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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
WNY Asset Management
Williamsville,
New York
| US$ 421 mi | +US$ 51 mi | +14% | 5,71% | – | 196 | 9,69% | 1,5 |
|
| 3002 |
VHMC
3002
Value Holdings Management Company
Hampton Bays,
New York
| US$ 421 mi | -US$ 22,5 mi | -5% | 2,53% | 110% | 44 | 27,27% | 5,7 |
|
| 3003 |
3003
First National Corp
Rockland,
Massachusetts
| US$ 420 mi | +US$ 15,9 mi | +4% | 4,8% | 56,3% | 165 | 7,27% | 2,7 |
|
| 3004 |
3004
Covenant Asset Management
Chester,
New Jersey
| US$ 420 mi | +US$ 1,42 mi | +0,3% | 14,5% | 177% | 187 | 10,16% | 3 |
|
| 3005 |
3005
Bourgeon Capital Management
Darien,
Connecticut
| US$ 420 mi | +US$ 12,4 mi | +3% | 3,46% | 121% | 384 | 19,01% | 2,8 |
|
| 3006 |
3006
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$ 420 mi | +US$ 7,62 mi | +2% | 5,73% | 78,2% | 221 | 12,22% | 4,7 |
|
| 3007 |
3007
Duncker Streett & Co
St. Louis,
Missouri
| US$ 420 mi | +US$ 5,69 mi | +1% | 5,19% | 102% | 512 | 5,66% | 5,6 |
|
| 3008 |
3008
Glynn Capital Management
Menlo Park,
California
| US$ 420 mi | +US$ 6,78 mi | +2% | 20,3% | 252% | 47 | 4,26% | 5,4 |
|
| 3009 |
3009
Montecito Bank & Trust
Santa Barbara,
California
| US$ 419 mi | +US$ 6,85 mi | +2% | 5,94% | – | 241 | 4,98% | 5,3 |
|
| 3010 |
3010
ICA Group Wealth Management
Denver,
Colorado
| US$ 419 mi | -US$ 6,58 mi | -2% | 7,02% | – | 1.388 | 13,54% | 0,4 |
|
| 3011 |
3011
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| US$ 419 mi | +US$ 90,9 mi | +28% | 4,98% | 63,7% | 69 | 13,04% | 2,4 |
|
| 3012 |
3012
Orion Resource Partners (USA)
New York
| US$ 419 mi | +US$ 18,9 mi | +5% | 5,4% | – | 3 | 0% | 0,3 |
|
| 3013 |
3013
EFG Asset Management (Americas)
Miami,
Florida
| US$ 418 mi | +US$ 13,9 mi | +3% | 9,99% | 112% | 142 | 13,38% | 3,3 |
|
| 3014 |
3014
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| US$ 418 mi | +US$ 1,79 mi | +0,4% | 3,97% | 78,9% | 136 | 5,15% | 1 |
|
| 3015 |
3015
Synergy Asset Management
Vancouver,
Washington
| US$ 418 mi | +US$ 27,4 mi | +7% | 5,52% | 113% | 132 | 34,09% | 0,7 |
|
| 3016 |
3016
Dark Forest Capital Management
San Juan,
Puerto Rico
| US$ 418 mi | +US$ 11 mi | +3% | 3,19% | 65,2% | 1.684 | 66,21% | 0,3 |
|
| 3017 |
3017
PAX Financial Group
San Antonio,
Texas
| US$ 417 mi | +US$ 23,5 mi | +6% | 5,71% | 56% | 230 | 30,87% | 1,8 |
|
| 3018 |
3018
Evolution Wealth Advisors
Aventura,
Florida
| US$ 417 mi | +US$ 19,7 mi | +5% | 7,01% | 96% | 138 | 27,54% | 1,7 |
|
| 3019 |
3019
Advisor OS
Chicago,
Illinois
| US$ 417 mi | +US$ 40 mi | +11% | 4,02% | 68,8% | 251 | 19,52% | 1,5 |
|
| 3020 |
3020
Strategic Vision Investment
Hong Kong
| US$ 416 mi | +US$ 138 mi | +50% | 31,1% | 95,6% | 37 | 72,97% | 0,2 |
|
| 3021 |
3021
Ghisallo Capital Management
Boston,
Massachusetts
| US$ 416 mi | -US$ 146 mi | -26% | 2,97% | 122% | 170 | 82,35% | 0,4 |
|
| 3022 |
3022
Cheviot Value Management
Beverly Hills,
California
| US$ 416 mi | +US$ 9,4 mi | +2% | 2,45% | 87% | 70 | 2,86% | 4,4 |
|
| 3023 |
3023
Eudaimonia Partners
Winchester,
Tennessee
| US$ 416 mi | +US$ 7,79 mi | +2% | 7,73% | – | 389 | 21,34% | 2 |
|
| 3024 |
CAM
3024
Centre Asset Management
New York
| US$ 414 mi | +US$ 36,1 mi | +10% | 7,68% | 45,3% | 88 | 29,55% | 1,7 |
|
| 3025 |
3025
Pier 88 Investment Partners
San Francisco,
California
| US$ 413 mi | +US$ 750 mil | +0,2% | 2,82% | 40,3% | 101 | 19,8% | 1,8 |
|