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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Marathon Capital Management
Hunt Valley,
Maryland
| US$ 224 mi | +US$ 22,4 mi | +11% | 13,4% | 74% | 119 | 15,13% | 2,3 |
|
| 3302 |
3302
Advisors Management Group
La Crosse,
Wisconsin
| US$ 224 mi | +US$ 33,6 mi | +18% | 9,91% | 132% | 88 | 13,64% | 2,4 |
|
| 3303 |
3303
Patriot Financial Partners
Radnor,
Pennsylvania
| US$ 223 mi | +US$ 59,3 mi | +36% | 3,63% | 16,6% | 12 | 16,67% | 1,6 |
|
| 3304 |
BCM
3304
Birmingham Capital Management
Birmingham,
Alabama
| US$ 223 mi | +US$ 18 mi | +9% | 10,2% | 103% | 99 | 9,09% | 4,7 |
|
| 3305 |
3305
Moller Wealth Partners
| US$ 223 mi | +US$ 69,9 mi | +46% | 10,3% | 44,1% | 67 | 29,85% | 3,6 |
|
| 3306 |
3306
Alpha Omega Wealth Management
Richmond,
Virginia
| US$ 223 mi | +US$ 24,1 mi | +12% | 12,5% | 65,9% | 594 | 19,19% | 1,8 |
|
| 3307 |
HA
3307
Hamel Associates
Chatham,
New Jersey
| US$ 223 mi | +US$ 22,1 mi | +11% | 11,9% | 59,4% | 98 | 23,47% | 3,6 |
|
| 3308 |
3308
BCWM LLC
Overland Park,
Kansas
| US$ 223 mi | +US$ 12,5 mi | +6% | 9,54% | – | 79 | 21,52% | 2,5 |
|
| 3309 |
3309
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$ 223 mi | +US$ 11,5 mi | +5% | 13,4% | 58,2% | 17 | 0% | 3,2 |
|
| 3310 |
3310
Ashmore Group
London,
United Kingdom
| US$ 223 mi | +US$ 21,9 mi | +11% | 15,6% | 103% | 27 | 18,52% | 1,3 |
|
| 3311 |
3311
Hamilton Capital
Columbus,
Ohio
| US$ 222 mi | +US$ 2,29 mi | +1% | 8,81% | – | 43 | 34,88% | 0,8 |
|
| 3312 |
3312
SFE Investment Counsel
Los Angeles,
California
| US$ 222 mi | +US$ 26,5 mi | +14% | 13,6% | 114% | 129 | 17,83% | 3,4 |
|
| 3313 |
3313
Precept Management
Dallas,
Texas
| US$ 222 mi | -US$ 34,4 mi | -13% | 27,3% | 110% | 63 | 58,73% | 0,5 |
|
| 3314 |
3314
Burt Wealth Advisors
North Bethesda,
Maryland
| US$ 222 mi | +US$ 10,2 mi | +5% | 8,84% | 57,3% | 391 | 13,81% | 2,9 |
|
| 3315 |
SCP
3315
Syntal Capital Partners
Midland,
Texas
| US$ 222 mi | +US$ 59,3 mi | +37% | 11,8% | 102% | 128 | 34,38% | 1,6 |
|
| 3316 |
PWMAG
3316
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 222 mi | +US$ 37 mi | +20% | 11,2% | 90,7% | 186 | 14,52% | 2,2 |
|
| 3317 |
3317
Foresite Capital Management II
Larkspur,
California
| US$ 221 mi | +US$ 32,8 mi | +17% | 36,9% | 66,2% | 10 | 20% | 2,5 |
|
| 3318 |
UAM
3318
UAS Asset Management
New York
| US$ 221 mi | +US$ 74,2 mi | +50% | 11,3% | 98% | 29 | 37,93% | 1,6 |
|
| 3319 |
3319
Keating Investment Counselors
Delray Beach,
Florida
| US$ 221 mi | +US$ 23,6 mi | +12% | 11,3% | 50% | 66 | 4,55% | 4,3 |
|
| 3320 |
3320
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 221 mi | +US$ 14,6 mi | +7% | 5,6% | 24,5% | 32 | 6,25% | 3,2 |
|
| 3321 |
FCA
3321
FLC Capital Advisors
Palm Desert,
California
| US$ 221 mi | +US$ 72,6 mi | +49% | 7,98% | 59,3% | 120 | 32,5% | 0,2 |
|
| 3322 |
3322
GenWealth Group
Maplewood,
New Jersey
| US$ 221 mi | +US$ 20 mi | +10% | 11,2% | 73,9% | 66 | 18,18% | 1,4 |
|
| 3323 |
3323
Henry James International Management
New York
| US$ 220 mi | +US$ 66 mi | +43% | 14% | 125% | 146 | 6,16% | 0,4 |
|
| 3324 |
3324
180 Wealth Advisors
Federal Way,
Washington
| US$ 220 mi | +US$ 6,19 mi | +3% | 13,2% | 165% | 289 | 26,64% | 0,9 |
|
| 3325 |
3325
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 220 mi | +US$ 31,7 mi | +17% | 15,4% | 101% | 129 | 6,98% | 3,5 |
|