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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Callodine Capital Management
Boston,
Massachusetts
| US$ 484 mi | +US$ 4,65 mi | +1% | 2,74% | 48,1% | 49 | 28,57% | 1,6 |
|
| 3352 |
3352
SC&H Financial Advisors
Sparks,
Maryland
| US$ 484 mi | +US$ 26,3 mi | +6% | 1,2% | 66,2% | 154 | 4,55% | 2,4 |
|
| 3353 |
3353
Steadview Capital Management
London,
United Kingdom
| US$ 483 mi | +US$ 159 mi | +49% | 48,9% | 839% | 10 | 50% | 1,6 |
|
| 3354 |
3354
Gemsstock Ltd
London,
United Kingdom
| US$ 483 mi | +US$ 276 mi | +134% | 2,53% | 162% | 17 | 52,94% | 0,4 |
|
| 3355 |
3355
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$ 483 mi | +US$ 27 mi | +6% | 2,15% | 70,1% | 68 | 17,65% | 1,5 |
|
| 3356 |
TLP
3356
Tri Locum Partners
New York
| US$ 483 mi | +US$ 65,3 mi | +16% | 5,92% | 357% | 32 | 50% | 0,7 |
|
| 3357 |
3357
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 482 mi | -US$ 24 mi | -5% | 2,46% | 24,5% | 53 | 45,28% | 6,2 |
|
| 3358 |
3358
Clifford Capital Partners
Alpine,
Utah
| US$ 482 mi | -US$ 19,8 mi | -4% | 0,66% | 77,3% | 59 | 27,12% | 2,9 |
|
| 3359 |
3359
Austin Wealth Management
Austin,
Texas
| US$ 482 mi | +US$ 26,8 mi | +6% | 1,88% | 52,4% | 123 | 5,69% | 1,1 |
|
| 3360 |
3360
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 482 mi | +US$ 15,1 mi | +3% | 0,56% | 130% | 130 | 18,46% | 1,9 |
|
| 3361 |
3361
Buck Wealth Strategies
Denver,
Colorado
| US$ 481 mi | +US$ 163 mi | +51% | 0,6% | 48,4% | 81 | 18,52% | 0,9 |
|
| 3362 |
3362
Financial Management Network
Mission Viejo,
California
| US$ 481 mi | +US$ 2,98 mi | +0,6% | 0,29% | 62,5% | 182 | 17,58% | 2,4 |
|
| 3363 |
3363
Prestige Wealth Management Group
Flemington,
New Jersey
| US$ 481 mi | -US$ 2,6 mi | -0,5% | 0,31% | 55,8% | 1.077 | 7,06% | 4 |
|
| 3364 |
3364
Iowa State Bank
Urbandale,
Iowa
| US$ 481 mi | -US$ 5,71 mi | -1% | 0,98% | 85,7% | 112 | 7,14% | 6,1 |
|
| 3365 |
AWAM
3365
Appian Way Asset Management
New York
| US$ 480 mi | +US$ 35,6 mi | +8% | 1,06% | 49,4% | 50 | 72% | 0,3 |
|
| 3366 |
3366
Harfst & Associates
Sheridan,
Wyoming
| US$ 480 mi | +US$ 34,8 mi | +8% | 10,9% | 88,1% | 98 | 8,16% | 5,1 |
|
| 3367 |
3367
Unique Wealth
Clearwater,
Florida
| US$ 480 mi | +US$ 43 mi | +10% | 1,03% | 68,5% | 148 | 22,97% | 1 |
|
| 3368 |
3368
Bearing Point Capital
Bloomington,
Minnesota
| US$ 480 mi | – | – | 2,14% | – | 162 | – | 0 |
|
| 3369 |
3369
Simplicity Wealth
Summit,
New Jersey
| US$ 480 mi | -US$ 600 mi | -56% | 1,78% | 82,2% | 535 | 47,29% | 0,9 |
|
| 3370 |
3370
Chemung Canal Trust
Elmira,
New York
| US$ 480 mi | -US$ 14,8 mi | -3% | 1,17% | 93,4% | 125 | 4% | 7,1 |
|
| 3371 |
3371
Schoolcraft Capital
Boulder,
Colorado
| US$ 479 mi | -US$ 13,3 mi | -3% | 2,42% | 58,7% | 69 | 2,9% | 3,9 |
|
| 3372 |
3372
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 479 mi | -US$ 42,9 mi | -8% | 0,84% | 64,8% | 140 | 6,43% | 8,7 |
|
| 3373 |
3373
Bricktown Capital
Detroit,
Michigan
| US$ 479 mi | -US$ 58 mi | -11% | 1,94% | 46,2% | 28 | 14,29% | 1,3 |
|
| 3374 |
3374
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$ 479 mi | +US$ 3,22 mi | +0,7% | 6,76% | 80,3% | 130 | 32,31% | 1,6 |
|
| 3375 |
3375
Talon Private Wealth
The Villages,
Florida
| US$ 479 mi | +US$ 3,29 mi | +0,7% | 1,21% | – | 354 | 32,77% | 0,2 |
|