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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
Summit Rock Advisors
New York
| US$ 312 mi | +US$ 94,9 mi | +44% | 16,4% | – | 9 | 66,67% | 0,2 |
|
| 4077 |
4077
BCS Wealth Management
Johnson City,
Tennessee
| US$ 312 mi | +US$ 40,1 mi | +15% | 5,58% | 51% | 239 | 9,62% | 1,1 |
|
| 4078 |
4078
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$ 311 mi | +US$ 24,2 mi | +8% | 6,56% | 40,6% | 841 | 4,28% | 1,5 |
|
| 4079 |
SIM
4079
SW Investment Management
Telluride,
Colorado
| US$ 311 mi | +US$ 21,1 mi | +7% | 7,55% | 143% | 13 | 23,08% | 1,5 |
|
| 4080 |
4080
Hillman Capital Management
Bethesda,
Maryland
| US$ 311 mi | +US$ 21,5 mi | +7% | 6,02% | 20,2% | 57 | 15,79% | 3 |
|
| 4081 |
4081
Whitcomb & Hess
Ashland,
Ohio
| US$ 311 mi | +US$ 20,2 mi | +7% | 3,82% | 54% | 51 | 11,76% | 1,7 |
|
| 4082 |
4082
G2 Capital Management
Columbus,
Ohio
| US$ 311 mi | +US$ 16,6 mi | +6% | 5,61% | 55,1% | 65 | 3,08% | 1,4 |
|
| 4083 |
TC
4083
Teilinger Capital
Houston,
Texas
| US$ 311 mi | +US$ 136 mi | +78% | 7,18% | 8,46% | 28 | 64,29% | 0,4 |
|
| 4084 |
4084
Lantz Financial
Naperville,
Illinois
| US$ 311 mi | +US$ 33,9 mi | +12% | 8,66% | 74,3% | 212 | 9,43% | 2,8 |
|
| 4085 |
4085
Claar Advisors
New York
| US$ 311 mi | +US$ 29 mi | +10% | 9,94% | 65,5% | 33 | 30,3% | 3,8 |
|
| 4086 |
4086
TSP Capital Management Group
Summit,
New Jersey
| US$ 311 mi | +US$ 22 mi | +8% | 7,93% | 186% | 48 | 2,08% | 4,3 |
|
| 4087 |
4087
Davidson Capital Management
Corpus Christi,
Texas
| US$ 311 mi | +US$ 35,2 mi | +13% | 10,3% | 79,4% | 137 | 45,26% | 2 |
|
| 4088 |
4088
Keating Investment Counselors
Delray Beach,
Florida
| US$ 310 mi | +US$ 30,7 mi | +11% | 2,45% | 50% | 89 | 15,73% | 5,2 |
|
| 4089 |
WA
4089
WealthTrust Axiom
Wayne,
Pennsylvania
| US$ 310 mi | +US$ 11,4 mi | +4% | 6,98% | 123% | 270 | 9,63% | 5,6 |
|
| 4090 |
4090
Family Investment Center
Saint Joseph,
Missouri
| US$ 310 mi | +US$ 111 mi | +56% | 8,78% | 53,1% | 86 | 24,42% | 0,8 |
|
| 4091 |
4091
Ionic Capital Management
New York
| US$ 310 mi | -US$ 97,3 mi | -24% | 5,93% | 163% | 222 | 50% | 1,1 |
|
| 4092 |
4092
Aries Wealth Management
Portland,
Maine
| US$ 310 mi | +US$ 29,9 mi | +11% | 8,8% | 87,7% | 215 | 8,84% | 1,7 |
|
| 4093 |
4093
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 310 mi | +US$ 23 mi | +8% | 21% | 220% | 34 | 52,94% | 0,9 |
|
| 4094 |
4094
Francis Financial
| US$ 310 mi | +US$ 77,2 mi | +33% | 9,17% | 62% | 73 | 16,44% | 1,6 |
|
| 4095 |
4095
11 Capital Partners
Darien,
Connecticut
| US$ 310 mi | +US$ 17,5 mi | +6% | 14,2% | 101% | 18 | 27,78% | 1,2 |
|
| 4096 |
4096
Vickerman Investment Advisors
Spokane,
Washington
| US$ 310 mi | +US$ 16,7 mi | +6% | 5,1% | 53,1% | 64 | 0% | 2,1 |
|
| 4097 |
4097
Court Place Advisors
Ellicott City,
Maryland
| US$ 310 mi | +US$ 5,76 mi | +2% | 11,1% | 92% | 167 | 10,78% | 7 |
|
| 4098 |
4098
SimplyRich
Carlsbad,
California
| US$ 309 mi | +US$ 18,7 mi | +6% | 7,74% | 105% | 185 | 9,73% | 3,1 |
|
| 4099 |
4099
FCA Corp
Houston,
Texas
| US$ 309 mi | +US$ 18,3 mi | +6% | 5,97% | 61,5% | 183 | 2,19% | 4,5 |
|
| 4100 |
4100
Colony Family Offices
Charlotte,
North Carolina
| US$ 309 mi | +US$ 19,9 mi | +7% | 4,73% | 53,9% | 74 | 16,22% | 1,4 |
|