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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 |
ASI
5176
Advisory Services & Investments
Bend,
Oregon
| US$ 152 mi | +US$ 15,1 mi | +11% | 1,15% | 19,9% | 35 | 37,14% | 0,3 |
|
| 5177 |
5177
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 152 mi | -US$ 6,55 mi | -4% | 1,84% | 51,3% | 115 | 23,48% | 1,7 |
|
| 5178 |
5178
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 152 mi | +US$ 560 mil | +0,4% | 0,69% | 105% | 184 | 26,09% | 1,5 |
|
| 5179 |
5179
Briaud Financial Planning
College Station,
Texas
| US$ 152 mi | +US$ 1,96 mi | +1% | 1,2% | 113% | 21 | 19,05% | 1,2 |
|
| 5180 |
5180
Field & Main Bank
Henderson,
Kentucky
| US$ 152 mi | -US$ 4,04 mi | -3% | 1,38% | 107% | 218 | 5,96% | 4,6 |
|
| 5181 |
5181
Horizon Financial Services
Winston Salem,
North Carolina
| US$ 152 mi | +US$ 14,1 mi | +10% | 0,81% | 42,6% | 156 | 19,87% | 0,5 |
|
| 5182 |
5182
S.A. Mason
Holland,
Michigan
| US$ 152 mi | +US$ 6,51 mi | +4% | 0,18% | 116% | 328 | 5,79% | 1,5 |
|
| 5183 |
5183
Boyar Asset Management
New York
| US$ 152 mi | -US$ 3,41 mi | -2% | 1,57% | 75,5% | 86 | 3,49% | 4,6 |
|
| 5184 |
5184
Palumbo Wealth Management
Great Neck,
New York
| US$ 152 mi | +US$ 2,68 mi | +2% | 0,67% | 115% | 106 | 18,87% | 0,6 |
|
| 5185 |
5185
Decatur Capital Management
Decatur,
Georgia
| US$ 152 mi | -US$ 168 mi | -53% | 2,35% | 135% | 71 | 21,13% | 1,9 |
|
| 5186 |
5186
Jess S. Morgan & Co
Los Angeles,
California
| US$ 152 mi | -US$ 629 mil | -0,4% | 0,64% | 69,3% | 42 | 7,14% | 1,5 |
|
| 5187 |
5187
TPG Financial Advisors
Portland,
Oregon
| US$ 151 mi | +US$ 9,01 mi | +6% | 1,17% | – | 37 | 5,41% | 2,1 |
|
| 5188 |
5188
Private Wealth Group
Tampa,
Florida
| US$ 151 mi | +US$ 298 mil | +0,2% | 0,9% | 52,9% | 41 | 12,2% | 1,7 |
|
| 5189 |
5189
Norris Financial Group
Greenville,
South Carolina
| US$ 151 mi | +US$ 2,9 mi | +2% | 3,22% | 142% | 90 | 16,67% | 0,8 |
|
| 5190 |
5190
Beaton Management Company
Haverhill,
Massachusetts
| US$ 151 mi | -US$ 6,02 mi | -4% | 1,09% | 95,9% | 138 | 5,07% | 3 |
|
| 5191 |
5191
HighVista Strategies
Boston,
Massachusetts
| US$ 151 mi | +US$ 10,1 mi | +7% | 1,91% | 622% | 155 | 43,23% | 0,5 |
|
| 5192 |
5192
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$ 151 mi | +US$ 2,61 mi | +2% | 0,53% | 62% | 308 | 13,96% | 1,1 |
|
| 5193 |
5193
Seneca Financial Advisors
Rochester,
New York
| US$ 151 mi | -US$ 1,85 mi | -1% | 1,18% | 50,9% | 41 | 2,44% | 0,7 |
|
| 5194 |
5194
Portland Hill Asset Management
London,
United Kingdom
| US$ 151 mi | -US$ 18,5 mi | -11% | 6,18% | 30,2% | 45 | 35,56% | 2,2 |
|
| 5195 |
5195
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$ 151 mi | +US$ 843 mil | +0,6% | 0,71% | 59,7% | 211 | 22,27% | 1,1 |
|
| 5196 |
5196
Endicott Management
New York
| US$ 151 mi | -US$ 146 mi | -49% | 15,3% | 229% | 8 | 0% | 1,2 |
|
| 5197 |
5197
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$ 151 mi | +US$ 4,85 mi | +3% | 5,24% | 83,1% | 45 | 6,67% | 0,5 |
|
| 5198 |
5198
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 151 mi | -US$ 2,01 mi | -1% | 0,56% | 70,6% | 642 | 25,7% | 1,4 |
|
| 5199 |
5199
Greencape Capital
Melbourne,
Australia
| US$ 151 mi | +US$ 57,9 mi | +62% | 6,98% | 98,1% | 2 | 0% | 4,3 |
|
| 5200 |
5200
First Financial Corp
Terre Haute,
Indiana
| US$ 151 mi | +US$ 161 mil | +0,1% | 0,76% | 95,3% | 357 | 5,32% | 5,6 |
|