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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 120 mi | +US$ 13,2 mi | +12% | 8,09% | 92,7% | 87 | 12,64% | 3 |
|
| 4727 |
4727
Rho Capital Partners
New York
| US$ 120 mi | -US$ 34,3 mi | -22% | 22,1% | – | 5 | 0% | 3,6 |
|
| 4728 |
4728
Stone House Capital Management
Bay Harbor Islands,
Florida
| US$ 120 mi | +US$ 67,9 mi | +130% | 117% | 151% | 4 | 25% | 1,4 |
|
| 4729 |
4729
AUA Capital Management
Camp Hill,
Pennsylvania
| US$ 120 mi | +US$ 20 mi | +20% | 6,37% | 70,2% | 369 | 54,47% | 1,5 |
|
| 4730 |
4730
Banyan Capital Management
Atlanta,
Georgia
| US$ 120 mi | +US$ 11,3 mi | +10% | 11,1% | 44,4% | 18 | 0% | 1,7 |
|
| 4731 |
4731
United Bank (Georgia)
Zebulon,
Georgia
| US$ 120 mi | +US$ 13,7 mi | +13% | 8,61% | 93,7% | 79 | 7,59% | 2,6 |
|
| 4732 |
4732
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$ 120 mi | +US$ 7,44 mi | +7% | 5,68% | 57,8% | 755 | 11,79% | 0,2 |
|
| 4733 |
4733
Pacific Sun Financial
Los Angeles,
California
| US$ 120 mi | +US$ 8,93 mi | +8% | 7,37% | 70,3% | 149 | 6,71% | 1,9 |
|
| 4734 |
4734
Coyle Financial Counsel
Glenview,
Illinois
| US$ 120 mi | +US$ 11,3 mi | +10% | 10,1% | 67,3% | 53 | 16,98% | 1,8 |
|
| 4735 |
4735
Fourthstone LLC
St Louis,
Missouri
| US$ 119 mi | -US$ 1 mil | -0% | 5,23% | 104% | 60 | 48,33% | 0,4 |
|
| 4736 |
4736
Triton Wealth Management
Sun City,
Arizona
| US$ 119 mi | +US$ 22,5 mi | +23% | 13,2% | – | 89 | 16,85% | 0,4 |
|
| 4737 |
4737
Boyar Asset Management
New York
| US$ 119 mi | +US$ 11,1 mi | +10% | 8,05% | 75,5% | 71 | 8,45% | 4,5 |
|
| 4738 |
4738
MBE Wealth Management
Tomah,
Wisconsin
| US$ 119 mi | +US$ 107 mil | +0,1% | 7,14% | 66,5% | 47 | 0% | 0,7 |
|
| 4739 |
4739
Trust Company
Manhattan,
Kansas
| US$ 119 mi | +US$ 13,7 mi | +13% | 7,16% | 40,6% | 333 | 12,31% | 3,3 |
|
| 4740 |
4740
CNB Bank
Clearfield,
Pennsylvania
| US$ 119 mi | +US$ 5,18 mi | +5% | 7,84% | 91,6% | 440 | 14,77% | 1,9 |
|
| 4741 |
4741
Bluestem Financial Advisors
Champaign,
Illinois
| US$ 119 mi | +US$ 9,44 mi | +9% | 4,28% | 42,2% | 26 | 7,69% | 0,6 |
|
| 4742 |
4742
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$ 119 mi | -US$ 6,28 mi | -5% | 5,93% | 52,4% | 45 | 2,22% | 2,3 |
|
| 4743 |
4743
ValueWorks
New York
| US$ 119 mi | +US$ 2,11 mi | +2% | 0,54% | 190% | 33 | 18,18% | 3 |
|
| 4744 |
4744
Meridian Financial Partners
Warrenton,
Virginia
| US$ 119 mi | +US$ 8,23 mi | +7% | 5,47% | 80,8% | 67 | 16,42% | 1,2 |
|
| 4745 |
4745
HBC Financial Services
Seattle,
Washington
| US$ 119 mi | +US$ 7,26 mi | +7% | 6,5% | 12,6% | 211 | 36,49% | 0,5 |
|
| 4746 |
4746
Loveless Wealth Management
Billings,
Montana
| US$ 119 mi | +US$ 11,2 mi | +10% | 8,9% | – | 118 | 8,47% | 0,7 |
|
| 4747 |
4747
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$ 119 mi | +US$ 11,8 mi | +11% | 8,14% | 61,1% | 107 | 9,35% | 4,4 |
|
| 4748 |
4748
Phoenician Capital
New York
| US$ 118 mi | -US$ 37,3 mi | -24% | 12,8% | 41,1% | 17 | 23,53% | 0,8 |
|
| 4749 |
4749
Monetta Financial Services
Wheaton,
Illinois
| US$ 118 mi | +US$ 4,6 mi | +4% | 13,4% | 275% | 39 | 17,95% | 2,5 |
|
| 4750 |
4750
Sterneck Capital Management
Kansas City,
Missouri
| US$ 118 mi | +US$ 12,2 mi | +11% | 10,5% | 61,5% | 80 | 15% | 4 |
|