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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
Warwick Investment Management
Bryan,
Texas
| US$ 481 mi | -US$ 3,97 mi | -0,8% | 2,6% | 69,9% | 115 | 20% | 1,3 |
|
| 3302 |
3302
Providence Capital Advisors
Charlotte,
North Carolina
| US$ 481 mi | -US$ 11,9 mi | -2% | 3,07% | 60% | 129 | 10,85% | 4,5 |
|
| 3303 |
3303
Ramirez Asset Management
New York
| US$ 481 mi | -US$ 14,9 mi | -3% | 0,83% | 91,7% | 421 | 19% | 1,2 |
|
| 3304 |
3304
Robert Wood Johnson Foundation
Princeton,
New Jersey
| US$ 480 mi | -US$ 840 mi | -64% | 12,4% | 3,79% | 2 | 0% | 8,4 |
|
| 3305 |
3305
Austin Asset Management
Austin,
Texas
| US$ 480 mi | -US$ 22,9 mi | -5% | 3,3% | 93,4% | 85 | 16,47% | 1,9 |
|
| 3306 |
3306
Oak Grove Capital
North Hampton,
New Hampshire
| US$ 480 mi | -US$ 190 mi | -28% | 5,11% | 470% | 82 | 26,83% | 2,3 |
|
| 3307 |
3307
HughesLittle Investment Management
Vancouver,
| US$ 480 mi | -US$ 48,5 mi | -9% | 6,11% | 113% | 17 | 0% | 5,8 |
|
| 3308 |
3308
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$ 480 mi | +US$ 15,6 mi | +3% | 2,66% | 94,5% | 152 | 23,68% | 2,8 |
|
| 3309 |
3309
Essex Investment Management
Boston,
Massachusetts
| US$ 479 mi | -US$ 76,8 mi | -14% | 4,96% | 370% | 334 | 17,37% | 3,8 |
|
| 3310 |
3310
Caligan Partners
New York
| US$ 479 mi | +US$ 84,4 mi | +21% | 16,6% | 2.628% | 17 | 23,53% | 1,1 |
|
| 3311 |
3311
IFC Advisors
Los Angeles,
California
| US$ 479 mi | +US$ 20,4 mi | +4% | 1,64% | – | 174 | 23,56% | 0,2 |
|
| 3312 |
3312
SOA Wealth Advisors
New York
| US$ 479 mi | -US$ 63,9 mi | -12% | 4,4% | 94,4% | 916 | 8,73% | 3,4 |
|
| 3313 |
3313
Mengis Capital Management
Portland,
Oregon
| US$ 479 mi | -US$ 10,6 mi | -2% | 0,13% | 104% | 195 | 6,15% | 5,6 |
|
| 3314 |
IR
3314
IAT Reinsurance
New York
| US$ 479 mi | +US$ 5,27 mi | +1% | 2,57% | 60,2% | 82 | 17,07% | 4,9 |
|
| 3315 |
3315
Lincoln Capital
Lincoln,
Nebraska
| US$ 479 mi | +US$ 3,26 mi | +0,7% | 2,51% | 67,1% | 122 | 9,02% | 5,9 |
|
| 3316 |
3316
Bellwether Advisors
Lincoln,
Nebraska
| US$ 479 mi | -US$ 80,5 mi | -14% | 4,36% | 128% | 533 | 7,13% | 0,8 |
|
| 3317 |
3317
Trust Company of the South
Greensboro,
North Carolina
| US$ 479 mi | -US$ 12,5 mi | -3% | 3,35% | 70,2% | 129 | 13,18% | 1,1 |
|
| 3318 |
3318
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 478 mi | -US$ 849 mi | -64% | 2,5% | 65,6% | 203 | 62,07% | 2,4 |
|
| 3319 |
3319
Retirement Income Solutions
Ann Arbor,
Michigan
| US$ 478 mi | -US$ 17,7 mi | -4% | 4,06% | 67,6% | 157 | 12,1% | 3,8 |
|
| 3320 |
3320
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$ 478 mi | -US$ 62,2 mi | -12% | 2,48% | 312% | 222 | 36,04% | 1,4 |
|
| 3321 |
3321
Abundance Wealth Counselors
State College,
Pennsylvania
| US$ 478 mi | +US$ 18,1 mi | +4% | 2,86% | 107% | 158 | 15,19% | 1,5 |
|
| 3322 |
3322
Trifecta Capital Advisors
Northbrook,
Illinois
| US$ 477 mi | -US$ 29,1 mi | -6% | 5,52% | 149% | 437 | 12,81% | 1,9 |
|
| 3323 |
3323
Creekmur Asset Management
Morton,
Illinois
| US$ 477 mi | +US$ 40,4 mi | +9% | 1,4% | – | 1.023 | 33,33% | 1 |
|
| 3324 |
3324
Artemis Wealth Advisors
New York
| US$ 477 mi | -US$ 83,9 mi | -15% | 7,68% | 180% | 37 | 43,24% | 3,8 |
|
| 3325 |
3325
Drexel Morgan & Co
Radnor,
Pennsylvania
| US$ 476 mi | -US$ 8,28 mi | -2% | 7,89% | 50,1% | 56 | 5,36% | 7,7 |
|