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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
Pegasus Partners
Mequon,
Wisconsin
| US$ 308 mi | +US$ 53,1 mi | +21% | 21,4% | 32,6% | 142 | 15,49% | 2 |
|
| 2902 |
2902
Filament
Seattle,
Washington
| US$ 308 mi | +US$ 42,1 mi | +16% | 25,4% | 46,9% | 37 | 18,92% | 4,4 |
|
| 2903 |
2903
Avalon Global Asset Management
San Francisco,
California
| US$ 308 mi | +US$ 95,7 mi | +45% | 46,6% | 278% | 58 | 58,62% | 2 |
|
| 2904 |
MCG
2904
McCollum Christoferson Group
Amherst,
New York
| US$ 308 mi | +US$ 57,7 mi | +23% | 26,6% | 59,4% | 69 | 14,49% | 2 |
|
| 2905 |
2905
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$ 308 mi | +US$ 97,3 mi | +46% | 22,2% | 84,5% | 289 | 26,64% | 1,3 |
|
| 2906 |
2906
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$ 308 mi | +US$ 118 mi | +63% | 23,6% | 46,7% | 191 | 24,08% | 1,8 |
|
| 2907 |
2907
Transcend Capital Advisors
Madison,
New Jersey
| US$ 307 mi | -US$ 26,2 mi | -8% | 21,4% | 71,6% | 227 | 57,27% | 0,4 |
|
| 2908 |
2908
Cutter & Co Brokerage
Ballwin,
Missouri
| US$ 307 mi | +US$ 41,8 mi | +16% | 25,8% | 40,4% | 290 | 33,79% | 2,3 |
|
| 2909 |
2909
Clearline Capital
New York
| US$ 307 mi | +US$ 90,6 mi | +42% | 17,9% | 57,4% | 98 | 69,39% | 0,4 |
|
| 2910 |
2910
Marquette Asset Management
Minneapolis,
Minnesota
| US$ 307 mi | +US$ 64,9 mi | +27% | 24,6% | 69,6% | 266 | 15,41% | 1,8 |
|
| 2911 |
LCM
2911
Lonestar Capital Management
San Francisco,
California
| US$ 306 mi | +US$ 207 mi | +208% | 39,2% | 260% | 27 | 66,67% | 0,6 |
|
| 2912 |
2912
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$ 306 mi | +US$ 72,5 mi | +31% | 17,1% | 58,2% | 26 | 19,23% | 2,9 |
|
| 2913 |
2913
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$ 306 mi | +US$ 42 mi | +16% | 22,3% | 85,4% | 1.806 | 21,54% | 2,9 |
|
| 2914 |
2914
Evolution Wealth Advisors
Aventura,
Florida
| US$ 305 mi | +US$ 57,5 mi | +23% | 24,8% | 96% | 585 | 56,92% | 0,4 |
|
| 2915 |
2915
Matthew Goff Investment Advisor
Houston,
Texas
| US$ 305 mi | +US$ 67,3 mi | +28% | 11,7% | 89,6% | 74 | 27,03% | 1,9 |
|
| 2916 |
2916
Bishop Rock Capital
New York
| US$ 305 mi | +US$ 36,3 mi | +14% | 20,8% | 35,4% | 26 | 26,92% | 2,7 |
|
| 2917 |
KM
2917
Kylin Management
New York
| US$ 304 mi | +US$ 72,9 mi | +31% | 43,7% | 126% | 11 | 36,36% | 1,7 |
|
| 2918 |
2918
Cable Hill Partners
Portland,
Oregon
| US$ 304 mi | +US$ 25,7 mi | +9% | 12,3% | 20,3% | 99 | 25,25% | 3,9 |
|
| 2919 |
LWANC
2919
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$ 304 mi | +US$ 38 mi | +14% | 16,4% | 71,1% | 562 | 7,47% | 1,3 |
|
| 2920 |
2920
Welch Capital Partners
Harrison,
New York
| US$ 304 mi | +US$ 53,7 mi | +21% | 23,7% | 79,2% | 24 | 12,5% | 2,2 |
|
| 2921 |
2921
Realta Investment Advisors
Wilmington,
Delaware
| US$ 304 mi | +US$ 71,1 mi | +31% | 26,4% | 151% | 364 | 24,73% | 1 |
|
| 2922 |
MWM
2922
Madison Wealth Management
Cincinnati,
Ohio
| US$ 304 mi | +US$ 54,6 mi | +22% | 23,1% | 35,1% | 128 | 20,31% | 0,4 |
|
| 2923 |
2923
Newport Asia
San Francisco,
California
| US$ 304 mi | -US$ 44,1 mi | -13% | 12,6% | – | 6 | 16,67% | 3,5 |
|
| 2924 |
2924
LSP Investment Advisors
New York
| US$ 304 mi | +US$ 126 mi | +71% | 41,6% | 79,5% | 19 | 52,63% | 1,1 |
|
| 2925 |
2925
Terril Brothers
St. Louis,
Missouri
| US$ 304 mi | +US$ 73,5 mi | +32% | 20,8% | 112% | 61 | 13,11% | 3 |
|