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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
Glassman Wealth Services
Vienna,
Virginia
| US$ 587 mi | +US$ 44,1 mi | +8% | 6,57% | 62,6% | 198 | 11,62% | 4,1 |
|
| 2927 |
2927
Sloy Dahl & Holst
Vancouver,
Washington
| US$ 586 mi | +US$ 110 mi | +23% | 18,9% | 132% | 104 | 14,42% | 2,2 |
|
| 2928 |
2928
Portside Wealth Group
Provo,
Utah
| US$ 586 mi | +US$ 61,3 mi | +12% | 7% | 90,1% | 413 | 16,71% | 0,9 |
|
| 2929 |
2929
Cadinha & Co
Honolulu,
Hawaii
| US$ 585 mi | +US$ 45,6 mi | +8% | 9,25% | 132% | 105 | 13,33% | 6,2 |
|
| 2930 |
2930
JT Stratford LLC
Gainesville,
Georgia
| US$ 585 mi | +US$ 46,5 mi | +9% | 6,47% | 103% | 318 | 26,42% | 2,4 |
|
| 2931 |
2931
Biltmore Family Office
Charlotte,
North Carolina
| US$ 585 mi | +US$ 41,5 mi | +8% | 6,98% | 99% | 277 | 12,64% | 3,6 |
|
| 2932 |
2932
Main Management Fund Advisors
San Francisco,
California
| US$ 583 mi | +US$ 28,1 mi | +5% | 5,04% | 80% | 7 | 42,86% | 1,4 |
|
| 2933 |
2933
FCPM III Services
Naarden,
Netherlands
| US$ 582 mi | -US$ 95,8 mi | -14% | 2,91% | – | 7 | 0% | 0,7 |
|
| 2934 |
EEP
2934
Edgehill Endowment Partners
Hamden,
Connecticut
| US$ 581 mi | -US$ 77,7 mi | -12% | 5,22% | 11,6% | 6 | 0% | 4,2 |
|
| 2935 |
2935
Kelman-Lazarov Inc
Memphis,
Tennessee
| US$ 581 mi | +US$ 44,9 mi | +8% | 6,92% | 51,6% | 111 | 6,31% | 4,7 |
|
| 2936 |
2936
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| US$ 581 mi | +US$ 100 mi | +21% | 6,3% | – | 136 | 5,88% | 4,8 |
|
| 2937 |
2937
Kahn Brothers Group
New York
| US$ 581 mi | -US$ 14,4 mi | -2% | 0,88% | 53,4% | 55 | 9,09% | 5 |
|
| 2938 |
2938
Herald Investment Management
London,
United Kingdom
| US$ 580 mi | -US$ 29,8 mi | -5% | 0,45% | 493% | 97 | 4,12% | 5,4 |
|
| 2939 |
BDWCC
2939
B&D White Capital Company
Lakeway,
Texas
| US$ 580 mi | +US$ 102 mi | +21% | 1,97% | 44,2% | 82 | 54,88% | 0,9 |
|
| 2940 |
2940
Insight Advisors
Newtown,
Pennsylvania
| US$ 580 mi | +US$ 26,5 mi | +5% | 4,14% | 74% | 310 | 10% | 2,6 |
|
| 2941 |
CT
2941
Chicago Trust
Grayslake,
Illinois
| US$ 580 mi | +US$ 87 mi | +18% | 5,92% | 96,7% | 389 | 14,91% | 3,6 |
|
| 2942 |
2942
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$ 579 mi | +US$ 31,8 mi | +6% | 6,66% | 75,9% | 192 | 7,29% | 4,9 |
|
| 2943 |
2943
Hudock Inc
Williamsport,
Pennsylvania
| US$ 579 mi | +US$ 42,5 mi | +8% | 6,43% | 69,7% | 173 | 7,51% | 6,4 |
|
| 2944 |
2944
Mirova
Paris,
France
| US$ 579 mi | +US$ 31,4 mi | +6% | 8,85% | 64,6% | 124 | 4,03% | 2,7 |
|
| 2945 |
2945
Capital Investment Counsel (Colorado)
Denver,
Colorado
| US$ 578 mi | +US$ 68 mi | +13% | 8,02% | 68,7% | 136 | 12,5% | 0,6 |
|
| 2946 |
2946
Ionic Capital Management
New York
| US$ 577 mi | -US$ 8,48 mi | -1% | 15,6% | 163% | 204 | 56,37% | 0,9 |
|
| 2947 |
2947
Academy Capital Management
Waco,
Texas
| US$ 577 mi | +US$ 23,2 mi | +4% | 5,45% | 85% | 35 | 11,43% | 3,9 |
|
| 2948 |
2948
Engine Capital Management
New York
| US$ 577 mi | +US$ 43,3 mi | +8% | 5,76% | 21,1% | 44 | 31,82% | 1,2 |
|
| 2949 |
2949
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$ 577 mi | +US$ 31,5 mi | +6% | 5,38% | 39,5% | 48 | 0% | 2,7 |
|
| 2950 |
2950
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$ 577 mi | +US$ 19,8 mi | +4% | 5,17% | 99,9% | 77 | 0% | 5,8 |
|