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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
SSI
4201
Scott & Selber Inc
Houston,
Texas
| US$ 259 mi | -US$ 22,5 mi | -8% | 1,67% | 202% | 119 | 22,69% | 2,9 |
|
| 4202 |
4202
Ballast Inc
Lexington,
Kentucky
| US$ 259 mi | +US$ 2,45 mi | +1% | 3,97% | 71,3% | 114 | 8,77% | 2,8 |
|
| 4203 |
4203
L.M. Kohn & Company
Cincinnati,
Ohio
| US$ 259 mi | – | – | 3,15% | 97,9% | 242 | – | 0 |
|
| 4204 |
CWAG
4204
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$ 259 mi | +US$ 26 mi | +11% | 4,3% | 76,1% | 113 | 36,28% | 1,6 |
|
| 4205 |
RG
4205
Retirement Group
San Diego,
California
| US$ 259 mi | +US$ 29,9 mi | +13% | 3,9% | 33,7% | 866 | 18,36% | 1,4 |
|
| 4206 |
4206
Denali Advisors
San Diego,
California
| US$ 259 mi | -US$ 8,19 mi | -3% | 2% | 106% | 431 | 23,67% | 1,3 |
|
| 4207 |
4207
Boltwood Capital Management
Walnut Creek,
California
| US$ 259 mi | -US$ 11,9 mi | -4% | 3,65% | 63% | 160 | 5% | 5 |
|
| 4208 |
4208
Packer & Co
Cottesloe,
Australia
| US$ 259 mi | – | – | 18,7% | – | 2 | – | 3,8 |
|
| 4209 |
GFI
4209
Global Frontier Investments
Charleston,
South Carolina
| US$ 259 mi | -US$ 6,3 mi | -2% | 3,31% | – | 23 | 13,04% | 1,2 |
|
| 4210 |
4210
Somerset Trust
Somerset,
Pennsylvania
| US$ 259 mi | -US$ 15,8 mi | -6% | 4,57% | 80,5% | 153 | 5,23% | 4,2 |
|
| 4211 |
4211
Mathes Company
New York
| US$ 258 mi | -US$ 34,4 mi | -12% | 6,09% | 121% | 138 | 12,32% | 4,7 |
|
| 4212 |
4212
United Capital Management of KS
Salina,
Kansas
| US$ 258 mi | -US$ 10,3 mi | -4% | 1,7% | 295% | 100 | 18% | 2,1 |
|
| 4213 |
4213
AlphaCore Capital
La Jolla,
California
| US$ 258 mi | +US$ 28,3 mi | +12% | 3,68% | 91,5% | 159 | 46,54% | 0,8 |
|
| 4214 |
4214
Westwood Wealth Management
Los Angeles,
California
| US$ 258 mi | +US$ 23,1 mi | +10% | 6,18% | 495% | 64 | 40,63% | 0,2 |
|
| 4215 |
4215
ADW Capital Management
Miami Beach,
Florida
| US$ 258 mi | -US$ 69,9 mi | -21% | 21,3% | 78,2% | 7 | 0% | 1,7 |
|
| 4216 |
4216
Biltmore Wealth Management
Tempe,
Arizona
| US$ 257 mi | -US$ 8,43 mi | -3% | 2,14% | 59,8% | 52 | 3,85% | 2,4 |
|
| 4217 |
4217
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 257 mi | +US$ 43 mil | +0% | 0,63% | 97% | 173 | 9,83% | 3 |
|
| 4218 |
4218
DFPG Investments
Sandy,
Utah
| US$ 257 mi | +US$ 17,3 mi | +7% | 0,99% | 38,2% | 189 | 16,4% | 1,9 |
|
| 4219 |
4219
Capital Planning
Bellevue,
Washington
| US$ 257 mi | -US$ 13,4 mi | -5% | 5,09% | 81,2% | 72 | 18,06% | 1,2 |
|
| 4220 |
MHP
4220
Manatuck Hill Partners
Westport,
Connecticut
| US$ 257 mi | -US$ 7,39 mi | -3% | 6,49% | 556% | 157 | 60,51% | 0,6 |
|
| 4221 |
4221
BigSur Wealth Management
Miami,
Florida
| US$ 257 mi | +US$ 1,05 mi | +0,4% | 0,46% | 94,8% | 146 | 12,33% | 2,7 |
|
| 4222 |
4222
Vantage Consulting Group
Virginia Beach,
Virginia
| US$ 256 mi | -US$ 116 mi | -31% | 4,67% | 261% | 237 | 11,81% | 0,9 |
|
| 4223 |
4223
Ballast Advisors
Woodbury,
Minnesota
| US$ 256 mi | -US$ 5,32 mi | -2% | 4,06% | 73,9% | 191 | 7,33% | 1,9 |
|
| 4224 |
4224
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 256 mi | -US$ 9,09 mi | -3% | 7,45% | 135% | 102 | 15,69% | 3,4 |
|
| 4225 |
4225
Oarsman Capital
Milwaukee,
Wisconsin
| US$ 256 mi | +US$ 2,4 mi | +0,9% | 1,01% | 74,9% | 202 | 14,85% | 3,9 |
|