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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$ 232 mi | +US$ 27,4 mi | +13% | 14% | 64,1% | 182 | 6,04% | 3 |
|
| 4002 |
4002
Level Four Financial
Dallas,
Texas
| US$ 232 mi | – | – | 21,8% | – | 322 | – | 0 |
|
| 4003 |
4003
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$ 232 mi | +US$ 41,2 mi | +22% | 12,7% | 85,3% | 88 | 15,91% | 2,4 |
|
| 4004 |
4004
Corbyn Investment Management
Lutherville,
Maryland
| US$ 231 mi | +US$ 40,8 mi | +21% | 18,2% | 71% | 61 | 18,03% | 2,8 |
|
| 4005 |
SWMG
4005
Strategic Wealth Management Group
Fulton,
Maryland
| US$ 231 mi | +US$ 25,5 mi | +12% | 14,1% | – | 136 | 19,12% | 1,1 |
|
| 4006 |
4006
Elevated Capital Advisors
Sandy,
Utah
| US$ 231 mi | +US$ 17,4 mi | +8% | 8,81% | 50,2% | 168 | 6,55% | 1,1 |
|
| 4007 |
4007
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| US$ 230 mi | +US$ 16,4 mi | +8% | 15,7% | 80,1% | 164 | 10,98% | 3,2 |
|
| 4008 |
4008
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$ 230 mi | +US$ 16,1 mi | +7% | 8,76% | 59,7% | 64 | 12,5% | 1,8 |
|
| 4009 |
4009
Old Port Advisors
Portland,
Maine
| US$ 230 mi | +US$ 27,6 mi | +14% | 13,6% | 114% | 196 | 9,69% | 1,9 |
|
| 4010 |
4010
Cutler Capital Management
Worcester,
Massachusetts
| US$ 230 mi | +US$ 46,3 mi | +25% | 9,58% | 39,7% | 95 | 14,74% | 2,3 |
|
| 4011 |
4011
Defender Capital
Charlotte,
North Carolina
| US$ 230 mi | +US$ 26,7 mi | +13% | 16,6% | 101% | 35 | 28,57% | 1,1 |
|
| 4012 |
4012
Stokes Capital Advisors
Greenwood,
South Carolina
| US$ 230 mi | +US$ 21,7 mi | +10% | 8,86% | 61,3% | 70 | 5,71% | 2,3 |
|
| 4013 |
4013
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$ 230 mi | +US$ 39,6 mi | +21% | 14,7% | 55,5% | 70 | 7,14% | 1,7 |
|
| 4014 |
4014
Souders Financial Advisors
Cincinnati,
Ohio
| US$ 230 mi | +US$ 17,9 mi | +8% | 10,9% | 59,8% | 116 | 11,21% | 0,6 |
|
| 4015 |
4015
Eidelman Virant Capital
Saint Louis,
Missouri
| US$ 229 mi | +US$ 47,8 mi | +26% | 23,6% | 46,2% | 211 | 43,6% | 1,4 |
|
| 4016 |
4016
Faithward Advisors
Lancaster,
Pennsylvania
| US$ 229 mi | -US$ 184 mi | -45% | 11,6% | 119% | 231 | 52,81% | 0,8 |
|
| 4017 |
4017
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| US$ 229 mi | +US$ 33,9 mi | +17% | 20,6% | 95,4% | 30 | 10% | 4,4 |
|
| 4018 |
HPC
4018
Hobart Private Capital
Charlotte,
North Carolina
| US$ 228 mi | +US$ 34,6 mi | +18% | 9,53% | 60% | 161 | 24,22% | 1,4 |
|
| 4019 |
SPC
4019
Stony Point Capital
New York
| US$ 228 mi | +US$ 28 mi | +14% | 32,4% | 208% | 31 | 25,81% | 0,6 |
|
| 4020 |
4020
Summit Financial Group
Moorefield,
West Virginia
| US$ 228 mi | +US$ 26,9 mi | +13% | 13,3% | 26,1% | 166 | 7,23% | 2,2 |
|
| 4021 |
4021
WealthBridge Capital Management
Westerville,
Ohio
| US$ 228 mi | +US$ 33,5 mi | +17% | 12,9% | 89,4% | 150 | 14,67% | 1,3 |
|
| 4022 |
NC
4022
Nokomis Capital
Dallas,
Texas
| US$ 228 mi | +US$ 12,7 mi | +6% | 35,6% | 145% | 34 | 29,41% | 2,4 |
|
| 4023 |
4023
Corrigan Financial
Middletown,
Rhode Island
| US$ 228 mi | +US$ 27,5 mi | +14% | 13,3% | 9,54% | 71 | 15,49% | 2,7 |
|
| 4024 |
FC
4024
Full18 Capital
Westport,
Connecticut
| US$ 228 mi | – | – | 28,3% | – | 87 | – | 0 |
|
| 4025 |
4025
Argus Investors Counsel
New York
| US$ 228 mi | -US$ 13,8 mi | -6% | 11,1% | 132% | 74 | 5,41% | 4,5 |
|