ 51,9 mi | +8% | 6,06% | – | 382 | 12,57% | 1,9 |
|
| 2697 |
2697
Intrua Financial
Houston,
Texas
| US$ 673 mi | +US$ 2,77 mi | +0,4% | 6,49% | 77,4% | 414 | 14,49% | 2,4 |
|
| 2698 |
2698
Cooper Investors
Melbourne, Victoria,
Australia
| US$ 673 mi | +US$ 14,7 mi | +2% | 11,1% | 57,5% | 49 | 24,49% | 1,8 |
|
| 2699 |
2699
Alphadyne Asset Management
New York
| US$ 672 mi | +US$ 92,9 mi | +16% | 0,79% | 159% | 39 | 84,62% | 0,2 |
|
| 2700 |
2700
Consolidated Planning Corp
Atlanta,
Georgia
| US$ 672 mi | +US$ 66,2 mi | +11% | 7,41% | 84,6% | 223 | 29,15% | 1,7 |
|