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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
HBC Financial Services
Seattle,
Washington
| US$ 129 mi | +US$ 10,3 mi | +9% | 15,2% | 12,6% | 209 | 32,54% | 0,7 |
|
| 5227 |
5227
Axis Capital Holdings
Pembroke,
| US$ 129 mi | +US$ 19 mi | +17% | 11,9% | 76% | 3 | 33,33% | 4,1 |
|
| 5228 |
5228
Benjamin Edwards Inc
Clayton,
Missouri
| US$ 129 mi | +US$ 7,86 mi | +6% | 9,63% | 72,6% | 394 | 16,24% | 1,1 |
|
| 5229 |
5229
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$ 129 mi | +US$ 20,1 mi | +19% | 12,1% | 73% | 35 | 11,43% | 0,7 |
|
| 5230 |
5230
SVB Investment Services
Salt Lake City,
Utah
| US$ 129 mi | +US$ 10,8 mi | +9% | 11,4% | – | 65 | 10,77% | 0,9 |
|
| 5231 |
5231
Shone Asset Management
Walnut Creek,
California
| US$ 129 mi | +US$ 16,6 mi | +15% | 13,4% | – | 42 | 14,29% | 0,6 |
|
| 5232 |
5232
Wolf Hill Capital Management
Greenwich,
Connecticut
| US$ 129 mi | – | – | 64,6% | 343% | 21 | – | 0 |
|
| 5233 |
LAI
5233
Legal Advantage Investments
Los Altos Hills,
California
| US$ 128 mi | – | – | 21,3% | 116% | 96 | – | 0 |
|
| 5234 |
5234
DUMAC Inc
Durham,
North Carolina
| US$ 128 mi | – | – | 85,6% | – | 35 | – | 1,4 |
|
| 5235 |
KP
5235
Kuvari Partners
London,
United Kingdom
| US$ 128 mi | – | – | 57,6% | – | 6 | – | 0 |
|
| 5236 |
5236
Rain Capital Management
Lake Oswego,
Oregon
| US$ 128 mi | -US$ 14,5 mi | -10% | 5,26% | 18,2% | 36 | 0% | 3 |
|
| 5237 |
5237
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$ 128 mi | +US$ 16,4 mi | +15% | 16,4% | 44% | 43 | 4,65% | 1,5 |
|
| 5238 |
5238
Juniper Investment Company
New York
| US$ 128 mi | +US$ 33,6 mi | +36% | 43,4% | 358% | 12 | 33,33% | 0,9 |
|
| 5239 |
DIS
5239
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 128 mi | +US$ 32 mi | +33% | 31,4% | 93,8% | 43 | 9,3% | 3,1 |
|
| 5240 |
5240
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 128 mi | +US$ 9,7 mi | +8% | 12,3% | 72,5% | 78 | 8,97% | 4,1 |
|
| 5241 |
5241
Monetta Financial Services
Wheaton,
Illinois
| US$ 128 mi | +US$ 9,46 mi | +8% | 15% | 305% | 44 | 36,36% | 2,2 |
|
| 5242 |
5242
Wealth Management Partners
Tucson,
Arizona
| US$ 128 mi | – | – | 13,6% | 194% | 123 | – | 0 |
|
| 5243 |
5243
Akaris Global Partners
New York
| US$ 128 mi | +US$ 14 mi | +12% | 25% | 35% | 26 | 53,85% | 0,6 |
|
| 5244 |
FNWM
5244
Financial Network Wealth Management
Draper,
Utah
| US$ 128 mi | – | – | 10,3% | – | 96 | – | 0 |
|
| 5245 |
5245
Waypoint Wealth Partners
Mill Valley,
California
| US$ 128 mi | – | – | 15% | 52,1% | 35 | – | 0 |
|
| 5246 |
SFMG
5246
Sage Financial Management Group
Mclean,
Virginia
| US$ 127 mi | – | – | 11,4% | 51,6% | 30 | – | 0 |
|
| 5247 |
5247
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$ 127 mi | +US$ 18,2 mi | +17% | 12,1% | 60,7% | 95 | 9,47% | 1,6 |
|
| 5248 |
CFG
5248
CMC Financial Group
Atlanta,
Georgia
| US$ 127 mi | +US$ 24,7 mi | +24% | 19,2% | 102% | 30 | 46,67% | 0,9 |
|
| 5249 |
5249
ForthRight Wealth Management
Alpharetta,
Georgia
| US$ 127 mi | – | – | 12,7% | 50,4% | 189 | – | 0 |
|
| 5250 |
EGVF
5250
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| US$ 127 mi | – | – | 7,91% | – | 5 | – | 0 |
|