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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 |
KC
3301
Keenan Capital
Burlingame,
California
| US$ 495 mi | +US$ 43,4 mi | +10% | 28,2% | 110% | 10 | 10% | 3,6 |
|
| 3302 |
3302
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| US$ 495 mi | +US$ 132 mi | +36% | 0,68% | – | 1.706 | 30,07% | 0,4 |
|
| 3303 |
3303
Edge Wealth Management
New York
| US$ 494 mi | -US$ 4,1 mi | -0,8% | 1,14% | 75,3% | 84 | 9,52% | 5,8 |
|
| 3304 |
3304
KPS Global Asset Management (UK)
London,
United Kingdom
| US$ 494 mi | +US$ 75,1 mi | +18% | 18% | 373% | 4 | 0% | 4,6 |
|
| 3305 |
3305
Spirit of America Management Corp
Syosset,
New York
| US$ 494 mi | -US$ 7,86 mi | -2% | 2,81% | 113% | 315 | 2,86% | 5,1 |
|
| 3306 |
3306
Land & Buildings Investment Management
Stamford,
Connecticut
| US$ 494 mi | +US$ 4,47 mi | +0,9% | 1,41% | 53,9% | 22 | 22,73% | 1 |
|
| 3307 |
3307
Providence Capital Advisors
Charlotte,
North Carolina
| US$ 493 mi | -US$ 10,4 mi | -2% | 1,31% | 47,4% | 359 | 68,25% | 4,5 |
|
| 3308 |
SM
3308
Scoggin Management
New York
| US$ 493 mi | +US$ 73 mi | +17% | 34,2% | 889% | 102 | 61,76% | 0,6 |
|
| 3309 |
3309
Brickley Wealth Management
San Mateo,
California
| US$ 493 mi | +US$ 2,46 mi | +0,5% | 0,02% | 75,9% | 48 | 6,25% | 4,1 |
|
| 3310 |
3310
Armbruster Capital Management
Pittsford,
New York
| US$ 492 mi | -US$ 9,9 mi | -2% | 2,3% | 66,7% | 141 | 14,18% | 4,6 |
|
| 3311 |
3311
Walkner Condon Financial Advisors
Madison,
Wisconsin
| US$ 492 mi | +US$ 2,05 mi | +0,4% | 0,59% | 62,6% | 296 | 15,2% | 2,3 |
|
| 3312 |
3312
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 492 mi | -US$ 7,68 mi | -2% | 1,12% | 60% | 70 | 8,57% | 4,8 |
|
| 3313 |
SFS
3313
Security Financial Services
Fort Wayne,
Indiana
| US$ 491 mi | +US$ 66,9 mil | +0% | 0,62% | 67,7% | 174 | 10,34% | 1,9 |
|
| 3314 |
3314
Trust Company of the South
Greensboro,
North Carolina
| US$ 491 mi | +US$ 18,8 mi | +4% | 0,42% | 70,2% | 132 | 12,12% | 0,9 |
|
| 3315 |
RI
3315
RPTC Inc
Jackson,
Wyoming
| US$ 491 mi | +US$ 30,7 mi | +7% | 7,21% | 66,4% | 6 | 0% | 5,9 |
|
| 3316 |
3316
Partners in Financial Planning
Salem,
Virginia
| US$ 490 mi | -US$ 5,44 mi | -1% | 1,96% | 42% | 109 | 3,67% | 2,8 |
|
| 3317 |
3317
Burling Wealth Partners
Chicago,
Illinois
| US$ 490 mi | – | – | 1,46% | – | 164 | – | 0 |
|
| 3318 |
3318
Requisite Capital Management
Dallas,
Texas
| US$ 490 mi | +US$ 11,5 mi | +2% | 1,92% | 41% | 103 | 33,98% | 1,4 |
|
| 3319 |
3319
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| US$ 490 mi | -US$ 38,7 mi | -7% | 9,94% | 81,5% | 31 | 25,81% | 0,8 |
|
| 3320 |
3320
Mengis Capital Management
Portland,
Oregon
| US$ 490 mi | -US$ 18,7 mi | -4% | 0,64% | 104% | 194 | 8,76% | 5,4 |
|
| 3321 |
3321
WPWealth
Fort Worth,
Texas
| US$ 489 mi | +US$ 7,06 mi | +1% | 2,89% | 38,2% | 97 | 16,49% | 1,1 |
|
| 3322 |
3322
PBMares Wealth Management
Williamsburg,
Virginia
| US$ 489 mi | +US$ 10,5 mi | +2% | 1,05% | 67,7% | 206 | 9,22% | 3,1 |
|
| 3323 |
3323
Matthews International Capital Management
San Francisco,
California
| US$ 489 mi | -US$ 118 mi | -19% | 0,81% | 186% | 45 | 13,33% | 2,7 |
|
| 3324 |
3324
TAP Consulting
Kirkwood,
Missouri
| US$ 489 mi | -US$ 19 mi | -4% | 1,52% | 3,08% | 162 | 10,49% | 2,3 |
|
| 3325 |
3325
Gibson Capital
Wexford,
Pennsylvania
| US$ 489 mi | -US$ 2,21 mi | -0,4% | 0,49% | 67,2% | 81 | 17,28% | 4,1 |
|