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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Western Financial Corp
San Diego,
California
| US$ 191 mi | +US$ 22 mi | +13% | 8,51% | 275% | 93 | 12,9% | 0,8 |
|
| 5077 |
5077
Oldfather Financial Services
Kearney,
Nebraska
| US$ 190 mi | -US$ 4,13 mi | -2% | 7,68% | 60,8% | 65 | 6,15% | 1,7 |
|
| 5078 |
5078
Veery Capital
Wilmington,
Delaware
| US$ 190 mi | +US$ 14,1 mi | +8% | 4,71% | 63,4% | 83 | 12,05% | 0,8 |
|
| 5079 |
5079
SONA Asset Management (US)
New York
| US$ 190 mi | – | – | 0,52% | 41% | 352 | – | 0 |
|
| 5080 |
ICM
5080
ISZO Capital Management
New York
| US$ 190 mi | -US$ 36,6 mi | -16% | 14,8% | 68,2% | 8 | 25% | 1,4 |
|
| 5081 |
5081
Monte Financial Group
Guilford,
Connecticut
| US$ 190 mi | +US$ 15,7 mi | +9% | 8,04% | 66,7% | 74 | 21,62% | 2,4 |
|
| 5082 |
RCA
5082
Rex Capital Advisors
Providence,
Rhode Island
| US$ 190 mi | -US$ 3,74 mi | -2% | 0,25% | 7,31% | 26 | 26,92% | 2,7 |
|
| 5083 |
5083
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$ 190 mi | +US$ 13,7 mi | +8% | 8,97% | 103% | 60 | 8,33% | 2,7 |
|
| 5084 |
5084
Ardmore Road Asset Management
New York
| US$ 190 mi | – | – | 6,99% | 245% | 25 | – | 0 |
|
| 5085 |
5085
Howard Wealth Management
Madison,
Connecticut
| US$ 190 mi | +US$ 10,6 mi | +6% | 4,86% | 69,9% | 134 | 8,21% | 1,7 |
|
| 5086 |
5086
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 189 mi | +US$ 10,7 mi | +6% | 5,73% | 73,4% | 72 | 50% | 2,3 |
|
| 5087 |
5087
Columbia Trust
Portland,
Oregon
| US$ 189 mi | -US$ 271 mil | -0,1% | 7,82% | 36% | 139 | 0,72% | 1,7 |
|
| 5088 |
5088
Brookmont Capital Management
Dallas,
Texas
| US$ 189 mi | +US$ 19,5 mi | +12% | 15,5% | 32,2% | 61 | 9,84% | 4,9 |
|
| 5089 |
5089
Little House Capital
Braintree,
Massachusetts
| US$ 189 mi | +US$ 18,5 mi | +11% | 9,59% | 118% | 140 | 8,57% | 0,9 |
|
| 5090 |
5090
Tyler-Stone Wealth Management
Beachwood,
Ohio
| US$ 189 mi | – | – | 10,6% | – | 949 | – | 0 |
|
| 5091 |
5091
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$ 189 mi | +US$ 18,6 mi | +11% | 8,73% | 47,2% | 57 | 33,33% | 0,9 |
|
| 5092 |
5092
Demars Financial Group
Spokane Valley,
Washington
| US$ 189 mi | +US$ 19,3 mi | +11% | 10,1% | 69,1% | 91 | 10,99% | 1,2 |
|
| 5093 |
EVP
5093
Evergreen Venture Partners
Tel Aviv,
Israel
| US$ 189 mi | – | – | 8,04% | 88,4% | 1 | – | 0 |
|
| 5094 |
5094
Seneca House Advisors
Richmond,
Virginia
| US$ 189 mi | +US$ 22,4 mi | +13% | 9,93% | 58,2% | 94 | 13,83% | 2,4 |
|
| 5095 |
5095
Trust Company of Kansas
Wichita,
Kansas
| US$ 189 mi | +US$ 13,6 mi | +8% | 5,24% | 100% | 72 | 13,89% | 1,1 |
|
| 5096 |
5096
Tru Independence Asset Management 2
Portland,
Oregon
| US$ 189 mi | +US$ 47,6 mi | +34% | 8,72% | – | 146 | 38,36% | 0,5 |
|
| 5097 |
5097
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$ 189 mi | +US$ 10,8 mi | +6% | 6,4% | 67,6% | 8 | 0% | 1,2 |
|
| 5098 |
5098
NIA Impact Advisors
Berkeley,
California
| US$ 188 mi | -US$ 46,1 mi | -20% | 1,27% | – | 58 | 5,17% | 0,9 |
|
| 5099 |
5099
LPWM LLC
Minneapolis,
Minnesota
| US$ 188 mi | +US$ 20,1 mi | +12% | 7,32% | 59,4% | 67 | 8,96% | 1,5 |
|
| 5100 |
5100
Black Diamond Capital Management
Stamford,
Connecticut
| US$ 188 mi | – | – | 27,1% | 28,3% | 16 | – | 1,1 |
|