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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
DI
3801
Diligent Investors
Redlands,
California
| US$ 274 mi | +US$ 25,1 mi | +10% | 8,2% | 82,2% | 238 | 9,66% | 3,1 |
|
| 3802 |
ARI
3802
Applied Research Investments
Wilmington,
Delaware
| US$ 274 mi | +US$ 39,2 mi | +17% | 2,17% | – | 48 | 14,58% | 0,6 |
|
| 3803 |
3803
Acorn Financial Advisory Services
Reston,
Virginia
| US$ 274 mi | +US$ 19,1 mi | +8% | 8,28% | 108% | 230 | 16,96% | 1 |
|
| 3804 |
3804
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$ 274 mi | -US$ 43,6 mi | -14% | 6,35% | 114% | 34 | 47,06% | 1,3 |
|
| 3805 |
3805
Single Point Partners
Boston,
Massachusetts
| US$ 273 mi | +US$ 51,5 mi | +23% | 6,92% | 56,4% | 97 | 46,39% | 0,7 |
|
| 3806 |
3806
Sax Wealth Advisors
Parsippany,
New Jersey
| US$ 273 mi | +US$ 55,8 mi | +26% | 7,46% | 64,3% | 153 | 15,69% | 0,2 |
|
| 3807 |
AFS
3807
Annapolis Financial Services
Annapolis,
Maryland
| US$ 273 mi | +US$ 16,1 mi | +6% | 5,91% | 15% | 469 | 15,78% | 0,2 |
|
| 3808 |
AP
3808
Arlington Partners
Birmingham,
Alabama
| US$ 273 mi | +US$ 56,1 mi | +26% | 9,68% | 46,4% | 422 | 52,13% | 0,8 |
|
| 3809 |
3809
Affinity Investment Advisors
Newport Beach,
California
| US$ 273 mi | +US$ 25,1 mi | +10% | 13,3% | 189% | 169 | 19,53% | 1,9 |
|
| 3810 |
3810
Affinity Capital Advisors
Berkeley,
California
| US$ 273 mi | +US$ 26,7 mi | +11% | 3,36% | 72,7% | 127 | 14,96% | 0,9 |
|
| 3811 |
3811
Discerene Group
Stamford,
Connecticut
| US$ 273 mi | +US$ 48,3 mi | +22% | 14,6% | 48,6% | 10 | 10% | 0,2 |
|
| 3812 |
3812
Sentinel Pension Advisors
Wakefield,
Massachusetts
| US$ 273 mi | -US$ 805 mil | -0,3% | 2,18% | 52,1% | 85 | 29,41% | 1 |
|
| 3813 |
3813
Aaron Wealth Advisors
Chicago,
Illinois
| US$ 273 mi | -US$ 571 mil | -0,2% | 4,61% | 108% | 172 | 33,72% | 0,2 |
|
| 3814 |
3814
Bar Harbor Trust Services
Ellsworth,
Maine
| US$ 272 mi | +US$ 4,15 mi | +2% | 5,75% | 86,4% | 128 | 12,5% | 2,4 |
|
| 3815 |
3815
Solus Alternative Asset Management
Summit,
New Jersey
| US$ 272 mi | -US$ 33 mil | -0% | 6,52% | 79,3% | 11 | 45,45% | 1,5 |
|
| 3816 |
3816
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 272 mi | +US$ 4,11 mi | +2% | 0,51% | 24,5% | 43 | 2,33% | 3,9 |
|
| 3817 |
3817
Engine No 1 LLC
San Francisco,
California
| US$ 272 mi | +US$ 40,4 mi | +17% | 20,2% | 536% | 14 | 21,43% | 0,2 |
|
| 3818 |
3818
Willow Creek Wealth Management
Sebastopol,
California
| US$ 272 mi | +US$ 6,59 mi | +2% | 1,35% | – | 95 | 7,37% | 2,3 |
|
| 3819 |
3819
Fernwood Investment Management
Quincy,
Massachusetts
| US$ 272 mi | +US$ 18,2 mi | +7% | 8,31% | 83,4% | 198 | 11,62% | 3 |
|
| 3820 |
3820
Corriente Advisors
Fort Worth,
Texas
| US$ 272 mi | -US$ 149 mi | -35% | 7,72% | – | 23 | 73,91% | 0,5 |
|
| 3821 |
3821
Mendon Capital Advisors
Key Largo,
Florida
| US$ 272 mi | +US$ 58,4 mi | +27% | 35,2% | – | 65 | 30,77% | 2 |
|
| 3822 |
3822
TRV GP IV
Boston,
Massachusetts
| US$ 271 mi | -US$ 40,3 mi | -13% | 44,3% | 1.102% | 5 | 20% | 1,4 |
|
| 3823 |
3823
Ballew Advisors
Jackson,
Mississippi
| US$ 271 mi | +US$ 142 mi | +109% | 5,11% | 68% | 124 | 20,97% | 1,8 |
|
| 3824 |
3824
Winmill & Co
Walpole,
New Hampshire
| US$ 271 mi | +US$ 16,9 mi | +7% | 16,5% | 146% | 100 | 23% | 1,2 |
|
| 3825 |
3825
Burt Wealth Advisors
North Bethesda,
Maryland
| US$ 271 mi | -US$ 18,9 mi | -7% | 1,39% | 57,3% | 397 | 77,08% | 5,2 |
|