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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
RDA Financial Network
Akron,
Iowa
| US$ 233 mi | +US$ 11,3 mi | +5% | 5,95% | 93,4% | 245 | 12,65% | 1,4 |
|
| 4152 |
4152
Cannon Financial Strategists
Athens,
Georgia
| US$ 233 mi | +US$ 27,5 mi | +13% | 6,18% | 56,7% | 60 | 6,67% | 1,5 |
|
| 4153 |
4153
APEIRON Capital Ltd
Hong Kong
| US$ 233 mi | +US$ 25,2 mi | +12% | 4,19% | 362% | 10 | 20% | 0,2 |
|
| 4154 |
4154
WealthOne
Albany,
New York
| US$ 233 mi | +US$ 25,4 mi | +12% | 4,06% | 23,4% | 132 | 27,27% | 1,3 |
|
| 4155 |
4155
Ford Financial Group
Fresno,
California
| US$ 233 mi | +US$ 20,6 mi | +10% | 5,66% | 47,7% | 106 | 13,21% | 1,8 |
|
| 4156 |
MWM
4156
Mascoma Wealth Management
Hanover,
New Hampshire
| US$ 232 mi | +US$ 32,4 mi | +16% | 3,69% | 43,7% | 474 | 80,59% | 0,5 |
|
| 4157 |
4157
KPCB XV Associates
Menlo Park,
California
| US$ 232 mi | -US$ 655 mil | -0,3% | 91% | – | 4 | 0% | 0,3 |
|
| 4158 |
4158
Somerset Trust
Somerset,
Pennsylvania
| US$ 232 mi | +US$ 12,3 mi | +6% | 6,49% | 80,5% | 130 | 7,69% | 4,2 |
|
| 4159 |
4159
Tinicum
New York
| US$ 232 mi | +US$ 17,9 mi | +8% | 12,6% | 21,1% | 2 | 0% | 4,9 |
|
| 4160 |
4160
CWS Financial Advisors
Kalamazoo,
Michigan
| US$ 232 mi | +US$ 60 mi | +35% | 4,4% | 55,7% | 147 | 11,56% | 1 |
|
| 4161 |
4161
Capital Advisors Wealth Management
Yakima,
Washington
| US$ 232 mi | – | – | 3,58% | 70,5% | 90 | – | 0 |
|
| 4162 |
4162
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$ 232 mi | +US$ 9,7 mi | +4% | 7,73% | 51,1% | 414 | 21,5% | 2,5 |
|
| 4163 |
WA
4163
WP Advisors
San Francisco,
California
| US$ 231 mi | +US$ 24,4 mi | +12% | 7,63% | 113% | 103 | 22,33% | 1,7 |
|
| 4164 |
4164
Oarsman Capital
Milwaukee,
Wisconsin
| US$ 231 mi | -US$ 26,3 mi | -10% | 8,59% | 74,9% | 200 | 12,5% | 3,4 |
|
| 4165 |
4165
Piershale Financial Group
Barrington,
Illinois
| US$ 231 mi | +US$ 22,9 mi | +11% | 11,9% | 82% | 40 | 60% | 0,9 |
|
| 4166 |
NC
4166
Nokomis Capital
Dallas,
Texas
| US$ 231 mi | +US$ 2,76 mi | +1% | 19,8% | 145% | 51 | 60,78% | 1,4 |
|
| 4167 |
4167
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$ 231 mi | +US$ 14,3 mi | +7% | 6,06% | 137% | 38 | 2,63% | 4,9 |
|
| 4168 |
4168
PhiloSmith Capital
Stamford,
Connecticut
| US$ 231 mi | +US$ 22 mi | +11% | 9,34% | 47% | 33 | 6,06% | 3,3 |
|
| 4169 |
4169
Whitener Capital Management
Rocky Mount,
North Carolina
| US$ 231 mi | +US$ 12,2 mi | +6% | 5,01% | 113% | 134 | 5,22% | 2,5 |
|
| 4170 |
4170
Helikon Investments
London,
United Kingdom
| US$ 231 mi | +US$ 76,1 mi | +49% | 8,43% | 272% | 5 | 60% | 0,2 |
|
| 4171 |
4171
Callodine Capital Management
Boston,
Massachusetts
| US$ 230 mi | +US$ 23,8 mi | +11% | 11% | 53,8% | 42 | 23,81% | 1 |
|
| 4172 |
4172
Birch Grove Capital
New York
| US$ 230 mi | +US$ 38,7 mi | +20% | 2,62% | 2,66% | 55 | 27,27% | 0,3 |
|
| 4173 |
4173
Oak Family Advisors
Chicago,
Illinois
| US$ 230 mi | +US$ 37,1 mi | +19% | 5,53% | 81,9% | 106 | 24,53% | 0,2 |
|
| 4174 |
4174
Courage Miller Partners
Norfolk,
Virginia
| US$ 230 mi | +US$ 12,7 mi | +6% | 4,78% | 43,5% | 85 | 10,59% | 5 |
|
| 4175 |
4175
Roanoke Asset Management
Jersey City,
New Jersey
| US$ 230 mi | +US$ 18,9 mi | +9% | 8,77% | 50,3% | 106 | 11,32% | 4,7 |
|