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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Heritage Investment Group
Pompano Beach,
Florida
| US$ 536 mi | +US$ 10,1 mi | +2% | 0,77% | 54,5% | 114 | 17,54% | 2 |
|
| 3152 |
3152
Fermata Advisors
Sonoma,
California
| US$ 536 mi | +US$ 43 mi | +9% | 0,71% | 58,3% | 290 | 23,1% | 1,2 |
|
| 3153 |
3153
Bourgeon Capital Management
Darien,
Connecticut
| US$ 536 mi | +US$ 15,7 mi | +3% | 2,76% | 121% | 130 | 28,46% | 3,8 |
|
| 3154 |
3154
Clark Asset Management
Stratham,
New Hampshire
| US$ 535 mi | +US$ 69,7 mi | +15% | 1,36% | 51,8% | 147 | 23,13% | 1 |
|
| 3155 |
3155
Bell Investment Advisors
Oakland,
California
| US$ 535 mi | -US$ 10 mi | -2% | 2,61% | 45% | 1.975 | 8,61% | 2,6 |
|
| 3156 |
3156
KFG Wealth Management
Granger,
Indiana
| US$ 535 mi | +US$ 75 mi | +16% | 0,12% | 55,9% | 190 | 8,95% | 1,3 |
|
| 3157 |
3157
Citizens Business Bank
Ontario,
California
| US$ 535 mi | +US$ 39,4 mi | +8% | 5,22% | 120% | 113 | 11,5% | 6 |
|
| 3158 |
3158
MA Private Wealth
San Carlos,
California
| US$ 535 mi | -US$ 64,9 mil | -0% | 1,09% | 63,4% | 74 | 6,76% | 2,6 |
|
| 3159 |
3159
Princeton Global Asset Management
Princeton,
New Jersey
| US$ 535 mi | +US$ 20,6 mi | +4% | 3,61% | 110% | 697 | 10,47% | 3,2 |
|
| 3160 |
GWI
3160
Grace & White Inc
Ny,
New York
| US$ 535 mi | -US$ 19,1 mi | -3% | 1,12% | 59,6% | 141 | 9,22% | 6,6 |
|
| 3161 |
3161
CacheTech Inc
Logan,
Utah
| US$ 533 mi | +US$ 67,3 mi | +14% | 1,48% | – | 133 | 23,31% | 0,4 |
|
| 3162 |
3162
Capricorn Investment Group
Palo Alto,
California
| US$ 533 mi | +US$ 126 mi | +31% | 48,5% | 95,9% | 8 | 12,5% | 2,8 |
|
| 3163 |
3163
Catalyst Financial Partners
Boston,
Massachusetts
| US$ 532 mi | +US$ 20,7 mi | +4% | 0,76% | 110% | 283 | 7,07% | 1,4 |
|
| 3164 |
3164
Tree Line Advisors
Central,
Hong Kong
| US$ 532 mi | +US$ 101 mi | +24% | 14,7% | 610% | 9 | 22,22% | 1,1 |
|
| 3165 |
3165
Intelligence Driven Advisers
Carlsbad,
California
| US$ 532 mi | -US$ 168 mi | -24% | 0,27% | 65,6% | 122 | 22,13% | 2 |
|
| 3166 |
3166
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$ 532 mi | +US$ 43,1 mi | +9% | 0,55% | 61,5% | 146 | 7,53% | 3,6 |
|
| 3167 |
3167
Affinity Capital Advisors
Berkeley,
California
| US$ 532 mi | +US$ 15,3 mi | +3% | 0,25% | 72,7% | 157 | 8,28% | 3,2 |
|
| 3168 |
3168
Hohimer Wealth Management
Seattle,
Washington
| US$ 531 mi | +US$ 66,4 mi | +14% | 3% | 111% | 264 | 22,73% | 1,9 |
|
| 3169 |
3169
Advocate Group
Minnetonka,
Minnesota
| US$ 531 mi | -US$ 20,5 mi | -4% | 3,63% | 56,3% | 120 | 5,83% | 2,2 |
|
| 3170 |
3170
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$ 531 mi | -US$ 17,8 mi | -3% | 0,25% | 69,7% | 91 | 3,3% | 4,2 |
|
| 3171 |
3171
Morton Capital Management
Calabasas,
California
| US$ 531 mi | +US$ 22,6 mi | +4% | 1,11% | 75,4% | 117 | 8,55% | 2 |
|
| 3172 |
3172
Hutchinson Capital Management
San Rafael,
California
| US$ 530 mi | +US$ 2,08 mi | +0,4% | 0,71% | 60,9% | 94 | 6,38% | 4,7 |
|
| 3173 |
EWA
3173
ERTS Wealth Advisors
Marquette,
Michigan
| US$ 530 mi | -US$ 4,2 mi | -0,8% | 2,58% | 39,3% | 90 | 8,89% | 4 |
|
| 3174 |
3174
HeadInvest LLC
Portland,
Maine
| US$ 530 mi | -US$ 10,5 mi | -2% | 0,86% | 59,1% | 250 | 11,6% | 5,9 |
|
| 3175 |
3175
Asio Capital
Lexington,
Kentucky
| US$ 529 mi | +US$ 2,6 mi | +0,5% | 1,93% | 98% | 111 | 10,81% | 2,7 |
|