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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
BE
4601
Bonness Enterprises
Washington,
District of Columbia
| US$ 285 mi | -US$ 15,8 mi | -5% | 4,41% | 98,6% | 38 | 2,63% | 10,7 |
|
| 4602 |
4602
Palo Alto Wealth Advisors
Palo Alto,
California
| US$ 285 mi | +US$ 43,4 mi | +18% | 7,45% | 108% | 54 | 12,96% | 1,4 |
|
| 4603 |
4603
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$ 285 mi | +US$ 6,55 mi | +2% | 2,65% | 87,3% | 400 | 33,25% | 2,4 |
|
| 4604 |
4604
Missouri Trust & Investment Company
Springfield,
Missouri
| US$ 285 mi | -US$ 1,64 mi | -0,6% | 0,99% | 81,6% | 453 | 16,11% | 2,2 |
|
| 4605 |
4605
GCQ Funds Management
Sydney,
Australia
| US$ 285 mi | – | – | 10,7% | – | 10 | – | 0 |
|
| 4606 |
4606
OLIO Financial Planning
Mclean,
Virginia
| US$ 285 mi | +US$ 47 mi | +20% | 2,26% | 52,9% | 67 | 34,33% | 1,9 |
|
| 4607 |
4607
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$ 284 mi | +US$ 2,67 mi | +0,9% | 1,41% | 91,5% | 186 | 10,75% | 2,2 |
|
| 4608 |
4608
Concentrum Wealth Management
San Jose,
California
| US$ 284 mi | +US$ 27,3 mi | +11% | 5,4% | 200% | 85 | 20% | 2,8 |
|
| 4609 |
4609
Field & Main Bank
Henderson,
Kentucky
| US$ 284 mi | +US$ 3,64 mi | +1% | 2,68% | 107% | 258 | 7,75% | 6 |
|
| 4610 |
VST
4610
Van Strum & Towne
San Francisco,
California
| US$ 284 mi | -US$ 4,69 mi | -2% | 0,18% | 72,3% | 110 | 7,27% | 5,7 |
|
| 4611 |
4611
Anchorage Capital Group
New York
| US$ 284 mi | -US$ 97,8 mi | -26% | 2% | 24,9% | 7 | 0% | 3,1 |
|
| 4612 |
4612
Passive Capital Management
Baltimore,
Maryland
| US$ 284 mi | -US$ 2,34 mi | -0,8% | 2,92% | 37,7% | 66 | 3,03% | 2,1 |
|
| 4613 |
4613
Performa Ltd (US)
Charleston,
South Carolina
| US$ 284 mi | +US$ 14,8 mi | +5% | 0% | 59,6% | 59 | 22,03% | 2,4 |
|
| 4614 |
4614
Fairfield Financial Advisors
Wellesley,
Massachusetts
| US$ 284 mi | -US$ 9,8 mi | -3% | 1,55% | – | 302 | 16,89% | 2,3 |
|
| 4615 |
IAS
4615
Investment Advisory Services
The Woodlands,
Texas
| US$ 284 mi | +US$ 539 mil | +0,2% | 0,45% | 74,9% | 121 | 8,26% | 3,4 |
|
| 4616 |
4616
Lightspeed Management Company
Menlo Park,
California
| US$ 284 mi | – | – | 80,8% | – | 10 | – | 0 |
|
| 4617 |
4617
City State Bank
Norwalk,
Iowa
| US$ 283 mi | +US$ 9,06 mi | +3% | 0,67% | 79,1% | 766 | 8,49% | 2,4 |
|
| 4618 |
4618
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$ 283 mi | -US$ 12,8 mi | -4% | 4,25% | 13,4% | 4 | 0% | 7,6 |
|
| 4619 |
4619
Promethos Capital
Boston,
Massachusetts
| US$ 283 mi | +US$ 2,63 mi | +0,9% | 0,91% | – | 89 | 17,98% | 0,8 |
|
| 4620 |
4620
JRM Investment Counsel
Omaha,
Nebraska
| US$ 283 mi | -US$ 7,45 mi | -3% | 1,45% | 65,5% | 20 | 0% | 5,2 |
|
| 4621 |
4621
First Washington Corp
Seattle,
Washington
| US$ 283 mi | +US$ 31,2 mi | +12% | 3,78% | 142% | 58 | 12,07% | 4,5 |
|
| 4622 |
4622
Joule Financial
Lexington,
Kentucky
| US$ 283 mi | +US$ 8,09 mi | +3% | 0,83% | 55,5% | 116 | 14,66% | 1,7 |
|
| 4623 |
4623
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$ 283 mi | -US$ 26,9 mi | -9% | 4,35% | 117% | 84 | 21,43% | 2,5 |
|
| 4624 |
4624
Metavasi Capital
Larchmont,
New York
| US$ 283 mi | +US$ 62,6 mi | +28% | 26,7% | 840% | 40 | 45% | 0,8 |
|
| 4625 |
4625
West Oak Capital
Westlake Village,
California
| US$ 283 mi | -US$ 255 mi | -47% | 0,5% | 110% | 328 | 7,32% | 6,4 |
|