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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 |
WA
4101
WealthTrust Axiom
Wayne,
Pennsylvania
| US$ 406 mi | +US$ 17,7 mi | +5% | 7,45% | 123% | 296 | 10,14% | 6 |
|
| 4102 |
PCP
4102
Perbak Capital Partners
London,
United Kingdom
| US$ 406 mi | +US$ 78,6 mi | +24% | 0,96% | – | 397 | 70,78% | 0,3 |
|
| 4103 |
4103
Westmount Partners
Los Angeles,
California
| US$ 406 mi | +US$ 5,16 mi | +1% | 3,25% | 123% | 282 | 19,15% | 2,2 |
|
| 4104 |
4104
RenaissanceRe Holdings
Pembroke,
Bermuda
| US$ 406 mi | -US$ 338 mi | -45% | 1,71% | 26,4% | 6 | 33,33% | 4 |
|
| 4105 |
4105
G2 Investment Partners Management
New York
| US$ 406 mi | -US$ 14,5 mi | -3% | 18,5% | 1.145% | 100 | 58% | 0,9 |
|
| 4106 |
4106
111 Capital
Paris,
France
| US$ 406 mi | -US$ 52,5 mi | -11% | 1,64% | – | 479 | 64,3% | 0,3 |
|
| 4107 |
4107
Evelyn Partners Asset Management
London,
| US$ 406 mi | -US$ 20,4 mi | -5% | 2,22% | – | 311 | 9,65% | 1 |
|
| 4108 |
4108
New Capital Management
Houston,
Texas
| US$ 406 mi | +US$ 7,53 mi | +2% | 1,22% | 55,4% | 60 | 10% | 3,6 |
|
| 4109 |
4109
Colony Family Offices
Charlotte,
North Carolina
| US$ 406 mi | +US$ 4,95 mi | +1% | 0,39% | 53,9% | 66 | 7,58% | 3,2 |
|
| 4110 |
4110
Strategic Financial Concepts
San Antonio,
Texas
| US$ 405 mi | +US$ 296 mi | +271% | 0,26% | 56,8% | 310 | 63,23% | 0,6 |
|
| 4111 |
4111
Natural Investments
Windsor,
California
| US$ 405 mi | +US$ 3,62 mi | +0,9% | 3,02% | – | 304 | 13,16% | 0,8 |
|
| 4112 |
4112
SWS Partners
Columbus,
Ohio
| US$ 405 mi | -US$ 8,83 mi | -2% | 0,81% | 127% | 117 | 5,98% | 3,4 |
|
| 4113 |
4113
Nikulski Financial
Bettendorf,
Iowa
| US$ 405 mi | -US$ 13,2 mi | -3% | 0,37% | 107% | 182 | 12,64% | 3,4 |
|
| 4114 |
4114
Carderock Capital Management
Chevy Chase,
Maryland
| US$ 405 mi | -US$ 7,93 mi | -2% | 2,31% | 97,6% | 77 | 15,58% | 5,4 |
|
| 4115 |
4115
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 405 mi | +US$ 19,4 mi | +5% | 5,68% | 208% | 79 | 20,25% | 3,5 |
|
| 4116 |
4116
Peterson Wealth Services
South Ogden,
Utah
| US$ 405 mi | +US$ 13,7 mi | +3% | 3,31% | 160% | 223 | 5,83% | 2 |
|
| 4117 |
CWM
4117
Compass Wealth Management
Guilford,
Connecticut
| US$ 405 mi | +US$ 3,56 mi | +0,9% | 4,4% | 103% | 79 | 8,86% | 2,7 |
|
| 4118 |
4118
Meiji Yasuda America
New York
| US$ 404 mi | -US$ 31,1 mi | -7% | 3,58% | – | 58 | 5,17% | 0,2 |
|
| 4119 |
4119
COFG Advisors
Oak Brook,
Illinois
| US$ 404 mi | -US$ 488 mil | -0,1% | 1,71% | – | 247 | 10,12% | 0,2 |
|
| 4120 |
4120
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 404 mi | -US$ 38,2 mi | -9% | 0,68% | 31,6% | 103 | 17,48% | 2,2 |
|
| 4121 |
4121
Aspen Capital Management
Boise,
Idaho
| US$ 404 mi | +US$ 177 mil | +0% | 0,37% | – | 84 | 13,1% | 0,9 |
|
| 4122 |
4122
Keating Investment Counselors
Delray Beach,
Florida
| US$ 404 mi | +US$ 43,1 mi | +12% | 13,5% | 50% | 65 | 13,85% | 6,8 |
|
| 4123 |
DI
4123
Diligent Investors
Redlands,
California
| US$ 404 mi | -US$ 2,9 mi | -0,7% | 0,73% | 82,2% | 357 | 8,12% | 4,5 |
|
| 4124 |
MI
4124
M3F Inc
Salt Lake City,
Utah
| US$ 404 mi | +US$ 39,4 mi | +11% | 8,41% | 139% | 30 | 23,33% | 3,7 |
|
| 4125 |
4125
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$ 403 mi | -US$ 7,55 mi | -2% | 0,06% | 89,1% | 115 | 30,43% | 2,3 |
|