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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
BWIA
5201
Bryant Woods Investment Advisors
Getzville,
New York
| US$ 272 mi | +US$ 13,8 mi | +5% | 1,65% | 74,4% | 60 | 21,67% | 2,6 |
|
| 5202 |
5202
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$ 272 mi | -US$ 9,8 mi | -3% | 2,72% | 82% | 112 | 29,46% | 3 |
|
| 5203 |
5203
TritonPoint Partners
Chevy Chase,
Maryland
| US$ 272 mi | +US$ 84,3 mi | +45% | 1,69% | – | 211 | 33,18% | 0,2 |
|
| 5204 |
5204
Siemens
Munich,
Germany
| US$ 272 mi | -US$ 119 mi | -30% | 30,4% | 33,1% | 1 | 0% | 3,5 |
|
| 5205 |
5205
Vertrix Wealth Management
Troy,
Michigan
| US$ 272 mi | – | – | 0,46% | – | 95 | – | 0 |
|
| 5206 |
CNBT
5206
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$ 271 mi | +US$ 20,7 mi | +8% | 0,08% | 38,5% | 238 | 28,57% | 2,1 |
|
| 5207 |
5207
Sonata Capital Group
Seattle,
Washington
| US$ 271 mi | -US$ 5,77 mi | -2% | 2,42% | 66,5% | 126 | 6,35% | 5,8 |
|
| 5208 |
5208
Foresite Capital Management V
Larkspur,
California
| US$ 271 mi | +US$ 107 mi | +65% | 69,2% | 401% | 10 | 40% | 1,8 |
|
| 5209 |
5209
Mullooly Asset Management
Wall Township,
New Jersey
| US$ 271 mi | -US$ 2,4 mi | -0,9% | 0,05% | – | 54 | 11,11% | 0,9 |
|
| 5210 |
5210
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 271 mi | -US$ 12,8 mi | -5% | 3,26% | 80,3% | 118 | 3,39% | 4 |
|
| 5211 |
5211
Mount Lucas Management
Newtown,
Pennsylvania
| US$ 271 mi | +US$ 20,8 mi | +8% | 1,79% | 110% | 210 | 40% | 1,2 |
|
| 5212 |
5212
Prosperity Financial Group
San Ramon,
California
| US$ 271 mi | -US$ 7,1 mi | -3% | 1,69% | 121% | 205 | 19,51% | 1,7 |
|
| 5213 |
5213
Moerus Capital Management
New York
| US$ 271 mi | +US$ 38,9 mi | +17% | 22,1% | 220% | 17 | 17,65% | 4,3 |
|
| 5214 |
5214
Ravenswood Partners
Mclean,
Virginia
| US$ 271 mi | -US$ 29,3 mi | -10% | 10,1% | – | 37 | 13,51% | 0,5 |
|
| 5215 |
5215
Punch Card Management
Winter Park,
Florida
| US$ 271 mi | -US$ 30,2 mi | -10% | 6,27% | 41% | 5 | 0% | 3,3 |
|
| 5216 |
5216
Register Financial Advisors
Atlanta,
Georgia
| US$ 271 mi | +US$ 13,7 mi | +5% | 1,84% | 130% | 396 | 13,64% | 2 |
|
| 5217 |
5217
Axis Capital Holdings
Pembroke,
| US$ 270 mi | -US$ 14,5 mi | -5% | 4,75% | 76% | 3 | 0% | 5,2 |
|
| 5218 |
5218
Veridan Wealth
West Linn,
Oregon
| US$ 270 mi | -US$ 27,2 mi | -9% | 9,87% | – | 81 | 2,47% | 1,6 |
|
| 5219 |
5219
First Dallas Securities
Dallas,
Texas
| US$ 270 mi | +US$ 1,56 mi | +0,6% | 7,89% | 163% | 123 | 17,07% | 3,2 |
|
| 5220 |
5220
Hendley & Co
Zanesville,
Ohio
| US$ 270 mi | -US$ 9,5 mi | -3% | 3,04% | 64,9% | 50 | 20% | 5,9 |
|
| 5221 |
5221
Inlight Wealth Management
Atlanta,
Georgia
| US$ 270 mi | -US$ 3,02 mi | -1% | 3,67% | – | 235 | 78,72% | 1,1 |
|
| 5222 |
5222
American Financial Group
Cincinnati,
Ohio
| US$ 270 mi | -US$ 6,11 mi | -2% | 3,71% | 32,5% | 72 | 13,89% | 5,6 |
|
| 5223 |
5223
Searcy Financial Services
Overland Park,
Kansas
| US$ 270 mi | -US$ 171 mil | -0,1% | 1,56% | 60,2% | 29 | 20,69% | 3,1 |
|
| 5224 |
5224
Asset Allocation & Management Company
Chicago,
Illinois
| US$ 270 mi | +US$ 18,5 mi | +7% | 1,32% | 58,5% | 100 | 12% | 2,5 |
|
| 5225 |
5225
AJ Advisors
Nashville,
Tennessee
| US$ 270 mi | -US$ 1,3 mi | -0,5% | 1,73% | 64,6% | 36 | 11,11% | 2,4 |
|