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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
S.R. Schill & Associates
Mercer Island,
Washington
| US$ 217 mi | +US$ 19,9 mi | +10% | 9,64% | 42,7% | 91 | 25,27% | 2,5 |
|
| 4127 |
4127
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$ 217 mi | +US$ 23,7 mi | +12% | 13,5% | 137% | 37 | 0% | 4,8 |
|
| 4128 |
4128
RB Capital Management
Reno,
Nevada
| US$ 217 mi | +US$ 3,76 mi | +2% | 11,7% | 79,4% | 154 | 10,39% | 2,5 |
|
| 4129 |
4129
Prosight Management
Dallas,
Texas
| US$ 216 mi | +US$ 6,19 mi | +3% | 15,9% | 53,4% | 62 | 56,45% | 0,8 |
|
| 4130 |
4130
Cowen Investment Management
New York
| US$ 216 mi | -US$ 21,4 mi | -9% | 9,88% | 1,87% | 198 | 70,71% | 0,1 |
|
| 4131 |
4131
Monument Capital Management
Alexandria,
Virginia
| US$ 216 mi | +US$ 26,8 mi | +14% | 10,7% | 170% | 99 | 15,15% | 1,5 |
|
| 4132 |
4132
Total Wealth Planning
Cincinnati,
Ohio
| US$ 216 mi | +US$ 23,6 mi | +12% | 10,8% | 37,2% | 42 | 4,76% | 1,5 |
|
| 4133 |
4133
Hemington Wealth Management
Falls Church,
Virginia
| US$ 216 mi | – | – | 13,9% | 76,1% | 81 | – | 0 |
|
| 4134 |
4134
Riversedge Advisors
Wilmington,
Delaware
| US$ 216 mi | +US$ 26,8 mi | +14% | 11,8% | 71,3% | 50 | 12% | 0,9 |
|
| 4135 |
4135
Kowal Investment Group
Brookfield,
Wisconsin
| US$ 215 mi | – | – | 11,4% | 21,1% | 90 | – | 0 |
|
| 4136 |
OFCM
4136
One Fin Capital Management
San Francisco,
California
| US$ 215 mi | +US$ 59,4 mi | +38% | 24,2% | 92% | 30 | 70% | 0,4 |
|
| 4137 |
4137
West Oak Capital
Westlake Village,
California
| US$ 215 mi | +US$ 33,4 mi | +18% | 10,8% | 110% | 357 | 15,13% | 3,9 |
|
| 4138 |
4138
Radnor Financial Advisors
Wayne,
Pennsylvania
| US$ 215 mi | +US$ 40,6 mi | +23% | 17,3% | 3,04% | 21 | 14,29% | 0,8 |
|
| 4139 |
4139
Blue Ridge Capital
New York
| US$ 215 mi | – | – | 148% | – | 1 | – | 0 |
|
| 4140 |
4140
Guardian Life Insurance
New York
| US$ 215 mi | – | – | 2,54% | – | 1 | – | 0 |
|
| 4141 |
4141
SimpliFi Inc
San Diego,
California
| US$ 215 mi | +US$ 13,8 mi | +7% | 6,99% | 27,9% | 26 | 26,92% | 1,4 |
|
| 4142 |
HIM
4142
Hotaling Investment Management
Wayne,
Pennsylvania
| US$ 214 mi | +US$ 29,4 mi | +16% | 13,2% | 52,6% | 120 | 17,5% | 1,3 |
|
| 4143 |
4143
BHK Investment Advisors
Birmingham,
Alabama
| US$ 214 mi | +US$ 36,6 mi | +21% | 13,9% | 58,8% | 63 | 7,94% | 2,2 |
|
| 4144 |
4144
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 214 mi | +US$ 64,1 mi | +43% | 18,8% | 12,7% | 313 | 23,64% | 1,9 |
|
| 4145 |
4145
Bison Wealth
Atlanta,
Georgia
| US$ 214 mi | +US$ 43,8 mi | +26% | 12,8% | 37,4% | 423 | 14,66% | 2 |
|
| 4146 |
4146
Tinicum
New York
| US$ 214 mi | +US$ 50,2 mi | +31% | 31,2% | 21,1% | 2 | 0% | 4,6 |
|
| 4147 |
4147
Atlanta Financial Associates
Atlanta,
Georgia
| US$ 214 mi | +US$ 19,4 mi | +10% | 9,25% | – | 78 | 15,38% | 0,6 |
|
| 4148 |
4148
Windward Private Wealth Management
Overland Park,
Kansas
| US$ 214 mi | – | – | 9,12% | 38,5% | 43 | – | 0 |
|
| 4149 |
4149
Peregrine Asset Advisers
Portland,
Oregon
| US$ 214 mi | +US$ 32 mi | +18% | 10,5% | 189% | 143 | 43,36% | 1,7 |
|
| 4150 |
PWP
4150
Personal Wealth Partners
Bloomington,
Minnesota
| US$ 214 mi | +US$ 23,2 mi | +12% | 13,2% | 37,2% | 74 | 14,86% | 1,2 |
|