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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 |
4351
Cabot-Wellington
Boston,
Massachusetts
| US$ 210 mi | +US$ 13,2 mi | +7% | 6,68% | 73,1% | 17 | 0% | 3,9 |
|
| 4352 |
4352
Family Legacy Inc
Greenville,
South Carolina
| US$ 210 mi | +US$ 15,9 mi | +8% | 7,36% | 89% | 120 | 14,17% | 2,8 |
|
| 4353 |
4353
Crestwood Capital Management
New York
| US$ 209 mi | -US$ 1,82 mi | -0,9% | 6,74% | 203% | 24 | 37,5% | 2,1 |
|
| 4354 |
ACM
4354
Aljian Capital Management
Carson City,
Nevada
| US$ 209 mi | +US$ 12 mi | +6% | 1,7% | 162% | 60 | 20% | 1,5 |
|
| 4355 |
4355
Pacific Center for Financial Services
San Ramon,
California
| US$ 209 mi | -US$ 61,1 mi | -23% | 5,5% | 60,1% | 352 | 6,25% | 3,2 |
|
| 4356 |
4356
Oregon Health & Science University
Portland,
Oregon
| US$ 209 mi | +US$ 54,3 mi | +35% | 5,1% | – | 1 | 0% | 0,3 |
|
| 4357 |
4357
VisionPoint Advisory Group
Dallas,
Texas
| US$ 209 mi | +US$ 10,3 mi | +5% | 5,03% | 79,3% | 148 | 31,08% | 0,8 |
|
| 4358 |
4358
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 209 mi | +US$ 15,3 mi | +8% | 7,06% | 26,6% | 88 | 6,82% | 3,5 |
|
| 4359 |
4359
Towerpoint Wealth
Sacramento,
California
| US$ 208 mi | +US$ 8,55 mi | +4% | 3,19% | 67,7% | 78 | 7,69% | 1,9 |
|
| 4360 |
4360
Strategic Wealth Investment Group
Louisville,
Kentucky
| US$ 208 mi | +US$ 37,8 mi | +22% | 2,32% | – | 87 | 17,24% | 0,9 |
|
| 4361 |
4361
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 208 mi | +US$ 458 mil | +0,2% | 5,96% | 97% | 154 | 7,14% | 2,4 |
|
| 4362 |
4362
Sonata Capital Group
Seattle,
Washington
| US$ 208 mi | +US$ 6,12 mi | +3% | 6,04% | 66,5% | 133 | 9,77% | 3,8 |
|
| 4363 |
4363
Keating Investment Counselors
Delray Beach,
Florida
| US$ 208 mi | +US$ 8,35 mi | +4% | 6,88% | 50% | 60 | 3,33% | 5,3 |
|
| 4364 |
PM
4364
Parametrica Management
Wanchai,
Hong Kong
| US$ 208 mi | +US$ 45,9 mi | +28% | 8,15% | 543% | 253 | 75,1% | 0,2 |
|
| 4365 |
4365
MilWealth Group
Milwaukee,
Wisconsin
| US$ 208 mi | +US$ 6,24 mi | +3% | 2,63% | 39,6% | 72 | 33,33% | 1,6 |
|
| 4366 |
4366
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 208 mi | +US$ 1,2 mi | +0,6% | 7,65% | 62,3% | 69 | 17,39% | 0,2 |
|
| 4367 |
4367
Ballast Inc
Lexington,
Kentucky
| US$ 208 mi | +US$ 11,9 mi | +6% | 5,63% | 71,3% | 95 | 8,42% | 2,4 |
|
| 4368 |
BOC
4368
Barbara Oil Co
Chicago,
Illinois
| US$ 208 mi | +US$ 9,05 mi | +5% | 6,42% | 76,9% | 89 | 8,99% | 5 |
|
| 4369 |
4369
Pacific Edge Advisors
Corona Del Mar,
California
| US$ 208 mi | +US$ 15,6 mi | +8% | 5,98% | 31,3% | 38 | 7,89% | 2,5 |
|
| 4370 |
4370
Wellspring Financial Advisors
Cleveland,
Ohio
| US$ 207 mi | -US$ 79,2 mi | -28% | 5,19% | 77,2% | 111 | 36,04% | 0,8 |
|
| 4371 |
4371
Berkeley Capital Partners
Milton,
Georgia
| US$ 207 mi | +US$ 12,5 mi | +6% | 4,98% | 70,5% | 140 | 32,14% | 2,5 |
|
| 4372 |
4372
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 207 mi | -US$ 64,8 mi | -24% | 7,43% | 221% | 81 | 18,52% | 4,2 |
|
| 4373 |
4373
Pettee Investors
Rowayton,
Connecticut
| US$ 207 mi | +US$ 18,4 mi | +10% | 8,63% | 102% | 127 | 6,3% | 3,9 |
|
| 4374 |
4374
Tri-Star Advisors
Houston,
Texas
| US$ 207 mi | +US$ 25,7 mi | +14% | 3% | 3,07% | 51 | 31,37% | 0,6 |
|
| 4375 |
4375
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$ 207 mi | +US$ 11,2 mi | +6% | 3,93% | 167% | 98 | 39,8% | 0,5 |
|