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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 |
CWM
4351
CCG Wealth Management
San Diego,
California
| US$ 369 mi | +US$ 136 mi | +58% | 2,87% | 82,6% | 139 | 30,94% | 2,3 |
|
| 4352 |
4352
AYAL Capital Advisors
Toronto,
Ontario, Canada
| US$ 369 mi | +US$ 81,9 mi | +29% | 6,62% | – | 69 | 57,97% | 0,4 |
|
| 4353 |
4353
EPG Wealth Management
Atlanta,
Georgia
| US$ 369 mi | -US$ 2,81 mi | -0,8% | 0,62% | 108% | 334 | 8,68% | 1,3 |
|
| 4354 |
4354
Newton One Investments
Newark,
Delaware
| US$ 368 mi | +US$ 29,5 mi | +9% | 1,29% | 42% | 121 | 0,83% | 2,5 |
|
| 4355 |
4355
Merk Investments
Menlo Park,
California
| US$ 368 mi | +US$ 7,19 mi | +2% | 5,68% | 303% | 11 | 9,09% | 3,6 |
|
| 4356 |
WCM
4356
Westerly Capital Management
San Francisco,
California
| US$ 368 mi | -US$ 87,5 mi | -19% | 0,78% | 116% | 45 | 26,67% | 1,9 |
|
| 4357 |
4357
White Pine Capital
Bloomington,
Minnesota
| US$ 368 mi | +US$ 4,3 mi | +1% | 5,72% | 155% | 231 | 5,63% | 6,6 |
|
| 4358 |
4358
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| US$ 367 mi | +US$ 10,2 mi | +3% | 0,9% | 65,5% | 346 | 6,94% | 5,8 |
|
| 4359 |
4359
Prasad Wealth Partners
Independence,
Ohio
| US$ 367 mi | -US$ 7,43 mi | -2% | 2,45% | – | 158 | 15,82% | 0,9 |
|
| 4360 |
4360
Birinyi Associates
Westport,
Connecticut
| US$ 367 mi | -US$ 32,7 mi | -8% | 6,89% | 134% | 63 | 12,7% | 6,8 |
|
| 4361 |
4361
ValueWorks
New York
| US$ 367 mi | -US$ 13 mi | -3% | 12,6% | 190% | 37 | 10,81% | 5,2 |
|
| 4362 |
4362
Northcape Wealth Management
Williamsville,
New York
| US$ 367 mi | +US$ 12,4 mi | +3% | 3,68% | 74% | 149 | 12,75% | 2,9 |
|
| 4363 |
4363
Capco Asset Management
Tampa,
Florida
| US$ 367 mi | -US$ 42,2 mi | -10% | 10,6% | 47,9% | 31 | 22,58% | 4,7 |
|
| 4364 |
4364
Princeton Capital Management
Red Bank,
New Jersey
| US$ 367 mi | -US$ 21 mi | -5% | 3,15% | 206% | 150 | 13,33% | 4,1 |
|
| 4365 |
CVA
4365
Central Valley Advisors
Sacramento,
California
| US$ 366 mi | +US$ 31,8 mi | +9% | 0,6% | 77,8% | 190 | 22,63% | 1,2 |
|
| 4366 |
4366
CV Advisors
Aventura,
Florida
| US$ 366 mi | -US$ 25,6 mi | -7% | 5,92% | 112% | 54 | 25,93% | 1,4 |
|
| 4367 |
4367
Lexington Partners
New York
| US$ 366 mi | +US$ 26,9 mi | +8% | 8,6% | 24,5% | 5 | 40% | 1,8 |
|
| 4368 |
4368
Redmond Asset Management
Henrico,
Virginia
| US$ 366 mi | -US$ 25,9 mi | -7% | 1,29% | 68,2% | 205 | 7,8% | 4,6 |
|
| 4369 |
4369
Argent Advisors
Monroe,
Louisiana
| US$ 366 mi | +US$ 8,03 mi | +2% | 2,91% | 63,1% | 181 | 10,5% | 3,6 |
|
| 4370 |
4370
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$ 366 mi | -US$ 11,9 mi | -3% | 1,19% | 89,4% | 786 | 14,63% | 1,2 |
|
| 4371 |
4371
TriaGen Wealth Management
Calabasas,
California
| US$ 366 mi | -US$ 20,5 mi | -5% | 4,46% | 132% | 200 | 26,5% | 2,6 |
|
| 4372 |
4372
Terril Brothers
St. Louis,
Missouri
| US$ 366 mi | -US$ 15,6 mi | -4% | 1,53% | 112% | 80 | 15% | 3,4 |
|
| 4373 |
4373
Continental Grain Company
New York
| US$ 366 mi | +US$ 30 mi | +9% | 1,67% | 5,73% | 4 | 0% | 2,9 |
|
| 4374 |
4374
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| US$ 366 mi | +US$ 31,5 mi | +9% | 0,62% | 70,3% | 151 | 10,6% | 4,8 |
|
| 4375 |
4375
New England Capital Financial Advisors
Meriden,
Connecticut
| US$ 365 mi | +US$ 109 mi | +43% | 0,26% | 58,3% | 446 | 9,87% | 2,5 |
|