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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
BSW Wealth Partners
Boulder,
Colorado
| US$ 398 mi | +US$ 40,5 mi | +11% | 8,49% | 75,4% | 276 | 16,3% | 2,3 |
|
| 3427 |
3427
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| US$ 398 mi | +US$ 19,5 mi | +5% | 11% | 66,3% | 84 | 5,95% | 0,7 |
|
| 3428 |
3428
DAFNA Capital Management
Los Angeles,
California
| US$ 398 mi | +US$ 20,8 mi | +6% | 9,25% | 313% | 92 | 18,48% | 2 |
|
| 3429 |
SC
3429
Saybrook Capital
Winston Salem,
North Carolina
| US$ 397 mi | +US$ 36 mi | +10% | 10,2% | 72,5% | 56 | 10,71% | 5,6 |
|
| 3430 |
3430
Monograph Wealth Advisors
Manhattan Beach,
California
| US$ 397 mi | – | – | 7,48% | 74,8% | 86 | – | 0 |
|
| 3431 |
3431
Harbert Fund Advisors
Birmingham,
Alabama
| US$ 397 mi | +US$ 115 mi | +41% | 2,85% | 70,8% | 53 | 45,28% | 0,6 |
|
| 3432 |
3432
Goldstein Munger & Associates
San Ramon,
California
| US$ 397 mi | +US$ 24 mi | +6% | 6,15% | 11,9% | 33 | 0% | 6 |
|
| 3433 |
3433
Wright Investors Service
Shelton,
Connecticut
| US$ 395 mi | +US$ 43,5 mi | +12% | 10,6% | 161% | 156 | 17,95% | 3,3 |
|
| 3434 |
3434
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$ 395 mi | +US$ 31,9 mi | +9% | 10,8% | 137% | 222 | 23,42% | 1,8 |
|
| 3435 |
PT
3435
Plimoth Trust
Plymouth,
Massachusetts
| US$ 394 mi | +US$ 40,7 mi | +12% | 10,7% | 110% | 167 | 3,59% | 3,4 |
|
| 3436 |
3436
One Wealth Advisors
San Francisco,
California
| US$ 394 mi | +US$ 53,2 mi | +16% | 7,75% | 66% | 246 | 32,93% | 1,1 |
|
| 3437 |
AAM
3437
AR Asset Management
West Hollywood,
California
| US$ 394 mi | +US$ 36,8 mi | +10% | 11,8% | 78,2% | 121 | 5,79% | 6,1 |
|
| 3438 |
3438
SkyOak Wealth
Southfield,
Michigan
| US$ 393 mi | +US$ 22,2 mi | +6% | 8,09% | 80,7% | 265 | 20% | 1,4 |
|
| 3439 |
3439
Harfst & Associates
Sheridan,
Wyoming
| US$ 393 mi | +US$ 31,1 mi | +9% | 9,77% | 88,1% | 132 | 12,12% | 3 |
|
| 3440 |
3440
Shikiar Asset Management
New York
| US$ 393 mi | +US$ 37,3 mi | +10% | 10,9% | 117% | 119 | 25,21% | 2,5 |
|
| 3441 |
3441
Univest Financial
Souderton,
Pennsylvania
| US$ 393 mi | +US$ 34,5 mi | +10% | 9,55% | 96,9% | 116 | 9,48% | 3,8 |
|
| 3442 |
3442
Intellectus Partners
San Francisco,
California
| US$ 392 mi | -US$ 20,9 mi | -5% | 3,69% | 157% | 302 | 18,54% | 2,2 |
|
| 3443 |
3443
Hoey Investments
Coatesville,
Pennsylvania
| US$ 392 mi | +US$ 57 mi | +17% | 17,5% | 247% | 275 | 20,36% | 1,1 |
|
| 3444 |
3444
High Falls Advisors
Rochester,
New York
| US$ 392 mi | +US$ 23,7 mi | +6% | 5,61% | 56,9% | 139 | 22,3% | 1,8 |
|
| 3445 |
3445
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| US$ 392 mi | +US$ 30,1 mi | +8% | 9,75% | 116% | 264 | 35,23% | 1,2 |
|
| 3446 |
WCMN
3446
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$ 392 mi | +US$ 32,7 mi | +9% | 12% | 121% | 48 | 0% | 5 |
|
| 3447 |
3447
Punch Card Management
Winter Park,
Florida
| US$ 391 mi | +US$ 4,92 mi | +1% | 1,81% | 41% | 3 | 0% | 3,8 |
|
| 3448 |
3448
Rye Brook Capital
Greenwich,
Connecticut
| US$ 390 mi | +US$ 248 mi | +175% | 4,42% | 77,2% | 36 | 44,44% | 0,5 |
|
| 3449 |
3449
Cedar Brook Financial Partners
Cleveland,
Ohio
| US$ 390 mi | +US$ 57 mi | +17% | 8% | 47% | 396 | 16,41% | 1,7 |
|
| 3450 |
3450
Abundance Wealth Counselors
State College,
Pennsylvania
| US$ 390 mi | +US$ 219 mi | +128% | 7,53% | 107% | 120 | 64,17% | 0,5 |
|