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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
Marshall & Sullivan
Seattle,
Washington
| US$ 189 mi | +US$ 17,6 mi | +10% | 11,3% | 82% | 39 | 2,56% | 7,1 |
|
| 5177 |
5177
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$ 189 mi | +US$ 18,1 mi | +11% | 10,9% | 35,4% | 43 | 13,95% | 1,3 |
|
| 5178 |
5178
Eastover Investment Advisors
Charlotte,
North Carolina
| US$ 189 mi | +US$ 22,8 mi | +14% | 11,2% | 105% | 46 | 8,7% | 2,7 |
|
| 5179 |
5179
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 189 mi | +US$ 16,2 mi | +9% | 9,86% | 61,2% | 122 | 9,02% | 1,8 |
|
| 5180 |
5180
BHZ Capital Management
San Jose,
California
| US$ 189 mi | +US$ 68,1 mi | +56% | 25,4% | 3,24% | 72 | 23,61% | 3 |
|
| 5181 |
5181
Ruggaard & Associates
Hudson,
Ohio
| US$ 189 mi | +US$ 21 mi | +13% | 8,19% | 47,6% | 117 | 10,26% | 0,7 |
|
| 5182 |
5182
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$ 189 mi | +US$ 17,9 mi | +10% | 7,52% | 99,7% | 142 | 13,38% | 1,8 |
|
| 5183 |
MS
5183
Madden Securities
Dallas,
Texas
| US$ 189 mi | +US$ 11,9 mi | +7% | 9,68% | 108% | 100 | 22% | 2,5 |
|
| 5184 |
NERM
5184
New England Research & Management
Chicago,
Illinois
| US$ 189 mi | +US$ 13,3 mi | +8% | 10,7% | 65% | 169 | 20,12% | 3,5 |
|
| 5185 |
PK
5185
Pflug Koory
Omaha,
Nebraska
| US$ 189 mi | +US$ 15,8 mi | +9% | 10,1% | – | 410 | 3,9% | 5,2 |
|
| 5186 |
5186
Commonwealth Retirement Investments
Richmond,
Virginia
| US$ 189 mi | +US$ 15,5 mi | +9% | 9,77% | 96,7% | 86 | 24,42% | 0,6 |
|
| 5187 |
5187
Sozo Ventures GP II
Redwood City,
California
| US$ 189 mi | +US$ 107 mi | +132% | 132% | 8,44% | 1 | 0% | 2 |
|
| 5188 |
5188
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$ 189 mi | +US$ 34,4 mi | +22% | 10,2% | 77,8% | 161 | 22,36% | 0,8 |
|
| 5189 |
PCR
5189
Potrero Capital Research
San Francisco,
California
| US$ 189 mi | +US$ 37,8 mi | +25% | 11,8% | 226% | 29 | 34,48% | 0,9 |
|
| 5190 |
CCC
5190
Chelsea Counsel Company
Los Angeles,
California
| US$ 189 mi | -US$ 5,86 mi | -3% | 8,03% | 106% | 171 | 9,36% | 3,2 |
|
| 5191 |
5191
Fonville Wealth Management
Richmond,
Virginia
| US$ 188 mi | – | – | 9,23% | 53,9% | 86 | – | 0 |
|
| 5192 |
5192
California First Leasing Corp
Newport Beach,
California
| US$ 188 mi | +US$ 15,3 mi | +9% | 8,61% | 352% | 39 | 2,56% | 1,5 |
|
| 5193 |
5193
Blueshift Asset Management
Red Bank,
New Jersey
| US$ 188 mi | +US$ 18,8 mi | +11% | 18,1% | 38,8% | 396 | 69,7% | 0,3 |
|
| 5194 |
5194
Juniper Investment Company
New York
| US$ 188 mi | +US$ 30,6 mi | +19% | 25,3% | 358% | 11 | 18,18% | 3,3 |
|
| 5195 |
5195
Adaptive Financial Consulting
Beachwood,
Ohio
| US$ 188 mi | +US$ 11,4 mi | +6% | 8,33% | 33,4% | 18 | 0% | 3,5 |
|
| 5196 |
5196
Silphium Asset Management
London,
United Kingdom
| US$ 188 mi | -US$ 125 mi | -40% | 17,3% | 118% | 74 | 64,86% | 0,6 |
|
| 5197 |
5197
Highview Capital Management
Buffalo Grove,
Illinois
| US$ 188 mi | +US$ 12,9 mi | +7% | 11% | 123% | 116 | 24,14% | 1,3 |
|
| 5198 |
5198
Texas Capital Bancshares
Dallas,
Texas
| US$ 188 mi | +US$ 6,77 mi | +4% | 10,9% | 175% | 91 | 19,78% | 3,2 |
|
| 5199 |
5199
Matisse Capital
Portland,
Oregon
| US$ 188 mi | +US$ 46 mi | +32% | 9,47% | 73,3% | 220 | 34,09% | 1,1 |
|
| 5200 |
5200
Equita Financial Network
Fort Washington,
Pennsylvania
| US$ 188 mi | +US$ 25,1 mi | +15% | 9,46% | 50,5% | 65 | 16,92% | 0,2 |
|