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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
WFI
4401
West Family Investments
Carlsbad,
California
| US$ 294 mi | -US$ 39,8 mi | -12% | 7,04% | 131% | 307 | 22,48% | 1,5 |
|
| 4402 |
4402
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$ 294 mi | +US$ 60 mi | +26% | 9,9% | 60,3% | 32 | 18,75% | 1,6 |
|
| 4403 |
4403
Monterey Private Wealth
Monterey,
California
| US$ 294 mi | +US$ 26 mi | +10% | 6,99% | 29,8% | 130 | 13,85% | 2,7 |
|
| 4404 |
4404
AYAL Capital Advisors
Toronto,
Ontario, Canada
| US$ 293 mi | +US$ 30,1 mi | +11% | 8,7% | – | 48 | 66,67% | 0,2 |
|
| 4405 |
4405
Astoria Portfolio Advisors
New York
| US$ 293 mi | +US$ 13,5 mi | +5% | 6,14% | 75,4% | 221 | 17,65% | 1,5 |
|
| 4406 |
4406
Bard Associates
Chicago,
Illinois
| US$ 293 mi | +US$ 32,1 mi | +12% | 14,1% | 241% | 182 | 8,24% | 5,5 |
|
| 4407 |
ITIM
4407
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 293 mi | +US$ 20,7 mi | +8% | 5,89% | 114% | 500 | 12,4% | 2,3 |
|
| 4408 |
BDA
4408
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$ 293 mi | +US$ 17,7 mi | +6% | 6,88% | 44,2% | 61 | 8,2% | 2,1 |
|
| 4409 |
4409
Provident Wealth Management
Brentwood,
Tennessee
| US$ 293 mi | +US$ 19,7 mi | +7% | 6,51% | 61,1% | 130 | 12,31% | 2,2 |
|
| 4410 |
4410
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$ 293 mi | +US$ 17,3 mi | +6% | 6,56% | 74,9% | 161 | 6,21% | 4,9 |
|
| 4411 |
AIA
4411
AIMZ Investment Advisors
Los Altos,
California
| US$ 293 mi | +US$ 13,9 mi | +5% | 6,88% | 81,3% | 126 | 7,14% | 6,6 |
|
| 4412 |
4412
White Pine Capital
Bloomington,
Minnesota
| US$ 293 mi | +US$ 28,8 mi | +11% | 9,23% | 155% | 222 | 8,56% | 6 |
|
| 4413 |
4413
Iron Horse Wealth Management
Johston,
Iowa
| US$ 293 mi | +US$ 30,7 mi | +12% | 6,66% | 29,1% | 512 | 6,25% | 1,7 |
|
| 4414 |
XC
4414
XY Capital
Central,
Hong Kong
| US$ 292 mi | +US$ 134 mi | +85% | 17,4% | 52,8% | 124 | 65,32% | 0,4 |
|
| 4415 |
4415
Magnitude Capital
New York
| US$ 292 mi | +US$ 40,6 mi | +16% | 16,2% | – | 1 | 0% | 0,8 |
|
| 4416 |
4416
CJM Wealth Advisers
Falls Church,
Virginia
| US$ 292 mi | +US$ 20 mi | +7% | 5,85% | 76,8% | 69 | 7,25% | 2 |
|
| 4417 |
4417
Westend Capital Management
Sausalito,
California
| US$ 292 mi | +US$ 7,16 mi | +3% | 7,32% | – | 254 | 13,39% | 1,4 |
|
| 4418 |
4418
Hillman Capital Management
Bethesda,
Maryland
| US$ 292 mi | +US$ 8,35 mi | +3% | 4,22% | 20,2% | 56 | 12,5% | 3,3 |
|
| 4419 |
4419
Pacifica Capital Investments
Leander,
Texas
| US$ 291 mi | +US$ 13 mi | +5% | 11,8% | 69,8% | 18 | 11,11% | 7,4 |
|
| 4420 |
4420
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$ 291 mi | -US$ 8,44 mi | -3% | 11,4% | 52,1% | 131 | 21,37% | 3,1 |
|
| 4421 |
4421
Ogorek Anthony Joseph
Williamsville,
New York
| US$ 291 mi | +US$ 3,54 mi | +1% | 5,04% | 61,1% | 296 | 14,19% | 4 |
|
| 4422 |
4422
Ruedi Wealth Management
Champaign,
Illinois
| US$ 291 mi | +US$ 37,4 mi | +15% | 5,77% | 44,9% | 497 | 32,19% | 1,1 |
|
| 4423 |
4423
Rench Wealth Management
Denton,
Texas
| US$ 291 mi | +US$ 12,5 mi | +4% | 3,54% | 106% | 45 | 0% | 5,7 |
|
| 4424 |
4424
Millstreet Capital Management
Boston,
Massachusetts
| US$ 291 mi | +US$ 39,5 mi | +16% | 15,7% | – | 3 | 0% | 0,8 |
|
| 4425 |
4425
Formula Growth
Montreal,
Quebec, Canada
| US$ 291 mi | +US$ 16 mi | +6% | 12,9% | 118% | 130 | 32,31% | 3,3 |
|