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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
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| US$ 443 mi | +US$ 50,3 mi | +13% | 7,06% | 71,4% | 289 | 10,03% | 3,3 |
|
| 3302 |
SFS
3302
Security Financial Services
Fort Wayne,
Indiana
| US$ 443 mi | +US$ 35,4 mi | +9% | 7,14% | 67,7% | 197 | 22,34% | 1,3 |
|
| 3303 |
3303
Technology Crossover Management XI
Menlo Park,
California
| US$ 443 mi | +US$ 136 mi | +44% | 44,6% | 135% | 2 | 0% | 0,8 |
|
| 3304 |
3304
IDG China Venture Capital Fund IV Associates
Hong Kong
| US$ 443 mi | -US$ 252 mi | -36% | 20,6% | 13,3% | 4 | 0% | 3,1 |
|
| 3305 |
JWCA
3305
J.W. Coons Advisors
Columbus,
Ohio
| US$ 442 mi | +US$ 72,8 mi | +20% | 9,71% | 61,2% | 257 | 13,62% | 2,9 |
|
| 3306 |
3306
Longfellow Investment Management
Boston,
Massachusetts
| US$ 442 mi | +US$ 37 mi | +9% | 9,31% | 42,8% | 299 | 20,07% | 1,8 |
|
| 3307 |
MTC
3307
Matrix Trust Company
Denver,
Colorado
| US$ 442 mi | +US$ 14,7 mi | +3% | 5,64% | 51,4% | 92 | 33,7% | 1,6 |
|
| 3308 |
3308
Twele Capital Management
Minnetonka,
Minnesota
| US$ 442 mi | -US$ 181 mi | -29% | 4,35% | 37,1% | 43 | 16,28% | 8,3 |
|
| 3309 |
3309
ORIX Corp
Tokyo,
Japan
| US$ 442 mi | -US$ 64,1 mi | -13% | 12,7% | 11,7% | 1 | 0% | 6,3 |
|
| 3310 |
3310
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 442 mi | +US$ 62,8 mi | +17% | 5,01% | 47,1% | 47 | 10,64% | 4,7 |
|
| 3311 |
3311
TFG Asset Management
Grand Cayman,
Cayman Islands
| US$ 441 mi | +US$ 26,2 mi | +6% | 2,11% | 72,1% | 35 | 20% | 1,6 |
|
| 3312 |
3312
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$ 441 mi | +US$ 18,1 mi | +4% | 9,73% | 93,2% | 210 | 13,81% | 4,2 |
|
| 3313 |
3313
Tobias Financial Advisors
Plantation,
Florida
| US$ 441 mi | +US$ 30,7 mi | +7% | 4,43% | 49% | 102 | 5,88% | 1,6 |
|
| 3314 |
3314
SFE Investment Counsel
Los Angeles,
California
| US$ 441 mi | +US$ 57,2 mi | +15% | 11,5% | 114% | 120 | 9,17% | 5,6 |
|
| 3315 |
3315
Retirement Income Solutions
Ann Arbor,
Michigan
| US$ 441 mi | +US$ 38,7 mi | +10% | 9,45% | 67,6% | 158 | 10,76% | 2,9 |
|
| 3316 |
3316
ADAR1 Capital Management
Austin,
Texas
| US$ 441 mi | +US$ 161 mi | +58% | 15,1% | – | 304 | 58,22% | 0,1 |
|
| 3317 |
3317
Stamos Capital Partners
Menlo Park,
California
| US$ 441 mi | +US$ 72 mi | +20% | 5,32% | 36,7% | 125 | 4,8% | 1,7 |
|
| 3318 |
3318
Delta Investment Management
San Francisco,
California
| US$ 440 mi | +US$ 37 mi | +9% | 6,89% | 69,9% | 233 | 21,46% | 2 |
|
| 3319 |
3319
Quadcap Wealth Management
Frisco,
Texas
| US$ 440 mi | +US$ 53,1 mi | +14% | 10,4% | 94,2% | 363 | 19,83% | 0,2 |
|
| 3320 |
3320
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| US$ 440 mi | -US$ 42,9 mi | -9% | 1,44% | 81,5% | 31 | 32,26% | 0,9 |
|
| 3321 |
3321
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 439 mi | +US$ 22,8 mi | +5% | 7% | 123% | 188 | 13,83% | 4,6 |
|
| 3322 |
3322
Park Presidio Capital
San Francisco,
California
| US$ 439 mi | +US$ 21,5 mi | +5% | 17,8% | 94,1% | 10 | 10% | 4,7 |
|
| 3323 |
3323
DAFNA Capital Management
Los Angeles,
California
| US$ 439 mi | +US$ 21,9 mi | +5% | 32,6% | 313% | 86 | 27,91% | 2,7 |
|
| 3324 |
CFSG
3324
Community Financial Services Group
Newport,
Vermont
| US$ 439 mi | – | – | 8,98% | – | 139 | – | 3,3 |
|
| 3325 |
3325
Wahed Invest
New York
| US$ 439 mi | +US$ 82,1 mi | +23% | 8,7% | 140% | 258 | 19,38% | 1,7 |
|