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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Oakhurst Advisors
Los Angeles,
California
| US$ 272 mi | -US$ 53,8 mi | -16% | 3,17% | – | 6 | 16,67% | 0,8 |
|
| 4102 |
4102
MONECO Advisors
Fairfield,
Connecticut
| US$ 272 mi | +US$ 6,08 mi | +2% | 3,09% | 77,7% | 261 | 9,96% | 1,8 |
|
| 4103 |
4103
Richard P. Slaughter Associates
Austin,
Texas
| US$ 272 mi | -US$ 10,7 mi | -4% | 3,76% | 55,7% | 146 | 26,03% | 1,4 |
|
| 4104 |
4104
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$ 272 mi | -US$ 10,9 mi | -4% | 2,51% | 89,4% | 192 | 28,65% | 1,8 |
|
| 4105 |
4105
Trustees of the Smith College
Northampton,
Massachusetts
| US$ 272 mi | – | – | 4,85% | – | 8 | – | 0 |
|
| 4106 |
4106
Gries Financial
Cleveland,
Ohio
| US$ 272 mi | +US$ 27,1 mi | +11% | 0,72% | 71,3% | 168 | 18,45% | 0,8 |
|
| 4107 |
4107
Hill Island Financial
Grand Rapids,
Michigan
| US$ 272 mi | -US$ 8,49 mi | -3% | 5,78% | 78,3% | 59 | 11,86% | 0,2 |
|
| 4108 |
4108
Stewardship Advisors
Mount Joy,
Pennsylvania
| US$ 271 mi | -US$ 7,07 mi | -3% | 6,02% | 46,1% | 56 | 23,21% | 1,4 |
|
| 4109 |
HF
4109
Halpern Financial
Ashburn,
Virginia
| US$ 271 mi | +US$ 37,5 mi | +16% | 4,24% | 26,3% | 279 | 31,18% | 1,3 |
|
| 4110 |
4110
Searle & Co
Greenwich,
Connecticut
| US$ 271 mi | -US$ 3,81 mi | -1% | 0,93% | 108% | 164 | 8,54% | 3,8 |
|
| 4111 |
4111
EVR Research
Richmond,
Virginia
| US$ 271 mi | +US$ 57 mi | +27% | 6,43% | 165% | 35 | 51,43% | 0,4 |
|
| 4112 |
4112
ML&R Wealth Management
Austin,
Texas
| US$ 271 mi | +US$ 1,71 mi | +0,6% | 3,93% | – | 58 | 20,69% | 0,2 |
|
| 4113 |
4113
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$ 271 mi | -US$ 8,32 mi | -3% | 2,81% | 84,6% | 105 | 5,71% | 4,9 |
|
| 4114 |
4114
Stone Run Capital
New York
| US$ 271 mi | -US$ 39 mi | -13% | 9,32% | 77,8% | 65 | 6,15% | 5,7 |
|
| 4115 |
FAP
4115
Financial Advisory Partners
Winter Park,
Florida
| US$ 270 mi | -US$ 3,48 mi | -1% | 4,34% | 52,9% | 73 | 4,11% | 0,2 |
|
| 4116 |
4116
AlphaMark Advisors
Ft. Wright,
Kentucky
| US$ 270 mi | -US$ 15,7 mi | -5% | 3,13% | 26,4% | 675 | 15,11% | 3,3 |
|
| 4117 |
4117
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$ 270 mi | -US$ 10,4 mi | -4% | 1,99% | 71,9% | 97 | 9,28% | 4,4 |
|
| 4118 |
WA
4118
Wealthstar Advisors
Plano,
Texas
| US$ 270 mi | -US$ 21,6 mi | -7% | 5,54% | – | 105 | 29,52% | 1,8 |
|
| 4119 |
4119
Sovereign Financial Group
Stamford,
Connecticut
| US$ 270 mi | +US$ 20,9 mi | +8% | 3,44% | 90,7% | 231 | 16,45% | 0,9 |
|
| 4120 |
4120
Stordahl Capital Management
Greenwood Village,
Colorado
| US$ 270 mi | +US$ 968 mil | +0,4% | 4,61% | 54% | 56 | 14,29% | 2,9 |
|
| 4121 |
4121
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$ 269 mi | -US$ 49,7 mi | -16% | 11,6% | 152% | 95 | 14,74% | 3,1 |
|
| 4122 |
4122
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$ 269 mi | -US$ 29,5 mi | -10% | 3,33% | 50,9% | 73 | 16,44% | 2,6 |
|
| 4123 |
4123
Mill Road Capital Management
Greenwich,
Connecticut
| US$ 269 mi | -US$ 31,7 mi | -11% | 6,79% | 85,1% | 29 | 13,79% | 1,9 |
|
| 4124 |
4124
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$ 269 mi | -US$ 17,9 mi | -6% | 4,83% | 137% | 38 | 0% | 5,9 |
|
| 4125 |
4125
UBP Investment Advisors
Geneva,
Switzerland
| US$ 269 mi | -US$ 5,78 mi | -2% | 1,84% | 11,2% | 105 | 10,48% | 1,8 |
|