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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Clare Market Investments
Dallas,
Texas
| US$ 204 mi | +US$ 36,3 mi | +22% | 14,7% | – | 128 | 44,53% | 0,7 |
|
| 3752 |
3752
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$ 204 mi | +US$ 13,2 mi | +7% | 7,66% | 64,1% | 173 | 3,47% | 3 |
|
| 3753 |
3753
Confluence Wealth Management
Portland,
Oregon
| US$ 204 mi | -US$ 7,83 mi | -4% | 6,52% | 31,9% | 124 | 25% | 3,8 |
|
| 3754 |
3754
Essex Savings Bank
Essex,
Connecticut
| US$ 204 mi | +US$ 35,8 mi | +21% | 7,58% | 95,2% | 183 | 13,11% | 1,4 |
|
| 3755 |
3755
Benefit Street Partners
New York
| US$ 204 mi | -US$ 191 mi | -48% | 7,42% | – | 39 | 41,03% | 0,8 |
|
| 3756 |
3756
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$ 204 mi | +US$ 17,8 mi | +10% | 9,64% | 151% | 83 | 19,28% | 1 |
|
| 3757 |
3757
Intrua Financial
Houston,
Texas
| US$ 204 mi | -US$ 57,9 mi | -22% | 11,2% | 77,4% | 290 | 40,34% | 0,2 |
|
| 3758 |
3758
Soapstone Management
Bethesda,
Maryland
| US$ 204 mi | +US$ 30,1 mi | +17% | 19,4% | 30,3% | 21 | 23,81% | 1,2 |
|
| 3759 |
LWA
3759
LWS Wealth Advisors
Basking Ridge,
New Jersey
| US$ 204 mi | +US$ 12,7 mi | +7% | 4,59% | 8,87% | 57 | 3,51% | 0,7 |
|
| 3760 |
LIC
3760
Laurus Investment Counsel
Toronto,
Canada
| US$ 203 mi | +US$ 16,8 mi | +9% | 8,47% | 14,1% | 45 | 8,89% | 1,6 |
|
| 3761 |
3761
Norman Fields Gottscho Capital Management
New York
| US$ 203 mi | +US$ 22 mi | +12% | 13,6% | 96,9% | 64 | 10,94% | 3,7 |
|
| 3762 |
3762
Blue Grotto Capital
Atlanta,
Georgia
| US$ 203 mi | +US$ 46,9 mi | +30% | 15,3% | 296% | 32 | 59,38% | 0,3 |
|
| 3763 |
3763
Rush Island Management
New York
| US$ 203 mi | +US$ 10,6 mi | +6% | 2,48% | 15,5% | 23 | 26,09% | 0,6 |
|
| 3764 |
HCIA
3764
Hochman Cole Investment Advisors
Deerfield,
Illinois
| US$ 203 mi | +US$ 21,7 mi | +12% | 7,35% | 42,7% | 117 | 13,68% | 2,8 |
|
| 3765 |
3765
Defender Capital
Charlotte,
North Carolina
| US$ 203 mi | +US$ 33,6 mi | +20% | 7,64% | 101% | 31 | 19,35% | 0,9 |
|
| 3766 |
3766
Beech Hill Advisors
New York
| US$ 203 mi | +US$ 5,53 mi | +3% | 10,3% | 117% | 96 | 20,83% | 2,5 |
|
| 3767 |
3767
NWK Group
San Francisco,
California
| US$ 203 mi | +US$ 27 mi | +15% | 18,7% | 268% | 273 | 43,96% | 0,6 |
|
| 3768 |
3768
Cheyne Capital Management (UK)
London,
United Kingdom
| US$ 203 mi | +US$ 54,6 mi | +37% | 13,2% | 35,6% | 61 | 29,51% | 0,7 |
|
| 3769 |
3769
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 203 mi | +US$ 28,5 mi | +16% | 9,16% | 137% | 75 | 10,67% | 3,6 |
|
| 3770 |
3770
Old Port Advisors
Portland,
Maine
| US$ 202 mi | +US$ 11,5 mi | +6% | 5,49% | 114% | 185 | 9,19% | 1,8 |
|
| 3771 |
3771
TFC Financial Management
Boston,
Massachusetts
| US$ 202 mi | – | – | 7,77% | 66,9% | 569 | – | 0 |
|
| 3772 |
3772
Washington State Investment Board
Olympia,
Washington
| US$ 202 mi | +US$ 48,8 mi | +32% | 31,9% | 567% | 1 | 0% | 0,3 |
|
| 3773 |
3773
Summit Financial Group
Moorefield,
West Virginia
| US$ 202 mi | +US$ 9,44 mi | +5% | 5,83% | 26,1% | 158 | 5,7% | 2,1 |
|
| 3774 |
3774
Interactive Financial Advisors
New Lenox,
Illinois
| US$ 201 mi | -US$ 1,66 mi | -0,8% | 5,15% | 47,6% | 151 | 11,26% | 3,5 |
|
| 3775 |
3775
Daniels + Tansey
Wilmington,
Delaware
| US$ 201 mi | – | – | 6,09% | 21,1% | 27 | – | 0 |
|