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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
Winslow Asset Management
Beachwood,
Ohio
| US$ 423 mi | +US$ 38,6 mi | +10% | 14,5% | 89,9% | 80 | 8,75% | 6,3 |
|
| 2902 |
2902
Dorchester Wealth Management
Montreal,
Quebec, Canada
| US$ 422 mi | -US$ 30,9 mi | -7% | 10,2% | 18,3% | 158 | 12,03% | 4,5 |
|
| 2903 |
2903
Ionic Capital Management
New York
| US$ 422 mi | -US$ 306 mi | -42% | 6,34% | 163% | 516 | 39,73% | 0,8 |
|
| 2904 |
2904
D'Orazio & Associates
Falls Church,
Virginia
| US$ 422 mi | +US$ 80,3 mi | +23% | 10,2% | 66,7% | 161 | 28,57% | 3,8 |
|
| 2905 |
2905
RK Capital Management (Colorado)
Denver,
Colorado
| US$ 422 mi | +US$ 32 mi | +8% | 13,5% | 89% | 54 | 27,78% | 2,4 |
|
| 2906 |
2906
Affinity Wealth Management
Wilmington,
Delaware
| US$ 422 mi | +US$ 20,2 mi | +5% | 9,49% | 116% | 125 | 39,2% | 1,9 |
|
| 2907 |
2907
World Equity Group
Schaumburg,
Illinois
| US$ 421 mi | +US$ 26 mi | +7% | 6,98% | 117% | 347 | 13,54% | 0,6 |
|
| 2908 |
2908
Shah Capital Management
Raleigh,
North Carolina
| US$ 421 mi | +US$ 71 mi | +20% | 23,2% | 287% | 16 | 31,25% | 2,9 |
|
| 2909 |
2909
Capital Planning Advisors
Roseville,
California
| US$ 421 mi | +US$ 48,5 mi | +13% | 7,53% | 64,2% | 132 | 17,42% | 3,8 |
|
| 2910 |
2910
Wilsey Asset Management
San Diego,
California
| US$ 421 mi | +US$ 40 mi | +11% | 10,9% | 66,9% | 26 | 3,85% | 3,3 |
|
| 2911 |
2911
SYM Financial Corp
Winona Lake,
Indiana
| US$ 421 mi | +US$ 214 mi | +104% | 12,6% | 64,3% | 131 | 29,01% | 2,2 |
|
| 2912 |
2912
Gryphon Financial Partners
Columbus,
Ohio
| US$ 420 mi | +US$ 23,4 mi | +6% | 7,43% | 111% | 211 | 15,64% | 2,7 |
|
| 2913 |
2913
Sanford Advisory Services
Portage,
Michigan
| US$ 420 mi | +US$ 69,7 mi | +20% | 8,19% | – | 127 | 20,47% | 1,5 |
|
| 2914 |
2914
Strid Group
Newtown Square,
Pennsylvania
| US$ 420 mi | +US$ 24,8 mi | +6% | 6,75% | 55,2% | 48 | 22,92% | 2,9 |
|
| 2915 |
2915
FRG Family Wealth Advisors
Bellevue,
Washington
| US$ 420 mi | +US$ 14,7 mi | +4% | 11,6% | 76,4% | 143 | 6,29% | 5,1 |
|
| 2916 |
2916
Fractal Investments
Glastonbury,
Connecticut
| US$ 420 mi | +US$ 41,9 mi | +11% | 11% | 74,2% | 96 | 14,58% | 0,6 |
|
| 2917 |
2917
Covenant Asset Management
Chester,
New Jersey
| US$ 419 mi | +US$ 68,1 mi | +19% | 7,21% | 177% | 181 | 12,71% | 2,9 |
|
| 2918 |
2918
CAS Investment Partners
Westport,
Connecticut
| US$ 419 mi | -US$ 129 mi | -24% | 2,23% | 527% | 6 | 16,67% | 3 |
|
| 2919 |
2919
NEPC LLC
Boston,
Massachusetts
| US$ 419 mi | -US$ 320 mi | -43% | 2,26% | 21,3% | 28 | 7,14% | 2,4 |
|
| 2920 |
2920
Jackson Thornton Wealth Management
Montgomery,
Alabama
| US$ 419 mi | +US$ 51,2 mi | +14% | 12,1% | 64,4% | 37 | 27,03% | 0,6 |
|
| 2921 |
GA
2921
GRS Advisors
Chicago,
Illinois
| US$ 418 mi | +US$ 89,7 mi | +27% | 8,19% | 54,3% | 39 | 53,85% | 0,8 |
|
| 2922 |
JCP
2922
Jennifer C. Price
| US$ 418 mi | -US$ 66,4 mi | -14% | 12,9% | – | 100 | 18% | 0,5 |
|
| 2923 |
KWMG
2923
King Wealth Management Group
Naples,
Florida
| US$ 418 mi | +US$ 24,7 mi | +6% | 8,85% | 103% | 159 | 15,72% | 4,9 |
|
| 2924 |
CIA
2924
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$ 418 mi | +US$ 32,2 mi | +8% | 8,55% | 100% | 75 | 4% | 6,4 |
|
| 2925 |
2925
Campbell & Co Investment Adviser
Baltimore,
Maryland
| US$ 418 mi | -US$ 21,9 mi | -5% | 13,8% | 31% | 1.064 | 66,17% | 0,3 |
|