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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$ 177 mi | +US$ 23,5 mi | +15% | 15% | 82,6% | 107 | 11,21% | 1,2 |
|
| 4027 |
4027
Affinity Capital Advisors
Berkeley,
California
| US$ 177 mi | +US$ 23,8 mi | +16% | 8,56% | 72,7% | 108 | 12,96% | 0,6 |
|
| 4028 |
4028
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 177 mi | +US$ 27,7 mi | +19% | 10% | 26,6% | 305 | 74,43% | 0,9 |
|
| 4029 |
4029
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 176 mi | +US$ 1,52 mi | +0,9% | 6,64% | 235% | 40 | 75% | 0,4 |
|
| 4030 |
4030
Aries Wealth Management
Portland,
Maine
| US$ 176 mi | +US$ 12,4 mi | +8% | 7,26% | 87,7% | 154 | 8,44% | 2 |
|
| 4031 |
4031
Rutabaga Capital Management
Boston,
Massachusetts
| US$ 176 mi | -US$ 7 mi | -4% | 7,71% | 57% | 49 | 6,12% | 2,9 |
|
| 4032 |
IBOK
4032
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$ 176 mi | +US$ 21,6 mi | +14% | 7,87% | 94,3% | 380 | 12,63% | 2 |
|
| 4033 |
4033
Verde Capital Management
Clarkston,
Michigan
| US$ 176 mi | +US$ 23,1 mi | +15% | 6,68% | 80,3% | 49 | 30,61% | 0,5 |
|
| 4034 |
PCMK
4034
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 176 mi | +US$ 16,1 mi | +10% | 12,3% | 87,5% | 56 | 14,29% | 4,4 |
|
| 4035 |
4035
Voss Capital
Houston,
Texas
| US$ 175 mi | +US$ 25,7 mi | +17% | 18,2% | 78,4% | 60 | 43,33% | 0,3 |
|
| 4036 |
4036
Concorde Asset Management
Ann Arbor,
Michigan
| US$ 175 mi | +US$ 55,8 mi | +47% | 8,7% | – | 191 | 43,46% | 1,3 |
|
| 4037 |
4037
Silver Rock Financial
Los Angeles,
California
| US$ 175 mi | +US$ 85,7 mi | +96% | 14,2% | 2,58% | 20 | 35% | 1,3 |
|
| 4038 |
4038
Morgens Waterfall Vintiadis & Co
New York
| US$ 175 mi | +US$ 19,4 mi | +12% | 20,2% | 594% | 35 | 28,57% | 1,7 |
|
| 4039 |
4039
QVR
San Francisco,
California
| US$ 175 mi | -US$ 118 mi | -40% | 3,17% | – | 16 | 50% | 0,8 |
|
| 4040 |
4040
Ballast Inc
Lexington,
Kentucky
| US$ 175 mi | +US$ 16 mi | +10% | 8,02% | 71,3% | 96 | 11,46% | 2,1 |
|
| 4041 |
4041
Mokosak Advisory Group
Urbandale,
Iowa
| US$ 175 mi | +US$ 11,1 mi | +7% | 6,01% | 59,2% | 22 | 4,55% | 1,2 |
|
| 4042 |
4042
Radnor Financial Advisors
Wayne,
Pennsylvania
| US$ 175 mi | +US$ 7,63 mi | +5% | 9,24% | 3,04% | 18 | 0% | 0,7 |
|
| 4043 |
4043
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$ 175 mi | -US$ 102 mi | -37% | 1,76% | 7,8% | 104 | 37,5% | 1,5 |
|
| 4044 |
4044
Campbell Capital Management
Miami,
Florida
| US$ 175 mi | +US$ 31,2 mi | +22% | 6% | – | 49 | 18,37% | 0,9 |
|
| 4045 |
4045
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$ 174 mi | +US$ 5,69 mi | +3% | 9,33% | 282% | 249 | 32,13% | 0,6 |
|
| 4046 |
4046
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$ 174 mi | +US$ 12 mi | +7% | 8,39% | 68% | 72 | 15,28% | 2,2 |
|
| 4047 |
4047
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 174 mi | +US$ 13,2 mi | +8% | 9,56% | 97% | 148 | 11,49% | 2,1 |
|
| 4048 |
4048
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$ 174 mi | +US$ 17,9 mi | +11% | 11,5% | 96,7% | 1 | 0% | 0,8 |
|
| 4049 |
4049
Modus Advisors
Excelsior,
Minnesota
| US$ 174 mi | +US$ 20,7 mi | +14% | 8,6% | 89,5% | 230 | 65,65% | 0,6 |
|
| 4050 |
4050
Neumann Capital Management
Foster City,
California
| US$ 174 mi | +US$ 10,6 mi | +6% | 7,18% | 89,9% | 74 | 5,41% | 4,8 |
|