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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
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| US$ 248 mi | +US$ 8,35 mi | +3% | 6,86% | 72,7% | 172 | 6,4% | 1,7 |
|
| 4102 |
ST
4102
Skorpios Trust
Limassol,
Cyprus
| US$ 247 mi | -US$ 66,9 mi | -21% | 19,9% | 174% | 4 | 0% | 1,3 |
|
| 4103 |
4103
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$ 247 mi | +US$ 22,4 mi | +10% | 9,14% | 80% | 74 | 6,76% | 4,1 |
|
| 4104 |
KI
4104
Kensington Investments
Amsterdam,
Netherlands
| US$ 247 mi | +US$ 51,6 mi | +26% | 26,4% | – | 1 | 0% | 0,3 |
|
| 4105 |
PI
4105
Pennant Investors
Summit,
New Jersey
| US$ 247 mi | +US$ 47,6 mi | +24% | 8,17% | 372% | 18 | 16,67% | 2,2 |
|
| 4106 |
4106
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 247 mi | +US$ 3,13 mi | +1% | 0,46% | 12,7% | 345 | 14,78% | 2,9 |
|
| 4107 |
4107
Fortis Capital Management
Bellevue,
Washington
| US$ 247 mi | +US$ 112 mi | +83% | 13% | 111% | 104 | 13,46% | 1,4 |
|
| 4108 |
4108
BetterWealth
San Jose,
California
| US$ 247 mi | +US$ 24,9 mi | +11% | 7,22% | 63,3% | 45 | 15,56% | 0,8 |
|
| 4109 |
4109
Carronade Capital Management
Darien,
Connecticut
| US$ 247 mi | -US$ 212 mi | -46% | 1,44% | 215% | 32 | 59,38% | 0,5 |
|
| 4110 |
4110
Pantechnicon Advisors
London,
United Kingdom
| US$ 247 mi | +US$ 60,2 mi | +32% | 12,8% | – | 21 | 42,86% | 0,2 |
|
| 4111 |
4111
Madrona Venture Group
Seattle,
Washington
| US$ 247 mi | +US$ 38,9 mi | +19% | 20% | 233% | 6 | 0% | 1,5 |
|
| 4112 |
IAM
4112
Innovis Asset Management
Chicago,
Illinois
| US$ 247 mi | +US$ 25,2 mi | +11% | 8,36% | – | 176 | 23,3% | 0,2 |
|
| 4113 |
4113
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$ 246 mi | +US$ 14,7 mi | +6% | 4,9% | 47,2% | 62 | 22,58% | 1,4 |
|
| 4114 |
4114
OneAscent Financial Services
Birmingham,
Alabama
| US$ 246 mi | +US$ 11 mi | +5% | 5,52% | 68,2% | 213 | 33,33% | 0,7 |
|
| 4115 |
4115
Claar Advisors
New York
| US$ 246 mi | +US$ 18,9 mi | +8% | 8,71% | 65,5% | 34 | 14,71% | 2,8 |
|
| 4116 |
MFGP
4116
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| US$ 246 mi | +US$ 13,3 mi | +6% | 5,59% | 65,5% | 51 | 0% | 3,7 |
|
| 4117 |
4117
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$ 246 mi | +US$ 3,18 mi | +1% | 5,88% | 116% | 428 | 2,57% | 1,9 |
|
| 4118 |
4118
Financial Insights
Tacoma,
Washington
| US$ 246 mi | +US$ 34,5 mi | +16% | 8,91% | 82,1% | 177 | 27,68% | 1,6 |
|
| 4119 |
4119
High Net Worth Advisory Group
Naples,
Florida
| US$ 245 mi | -US$ 11,8 mi | -5% | 5,81% | 75,7% | 624 | 69,23% | 1,2 |
|
| 4120 |
4120
BBJS Financial Advisors
Seattle,
Washington
| US$ 245 mi | +US$ 23,5 mi | +11% | 13% | – | 144 | 14,58% | 0,2 |
|
| 4121 |
4121
Empire Financial Management Company
New York
| US$ 245 mi | – | – | 3,29% | 78,3% | 189 | – | 0 |
|
| 4122 |
4122
MBM Wealth Consultants
Chesterfield,
Missouri
| US$ 245 mi | +US$ 29,1 mi | +13% | 5,33% | 57,1% | 350 | 18,86% | 2,7 |
|
| 4123 |
4123
Ogorek Anthony Joseph
Williamsville,
New York
| US$ 245 mi | +US$ 14,8 mi | +6% | 3,65% | 66,3% | 287 | 22,65% | 2,9 |
|
| 4124 |
4124
Cavalier Investments
Alpharetta,
Georgia
| US$ 245 mi | -US$ 34 mi | -12% | 6,46% | 171% | 105 | 47,62% | 1,7 |
|
| 4125 |
4125
Accel Wealth Management
Waverly,
Iowa
| US$ 245 mi | +US$ 35,6 mi | +17% | 2,5% | 82,4% | 1.275 | 3,14% | 1,4 |
|