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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Mattson Financial Services
Kentwood,
Michigan
| US$ 315 mi | +US$ 35,7 mi | +13% | 0,76% | – | 383 | 38,9% | 0,3 |
|
| 4302 |
4302
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$ 314 mi | +US$ 11 mi | +4% | 0,62% | 63% | 196 | 14,8% | 3,7 |
|
| 4303 |
4303
Clean Yield Group
Norwich,
Vermont
| US$ 314 mi | -US$ 1,21 mi | -0,4% | 0,85% | 80,7% | 481 | 6,24% | 3,7 |
|
| 4304 |
4304
Ogorek Anthony Joseph
Williamsville,
New York
| US$ 314 mi | +US$ 23 mi | +8% | 0,38% | 61,1% | 322 | 20,19% | 3,6 |
|
| 4305 |
LI
4305
LHM Inc
Sandy,
Utah
| US$ 314 mi | -US$ 3,55 mi | -1% | 1,6% | – | 23 | 21,74% | 0,6 |
|
| 4306 |
4306
Avanda Investment Management
Singapore
| US$ 314 mi | -US$ 200 mi | -39% | 2,75% | – | 48 | 54,17% | 0,9 |
|
| 4307 |
4307
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$ 314 mi | -US$ 4,49 mi | -1% | 10,8% | 76,7% | 34 | 20,59% | 3,4 |
|
| 4308 |
4308
Solus Alternative Asset Management
Summit,
New Jersey
| US$ 314 mi | -US$ 37,6 mi | -11% | 0,81% | 79,3% | 10 | 0% | 2,9 |
|
| 4309 |
CSWG
4309
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| US$ 314 mi | +US$ 8,35 mi | +3% | 0,39% | 76% | 85 | 31,76% | 2,7 |
|
| 4310 |
4310
Lion Street Advisors
Austin,
Texas
| US$ 314 mi | +US$ 26,6 mi | +9% | 1,44% | 38% | 281 | 14,59% | 1,8 |
|
| 4311 |
4311
West Branch Capital
Amherst,
Massachusetts
| US$ 313 mi | +US$ 24,3 mi | +8% | 5,3% | 156% | 631 | 17,91% | 2,6 |
|
| 4312 |
4312
S&T Bank
Indiana,
Pennsylvania
| US$ 313 mi | -US$ 68,1 mi | -18% | 0,24% | 193% | 258 | 63,57% | 2,2 |
|
| 4313 |
4313
Sherbrooke Park Advisers
White Plains,
New York
| US$ 313 mi | -US$ 123 mi | -28% | 4,03% | 9,59% | 1.231 | 70,76% | 0,3 |
|
| 4314 |
4314
TrueMark Investments
Chicago,
Illinois
| US$ 313 mi | +US$ 1,66 mi | +0,5% | 0,83% | 87,7% | 267 | 43,45% | 0,5 |
|
| 4315 |
4315
Packer & Co
Cottesloe,
Australia
| US$ 313 mi | +US$ 18,2 mi | +6% | 3,67% | – | 6 | 50% | 2,5 |
|
| 4316 |
4316
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 313 mi | +US$ 4,7 mi | +2% | 2,49% | 101% | 129 | 6,2% | 6 |
|
| 4317 |
4317
Buckhead Capital Management
Atlanta,
Georgia
| US$ 313 mi | -US$ 3,46 mi | -1% | 1,42% | 76,1% | 132 | 9,85% | 5 |
|
| 4318 |
CPA
4318
Capital Performance Advisors
Walnut Creek,
California
| US$ 313 mi | -US$ 16,2 mi | -5% | 1,52% | 77,1% | 2.902 | 94,07% | 1 |
|
| 4319 |
4319
Quantum Private Wealth
Tampa,
Florida
| US$ 313 mi | +US$ 17,3 mi | +6% | 13,3% | 240% | 196 | 12,76% | 2,2 |
|
| 4320 |
RI
4320
Rinkey Investments
San Diego,
California
| US$ 313 mi | +US$ 3,54 mi | +1% | 1,61% | 42,1% | 98 | 25,51% | 1,2 |
|
| 4321 |
4321
Wambolt & Associates
Littleton,
Colorado
| US$ 313 mi | -US$ 53,4 mi | -15% | 1,3% | 62,2% | 202 | 13,37% | 4 |
|
| 4322 |
4322
Buska Wealth Management
Wausau,
Wisconsin
| US$ 312 mi | +US$ 25,7 mi | +9% | 1,06% | – | 61 | 9,84% | 0,6 |
|
| 4323 |
WPA
4323
WIT Partners Advisory
Singapore
| US$ 312 mi | -US$ 101 mi | -24% | 24,4% | 22,7% | 1 | 0% | 1 |
|
| 4324 |
4324
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 312 mi | +US$ 11,8 mi | +4% | 3,51% | 17,7% | 165 | 16,97% | 3,9 |
|
| 4325 |
4325
Prosperity Planning
Kansas City,
Missouri
| US$ 312 mi | -US$ 3,54 mi | -1% | 2,12% | 43,5% | 105 | 2,86% | 2,2 |
|