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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Precept Management
Dallas,
Texas
| US$ 247 mi | -US$ 161 mi | -39% | 16,7% | 110% | 84 | 59,52% | 1 |
|
| 3852 |
3852
Sovereign Investment Advisors
Phoenix,
Arizona
| US$ 247 mi | -US$ 8,67 mi | -3% | 10,6% | 46,6% | 31 | 3,23% | 0,8 |
|
| 3853 |
3853
Retirement Capital Strategies
San Jose,
California
| US$ 247 mi | +US$ 30,2 mi | +14% | 18,4% | 65,8% | 77 | 32,47% | 1,6 |
|
| 3854 |
3854
Point View Wealth Management
Summit,
New Jersey
| US$ 246 mi | +US$ 34,9 mi | +16% | 18,6% | 27% | 280 | 8,93% | 4,2 |
|
| 3855 |
3855
Harvey Capital Management
Palm Beach,
Florida
| US$ 246 mi | +US$ 22,3 mi | +10% | 13,1% | 147% | 86 | 25,58% | 2,7 |
|
| 3856 |
3856
Thomas Story & Son
Culver,
Indiana
| US$ 246 mi | +US$ 22,5 mi | +10% | 10,1% | 101% | 65 | 6,15% | 4,2 |
|
| 3857 |
3857
Mathes Company
New York
| US$ 246 mi | +US$ 31,7 mi | +15% | 14,4% | 121% | 123 | 9,76% | 4,1 |
|
| 3858 |
3858
EnerVest
Houston,
Texas
| US$ 246 mi | +US$ 65,9 mi | +37% | 36,6% | 20,5% | 1 | 0% | 2 |
|
| 3859 |
ACM
3859
AIGH Capital Management
Baltimore,
Maryland
| US$ 246 mi | – | – | 46,5% | 3.026% | 45 | – | 0 |
|
| 3860 |
3860
Affinity Capital Advisors
Berkeley,
California
| US$ 246 mi | +US$ 69,4 mi | +39% | 14,5% | 72,7% | 117 | 12,82% | 0,8 |
|
| 3861 |
3861
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$ 246 mi | -US$ 14,6 mi | -6% | 8,24% | 55,4% | 149 | 36,24% | 4,9 |
|
| 3862 |
3862
Seven Post Investment Office
San Francisco,
California
| US$ 246 mi | -US$ 7,76 mi | -3% | 8,19% | 44,4% | 52 | 28,85% | 1,7 |
|
| 3863 |
3863
Brightlight Capital Management
Westport,
Connecticut
| US$ 246 mi | +US$ 34,1 mi | +16% | 32,8% | 202% | 11 | 9,09% | 0,9 |
|
| 3864 |
NME
3864
Notis-McConarty Edward
| US$ 246 mi | +US$ 18,3 mi | +8% | 12% | 104% | 98 | 5,1% | 5,3 |
|
| 3865 |
3865
NinePointTwo Capital
Los Angeles,
California
| US$ 246 mi | – | – | 10,2% | 1,62% | 56 | – | 0 |
|
| 3866 |
KFO
3866
Kopp Family Office
Bloomington,
Minnesota
| US$ 246 mi | +US$ 61,4 mi | +33% | 41,6% | 47,9% | 13 | 0% | 0,5 |
|
| 3867 |
3867
Stewardship Advisors
Mount Joy,
Pennsylvania
| US$ 246 mi | +US$ 45,7 mi | +23% | 8,86% | 46,1% | 47 | 25,53% | 0,6 |
|
| 3868 |
3868
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 245 mi | +US$ 33,5 mi | +16% | 11,8% | 130% | 82 | 28,05% | 0,6 |
|
| 3869 |
SGH
3869
Sivik Global Healthcare
Greenwich,
Connecticut
| US$ 245 mi | +US$ 12,8 mi | +6% | 12,9% | 83,8% | 47 | 38,3% | 1,2 |
|
| 3870 |
3870
Globe Life
Mckinney,
Texas
| US$ 245 mi | +US$ 27,5 mi | +13% | 11,7% | 67,5% | 1 | 0% | 4 |
|
| 3871 |
3871
Advisors Management Group
La Crosse,
Wisconsin
| US$ 245 mi | +US$ 4,49 mi | +2% | 8,05% | 132% | 115 | 17,39% | 2,9 |
|
| 3872 |
3872
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$ 245 mi | +US$ 40,2 mi | +20% | 16,9% | 150% | 79 | 58,23% | 0,5 |
|
| 3873 |
3873
IAG Wealth Partners
Waukesha,
Wisconsin
| US$ 245 mi | +US$ 28,1 mi | +13% | 13,6% | 54,1% | 367 | 7,9% | 0,9 |
|
| 3874 |
3874
Clear Perspective Advisors
Aurora,
Illinois
| US$ 245 mi | +US$ 31,7 mi | +15% | 12,1% | 88,5% | 150 | 14,67% | 2,2 |
|
| 3875 |
3875
Providence Capital Advisors
Charlotte,
North Carolina
| US$ 245 mi | +US$ 55 mi | +29% | 13,1% | 60% | 343 | 37,9% | 1,2 |
|