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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Howard Capital Management
Roswell,
Georgia
| US$ 290 mi | +US$ 53,1 mi | +22% | 11,1% | 144% | 44 | 27,27% | 0,7 |
|
| 3102 |
3102
Cumberland Advisors
Sarasota,
Florida
| US$ 290 mi | -US$ 63,7 mi | -18% | 8,48% | 80,7% | 81 | 23,46% | 1,5 |
|
| 3103 |
3103
Mass General Brigham
Somerville,
Massachusetts
| US$ 290 mi | -US$ 146 mi | -34% | 7,38% | – | 3 | 0% | 0,5 |
|
| 3104 |
3104
Nations Financial Group
Cedar Rapids,
Iowa
| US$ 290 mi | +US$ 12 mi | +4% | 7,18% | 112% | 301 | 9,63% | 1,7 |
|
| 3105 |
3105
Archford Capital Strategies
Swansea,
Illinois
| US$ 290 mi | +US$ 22 mi | +8% | 7,59% | 87,4% | 224 | 9,82% | 2,9 |
|
| 3106 |
3106
Family Management
New York
| US$ 290 mi | +US$ 21,5 mi | +8% | 7,26% | 69% | 215 | 26,98% | 1,4 |
|
| 3107 |
3107
Summit Wealth Partners
Orlando,
Florida
| US$ 289 mi | – | – | 4,3% | 44,9% | 118 | – | 0 |
|
| 3108 |
PGCM
3108
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$ 289 mi | -US$ 36,5 mi | -11% | 3,76% | 135% | 154 | 20,13% | 2,5 |
|
| 3109 |
3109
Blue Pool Management
Causeway Bay,
Hong Kong
| US$ 288 mi | +US$ 35,5 mi | +14% | 14,6% | 72,8% | 23 | 13,04% | 1,1 |
|
| 3110 |
BRCA
3110
Birch Run Capital Advisors
Dallas,
Texas
| US$ 288 mi | -US$ 42,8 mi | -13% | 6,9% | 8,22% | 21 | 19,05% | 2,6 |
|
| 3111 |
3111
Shulman DeMeo Asset Management
Lake Success,
New York
| US$ 288 mi | -US$ 9,9 mi | -3% | 7,66% | 79,3% | 146 | 20,55% | 0,7 |
|
| 3112 |
3112
FCA Corp
Houston,
Texas
| US$ 288 mi | +US$ 19,9 mi | +7% | 5,88% | 57,4% | 181 | 16,02% | 3,3 |
|
| 3113 |
3113
SeaBridge Investment Advisors
Summit,
New Jersey
| US$ 288 mi | -US$ 4,68 mi | -2% | 6,96% | 139% | 269 | 8,55% | 3,5 |
|
| 3114 |
3114
Martin Investment Management
Palm Beach Gardens,
Florida
| US$ 288 mi | -US$ 120 mi | -29% | 9,56% | 50% | 47 | 6,38% | 3,3 |
|
| 3115 |
3115
Huber Financial Advisors
Lincolnshire,
Illinois
| US$ 288 mi | +US$ 31,9 mi | +12% | 4,6% | – | 127 | 8,66% | 1,5 |
|
| 3116 |
SL
3116
SWF LLC
Omaha,
Nebraska
| US$ 288 mi | +US$ 106 mi | +59% | 8,72% | 82,9% | 2 | 0% | 2 |
|
| 3117 |
3117
Lafayette Investments
Ashton,
Maryland
| US$ 288 mi | +US$ 11,1 mi | +4% | 7,46% | 77,9% | 87 | 4,6% | 4 |
|
| 3118 |
3118
Hohimer Wealth Management
Seattle,
Washington
| US$ 288 mi | – | – | 9,4% | 111% | 223 | – | 0 |
|
| 3119 |
3119
Mirova
Paris,
France
| US$ 287 mi | -US$ 524 mi | -65% | 5,65% | 64,6% | 193 | 42,49% | 0,5 |
|
| 3120 |
3120
Lindbrook Capital
Calabasas,
California
| US$ 287 mi | +US$ 22,5 mi | +8% | 8,56% | 35,8% | 1.600 | 13,13% | 0,8 |
|
| 3121 |
3121
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 287 mi | -US$ 56,1 mi | -16% | 4,51% | 69,2% | 966 | 32,09% | 3,3 |
|
| 3122 |
SA
3122
Strategic Advisors
New York
| US$ 287 mi | +US$ 20,5 mi | +8% | 8,52% | 106% | 172 | 9,88% | 3,2 |
|
| 3123 |
MCL
3123
MIK Capital LP
New York
| US$ 287 mi | – | – | 11,1% | – | 34 | – | 0 |
|
| 3124 |
WCMN
3124
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$ 287 mi | +US$ 32 mi | +13% | 9,52% | 121% | 42 | 11,9% | 4,3 |
|
| 3125 |
3125
Raffa Wealth Management
Washington,
District of Columbia
| US$ 287 mi | +US$ 6,57 mi | +2% | 3,21% | 35,8% | 749 | 1,74% | 0,3 |
|