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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
HCP
2751
Holt Capital Partners
Fort Worth,
Texas
| US$ 559 mi | +US$ 48,7 mi | +10% | 9,81% | 69,5% | 158 | 6,96% | 6,1 |
|
| 2752 |
2752
Battery Management Corp
Boston,
Massachusetts
| US$ 559 mi | +US$ 178 mi | +47% | 3,77% | 45,1% | 5 | 0% | 2,2 |
|
| 2753 |
2753
Towercrest Capital Management
Newtown,
Pennsylvania
| US$ 559 mi | +US$ 45 mi | +9% | 8,16% | 42,6% | 107 | 3,74% | 4,4 |
|
| 2754 |
2754
D'Orazio & Associates
Falls Church,
Virginia
| US$ 558 mi | +US$ 113 mi | +25% | 11% | 66,7% | 194 | 22,68% | 3,3 |
|
| 2755 |
2755
Synergy Asset Management
Vancouver,
Washington
| US$ 558 mi | +US$ 54 mi | +11% | 8,01% | 113% | 177 | 48,59% | 0,7 |
|
| 2756 |
2756
Skaana Management
Brooklyn,
New York
| US$ 558 mi | +US$ 152 mi | +37% | 1,91% | 269% | 241 | 22,41% | 0,7 |
|
| 2757 |
2757
Financial Partners Group (Kansas)
Overland Park,
Kansas
| US$ 558 mi | +US$ 72,7 mi | +15% | 9,42% | 76,7% | 173 | 10,4% | 2,5 |
|
| 2758 |
2758
Monograph Wealth Advisors
Manhattan Beach,
California
| US$ 557 mi | +US$ 51,6 mi | +10% | 10,9% | 74,8% | 139 | 30,94% | 1,3 |
|
| 2759 |
2759
Exchange Capital Management
Ann Arbor,
Michigan
| US$ 557 mi | +US$ 27,2 mi | +5% | 11,5% | 57,8% | 186 | 8,06% | 5,2 |
|
| 2760 |
2760
Zevin Asset Management
Boston,
Massachusetts
| US$ 557 mi | +US$ 59,5 mi | +12% | 8,74% | 71,7% | 94 | 11,7% | 5 |
|
| 2761 |
2761
Hazelview Securities
Toronto,
Ontario, Canada
| US$ 557 mi | +US$ 6,6 mi | +1% | 16,5% | – | 53 | 49,06% | 1,4 |
|
| 2762 |
2762
Covenant Asset Management
Chester,
New Jersey
| US$ 557 mi | +US$ 177 mi | +47% | 15,6% | 177% | 167 | 11,98% | 3,7 |
|
| 2763 |
2763
Cynosure Group
Salt Lake City,
Utah
| US$ 556 mi | +US$ 230 mi | +71% | 9,74% | 63% | 158 | 17,72% | 0,8 |
|
| 2764 |
2764
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$ 556 mi | +US$ 28,1 mi | +5% | 17,6% | 312% | 230 | 31,74% | 1,1 |
|
| 2765 |
2765
StepStone Group
La Jolla,
California
| US$ 556 mi | +US$ 132 mi | +31% | 34,9% | 107% | 28 | 42,86% | 1,5 |
|
| 2766 |
2766
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 555 mi | -US$ 72,2 mi | -12% | 8,55% | 59,7% | 177 | 24,86% | 1,3 |
|
| 2767 |
2767
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$ 555 mi | +US$ 42,1 mi | +8% | 8,34% | 52,5% | 148 | 12,16% | 3,9 |
|
| 2768 |
2768
Sompo Asset Management
Tokyo,
Japan
| US$ 554 mi | +US$ 97,8 mi | +21% | 12,7% | 84,7% | 203 | 15,76% | 2,7 |
|
| 2769 |
2769
Redwood Capital Management
New York
| US$ 552 mi | +US$ 19,9 mi | +4% | 17,1% | 313% | 22 | 13,64% | 4,2 |
|
| 2770 |
2770
TrinityPoint Wealth
Milford,
Connecticut
| US$ 552 mi | +US$ 50 mi | +10% | 10,5% | 28,4% | 303 | 7,26% | 2,9 |
|
| 2771 |
JC
2771
Joho Capital
New York
| US$ 552 mi | +US$ 107 mi | +24% | 16,6% | 80,2% | 19 | 31,58% | 1,4 |
|
| 2772 |
2772
Total Wealth Planning
Cincinnati,
Ohio
| US$ 551 mi | +US$ 62 mi | +13% | 8,48% | 37,2% | 92 | 8,7% | 2,5 |
|
| 2773 |
2773
Dillon & Associates
Jackson,
Michigan
| US$ 551 mi | +US$ 31,7 mi | +6% | 10% | 117% | 80 | 6,25% | 6,9 |
|
| 2774 |
2774
Iridian Asset Management
Westport,
Connecticut
| US$ 551 mi | +US$ 57,4 mi | +12% | 9,93% | 88,4% | 53 | 7,55% | 2,9 |
|
| 2775 |
CIA
2775
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$ 551 mi | +US$ 62,9 mi | +13% | 11,6% | 100% | 77 | 9,09% | 6,3 |
|