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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
CWM
4976
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 99,2 mi | +US$ 5,36 mi | +6% | 6,29% | 51,3% | 36 | 25% | 1,6 |
|
| 4977 |
JCA
4977
Jade Capital Advisors
Essex Fells,
New Jersey
| US$ 99,1 mi | -US$ 2,62 mi | -3% | 12,3% | 28,9% | 88 | 59,09% | 0,3 |
|
| 4978 |
4978
Security National Bank of So Dak
Sioux City,
Iowa
| US$ 99 mi | +US$ 11,4 mi | +13% | 11,4% | 67,7% | 83 | 9,64% | 4,3 |
|
| 4979 |
NICM
4979
Neo Ivy Capital Management
New York
| US$ 98,8 mi | +US$ 11,6 mi | +13% | 4,59% | – | 672 | 68,01% | 0,2 |
|
| 4980 |
4980
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 98,8 mi | +US$ 7,41 mi | +8% | 5,17% | 68,6% | 30 | 3,33% | 0,6 |
|
| 4981 |
NED
4981
Nancy E. Dempze
| US$ 98,5 mi | +US$ 9 mi | +10% | 8,6% | 94,5% | 66 | 6,06% | 3,6 |
|
| 4982 |
4982
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$ 98,4 mi | +US$ 10,3 mi | +12% | 10,8% | 85,6% | 97 | 7,22% | 4,1 |
|
| 4983 |
4983
&Partners
Nashville,
Tennessee
| US$ 98,4 mi | +US$ 15,6 mi | +19% | 8,77% | 78,4% | 147 | 23,13% | 1 |
|
| 4984 |
4984
Wilshire Advisors
Santa Monica,
California
| US$ 98,3 mi | +US$ 3,21 mi | +3% | 3,61% | 129% | 25 | 8% | 3,5 |
|
| 4985 |
4985
Daily Journal Corp
Los Angeles,
California
| US$ 98,3 mi | -US$ 2,63 mi | -3% | 2,38% | 109% | 4 | 0% | 6,8 |
|
| 4986 |
4986
Matrix Private Capital Group
New York
| US$ 98,2 mi | +US$ 7,58 mi | +8% | 6,99% | 62,5% | 174 | 9,77% | 0,7 |
|
| 4987 |
4987
Centerstone Investors
New York
| US$ 98 mi | -US$ 5,47 mi | -5% | 3,84% | 73,7% | 25 | 12% | 1,5 |
|
| 4988 |
4988
Palmer Knight Company
Jacksonville,
Florida
| US$ 98 mi | -US$ 30,6 mi | -24% | 10,7% | 90,5% | 27 | 14,81% | 1,4 |
|
| 4989 |
4989
VERITY Wealth Advisors
Sausalito,
United States
| US$ 97,9 mi | +US$ 4,36 mi | +5% | 6,03% | 68,4% | 51 | 7,84% | 1,5 |
|
| 4990 |
FP
4990
Factorial Partners
Mt. Kisco,
New York
| US$ 97,9 mi | +US$ 6,6 mi | +7% | 7,67% | 88,7% | 104 | 16,35% | 1,6 |
|
| 4991 |
AMAL
4991
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$ 97,8 mi | +US$ 22 mi | +29% | 14,3% | 125% | 20 | 20% | 4,1 |
|
| 4992 |
TMC
4992
Trellus Management Company
Delray Beach,
Florida
| US$ 97,6 mi | +US$ 5,26 mi | +6% | 21,7% | 268% | 74 | 48,65% | 1,6 |
|
| 4993 |
4993
Key Financial Inc
West Chester,
Pennsylvania
| US$ 97,5 mi | +US$ 10,3 mi | +12% | 7,75% | 64,1% | 115 | 17,39% | 0,6 |
|
| 4994 |
4994
Washington Capital Management
Seattle,
Washington
| US$ 97,5 mi | +US$ 7,58 mi | +8% | 8,24% | 81,8% | 105 | 22,86% | 2,3 |
|
| 4995 |
4995
Boardman Bay Capital Management
New York
| US$ 97,4 mi | -US$ 25 mi | -20% | 7,95% | 145% | 86 | 56,98% | 0,8 |
|
| 4996 |
4996
Bank of Marin
Novato,
California
| US$ 97,4 mi | +US$ 9,8 mi | +11% | 11% | 94,6% | 118 | 10,17% | 0,6 |
|
| 4997 |
4997
Dean Capital Management
Overland Park,
Kansas
| US$ 97,1 mi | +US$ 11,4 mi | +13% | 2,96% | 89,7% | 147 | 25,85% | 0,8 |
|
| 4998 |
4998
Islay Capital Management
Lubbock,
Texas
| US$ 97,1 mi | +US$ 11,1 mi | +13% | 5,22% | 72% | 332 | 40,36% | 0,5 |
|
| 4999 |
4999
Heronetta Management
New York
| US$ 97 mi | -US$ 8,91 mi | -8% | 6,36% | 55,4% | 25 | 4% | 4,6 |
|
| 5000 |
5000
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| US$ 96,9 mi | +US$ 16,3 mi | +20% | 10,7% | 82,2% | 55 | 25,45% | 0,5 |
|