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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
MA
4351
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$ 148 mi | -US$ 8 mil | -0% | 7,15% | 158% | 77 | 2,6% | 5 |
|
| 4352 |
WA1
4352
Wimmer Associates 1
Pasadena,
California
| US$ 148 mi | +US$ 19,9 mi | +15% | 9,9% | 92,7% | 106 | 6,6% | 3,6 |
|
| 4353 |
4353
Financial Strategies Group
Okemos,
Michigan
| US$ 148 mi | +US$ 14,2 mi | +11% | 4,95% | 49,2% | 59 | 22,03% | 0,5 |
|
| 4354 |
4354
Baldrige Asset Management
Allentown,
Pennsylvania
| US$ 148 mi | +US$ 15,3 mi | +12% | 6,3% | 43,5% | 81 | 7,41% | 1,2 |
|
| 4355 |
TF
4355
TRH Financial
North Liberty,
Iowa
| US$ 148 mi | +US$ 22,9 mi | +18% | 10,3% | – | 70 | 10% | 0,7 |
|
| 4356 |
4356
Emerson Wealth
Bloomfield Hills,
Michigan
| US$ 148 mi | +US$ 6,82 mi | +5% | 7,07% | 18,1% | 22 | 4,55% | 1,4 |
|
| 4357 |
4357
Marshall & Sullivan
Seattle,
Washington
| US$ 148 mi | +US$ 11,5 mi | +8% | 10,1% | 82% | 65 | 32,31% | 2,8 |
|
| 4358 |
DI
4358
DAGCO Inc
Westlake,
Ohio
| US$ 148 mi | +US$ 48,8 mi | +49% | 8,81% | 75% | 105 | 20,95% | 1,3 |
|
| 4359 |
4359
St. Johns Investment Management
Jacksonville,
Florida
| US$ 148 mi | +US$ 12 mi | +9% | 10,1% | 91,9% | 180 | 15,56% | 4,2 |
|
| 4360 |
4360
Employers Holdings
Reno,
Nevada
| US$ 148 mi | -US$ 28,9 mi | -16% | 9,68% | – | 173 | 26,59% | 1 |
|
| 4361 |
PK
4361
Pflug Koory
Omaha,
Nebraska
| US$ 148 mi | +US$ 13,1 mi | +10% | 9,8% | – | 414 | 4,59% | 3 |
|
| 4362 |
4362
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 148 mi | +US$ 33,4 mi | +29% | 18% | 95% | 93 | 33,33% | 1 |
|
| 4363 |
4363
RBA Wealth Management
Newport Beach,
California
| US$ 148 mi | +US$ 10,5 mi | +8% | 8,83% | 91% | 106 | 12,26% | 1,1 |
|
| 4364 |
4364
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$ 148 mi | +US$ 11,2 mi | +8% | 8,27% | 75,1% | 12 | 0% | 0,5 |
|
| 4365 |
4365
Norway Savings Bank
Portland,
Maine
| US$ 148 mi | +US$ 12 mi | +9% | 6,09% | 117% | 307 | 17,59% | 2,6 |
|
| 4366 |
4366
Alethea Capital Management
Mercer Island,
Washington
| US$ 148 mi | -US$ 23,2 mi | -14% | 2,4% | 246% | 102 | 52,94% | 2 |
|
| 4367 |
4367
Shilanski & Associates
Anchorage,
Alaska
| US$ 148 mi | +US$ 10,5 mi | +8% | 6,97% | 84,2% | 95 | 15,79% | 0,8 |
|
| 4368 |
4368
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$ 147 mi | +US$ 13,1 mi | +10% | 10,2% | – | 38 | 10,53% | 0,6 |
|
| 4369 |
4369
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 147 mi | +US$ 10,4 mi | +8% | 4,44% | 73,4% | 77 | 55,84% | 1,8 |
|
| 4370 |
4370
Mountain Lake Investment Management
Boca Raton,
Florida
| US$ 147 mi | +US$ 8,4 mi | +6% | 1,82% | 64% | 27 | 18,52% | 1,4 |
|
| 4371 |
4371
Peoples Bank (Ohio)
Marietta,
Ohio
| US$ 147 mi | +US$ 5,46 mi | +4% | 5,35% | 78,9% | 100 | 14% | 3,2 |
|
| 4372 |
4372
Cavalier Investments
Alpharetta,
Georgia
| US$ 147 mi | -US$ 26 mi | -15% | 8,91% | 171% | 80 | 28,75% | 0,7 |
|
| 4373 |
4373
CenturyLink Investment Management
Denver,
Colorado
| US$ 147 mi | -US$ 50,8 mi | -26% | 9,01% | – | 1 | 0% | 0,3 |
|
| 4374 |
BOCM
4374
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 147 mi | +US$ 5,53 mi | +4% | 4,55% | 49,6% | 34 | 5,88% | 3,1 |
|
| 4375 |
4375
AH Equity Partners IV (Parallel)
Menlo Park,
California
| US$ 147 mi | – | – | 30,9% | – | 1 | – | 0 |
|