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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 142 mi | -US$ 6,6 mi | -4% | 2,46% | 100% | 242 | 71,9% | 1,2 |
|
| 5177 |
5177
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 142 mi | +US$ 11,6 mi | +9% | 3,95% | 92,7% | 157 | 46,5% | 1,9 |
|
| 5178 |
SAM
5178
Stenahm Asset Management
Guernsey
| US$ 142 mi | +US$ 23 mi | +19% | 20,5% | – | 29 | 31,03% | 0,2 |
|
| 5179 |
5179
Disruptive Technology Advisers
Austin,
Texas
| US$ 142 mi | -US$ 824 mi | -85% | 8,21% | – | 2 | 50% | 0,1 |
|
| 5180 |
5180
Seneca House Advisors
Richmond,
Virginia
| US$ 142 mi | +US$ 3,9 mi | +3% | 5,44% | 58,2% | 82 | 10,98% | 2,4 |
|
| 5181 |
5181
Eastover Investment Advisors
Charlotte,
North Carolina
| US$ 142 mi | -US$ 2,82 mi | -2% | 5,5% | 105% | 55 | 18,18% | 0,9 |
|
| 5182 |
5182
Brown Miller Wealth Management
Mclean,
Virginia
| US$ 141 mi | +US$ 8,28 mi | +6% | 4,52% | 121% | 122 | 18,85% | 0,2 |
|
| 5183 |
5183
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$ 141 mi | +US$ 8,38 mi | +6% | 5,06% | 74,6% | 52 | 13,46% | 1,5 |
|
| 5184 |
5184
Cooper/Haims Advisors
Victor,
New York
| US$ 141 mi | +US$ 10,9 mi | +8% | 5,38% | 58,8% | 83 | 22,89% | 1,7 |
|
| 5185 |
SM
5185
Saya Management
New York
| US$ 141 mi | -US$ 30,1 mi | -18% | 8,67% | 34,8% | 18 | 55,56% | 0,5 |
|
| 5186 |
5186
HPS Investment Partners
New York
| US$ 141 mi | +US$ 33,4 mi | +31% | 40,3% | 55,9% | 8 | 62,5% | 0,6 |
|
| 5187 |
5187
Oakwell Private Wealth Management
Austin,
Texas
| US$ 141 mi | +US$ 14 mi | +11% | 6,08% | 68,2% | 65 | 12,31% | 0,2 |
|
| 5188 |
5188
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$ 141 mi | +US$ 23,9 mi | +20% | 7,46% | 62,6% | 152 | 12,5% | 2,9 |
|
| 5189 |
5189
Annandale Capital
Dallas,
Texas
| US$ 141 mi | +US$ 21,4 mi | +18% | 9,24% | 57,2% | 74 | 29,73% | 0,2 |
|
| 5190 |
5190
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$ 141 mi | +US$ 12 mi | +9% | 5,02% | 73% | 37 | 18,92% | 0,9 |
|
| 5191 |
5191
Guardian Investment Management
Tiburon,
California
| US$ 141 mi | +US$ 8,98 mi | +7% | 9,94% | 103% | 59 | 11,86% | 4,3 |
|
| 5192 |
5192
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$ 141 mi | +US$ 2,34 mi | +2% | 7,8% | 82% | 92 | 6,52% | 4,3 |
|
| 5193 |
5193
Vigilare Wealth Management
Scottsdale,
Arizona
| US$ 141 mi | +US$ 35,2 mi | +33% | 5,75% | 59,5% | 216 | 40,28% | 0,6 |
|
| 5194 |
5194
Prosperity Planning
Kansas City,
Missouri
| US$ 141 mi | +US$ 22,8 mi | +19% | 8,33% | 43,5% | 89 | 3,37% | 0,2 |
|
| 5195 |
5195
BNC Wealth Management
Beaverton,
Oregon
| US$ 141 mi | -US$ 17,5 mi | -11% | 3,14% | 204% | 107 | 38,32% | 0,4 |
|
| 5196 |
GCM
5196
Granby Capital Management
Miami Beach,
Florida
| US$ 141 mi | +US$ 27,6 mi | +24% | 6,42% | 50% | 30 | 40% | 0,2 |
|
| 5197 |
5197
Fortis Advisors
Wayne,
Pennsylvania
| US$ 141 mi | +US$ 27,3 mi | +24% | 5,69% | 74,4% | 270 | 41,48% | 1,6 |
|
| 5198 |
5198
Abacus Wealth Partners
Santa Monica,
California
| US$ 141 mi | +US$ 25,9 mi | +23% | 9,06% | 49,5% | 117 | 26,5% | 0,2 |
|
| 5199 |
5199
Founders Capital Management (Texas)
Houston,
Texas
| US$ 140 mi | -US$ 913 mil | -0,6% | 5,43% | 131% | 308 | 12,99% | 3,2 |
|
| 5200 |
ECM
5200
EMC Capital Management
Houston,
Texas
| US$ 140 mi | +US$ 9,25 mi | +7% | 7,81% | – | 123 | 27,64% | 0,2 |
|