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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
St Louis Trust
Saint Louis,
Missouri
| US$ 498 mi | +US$ 27,3 mi | +6% | 5,49% | 77,2% | 102 | 1,96% | 3,6 |
|
| 2702 |
2702
Ascent Wealth Partners
New Hartford,
New York
| US$ 498 mi | +US$ 32,6 mi | +7% | 6,84% | 105% | 152 | 10,53% | 3,7 |
|
| 2703 |
2703
Amarillo National Bank
Amarillo,
Texas
| US$ 497 mi | +US$ 65,9 mi | +15% | 5,4% | 63,5% | 100 | 6% | 5,3 |
|
| 2704 |
2704
Fund Management at Engine No 1
San Francisco,
California
| US$ 497 mi | +US$ 88,7 mi | +22% | 10,6% | – | 409 | 11,25% | 0,8 |
|
| 2705 |
2705
Integral Health Asset Management
New York
| US$ 496 mi | +US$ 20 mi | +4% | 7,36% | 564% | 92 | 56,52% | 0,6 |
|
| 2706 |
HVM
2706
Harvest Volatility Management
Norwalk,
Connecticut
| US$ 496 mi | +US$ 706 mil | +0,1% | 22,9% | 24,3% | 134 | 2,99% | 1,8 |
|
| 2707 |
CI
2707
CPMG Inc
Dallas,
Texas
| US$ 496 mi | +US$ 97,5 mi | +24% | 64,6% | 878% | 5 | 20% | 2,8 |
|
| 2708 |
2708
Evermay Wealth Management
Arlington,
Virginia
| US$ 496 mi | +US$ 4,38 mi | +0,9% | 5,05% | 61,1% | 592 | 13,51% | 2,5 |
|
| 2709 |
2709
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$ 495 mi | +US$ 1,95 mi | +0,4% | 8,36% | 312% | 182 | 29,67% | 1,4 |
|
| 2710 |
FAG
2710
Financial Advisory Group
Houston,
Texas
| US$ 495 mi | +US$ 24,2 mi | +5% | 7,12% | 20,6% | 95 | 15,79% | 4,8 |
|
| 2711 |
2711
Bensler
Bellevue,
Washington
| US$ 495 mi | +US$ 45,4 mi | +10% | 8,24% | 109% | 164 | 12,8% | 1 |
|
| 2712 |
2712
9258 Wealth Management
Blue Ash,
Ohio
| US$ 495 mi | +US$ 33 mi | +7% | 7,53% | 49,6% | 339 | 9,44% | 2,9 |
|
| 2713 |
2713
Arkos Global Advisors
Houston,
Texas
| US$ 495 mi | +US$ 103 mi | +26% | 3,88% | 47,8% | 100 | 15% | 2,4 |
|
| 2714 |
2714
Tarbox Family Office
Newport Beach,
California
| US$ 495 mi | +US$ 38,7 mi | +8% | 5,23% | 66,4% | 101 | 7,92% | 6,5 |
|
| 2715 |
2715
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$ 495 mi | -US$ 16,7 mi | -3% | 9,34% | 159% | 277 | 28,88% | 2,4 |
|
| 2716 |
CCM
2716
Cohen Capital Management
Corte Madera,
California
| US$ 495 mi | +US$ 3,07 mi | +0,6% | 5,06% | 91,5% | 140 | 4,29% | 6 |
|
| 2717 |
2717
Biondo Investment Advisors
Milford,
Pennsylvania
| US$ 495 mi | +US$ 45,7 mi | +10% | 10,4% | 101% | 80 | 13,75% | 5,1 |
|
| 2718 |
2718
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| US$ 494 mi | +US$ 76,3 mi | +18% | 46,2% | 740% | 3 | 0% | 1,3 |
|
| 2719 |
2719
Passaic Partners
Newark,
New Jersey
| US$ 494 mi | +US$ 15,8 mi | +3% | 6,57% | 60,1% | 8 | 12,5% | 1 |
|
| 2720 |
2720
Focused Wealth Management
Newburgh,
New York
| US$ 494 mi | +US$ 2,3 mi | +0,5% | 7,37% | 80,9% | 1.173 | 18,24% | 4,2 |
|
| 2721 |
SA
2721
Strategic Advisors
New York
| US$ 494 mi | +US$ 44,9 mi | +10% | 9,91% | 106% | 213 | 13,62% | 3,7 |
|
| 2722 |
2722
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$ 493 mi | -US$ 251 mi | -34% | 6,88% | 97,3% | 496 | 19,96% | 3,5 |
|
| 2723 |
2723
Camden National Bank
Camden,
Maine
| US$ 493 mi | +US$ 13,7 mi | +3% | 4,24% | 58,2% | 127 | 10,24% | 4,1 |
|
| 2724 |
2724
Crosslink Capital
Menlo Park,
California
| US$ 493 mi | +US$ 77,9 mi | +19% | 30,2% | 135% | 20 | 25% | 3,6 |
|
| 2725 |
2725
Exchange Capital Management
Ann Arbor,
Michigan
| US$ 492 mi | +US$ 36,4 mi | +8% | 6,4% | 57,8% | 171 | 7,02% | 5 |
|