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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$ 378 mi | +US$ 16,9 mi | +5% | 4,21% | 58,2% | 26 | 7,69% | 2,8 |
|
| 3202 |
III
3202
Independent Investors Inc
Nesconset,
New York
| US$ 377 mi | -US$ 1,25 mi | -0,3% | 0,94% | 94,5% | 74 | 6,76% | 5,6 |
|
| 3203 |
3203
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$ 377 mi | +US$ 22 mi | +6% | 6,43% | 52,5% | 88 | 9,09% | 3,9 |
|
| 3204 |
3204
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$ 377 mi | +US$ 20,9 mi | +6% | 3,8% | 81,8% | 70 | 10% | 5,7 |
|
| 3205 |
3205
Archford Capital Strategies
Swansea,
Illinois
| US$ 376 mi | -US$ 58,5 mi | -13% | 3,8% | 87,4% | 285 | 14,39% | 2,9 |
|
| 3206 |
3206
Rikoon Group
Santa Fe,
New Mexico
| US$ 376 mi | +US$ 17,7 mi | +5% | 5,23% | 63,3% | 240 | 9,58% | 2,8 |
|
| 3207 |
3207
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| US$ 376 mi | +US$ 9,08 mi | +2% | 20,3% | 61,2% | 3 | 66,67% | 1,3 |
|
| 3208 |
3208
HBW Advisory Services
Simi Valley,
California
| US$ 376 mi | +US$ 46,7 mi | +14% | 3,44% | 68,6% | 275 | 30,91% | 0,6 |
|
| 3209 |
3209
NFC Investments
Memphis,
Tennessee
| US$ 376 mi | +US$ 31,4 mi | +9% | 20,9% | – | 47 | 21,28% | 3,3 |
|
| 3210 |
3210
First Trust Direct Indexing
Boston,
Massachusetts
| US$ 375 mi | +US$ 4,16 mi | +1% | 7,41% | 69% | 1.129 | 65,63% | 0,2 |
|
| 3211 |
3211
Nightview Capital
Austin,
Texas
| US$ 375 mi | -US$ 46,3 mi | -11% | 3,21% | 170% | 16 | 43,75% | 1,4 |
|
| 3212 |
3212
Source Financial Advisors
New York
| US$ 375 mi | +US$ 4,74 mi | +1% | 0,51% | 18,5% | 118 | 16,1% | 0,2 |
|
| 3213 |
3213
Ramius Advisors
New York
| US$ 374 mi | +US$ 104 mi | +39% | 3,26% | 187% | 424 | 89,39% | 0 |
|
| 3214 |
3214
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$ 374 mi | +US$ 51,5 mi | +16% | 6,09% | 174% | 206 | 19,9% | 4 |
|
| 3215 |
SCM
3215
Stamina Capital Management
New York
| US$ 374 mi | -US$ 29,4 mi | -7% | 9,62% | 292% | 35 | 42,86% | 0,6 |
|
| 3216 |
3216
Financial Management Professionals
Austin,
Texas
| US$ 374 mi | +US$ 17,1 mi | +5% | 7,23% | 67,3% | 746 | 20,38% | 2,1 |
|
| 3217 |
3217
Tarsadia Capital
New York
| US$ 374 mi | -US$ 110 mi | -23% | 11,5% | – | 27 | 48,15% | 0,5 |
|
| 3218 |
3218
Brickley Wealth Management
San Mateo,
California
| US$ 374 mi | +US$ 10 mi | +3% | 2,37% | 75,9% | 40 | 5% | 2,1 |
|
| 3219 |
3219
Cartica Management
Washington,
District of Columbia
| US$ 374 mi | +US$ 10 mi | +3% | 2,28% | 92,9% | 11 | 18,18% | 0,7 |
|
| 3220 |
3220
Y-Intercept (HK)
Hong Kong
| US$ 373 mi | +US$ 136 mi | +57% | 6,82% | 41,6% | 903 | 79,73% | 0,1 |
|
| 3221 |
3221
Paradigm Asset Management
New York
| US$ 373 mi | +US$ 14,1 mi | +4% | 8,37% | 79,2% | 421 | 47,74% | 1,2 |
|
| 3222 |
3222
Zhang Financial
Portage,
Michigan
| US$ 373 mi | +US$ 48,2 mi | +15% | 5,92% | 67,9% | 129 | 15,5% | 3,6 |
|
| 3223 |
3223
Holowesko Partners
Nassau,
Bahamas
| US$ 373 mi | +US$ 1,37 mi | +0,4% | 12,2% | 51,1% | 35 | 37,14% | 2,5 |
|
| 3224 |
3224
Certuity
North Palm Beach,
Florida
| US$ 373 mi | +US$ 61,8 mi | +20% | 5,23% | 197% | 336 | 31,25% | 0,6 |
|
| 3225 |
3225
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| US$ 372 mi | +US$ 51 mi | +16% | 4,44% | 47% | 106 | 7,55% | 2,9 |
|