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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Napa Wealth Management
Napa,
California
| US$ 211 mi | +US$ 63,2 mi | +43% | 5,9% | – | 182 | 51,1% | 0,3 |
|
| 5302 |
HPFG
5302
Hart & Patterson Financial Group
Amherst,
Massachusetts
| US$ 211 mi | +US$ 9,28 mi | +5% | 5,37% | – | 73 | 8,22% | 0,7 |
|
| 5303 |
5303
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$ 211 mi | +US$ 4,09 mi | +2% | 8,34% | 93,3% | 148 | 5,41% | 7,5 |
|
| 5304 |
5304
Towerpoint Wealth
Sacramento,
California
| US$ 211 mi | +US$ 10,7 mi | +5% | 6,02% | 67,7% | 87 | 9,2% | 3,7 |
|
| 5305 |
5305
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$ 211 mi | +US$ 16,4 mi | +8% | 8,15% | 108% | 155 | 9,68% | 1,8 |
|
| 5306 |
5306
Strategic Equity Management
Tucson,
Arizona
| US$ 211 mi | +US$ 57,4 mi | +37% | 5,74% | 74,9% | 55 | 20% | 1,1 |
|
| 5307 |
5307
Eaton-Cambridge
Phoenix,
Arizona
| US$ 211 mi | +US$ 15,4 mi | +8% | 5,12% | – | 31 | 6,45% | 0,7 |
|
| 5308 |
5308
Ted Buchan & Co
San Diego,
California
| US$ 211 mi | +US$ 24,4 mi | +13% | 5,56% | 65,2% | 90 | 11,11% | 1,2 |
|
| 5309 |
5309
Worldly Partners Management
Needham,
Massachusetts
| US$ 210 mi | +US$ 24,1 mi | +13% | 15,5% | 19,2% | 3 | 0% | 1,8 |
|
| 5310 |
5310
Unison Asset Management
North Miami Beach,
Florida
| US$ 210 mi | +US$ 12,8 mi | +6% | 6,55% | 81,4% | 35 | 8,57% | 2,6 |
|
| 5311 |
5311
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$ 210 mi | -US$ 43,5 mi | -17% | 7,2% | 28,2% | 142 | 38,03% | 3,7 |
|
| 5312 |
5312
Squire Investment Management Company
Orem,
Utah
| US$ 210 mi | +US$ 33,9 mi | +19% | 6,61% | 62,4% | 62 | 11,29% | 0,6 |
|
| 5313 |
5313
Mill Road Capital Management
Greenwich,
Connecticut
| US$ 210 mi | +US$ 22,5 mi | +12% | 6,76% | 85,1% | 24 | 12,5% | 3 |
|
| 5314 |
5314
Ayrshire Capital Management
Westport,
Connecticut
| US$ 210 mi | +US$ 14 mi | +7% | 5,72% | 84,8% | 49 | 4,08% | 3,2 |
|
| 5315 |
5315
Bridge Advisory
Pasadena,
California
| US$ 210 mi | +US$ 7,23 mi | +4% | 5,51% | 6,7% | 101 | 5,94% | 2 |
|
| 5316 |
CL
5316
COWA LLC
Tulsa,
Oklahoma
| US$ 210 mi | +US$ 22,6 mi | +12% | 7,35% | 67,7% | 139 | 17,27% | 2,3 |
|
| 5317 |
BAM
5317
Bosun Asset Management
Chicago,
Illinois
| US$ 210 mi | +US$ 40,7 mi | +24% | 22% | 278% | 210 | 37,62% | 0,9 |
|
| 5318 |
5318
Winthrop Capital Management
Carmel,
Indiana
| US$ 210 mi | +US$ 10,1 mi | +5% | 6,32% | 68,1% | 183 | 27,32% | 0,6 |
|
| 5319 |
5319
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 210 mi | +US$ 10,9 mi | +5% | 5,06% | 72,4% | 160 | 5,63% | 2,7 |
|
| 5320 |
5320
Tejara Capital
London,
United Kingdom
| US$ 210 mi | -US$ 65,2 mi | -24% | 4,3% | 7,93% | 78 | 41,03% | 0,9 |
|
| 5321 |
5321
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$ 210 mi | +US$ 16,4 mi | +8% | 6,16% | 83,9% | 108 | 6,48% | 2,1 |
|
| 5322 |
5322
Fir Tree Capital Management
New York
| US$ 210 mi | +US$ 19,6 mi | +10% | 1,8% | 17,3% | 119 | 59,66% | 0,5 |
|
| 5323 |
5323
Pioneer Wealth Management Group
Austin,
Texas
| US$ 210 mi | +US$ 21,4 mi | +11% | 6,31% | – | 42 | 4,76% | 1,4 |
|
| 5324 |
5324
BCK Partners
Corning,
New York
| US$ 210 mi | +US$ 16,1 mi | +8% | 6,03% | 46% | 30 | 3,33% | 3 |
|
| 5325 |
5325
First Financial Corp
Terre Haute,
Indiana
| US$ 210 mi | +US$ 13,2 mi | +7% | 8,36% | 95,3% | 471 | 7,64% | 5,5 |
|