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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Baugh & Associates
Atlanta,
Georgia
| US$ 151 mi | +US$ 11,2 mi | +8% | 8,58% | 98,8% | 43 | 11,63% | 2,6 |
|
| 5052 |
5052
Ranch Capital Advisors
Sarasota,
Florida
| US$ 151 mi | +US$ 12,4 mi | +9% | 6,03% | 99,2% | 963 | 12,15% | 0,9 |
|
| 5053 |
5053
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$ 151 mi | -US$ 12 mi | -7% | 3,79% | – | 351 | 66,95% | 0,2 |
|
| 5054 |
5054
Constitution Capital
Shelton,
Connecticut
| US$ 151 mi | +US$ 10,7 mi | +8% | 3,37% | 91,1% | 64 | 14,06% | 0,2 |
|
| 5055 |
5055
Hixon Zuercher
Findlay,
Ohio
| US$ 151 mi | +US$ 7,67 mi | +5% | 1,96% | 101% | 60 | 10% | 1 |
|
| 5056 |
5056
Banyan Capital Management
Atlanta,
Georgia
| US$ 151 mi | +US$ 12,2 mi | +9% | 10,7% | 44,4% | 21 | 9,52% | 1,9 |
|
| 5057 |
5057
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 151 mi | +US$ 19,5 mi | +15% | 6,69% | 31,6% | 50 | 16% | 0,2 |
|
| 5058 |
5058
Sustainable Insight Capital Management
New York
| US$ 150 mi | +US$ 3,75 mi | +3% | 9,14% | 168% | 134 | 33,58% | 0,9 |
|
| 5059 |
SAMT
5059
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| US$ 150 mi | +US$ 25,1 mi | +20% | 6,58% | 80% | 76 | 31,58% | 2,6 |
|
| 5060 |
LAM
5060
Lountzis Asset Management
Wyomissing,
Pennsylvania
| US$ 150 mi | +US$ 13,9 mi | +10% | 13,9% | 124% | 82 | 8,54% | 0,7 |
|
| 5061 |
5061
Mad River Investors
Boston,
Massachusetts
| US$ 150 mi | +US$ 48,2 mi | +47% | 70% | 169% | 23 | 0% | 4,3 |
|
| 5062 |
5062
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 150 mi | +US$ 10,7 mi | +8% | 4,54% | 105% | 281 | 7,12% | 1,1 |
|
| 5063 |
5063
Red Cedar Capital
Omaha,
Nebraska
| US$ 150 mi | +US$ 12,9 mi | +9% | 8,93% | 43% | 156 | 11,54% | 2,7 |
|
| 5064 |
5064
Compass Advisory Group
Melville,
New York
| US$ 150 mi | +US$ 19,1 mi | +15% | 2,98% | 54,8% | 45 | 20% | 0,2 |
|
| 5065 |
5065
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 150 mi | +US$ 12 mi | +9% | 6,17% | 68,6% | 99 | 8,08% | 1 |
|
| 5066 |
5066
Capital Wealth Alliance
Scottsdale,
Arizona
| US$ 150 mi | +US$ 13 mi | +9% | 5,71% | 124% | 143 | 23,78% | 0,7 |
|
| 5067 |
5067
AlphaCore Capital
La Jolla,
California
| US$ 150 mi | +US$ 15,4 mi | +11% | 6,4% | 91,5% | 67 | 34,33% | 1 |
|
| 5068 |
5068
Newman & Schimel
Deerfield,
Illinois
| US$ 150 mi | +US$ 29,2 mi | +24% | 5,31% | – | 49 | 10,2% | 0,2 |
|
| 5069 |
5069
FSA Wealth Management
Needham,
Massachusetts
| US$ 149 mi | -US$ 50,5 mi | -25% | 5,06% | – | 273 | 83,88% | 1,2 |
|
| 5070 |
5070
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$ 149 mi | -US$ 7,52 mi | -5% | 3,7% | 114% | 13 | 23,08% | 0,2 |
|
| 5071 |
5071
Brendel Financial Advisors
Hanover,
New Hampshire
| US$ 149 mi | +US$ 2,26 mi | +2% | 10,3% | 139% | 98 | 31,63% | 1,2 |
|
| 5072 |
RP
5072
RBS Partners
Bay Harbor Islands,
Florida
| US$ 149 mi | -US$ 105 mi | -41% | 27,3% | 210% | 3 | 33,33% | 7,3 |
|
| 5073 |
5073
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 149 mi | +US$ 13,4 mi | +10% | 14,6% | 92,6% | 46 | 17,39% | 1,1 |
|
| 5074 |
5074
Catawba River Capital
Lake Wylie,
South Carolina
| US$ 149 mi | +US$ 4,15 mi | +3% | 4,93% | 65,1% | 34 | 26,47% | 0,6 |
|
| 5075 |
5075
Spark Investment Management
New York
| US$ 149 mi | +US$ 28 mi | +23% | 5,88% | 461% | 63 | 46,03% | 0,6 |
|