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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Birinyi Associates
Westport,
Connecticut
| US$ 237 mi | +US$ 34,5 mi | +17% | 16,6% | 134% | 72 | 22,22% | 4,5 |
|
| 3502 |
3502
ESL Trust Services
Rochester,
New York
| US$ 236 mi | +US$ 15,8 mi | +7% | 7,2% | 53,9% | 24 | 16,67% | 0,6 |
|
| 3503 |
3503
Harfst & Associates
Sheridan,
Wyoming
| US$ 236 mi | +US$ 3,61 mi | +2% | 9,71% | 88,1% | 108 | 6,48% | 2,6 |
|
| 3504 |
3504
Winch Advisory Services
Appleton,
Wisconsin
| US$ 236 mi | +US$ 25,8 mi | +12% | 8,91% | 92,4% | 445 | 12,81% | 2,8 |
|
| 3505 |
3505
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| US$ 236 mi | +US$ 11,9 mi | +5% | 28,6% | 2.136% | 17 | 17,65% | 0,6 |
|
| 3506 |
3506
Natixis Investment Managers International
Paris,
France
| US$ 236 mi | -US$ 11,8 mi | -5% | 12,8% | 34,7% | 10 | 10% | 5,5 |
|
| 3507 |
3507
Pettinga Financial Advisors
Evansville,
Indiana
| US$ 236 mi | +US$ 28,9 mi | +14% | 7,44% | 78,1% | 87 | 12,64% | 1,2 |
|
| 3508 |
3508
BHZ Capital Management
San Jose,
California
| US$ 236 mi | -US$ 18,4 mi | -7% | 7,44% | 3,24% | 149 | 13,42% | 2,5 |
|
| 3509 |
3509
Covalis Capital
London,
United Kingdom
| US$ 235 mi | -US$ 26,4 mi | -10% | 5,47% | 37,9% | 21 | 66,67% | 0,1 |
|
| 3510 |
3510
First Bankers Trust
Louisville,
Kentucky
| US$ 235 mi | +US$ 11,7 mi | +5% | 9,26% | 78,9% | 121 | 9,09% | 5,3 |
|
| 3511 |
3511
Ellenbecker Investment Group
Waukesha,
Wisconsin
| US$ 235 mi | +US$ 35,2 mi | +18% | 6,59% | 56,3% | 66 | 21,21% | 1,9 |
|
| 3512 |
3512
Regent Peak Wealth Advisors
Atlanta,
Georgia
| US$ 235 mi | +US$ 14,4 mi | +7% | 8,18% | – | 136 | 18,38% | 0,6 |
|
| 3513 |
3513
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 235 mi | +US$ 41,6 mi | +22% | 6,11% | 121% | 88 | 10,23% | 3,1 |
|
| 3514 |
CCM
3514
Contrarian Capital Management
Greenwich,
Connecticut
| US$ 235 mi | -US$ 49,7 mi | -17% | 10,2% | 29,4% | 9 | 11,11% | 2,2 |
|
| 3515 |
3515
Atlantic Investment Management
New York
| US$ 234 mi | +US$ 30,6 mi | +15% | 5,58% | 28,8% | 10 | 30% | 2 |
|
| 3516 |
3516
Axel Capital Management
New York
| US$ 234 mi | +US$ 101 mi | +76% | 32,5% | 194% | 46 | 43,48% | 0,3 |
|
| 3517 |
3517
McIlrath & Eck
Arlington,
Washington
| US$ 234 mi | +US$ 18 mi | +8% | 6,14% | 44% | 739 | 11,5% | 1,9 |
|
| 3518 |
3518
CMH Wealth Management
Portsmouth,
New Hampshire
| US$ 234 mi | +US$ 24,3 mi | +12% | 9,62% | 88% | 51 | 7,84% | 2,1 |
|
| 3519 |
APW
3519
Aurora Private Wealth
Rockaway,
New Jersey
| US$ 234 mi | +US$ 16,3 mi | +7% | 9,09% | – | 207 | 20,77% | 0,6 |
|
| 3520 |
3520
Mattern Wealth Management
Lawrence,
Kansas
| US$ 234 mi | +US$ 27,7 mi | +13% | 7,19% | 62,2% | 148 | 12,84% | 0,6 |
|
| 3521 |
3521
Peninsula Wealth
San Francisco,
California
| US$ 233 mi | +US$ 18,9 mi | +9% | 8,72% | 30% | 55 | 16,36% | 1,4 |
|
| 3522 |
3522
Rational Advisors
Huntington,
New York
| US$ 233 mi | +US$ 40,2 mi | +21% | 9,34% | 39,2% | 678 | 33,33% | 0,6 |
|
| 3523 |
3523
Alliance Wealth Management Group
Flemington,
New Jersey
| US$ 233 mi | +US$ 13,9 mi | +6% | 4,4% | 43,4% | 61 | 4,92% | 2,7 |
|
| 3524 |
3524
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 233 mi | +US$ 19,7 mi | +9% | 6,5% | 67,6% | 117 | 17,09% | 1,3 |
|
| 3525 |
3525
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 233 mi | -US$ 100 mi | -30% | 4,28% | 65,6% | 30 | 26,67% | 2,5 |
|