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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Grove Bank & Trust
Miami,
Florida
| US$ 304 mi | +US$ 50,3 mi | +20% | 18,9% | 80,5% | 184 | 16,3% | 3 |
|
| 2927 |
WCA
2927
Windsor Creek Advisors
Bethel,
Vermont
| US$ 303 mi | +US$ 22,2 mi | +8% | 22% | 48,3% | 218 | 49,54% | 0,5 |
|
| 2928 |
IAA
2928
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$ 303 mi | +US$ 139 mi | +84% | 32,9% | 49,3% | 83 | 21,69% | 1,9 |
|
| 2929 |
2929
Univest Financial
Souderton,
Pennsylvania
| US$ 303 mi | +US$ 51,1 mi | +20% | 18,6% | 96,9% | 111 | 16,22% | 3,4 |
|
| 2930 |
2930
Crestone Asset Management
Boulder,
Colorado
| US$ 303 mi | +US$ 57,4 mi | +23% | 26,4% | 6,65% | 86 | 47,67% | 1,8 |
|
| 2931 |
2931
Certified Advisory Corp
Altamonte Springs,
Florida
| US$ 302 mi | +US$ 49,3 mi | +19% | 16,6% | 62,9% | 843 | 12,22% | 1,9 |
|
| 2932 |
2932
Bruderman Asset Management
Locust Valley,
New York
| US$ 302 mi | +US$ 49,7 mi | +20% | 12,9% | 31,7% | 94 | 18,09% | 2,4 |
|
| 2933 |
2933
Ausdal Financial Partners
Davenport,
Iowa
| US$ 302 mi | +US$ 19,2 mi | +7% | 17,3% | 63,2% | 315 | 16,51% | 2,5 |
|
| 2934 |
SGH
2934
Sivik Global Healthcare
Greenwich,
Connecticut
| US$ 302 mi | +US$ 48,4 mi | +19% | 20,3% | 83,8% | 62 | 56,45% | 1,1 |
|
| 2935 |
NAH
2935
Neumann Advisory (HK)
Central,
Hong Kong
| US$ 301 mi | +US$ 113 mi | +60% | 66,4% | 77,3% | 10 | 0% | 2,2 |
|
| 2936 |
2936
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 301 mi | +US$ 73,4 mi | +32% | 22,1% | 78,2% | 134 | 34,33% | 0,9 |
|
| 2937 |
2937
Avitas Wealth Management
Los Angeles,
California
| US$ 301 mi | +US$ 81,4 mi | +37% | 30,6% | 56,2% | 186 | 39,78% | 1 |
|
| 2938 |
RIM
2938
Regent Investment Management
Louisville,
Kentucky
| US$ 301 mi | +US$ 58,2 mi | +24% | 23,5% | 44% | 198 | 15,66% | 4,6 |
|
| 2939 |
2939
Matisse Capital
Portland,
Oregon
| US$ 301 mi | +US$ 46,8 mi | +18% | 16,3% | 73,3% | 204 | 34,8% | 1,4 |
|
| 2940 |
IBT
2940
International Biotechnology Trust
London,
United Kingdom
| US$ 301 mi | +US$ 81,5 mi | +37% | 42% | 11,1% | 59 | 15,25% | 1,8 |
|
| 2941 |
2941
Marietta Investment Partners
Milwaukee,
Wisconsin
| US$ 301 mi | +US$ 67,9 mi | +29% | 25% | 160% | 139 | 15,83% | 3,3 |
|
| 2942 |
2942
Charles Schwab Trust
Henderson,
Nevada
| US$ 301 mi | +US$ 59,3 mi | +25% | 15% | 52,7% | 154 | 19,48% | 0,6 |
|
| 2943 |
2943
Brian C. Broderick
| US$ 300 mi | +US$ 47,6 mi | +19% | 20% | 114% | 82 | 8,54% | 5 |
|
| 2944 |
2944
Cypress Asset Management
Houston,
Texas
| US$ 300 mi | +US$ 68,4 mi | +30% | 25,9% | 141% | 131 | 12,98% | 4,4 |
|
| 2945 |
2945
Beaconlight Capital
New York
| US$ 300 mi | -US$ 76,4 mi | -20% | 52,3% | 282% | 50 | 54% | 0,5 |
|
| 2946 |
CM
2946
Capital Management
Glen Allen,
Virginia
| US$ 300 mi | +US$ 26,5 mi | +10% | 21,1% | 63,6% | 75 | 18,67% | 3,1 |
|
| 2947 |
2947
Brio Consultants
San Francisco,
California
| US$ 299 mi | +US$ 49,2 mi | +20% | 16,7% | 42,7% | 83 | 40,96% | 1 |
|
| 2948 |
2948
Rikoon Group
Santa Fe,
New Mexico
| US$ 299 mi | +US$ 58 mi | +24% | 19,9% | 63,3% | 216 | 16,2% | 2,5 |
|
| 2949 |
2949
Strid Group
Newtown Square,
Pennsylvania
| US$ 299 mi | +US$ 53,9 mi | +22% | 21% | 55,2% | 28 | 10,71% | 2,2 |
|
| 2950 |
2950
Capital Impact Advisors
Boston,
Massachusetts
| US$ 299 mi | +US$ 61,3 mi | +26% | 45,7% | – | 129 | 28,68% | 2,6 |
|