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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
Tiemann Investment Advisors
Menlo Park,
California
| US$ 225 mi | -US$ 6,9 mi | -3% | 0,43% | 86,2% | 202 | 7,43% | 6,8 |
|
| 5302 |
5302
Oxford Asset Management
Oxford,
United Kingdom
| US$ 225 mi | +US$ 105 mi | +87% | 0,37% | – | 640 | 85,47% | 0,1 |
|
| 5303 |
5303
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$ 225 mi | -US$ 14,2 mi | -6% | 5% | 62,9% | 5 | 20% | 7,1 |
|
| 5304 |
5304
Byrne Financial Freedom
Franklin,
Massachusetts
| US$ 225 mi | – | – | 6,84% | – | 99 | – | 0 |
|
| 5305 |
5305
Capricorn Fund Managers
London,
United Kingdom
| US$ 225 mi | +US$ 76,2 mi | +51% | 16,4% | 173% | 78 | 48,72% | 0,8 |
|
| 5306 |
5306
Forum Private Client Group
Fishers,
Indiana
| US$ 225 mi | -US$ 516 mil | -0,2% | 2,01% | 47,9% | 79 | 11,39% | 0,9 |
|
| 5307 |
5307
Catalyst Private Wealth
San Mateo,
California
| US$ 225 mi | +US$ 20,7 mi | +10% | 19% | 120% | 87 | 9,2% | 2,7 |
|
| 5308 |
5308
Access Financial Services
Minneapolis,
Minnesota
| US$ 225 mi | +US$ 6,5 mi | +3% | 0,46% | 51,1% | 108 | 11,11% | 3,5 |
|
| 5309 |
5309
Infusive Asset Management
New York
| US$ 225 mi | -US$ 12,5 mi | -5% | 4,28% | 33,8% | 46 | 36,96% | 1,1 |
|
| 5310 |
5310
Foresite Capital Management VI
Larkspur,
California
| US$ 224 mi | – | – | 19,5% | – | 14 | – | 0 |
|
| 5311 |
5311
Meredith Wealth Planning
Maryville,
Illinois
| US$ 224 mi | +US$ 14,8 mi | +7% | 2,16% | 66,5% | 51 | 9,8% | 1,4 |
|
| 5312 |
5312
Eaton-Cambridge
Phoenix,
Arizona
| US$ 224 mi | +US$ 13,3 mi | +6% | 1,89% | 48,7% | 36 | 19,44% | 0,8 |
|
| 5313 |
5313
Mendel Money Management
Northbrook,
Illinois
| US$ 224 mi | -US$ 7,34 mi | -3% | 1,43% | 88,8% | 140 | 6,43% | 3,9 |
|
| 5314 |
5314
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 224 mi | +US$ 14 mi | +7% | 1,62% | 72,4% | 165 | 7,88% | 2,9 |
|
| 5315 |
FFA
5315
Florida Financial Advisors
Tampa,
Florida
| US$ 224 mi | +US$ 29,9 mi | +15% | 3,06% | 159% | 209 | 24,88% | 0,6 |
|
| 5316 |
5316
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$ 224 mi | -US$ 75,3 mi | -25% | 3,55% | 44,1% | 56 | 5,36% | 2,1 |
|
| 5317 |
5317
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$ 224 mi | +US$ 10,4 mi | +5% | 2,46% | 73% | 42 | 7,14% | 3 |
|
| 5318 |
5318
TL Private Wealth
Southlake,
Texas
| US$ 223 mi | -US$ 106 mil | -0% | 0,06% | 50,6% | 45 | 6,67% | 3,5 |
|
| 5319 |
5319
Meros Investment Management
Dallas,
Texas
| US$ 223 mi | +US$ 2,32 mi | +1% | 11,2% | 102% | 44 | 18,18% | 1,7 |
|
| 5320 |
5320
Asset Value Investors
London,
United Kingdom
| US$ 223 mi | – | – | 4,11% | – | 5 | – | 0 |
|
| 5321 |
5321
Palmer Knight Company
Jacksonville,
Florida
| US$ 223 mi | -US$ 4,32 mi | -2% | 3,99% | 90,5% | 35 | 5,71% | 3,8 |
|
| 5322 |
5322
Azarias Capital Management
Berwyn,
Pennsylvania
| US$ 223 mi | -US$ 1,71 mi | -0,8% | 4,18% | 58,2% | 22 | 9,09% | 2 |
|
| 5323 |
FA
5323
FAI Advisors
Farmington Hills,
Michigan
| US$ 223 mi | – | – | 1,24% | – | 171 | – | 0 |
|
| 5324 |
5324
STF Management
Frisco,
Texas
| US$ 223 mi | +US$ 3,09 mi | +1% | 9,17% | 208% | 105 | 7,62% | 1,8 |
|
| 5325 |
5325
Balanced Wealth Group
Westlake,
Ohio
| US$ 223 mi | -US$ 3,17 mi | -1% | 0,39% | 66,2% | 68 | 4,41% | 0,9 |
|