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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$ 177 mi | +US$ 27,6 mi | +18% | 16,7% | 71,9% | 71 | 9,86% | 4,5 |
|
| 3877 |
3877
WealthBridge Capital Management
Westerville,
Ohio
| US$ 176 mi | +US$ 32,5 mi | +23% | 21,2% | 89,4% | 124 | 11,29% | 1,2 |
|
| 3878 |
3878
PhiloSmith Capital
Stamford,
Connecticut
| US$ 176 mi | +US$ 33 mi | +23% | 14,7% | 47% | 35 | 2,86% | 2,6 |
|
| 3879 |
3879
Paragon Wealth Strategies
Jacksonville,
Florida
| US$ 176 mi | +US$ 159 mi | +908% | 18,4% | 59,8% | 30 | 66,67% | 0,6 |
|
| 3880 |
3880
Peregrine Asset Advisers
Portland,
Oregon
| US$ 176 mi | +US$ 43,6 mi | +33% | 22,6% | 189% | 148 | 52,7% | 2,2 |
|
| 3881 |
3881
Providence Capital Advisors
Charlotte,
North Carolina
| US$ 176 mi | +US$ 10,2 mi | +6% | 17,4% | 47,4% | 267 | 37,45% | 1,6 |
|
| 3882 |
3882
Squar Milner Financial Services
Irvine,
California
| US$ 176 mi | +US$ 9,6 mi | +6% | 19,4% | – | 816 | 75,37% | 1,8 |
|
| 3883 |
BC
3883
Belmont Capital
Los Angeles,
California
| US$ 176 mi | +US$ 60,8 mi | +53% | 56,9% | 182% | 68 | 26,47% | 0,4 |
|
| 3884 |
3884
Bank OZK
Little Rock,
Arkansas
| US$ 176 mi | -US$ 6,54 mi | -4% | 17,3% | 112% | 129 | 15,5% | 4,7 |
|
| 3885 |
3885
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| US$ 176 mi | +US$ 46,3 mi | +36% | 22,2% | 90,7% | 190 | 14,74% | 4,1 |
|
| 3886 |
3886
Shaker Investments
Cleveland,
Ohio
| US$ 176 mi | +US$ 59,1 mi | +51% | 49,9% | 216% | 84 | 14,29% | 1,9 |
|
| 3887 |
3887
SCP Investment
Orinda,
California
| US$ 176 mi | +US$ 39,4 mi | +29% | 62,8% | 32,8% | 40 | 62,5% | 0,5 |
|
| 3888 |
3888
Ethic Inc
New York
| US$ 176 mi | +US$ 56 mi | +47% | 22,7% | 145% | 290 | 33,45% | 0,3 |
|
| 3889 |
3889
NWK Group
San Francisco,
California
| US$ 176 mi | +US$ 58,5 mi | +50% | 30,2% | 268% | 276 | 48,55% | 0,3 |
|
| 3890 |
3890
West Oak Capital
Westlake Village,
California
| US$ 176 mi | +US$ 29,6 mi | +20% | 17,1% | 110% | 354 | 17,8% | 3,7 |
|
| 3891 |
3891
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$ 176 mi | +US$ 43 mi | +32% | 19,5% | 81% | 93 | 9,68% | 3,8 |
|
| 3892 |
3892
Cowen Prime Advisors
New York
| US$ 176 mi | +US$ 11,8 mi | +7% | 39,4% | 116% | 243 | 40,33% | 3,5 |
|
| 3893 |
3893
Delphi Financial Group
Wilmington,
Delaware
| US$ 176 mi | -US$ 30,8 mi | -15% | 34,8% | 66,3% | 27 | 18,52% | 1,9 |
|
| 3894 |
3894
Soleus Capital Management
Greenwich,
Connecticut
| US$ 175 mi | +US$ 89,5 mi | +104% | 44,7% | 508% | 76 | 55,26% | 0,2 |
|
| 3895 |
3895
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$ 175 mi | +US$ 12,6 mi | +8% | 14,9% | 63,9% | 105 | 6,67% | 3,7 |
|
| 3896 |
3896
Souders Financial Advisors
Cincinnati,
Ohio
| US$ 175 mi | +US$ 61,5 mi | +54% | 17,3% | 59,8% | 106 | 20,75% | 0,2 |
|
| 3897 |
3897
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 175 mi | -US$ 17,9 mi | -9% | 22,9% | 235% | 49 | 81,63% | 0,3 |
|
| 3898 |
3898
Copperwynd Financial
Scottsdale,
Arizona
| US$ 175 mi | -US$ 36,7 mi | -17% | 30,1% | 90% | 119 | 36,13% | 1,5 |
|
| 3899 |
3899
Stamos Capital Partners
Menlo Park,
California
| US$ 175 mi | -US$ 15,3 mi | -8% | 14,5% | 36,7% | 84 | 41,67% | 0,8 |
|
| 3900 |
3900
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$ 174 mi | +US$ 33,2 mi | +23% | 21,1% | 137% | 113 | 12,39% | 1,9 |
|