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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Continuum Advisory
Eagle,
Idaho
| US$ 445 mi | +US$ 71,4 mi | +19% | 6,5% | 84,2% | 319 | 13,17% | 1,5 |
|
| 3227 |
3227
Financial Advisors Network
Tustin,
California
| US$ 445 mi | +US$ 10,4 mi | +2% | 5,96% | – | 154 | 9,74% | 2,3 |
|
| 3228 |
3228
Rosenblum Silverman Sutton
San Francisco,
California
| US$ 444 mi | +US$ 7,28 mi | +2% | 7,46% | 107% | 72 | 5,56% | 4 |
|
| 3229 |
MCG
3229
McCollum Christoferson Group
Amherst,
New York
| US$ 444 mi | +US$ 24,2 mi | +6% | 9,46% | 59,4% | 77 | 6,49% | 2,8 |
|
| 3230 |
3230
Euro Pacific Asset Management
Dorado,
Puerto Rico
| US$ 444 mi | +US$ 61,1 mi | +16% | 7,39% | 172% | 62 | 9,68% | 1,4 |
|
| 3231 |
3231
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$ 444 mi | -US$ 62,2 mi | -12% | 6,42% | 55,2% | 59 | 38,98% | 0,6 |
|
| 3232 |
3232
Sanford Advisory Services
Portage,
Michigan
| US$ 444 mi | +US$ 45 mi | +11% | 9,76% | – | 116 | 8,62% | 0,9 |
|
| 3233 |
3233
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$ 443 mi | +US$ 35 mi | +9% | 8,41% | 58,2% | 27 | 11,11% | 3,7 |
|
| 3234 |
3234
Sharkey, Howes & Javer
Denver,
Colorado
| US$ 443 mi | +US$ 55,9 mi | +14% | 5,42% | 60,2% | 83 | 9,64% | 2,5 |
|
| 3235 |
3235
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$ 443 mi | +US$ 32,8 mi | +8% | 3,32% | 39,5% | 95 | 23,16% | 0,8 |
|
| 3236 |
3236
Qtron Investments
Boston,
Massachusetts
| US$ 443 mi | +US$ 71 mi | +19% | 9,77% | 151% | 367 | 30,52% | 1,1 |
|
| 3237 |
3237
Cambridge Advisors
Omaha,
Nebraska
| US$ 443 mi | +US$ 32,2 mi | +8% | 7,27% | 58,6% | 185 | 4,32% | 4,2 |
|
| 3238 |
3238
HNP Capital
Rochester,
New York
| US$ 442 mi | +US$ 42,9 mi | +11% | 6,4% | 52,4% | 169 | 9,47% | 1,6 |
|
| 3239 |
3239
Websterrogers Financial Advisors
Florence,
South Carolina
| US$ 442 mi | +US$ 10,6 mi | +2% | 5,2% | 46% | 69 | 20,29% | 0,8 |
|
| 3240 |
3240
Haverford Financial Services
Radnor,
Pennsylvania
| US$ 442 mi | +US$ 30,7 mi | +7% | 13,2% | 75,9% | 70 | 2,86% | 3,7 |
|
| 3241 |
3241
Security National Bank
Omaha,
Nebraska
| US$ 442 mi | +US$ 43 mi | +11% | 13,6% | 125% | 114 | 17,54% | 2,4 |
|
| 3242 |
3242
Elk River Wealth Management
Denver,
Colorado
| US$ 442 mi | +US$ 46,3 mi | +12% | 12,1% | 81,8% | 132 | 10,61% | 0,9 |
|
| 3243 |
3243
Cubic Asset Management
Boston,
Massachusetts
| US$ 442 mi | +US$ 37,6 mi | +9% | 8,58% | 40,5% | 206 | 10,68% | 4,3 |
|
| 3244 |
3244
Marotta Asset Management
Charlottesville,
Virginia
| US$ 441 mi | +US$ 27,5 mi | +7% | 4,17% | 51% | 116 | 14,66% | 1,4 |
|
| 3245 |
3245
Wilsey Asset Management
San Diego,
California
| US$ 441 mi | +US$ 31,6 mi | +8% | 6,63% | 66,9% | 30 | 23,33% | 2,8 |
|
| 3246 |
PGCM
3246
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$ 441 mi | +US$ 76,7 mi | +21% | 1,4% | 135% | 217 | 45,16% | 1,6 |
|
| 3247 |
3247
Bright Rock Capital Management
Hanover,
Massachusetts
| US$ 441 mi | +US$ 41 mi | +10% | 11,1% | 53,1% | 84 | 22,62% | 4,1 |
|
| 3248 |
3248
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| US$ 441 mi | +US$ 57,8 mi | +15% | 2,71% | 129% | 187 | 40,64% | 0,6 |
|
| 3249 |
3249
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$ 440 mi | +US$ 39,1 mi | +10% | 10,6% | 81,8% | 70 | 4,29% | 6 |
|
| 3250 |
OPPTF
3250
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| US$ 440 mi | +US$ 44,6 mi | +11% | 11% | 13,4% | 287 | 5,57% | 1,4 |
|