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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Winslow Asset Management
Beachwood,
Ohio
| US$ 566 mi | +US$ 48,5 mi | +9% | 12% | 89,9% | 91 | 8,79% | 5,3 |
|
| 2802 |
2802
Means Investment Company
Bangor,
Maine
| US$ 566 mi | +US$ 59,9 mi | +12% | 9,51% | 106% | 228 | 20,18% | 1,9 |
|
| 2803 |
2803
Cohanzick Management
Pleasantville,
New York
| US$ 566 mi | +US$ 151 mi | +36% | 0,33% | 1,18% | 487 | 67,56% | 0,2 |
|
| 2804 |
CFMC
2804
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$ 566 mi | +US$ 35,2 mi | +7% | 6,06% | 69,6% | 207 | 4,83% | 4,7 |
|
| 2805 |
2805
Kettle Hill Capital Management
New York
| US$ 565 mi | +US$ 30,1 mi | +6% | 0,04% | 37,4% | 61 | 54,1% | 0,5 |
|
| 2806 |
2806
IBEX Wealth Advisors
Bedminster,
New Jersey
| US$ 565 mi | +US$ 45,5 mi | +9% | 13,2% | 234% | 452 | 60,4% | 1,3 |
|
| 2807 |
2807
Zhang Financial
Portage,
Michigan
| US$ 564 mi | +US$ 132 mi | +30% | 8,52% | 67,9% | 212 | 24,53% | 2,6 |
|
| 2808 |
FPCM
2808
Financial Partners Capital Management
New York
| US$ 564 mi | +US$ 16,6 mi | +3% | 5,03% | 34,2% | 129 | 10,08% | 3,3 |
|
| 2809 |
2809
Alaska Wealth Advisors
Anchorage,
Alaska
| US$ 564 mi | +US$ 42,7 mi | +8% | 4,1% | 47,3% | 53 | 13,21% | 2,1 |
|
| 2810 |
2810
Montecito Bank & Trust
Santa Barbara,
California
| US$ 564 mi | +US$ 49,2 mi | +10% | 9,11% | – | 271 | 7,38% | 3,9 |
|
| 2811 |
2811
HeadInvest LLC
Portland,
Maine
| US$ 564 mi | +US$ 36,3 mi | +7% | 8,45% | 59,1% | 239 | 8,37% | 3,8 |
|
| 2812 |
2812
Tompkins Financial
Ithaca,
New York
| US$ 564 mi | +US$ 16,6 mi | +3% | 10,6% | 84,4% | 408 | 21,32% | 5,1 |
|
| 2813 |
2813
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 563 mi | +US$ 51 mi | +10% | 10,4% | 60% | 70 | 11,43% | 3,4 |
|
| 2814 |
2814
TrinityPoint Wealth
Milford,
Connecticut
| US$ 563 mi | +US$ 40,6 mi | +8% | 8,9% | 28,4% | 325 | 13,23% | 1,7 |
|
| 2815 |
2815
Formula Growth
Montreal,
Quebec, Canada
| US$ 563 mi | -US$ 136 mi | -19% | 4,15% | 118% | 158 | 20,25% | 2,6 |
|
| 2816 |
2816
EAM Global Investors
Solana Beach,
California
| US$ 563 mi | +US$ 140 mi | +33% | 30% | 2.399% | 291 | 69,07% | 0,2 |
|
| 2817 |
ECG
2817
EPIQ Capital Group
San Francisco,
California
| US$ 563 mi | -US$ 405 mi | -42% | 12,1% | 6,25% | 65 | 16,92% | 1,3 |
|
| 2818 |
2818
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$ 562 mi | +US$ 20,5 mi | +4% | 5,8% | 149% | 133 | 7,52% | 4,5 |
|
| 2819 |
2819
Rodgers Brothers
Harmony,
Pennsylvania
| US$ 562 mi | +US$ 60,3 mi | +12% | 10,8% | 108% | 213 | 13,15% | 4,7 |
|
| 2820 |
2820
Ascent Wealth Partners
New Hartford,
New York
| US$ 562 mi | +US$ 39 mi | +7% | 12,4% | 105% | 156 | 12,18% | 3,7 |
|
| 2821 |
2821
Keebeck Wealth Management
Chicago,
Illinois
| US$ 560 mi | +US$ 53,3 mi | +11% | 9,53% | 81,3% | 229 | 11,79% | 1,4 |
|
| 2822 |
2822
Evermay Wealth Management
Arlington,
Virginia
| US$ 560 mi | +US$ 43,4 mi | +8% | 8,29% | 61,1% | 544 | 17,28% | 1,6 |
|
| 2823 |
2823
Seven Eight Capital
New York
| US$ 559 mi | -US$ 480 mi | -46% | 1,9% | 13,6% | 756 | 72,35% | 0,3 |
|
| 2824 |
2824
Crabel Capital Management
Los Angeles,
California
| US$ 558 mi | +US$ 234 mi | +72% | 5,54% | 13,9% | 164 | 51,83% | 0,5 |
|
| 2825 |
2825
Tectonic Advisors
Frisco,
Texas
| US$ 558 mi | +US$ 48,9 mi | +10% | 6,43% | 44,9% | 237 | 15,61% | 0,8 |
|