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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Tetrad Corporation
Omaha,
Nebraska
| US$ 327 mi | +US$ 23,8 mi | +8% | 7,9% | 45,6% | 3 | 0% | 6,5 |
|
| 2902 |
RIM
2902
Regent Investment Management
Louisville,
Kentucky
| US$ 327 mi | +US$ 22 mi | +7% | 11,4% | 44% | 218 | 9,17% | 4,2 |
|
| 2903 |
2903
ArchPoint Investors
Coral Gables,
Florida
| US$ 327 mi | +US$ 31,5 mi | +11% | 10% | 111% | 142 | 9,86% | 2,6 |
|
| 2904 |
2904
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| US$ 327 mi | +US$ 14,1 mi | +4% | 6,94% | 33,7% | 138 | 10,87% | 4 |
|
| 2905 |
2905
Marotta Asset Management
Charlottesville,
Virginia
| US$ 327 mi | – | – | 5,14% | 51% | 88 | – | 0 |
|
| 2906 |
2906
Plancorp LLC
Saint Louis,
Missouri
| US$ 326 mi | +US$ 64,3 mi | +25% | 7,72% | 73,1% | 193 | 13,99% | 2,5 |
|
| 2907 |
2907
IBEX Wealth Advisors
Bedminster,
New Jersey
| US$ 326 mi | +US$ 24,9 mi | +8% | 6,58% | 234% | 114 | 30,7% | 1,2 |
|
| 2908 |
2908
Campbell & Co Investment Adviser
Baltimore,
Maryland
| US$ 326 mi | +US$ 60,5 mi | +23% | 9,08% | 31% | 923 | 68,91% | 0,2 |
|
| 2909 |
2909
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$ 326 mi | -US$ 46,1 mi | -12% | 6,4% | 282% | 26 | 19,23% | 1,7 |
|
| 2910 |
2910
Zevin Asset Management
Boston,
Massachusetts
| US$ 326 mi | +US$ 15,6 mi | +5% | 4,8% | 71,7% | 93 | 7,53% | 3,8 |
|
| 2911 |
2911
JBJ Investment Partners
Charleston,
South Carolina
| US$ 326 mi | +US$ 28,8 mi | +10% | 4,03% | 46,2% | 54 | 7,41% | 0,6 |
|
| 2912 |
2912
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$ 326 mi | +US$ 11 mi | +4% | 3,84% | 130% | 50 | 68% | 0,8 |
|
| 2913 |
2913
MA Private Wealth
San Carlos,
California
| US$ 326 mi | -US$ 30 mi | -8% | 5,48% | 63,4% | 96 | 36,46% | 0,8 |
|
| 2914 |
2914
Lucia Wealth Services
San Diego,
California
| US$ 326 mi | +US$ 25,4 mi | +8% | 6,93% | 45,6% | 190 | 15,79% | 1,2 |
|
| 2915 |
WC
2915
Whitnell & Co
Oak Brook,
Illinois
| US$ 326 mi | +US$ 26,6 mi | +9% | 6,8% | 36,6% | 275 | 4,73% | 4,4 |
|
| 2916 |
2916
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$ 325 mi | +US$ 43,8 mi | +16% | 12,1% | 106% | 26 | 11,54% | 2,4 |
|
| 2917 |
2917
Geller Advisors
New York
| US$ 325 mi | +US$ 49,2 mi | +18% | 8,01% | 20,4% | 78 | 37,18% | 1,7 |
|
| 2918 |
WIP
2918
Wellesley Investment Partners
Wellesley,
Massachusetts
| US$ 325 mi | +US$ 20,8 mi | +7% | 4,92% | 22,7% | 127 | 19,69% | 2,4 |
|
| 2919 |
2919
Great Lakes Retirement
Sandusky,
Ohio
| US$ 325 mi | – | – | 5,75% | 118% | 171 | – | 0 |
|
| 2920 |
2920
Ashmore Group
London,
United Kingdom
| US$ 325 mi | +US$ 87,4 mi | +37% | 17% | 103% | 20 | 20% | 1,7 |
|
| 2921 |
AMCA
2921
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$ 325 mi | -US$ 29,8 mi | -8% | 9,58% | 129% | 134 | 13,43% | 3 |
|
| 2922 |
CIA
2922
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$ 324 mi | +US$ 29,3 mi | +10% | 7,24% | 100% | 94 | 3,19% | 4,4 |
|
| 2923 |
2923
Rossmore Private Capital
Glastonbury,
Connecticut
| US$ 324 mi | +US$ 26,8 mi | +9% | 8,08% | 87,1% | 139 | 4,32% | 1,6 |
|
| 2924 |
WAM
2924
WT Asset Management
Hong Kong
| US$ 324 mi | +US$ 64 mi | +25% | 25,9% | 2.732% | 24 | 41,67% | 0,5 |
|
| 2925 |
2925
Moloney Securities Asset Management
Manchester,
Missouri
| US$ 324 mi | +US$ 24,5 mi | +8% | 7,46% | 86% | 388 | 22,68% | 1,8 |
|