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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Trust Company of Kansas
Wichita,
Kansas
| US$ 171 mi | – | – | 7,2% | 100% | 41 | – | 0 |
|
| 4077 |
4077
Voce Capital Management
San Francisco,
California
| US$ 171 mi | -US$ 16,1 mi | -9% | 0,13% | 69,2% | 14 | 35,71% | 1,7 |
|
| 4078 |
4078
Nishkama Capital LLC
Dorado,
Puerto Rico
| US$ 170 mi | +US$ 77,7 mi | +84% | 18% | 723% | 50 | 86% | 0,1 |
|
| 4079 |
4079
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| US$ 170 mi | +US$ 19,3 mi | +13% | 9,31% | 13,1% | 79 | 15,19% | 1,6 |
|
| 4080 |
4080
X-Square Capital
Guaynabo,
Puerto Rico
| US$ 170 mi | +US$ 11,2 mi | +7% | 18,6% | 158% | 83 | 14,46% | 1,3 |
|
| 4081 |
4081
Marvin & Palmer Associates
Wilmington,
Delaware
| US$ 170 mi | +US$ 17,6 mi | +12% | 12,5% | 415% | 33 | 42,42% | 1 |
|
| 4082 |
4082
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$ 170 mi | +US$ 15,7 mi | +10% | 9,38% | 80% | 74 | 8,11% | 2 |
|
| 4083 |
VAM
4083
Velanne Asset Management
London,
United Kingdom
| US$ 170 mi | +US$ 13,2 mi | +8% | 10,5% | 29,6% | 23 | 4,35% | 0,9 |
|
| 4084 |
4084
Disciplina Capital Management
Nashville,
Tennessee
| US$ 169 mi | +US$ 2,79 mi | +2% | 3,58% | 33% | 17 | 0% | 0,9 |
|
| 4085 |
LBC
4085
Lawrence B. Cohen
| US$ 169 mi | +US$ 16,7 mi | +11% | 8,97% | 41,8% | 79 | 10,13% | 4,2 |
|
| 4086 |
4086
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$ 169 mi | -US$ 2,68 mi | -2% | 5,8% | 64,4% | 73 | 13,7% | 4,3 |
|
| 4087 |
4087
Allied Investment Advisors
Billings,
Montana
| US$ 169 mi | +US$ 14 mi | +9% | 9,64% | 68,4% | 46 | 2,17% | 1,9 |
|
| 4088 |
4088
Martin Capital Partners
Eugene,
Oregon
| US$ 169 mi | +US$ 20,6 mi | +14% | 5,55% | 42,3% | 63 | 17,46% | 1,3 |
|
| 4089 |
4089
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$ 169 mi | +US$ 12,8 mi | +8% | 6,26% | 143% | 61 | 27,87% | 0,3 |
|
| 4090 |
CWM
4090
Cedar Wealth Management
Walnut Creek,
California
| US$ 169 mi | +US$ 19,7 mi | +13% | 10,1% | 68,1% | 197 | 36,55% | 1,7 |
|
| 4091 |
4091
WealthStone
Columbus,
Ohio
| US$ 169 mi | -US$ 19,1 mi | -10% | 4,75% | – | 50 | 34% | 0,5 |
|
| 4092 |
4092
Wela Strategies
Atlanta,
Georgia
| US$ 169 mi | +US$ 7,18 mi | +4% | 3,92% | 51,3% | 36 | 5,56% | 1,8 |
|
| 4093 |
GFWEX
4093
G.F.W. Energy XI
Dallas,
Texas
| US$ 169 mi | -US$ 272 mi | -62% | 6,29% | – | 2 | 50% | 1,8 |
|
| 4094 |
4094
Lantz Financial
Naperville,
Illinois
| US$ 169 mi | +US$ 20,7 mi | +14% | 6,96% | 74,3% | 133 | 7,52% | 0,7 |
|
| 4095 |
4095
Jefferies Financial Group
New York
| US$ 169 mi | -US$ 387 mi | -70% | 4,85% | 146% | 24 | 70,83% | 0,6 |
|
| 4096 |
4096
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 168 mi | +US$ 4,82 mi | +3% | 7,59% | 26,6% | 290 | 4,48% | 1,1 |
|
| 4097 |
4097
Shaker Investments
Cleveland,
Ohio
| US$ 168 mi | +US$ 15,3 mi | +10% | 13,1% | 216% | 93 | 18,28% | 1,8 |
|
| 4098 |
SCM
4098
SCW Capital Management
Dallas,
Texas
| US$ 168 mi | +US$ 52 mi | +45% | 29,2% | 179% | 11 | 45,45% | 0,6 |
|
| 4099 |
4099
Quaker Wealth Management
Moorestown,
New Jersey
| US$ 168 mi | – | – | 5,2% | – | 51 | – | 0 |
|
| 4100 |
4100
C-J Advisory
San Jose,
California
| US$ 168 mi | +US$ 9 mi | +6% | 6,9% | 39,2% | 167 | 76,05% | 3 |
|