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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
Buckley Wealth Management
Las Vegas,
Nevada
| US$ 288 mi | +US$ 20,8 mi | +8% | 8,67% | 88% | 104 | 10,58% | 4,3 |
|
| 4102 |
4102
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$ 288 mi | +US$ 24,2 mi | +9% | 10,4% | 76,5% | 99 | 3,03% | 6 |
|
| 4103 |
4103
BBJS Financial Advisors
Seattle,
Washington
| US$ 288 mi | +US$ 24,1 mi | +9% | 12,9% | – | 134 | 11,94% | 0,9 |
|
| 4104 |
4104
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$ 288 mi | +US$ 22,3 mi | +8% | 12,8% | 166% | 219 | 4,57% | 6,1 |
|
| 4105 |
4105
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$ 288 mi | +US$ 14,9 mi | +5% | 9,65% | 89,9% | 85 | 8,24% | 4,5 |
|
| 4106 |
4106
Main Street Group
Glen Allen,
Virginia
| US$ 288 mi | – | – | 9,8% | 98,3% | 1.326 | – | 0 |
|
| 4107 |
4107
MSA Advisors
Santa Monica,
California
| US$ 287 mi | – | – | 9,64% | – | 20 | – | 0 |
|
| 4108 |
4108
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 287 mi | +US$ 25,1 mi | +10% | 11,3% | 235% | 36 | 58,33% | 0,8 |
|
| 4109 |
4109
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$ 287 mi | +US$ 23,5 mi | +9% | 6,04% | 40,6% | 843 | 5,34% | 1,3 |
|
| 4110 |
4110
RAM Investment Partners
Bellevue,
Washington
| US$ 287 mi | +US$ 50,4 mi | +21% | 11,5% | 61,9% | 69 | 30,43% | 0,7 |
|
| 4111 |
4111
Navalign LLC
Encino,
California
| US$ 287 mi | +US$ 23,3 mi | +9% | 10,2% | 58,7% | 145 | 19,31% | 2,1 |
|
| 4112 |
4112
Rather & Kittrell
Knoxville,
Tennessee
| US$ 287 mi | +US$ 38,6 mi | +16% | 11% | 41,1% | 72 | 16,67% | 1,4 |
|
| 4113 |
BC
4113
Bruce & Co
Chicago,
Illinois
| US$ 287 mi | -US$ 6,85 mi | -2% | 12,9% | 94,5% | 37 | 0% | 5,6 |
|
| 4114 |
4114
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$ 286 mi | -US$ 224 mi | -44% | 10,6% | 60,5% | 116 | 31,9% | 2 |
|
| 4115 |
4115
SRH Advisors
Salina,
Kansas
| US$ 286 mi | +US$ 81,3 mi | +40% | 12,1% | 55,7% | 305 | 6,56% | 6 |
|
| 4116 |
4116
Oakwell Private Wealth Management
Austin,
Texas
| US$ 286 mi | +US$ 50,4 mi | +21% | 10,5% | 68,2% | 64 | 15,63% | 2,1 |
|
| 4117 |
4117
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$ 286 mi | +US$ 23,3 mi | +9% | 14,5% | 155% | 23 | 8,7% | 5,5 |
|
| 4118 |
4118
Outlook Wealth Advisors
Shenandoah,
Texas
| US$ 286 mi | +US$ 24,1 mi | +9% | 9,36% | 76% | 269 | 34,57% | 1,5 |
|
| 4119 |
4119
Engle Capital Management
Greenwich,
Connecticut
| US$ 285 mi | +US$ 9,8 mi | +4% | 12% | 398% | 37 | 59,46% | 0,4 |
|
| 4120 |
4120
Arch Capital Group
Pembroke,
Bermuda
| US$ 285 mi | +US$ 7,92 mi | +3% | 2,87% | 2,89% | 3 | 0% | 2,2 |
|
| 4121 |
4121
Old Mission Investment Co
Traverse City,
Michigan
| US$ 285 mi | +US$ 27,9 mi | +11% | 10,4% | 82% | 116 | 6,03% | 3 |
|
| 4122 |
4122
Xcel Wealth Management
Holly Hill,
Florida
| US$ 285 mi | +US$ 31,7 mi | +13% | 14,3% | 98,8% | 115 | 7,83% | 3,1 |
|
| 4123 |
4123
Defender Capital
Charlotte,
North Carolina
| US$ 285 mi | +US$ 8,75 mi | +3% | 3,35% | 101% | 41 | 19,51% | 2,5 |
|
| 4124 |
4124
DeDora Capital
Napa,
California
| US$ 285 mi | +US$ 31 mi | +12% | 11,3% | 91,2% | 102 | 3,92% | 2,3 |
|
| 4125 |
4125
Avalon Global Asset Management
San Francisco,
California
| US$ 285 mi | +US$ 29,3 mi | +11% | 23,9% | 278% | 39 | 43,59% | 3,8 |
|