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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Eudaimonia Advisors
Winchester,
Tennessee
| US$ 170 mi | – | – | 8,6% | – | 165 | – | 0 |
|
| 5352 |
5352
Woodward Diversified Capital
Bakersfield,
California
| US$ 170 mi | +US$ 10,5 mi | +7% | 8,96% | 118% | 219 | 25,57% | 0,7 |
|
| 5353 |
5353
Eos Management LP
New York
| US$ 170 mi | +US$ 9,09 mi | +6% | 5,46% | 149% | 30 | 3,33% | 4 |
|
| 5354 |
5354
Stone Asset Management
Austin,
Texas
| US$ 170 mi | – | – | 5,51% | – | 42 | – | 0 |
|
| 5355 |
5355
Bellevue Asset Management
Bellevue,
Washington
| US$ 170 mi | +US$ 6,31 mi | +4% | 11,9% | 56,7% | 604 | 11,09% | 1,6 |
|
| 5356 |
FRM
5356
Fox Run Management
Greenwich,
Connecticut
| US$ 170 mi | +US$ 10,9 mi | +7% | 5,19% | 71,7% | 780 | 86,28% | 0,1 |
|
| 5357 |
KCM
5357
Kempner Capital Management
Galveston,
Texas
| US$ 170 mi | -US$ 5,83 mi | -3% | 2,75% | 60,9% | 57 | 19,3% | 4,2 |
|
| 5358 |
5358
7G Capital Management
New York
| US$ 170 mi | +US$ 40,4 mi | +31% | 19,8% | 137% | 5 | 20% | 0,8 |
|
| 5359 |
5359
Clearstead Trust
Portland,
Maine
| US$ 170 mi | +US$ 11,6 mi | +7% | 10,8% | 124% | 204 | 7,35% | 2,1 |
|
| 5360 |
5360
Verity Asset Management
Durham,
North Carolina
| US$ 169 mi | +US$ 14,9 mi | +10% | 7,22% | 87% | 227 | 28,63% | 1,8 |
|
| 5361 |
5361
Trinity Financial Advisors
Columbus,
Ohio
| US$ 169 mi | +US$ 19,8 mi | +13% | 7,94% | 74,5% | 67 | 29,85% | 0,7 |
|
| 5362 |
5362
Vigilare Wealth Management
Scottsdale,
Arizona
| US$ 169 mi | +US$ 7,51 mi | +5% | 8,96% | 59,5% | 206 | 22,82% | 1,2 |
|
| 5363 |
5363
InterWest Venture Management
San Francisco,
California
| US$ 169 mi | -US$ 72,3 mi | -30% | 22,8% | 57,6% | 10 | 10% | 2,9 |
|
| 5364 |
5364
Cox Capital Management
Andover,
Massachusetts
| US$ 169 mi | +US$ 20,6 mi | +14% | 12,7% | 106% | 82 | 10,98% | 2,6 |
|
| 5365 |
5365
Sterneck Capital Management
Kansas City,
Missouri
| US$ 169 mi | +US$ 12 mi | +8% | 7,55% | 61,5% | 114 | 13,16% | 3,3 |
|
| 5366 |
5366
Western Standard LLC
Los Angeles,
California
| US$ 169 mi | -US$ 6,73 mi | -4% | 5,92% | 79,1% | 44 | 54,55% | 0,8 |
|
| 5367 |
5367
DB Wealth Management Group
San Diego,
California
| US$ 169 mi | +US$ 13,8 mi | +9% | 7,6% | 19% | 369 | 7,59% | 0,9 |
|
| 5368 |
5368
Seneca Financial Advisors
Rochester,
New York
| US$ 169 mi | +US$ 18 mi | +12% | 6,54% | 50,9% | 49 | 22,45% | 0,8 |
|
| 5369 |
5369
Values First Advisors
Gray,
Tennessee
| US$ 169 mi | +US$ 14,5 mi | +9% | 6,3% | 87,6% | 177 | 19,21% | 1,3 |
|
| 5370 |
5370
Northstar Advisory Group
Northfield,
New Jersey
| US$ 169 mi | +US$ 66,8 mi | +65% | 11,1% | 153% | 137 | 95,62% | 0,1 |
|
| 5371 |
5371
Decatur Capital Management
Decatur,
Georgia
| US$ 169 mi | +US$ 17,2 mi | +11% | 15,5% | 155% | 66 | 13,64% | 2,1 |
|
| 5372 |
TFA
5372
Triad Financial Advisors
Greensboro,
North Carolina
| US$ 168 mi | – | – | 9,59% | – | 117 | – | 0 |
|
| 5373 |
5373
Grace Capital
Quincy,
Massachusetts
| US$ 168 mi | +US$ 5,88 mi | +4% | 7,42% | 127% | 167 | 17,96% | 2,6 |
|
| 5374 |
5374
Tabor Asset Management
New York
| US$ 168 mi | +US$ 1,2 mi | +0,7% | 4,82% | 204% | 52 | 65,38% | 0,4 |
|
| 5375 |
5375
OLIO Financial Planning
Mclean,
Virginia
| US$ 168 mi | – | – | 4,11% | 52,9% | 41 | – | 0 |
|