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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Center for Financial Planning
Southfied,
Michigan
| US$ 488 mi | -US$ 541 mil | -0,1% | 3,9% | 64,4% | 585 | 11,45% | 1,6 |
|
| 2952 |
HA
2952
Harbor Advisors
West Palm Beach,
Florida
| US$ 488 mi | -US$ 50 mi | -9% | 6,32% | 125% | 194 | 10,82% | 3,2 |
|
| 2953 |
2953
Fagan Associates
Troy,
New York
| US$ 487 mi | -US$ 39,8 mi | -8% | 5,01% | 127% | 135 | 11,11% | 3,4 |
|
| 2954 |
2954
Evolution Wealth Advisors
Aventura,
Florida
| US$ 487 mi | -US$ 175 mi | -27% | 4,84% | 96% | 150 | 26% | 1,6 |
|
| 2955 |
2955
Makaira Partners
La Jolla,
California
| US$ 486 mi | -US$ 62,1 mi | -11% | 8,79% | 22% | 11 | 18,18% | 3,4 |
|
| 2956 |
2956
Vanderbilt University
Nashville,
Tennessee
| US$ 486 mi | +US$ 10,5 mi | +2% | 10% | 76,4% | 51 | 62,75% | 0,5 |
|
| 2957 |
2957
Procyon Advisors
Shelton,
Connecticut
| US$ 485 mi | +US$ 16,4 mi | +3% | 4,25% | 92,3% | 361 | 17,17% | 1,4 |
|
| 2958 |
2958
Fieldpoint Private Securities
Greenwich,
Connecticut
| US$ 485 mi | -US$ 24,7 mi | -5% | 3,66% | 47,2% | 1.788 | 10,91% | 1,4 |
|
| 2959 |
2959
Probity Advisors
Dallas,
Texas
| US$ 485 mi | -US$ 20,9 mi | -4% | 3,85% | 61,7% | 199 | 8,04% | 4 |
|
| 2960 |
2960
Paradigm Operations
San Francisco,
California
| US$ 483 mi | -US$ 159 mi | -25% | 24,8% | 230% | 1 | 0% | 0,3 |
|
| 2961 |
2961
Arkansas Financial Group
Little Rock,
Arkansas
| US$ 483 mi | -US$ 15,2 mi | -3% | 4,6% | 41,4% | 48 | 4,17% | 3,8 |
|
| 2962 |
VHMC
2962
Value Holdings Management Company
Hampton Bays,
New York
| US$ 482 mi | +US$ 13,3 mi | +3% | 3,11% | 125% | 50 | 2% | 4,1 |
|
| 2963 |
2963
Divergent Wealth Advisors
South Jordan,
Utah
| US$ 482 mi | -US$ 11,4 mi | -2% | 4,51% | 14,7% | 23 | 21,74% | 2,9 |
|
| 2964 |
2964
Stockman Wealth Management
Billings,
Montana
| US$ 482 mi | -US$ 8 mi | -2% | 0,05% | 77,5% | 214 | 12,62% | 3,7 |
|
| 2965 |
2965
World Investment Advisors
Santa Barbara,
California
| US$ 482 mi | +US$ 3,64 mi | +0,8% | 2,9% | 65,4% | 288 | 13,54% | 1,6 |
|
| 2966 |
HI
2966
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| US$ 481 mi | +US$ 21,1 mi | +5% | 4,58% | 74,8% | 1 | 0% | 0,3 |
|
| 2967 |
2967
Rush Island Management
New York
| US$ 481 mi | -US$ 64,1 mi | -12% | 1,44% | 15,5% | 21 | 38,1% | 0,7 |
|
| 2968 |
2968
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$ 481 mi | – | – | 1,48% | 60,5% | 147 | – | 1,3 |
|
| 2969 |
2969
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$ 481 mi | -US$ 54 mi | -10% | 3,04% | 174% | 225 | 24,89% | 4,1 |
|
| 2970 |
JC
2970
JBF Capital
Aspen,
Colorado
| US$ 480 mi | -US$ 50,5 mi | -10% | 2,85% | 93,6% | 123 | 52,85% | 1,4 |
|
| 2971 |
2971
Hengistbury Investment Partners
London,
United Kingdom
| US$ 480 mi | -US$ 23,7 mi | -5% | 7,43% | 108% | 7 | 42,86% | 2,4 |
|
| 2972 |
2972
SailingStone Capital Partners
Houston,
Texas
| US$ 480 mi | +US$ 137 mi | +40% | 61,5% | 152% | 13 | 30,77% | 3 |
|
| 2973 |
2973
Winthrop Advisory Group
Boston,
Massachusetts
| US$ 480 mi | -US$ 18,2 mi | -4% | 4,93% | 78,3% | 152 | 17,11% | 2,4 |
|
| 2974 |
2974
Kinnevik AB
Stockholm,
Sweden
| US$ 479 mi | -US$ 299 mi | -38% | 26,7% | 51,4% | 2 | 0% | 0,3 |
|
| 2975 |
2975
Granite Point Capital Management
Boston,
Massachusetts
| US$ 479 mi | -US$ 111 mi | -19% | 7,48% | 125% | 168 | 49,4% | 0,9 |
|