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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Shoker Investment Counsel
Oxford,
Ohio
| US$ 190 mi | +US$ 12 mi | +7% | 9,57% | 88,9% | 98 | 12,24% | 4,1 |
|
| 4552 |
4552
Lumature Wealth Partners
Alpharetta,
Georgia
| US$ 190 mi | +US$ 84,6 mi | +80% | 1,49% | – | 355 | 54,93% | 0,1 |
|
| 4553 |
4553
Keeler Thomas Management
Orem,
Utah
| US$ 190 mi | +US$ 12,2 mi | +7% | 2,38% | 52,1% | 84 | 28,57% | 1,7 |
|
| 4554 |
4554
Norway Savings Bank
Portland,
Maine
| US$ 190 mi | +US$ 15,6 mi | +9% | 5,54% | 117% | 465 | 32,9% | 2,9 |
|
| 4555 |
4555
Augustine Asset Management
Jacksonville,
Florida
| US$ 190 mi | -US$ 3,15 mi | -2% | 5,25% | 316% | 87 | 8,05% | 2,9 |
|
| 4556 |
4556
Rings Capital Management
Chicago,
Illinois
| US$ 190 mi | +US$ 12,8 mi | +7% | 6,5% | 40,9% | 8 | 0% | 1,5 |
|
| 4557 |
4557
Tucker Asset Management
Littleton,
Colorado
| US$ 190 mi | +US$ 24 mi | +14% | 5,97% | 71,6% | 408 | 28,68% | 0,2 |
|
| 4558 |
4558
Wells Trecaso Financial Group
Akron,
Ohio
| US$ 190 mi | +US$ 9,9 mi | +6% | 6,96% | 108% | 88 | 10,23% | 2,1 |
|
| 4559 |
4559
High Probability Advisors
Pittsford,
New York
| US$ 190 mi | +US$ 26,2 mi | +16% | 5,54% | 52,6% | 37 | 18,92% | 0,2 |
|
| 4560 |
4560
IRON Financial
Northbrook,
Illinois
| US$ 190 mi | -US$ 9,18 mi | -5% | 2,01% | 60,6% | 150 | 49,33% | 2,2 |
|
| 4561 |
4561
Ironwood Investment Management
Boston,
Massachusetts
| US$ 189 mi | +US$ 18,4 mi | +11% | 13,2% | 164% | 176 | 8,52% | 4,4 |
|
| 4562 |
4562
Legacy Financial Strategies
Overland Park,
Kansas
| US$ 189 mi | -US$ 7,01 mi | -4% | 6,33% | 76,7% | 69 | 14,49% | 2,1 |
|
| 4563 |
4563
Calixto Global Investors
Coral Gables,
Florida
| US$ 189 mi | -US$ 22 mi | -10% | 9,27% | 180% | 21 | 71,43% | 0,5 |
|
| 4564 |
4564
VCU Investment Management
Richmond,
Virginia
| US$ 189 mi | -US$ 4,47 mi | -2% | 0,06% | – | 8 | 0% | 2,3 |
|
| 4565 |
4565
Union Bancaire Privee Asset Management
New York
| US$ 189 mi | -US$ 28,3 mi | -13% | 2,24% | – | 38 | 7,89% | 2 |
|
| 4566 |
4566
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$ 189 mi | +US$ 28,3 mi | +18% | 11,2% | 83,4% | 66 | 13,64% | 0,2 |
|
| 4567 |
4567
Round Hill Asset Management
Pasadena,
California
| US$ 189 mi | +US$ 10,6 mi | +6% | 8,11% | 43,2% | 61 | 8,2% | 3,3 |
|
| 4568 |
4568
Gradient Capital Advisors
San Diego,
California
| US$ 189 mi | +US$ 13,6 mi | +8% | 3,65% | 78,5% | 110 | 9,09% | 2,4 |
|
| 4569 |
4569
Private Capital Management (Colorado)
Denver,
Colorado
| US$ 189 mi | +US$ 20,6 mi | +12% | 7,3% | 20% | 132 | 17,42% | 1,2 |
|
| 4570 |
4570
Graybill Wealth Management
Elmhurst,
Illinois
| US$ 189 mi | +US$ 11,5 mi | +6% | 6,67% | – | 54 | 7,41% | 3,9 |
|
| 4571 |
4571
William Marsh Rice University
Houston,
Texas
| US$ 189 mi | +US$ 51,7 mi | +38% | 3,51% | 1,81% | 7 | 57,14% | 0,7 |
|
| 4572 |
AA
4572
AF Advisors
Sacramento,
California
| US$ 189 mi | -US$ 13,3 mi | -7% | 4,54% | 14,8% | 23 | 52,17% | 0,9 |
|
| 4573 |
4573
Martin Capital Partners
Eugene,
Oregon
| US$ 188 mi | +US$ 17,3 mi | +10% | 7,92% | 42,3% | 72 | 11,11% | 1,9 |
|
| 4574 |
4574
Freedom Day Solutions
Houston,
Texas
| US$ 188 mi | +US$ 4,52 mi | +2% | 4,17% | 86,6% | 101 | 6,93% | 1,8 |
|
| 4575 |
BDWCC
4575
B&D White Capital Company
Lakeway,
Texas
| US$ 188 mi | +US$ 12,4 mi | +7% | 3,12% | 44,2% | 90 | 54,44% | 0,2 |
|