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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
JDM Financial Group
Austin,
Texas
| US$ 259 mi | +US$ 1,77 mi | +0,7% | 1,23% | 56,7% | 321 | 23,68% | 1,7 |
|
| 5352 |
5352
Financial Council
Towson,
Maryland
| US$ 259 mi | +US$ 8,72 mi | +3% | 2,71% | 88,6% | 107 | 11,21% | 2,7 |
|
| 5353 |
5353
Toews Corporation
Northfield,
New Jersey
| US$ 259 mi | -US$ 428 mi | -62% | 4,44% | 30,7% | 15 | 60% | 2,2 |
|
| 5354 |
5354
Potentia Wealth
San Jose,
California
| US$ 259 mi | -US$ 13,9 mi | -5% | 2,73% | – | 97 | 11,34% | 1 |
|
| 5355 |
5355
Bluestem Financial Advisors
Champaign,
Illinois
| US$ 259 mi | +US$ 73,4 mil | +0% | 1,03% | 42,2% | 34 | 14,71% | 4,5 |
|
| 5356 |
5356
Quartz Partners
Saratoga Springs,
New York
| US$ 259 mi | -US$ 9,9 mi | -4% | 4,01% | – | 192 | 25% | 1 |
|
| 5357 |
5357
Colrain Capital
Boston,
Massachusetts
| US$ 259 mi | +US$ 76,7 mi | +42% | 12,7% | – | 27 | 22,22% | 6 |
|
| 5358 |
5358
NewGen Asset Management
Toronto,
Ontario, Canada
| US$ 259 mi | +US$ 96,6 mi | +60% | 0,27% | 352% | 42 | 73,81% | 0,4 |
|
| 5359 |
CCAM
5359
Codex Capital Asset Management
Dallas,
Texas
| US$ 259 mi | -US$ 16,6 mi | -6% | 5,3% | – | 33 | 18,18% | 1,4 |
|
| 5360 |
5360
HMS Capital Management
Nashville,
Tennessee
| US$ 259 mi | +US$ 16,8 mi | +7% | 0,95% | 140% | 121 | 21,49% | 3,1 |
|
| 5361 |
5361
Beacon Financial Planning
Hyannis,
Massachusetts
| US$ 258 mi | +US$ 50,8 mi | +25% | 1,68% | 74,3% | 76 | 32,89% | 1,5 |
|
| 5362 |
5362
Glass Wealth Management
San Antonio,
Texas
| US$ 258 mi | +US$ 14,3 mi | +6% | 5,84% | – | 68 | 17,65% | 1,6 |
|
| 5363 |
5363
Mendon Capital Advisors
Key Largo,
Florida
| US$ 258 mi | -US$ 79,7 mi | -24% | 1,12% | – | 74 | 40,54% | 2,1 |
|
| 5364 |
5364
OMC Financial Services
Dewitt,
New York
| US$ 258 mi | -US$ 10,4 mi | -4% | 3,02% | – | 66 | 3,03% | 1,8 |
|
| 5365 |
5365
Stash Investments
New York
| US$ 258 mi | +US$ 8,43 mi | +3% | 1,55% | 40,7% | 5 | 0% | 2,3 |
|
| 5366 |
5366
TrustBank
Olney,
Illinois
| US$ 258 mi | +US$ 18,1 mi | +8% | 1,52% | – | 166 | 23,49% | 0,2 |
|
| 5367 |
5367
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 258 mi | +US$ 2,64 mi | +1% | 1,84% | 62,3% | 103 | 24,27% | 1,6 |
|
| 5368 |
5368
First Affirmative Financial Network
Colorado Springs,
Colorado
| US$ 258 mi | – | – | 0,35% | – | 325 | – | 2,2 |
|
| 5369 |
5369
Carroll Advisory Group
Texarkana,
Texas
| US$ 258 mi | +US$ 26,5 mi | +11% | 1,04% | – | 76 | 15,79% | 0,2 |
|
| 5370 |
AC
5370
AMS Capital
Sao Paulo,
Brazil
| US$ 257 mi | -US$ 989 mil | -0,4% | 13,9% | 63,1% | 16 | 18,75% | 1,2 |
|
| 5371 |
5371
Towle & Co
Denver,
Colorado
| US$ 257 mi | -US$ 121 mi | -32% | 16,1% | 169% | 68 | 55,88% | 1 |
|
| 5372 |
5372
Cruiser Capital Advisors
Stamford,
Connecticut
| US$ 257 mi | +US$ 139 mi | +118% | 8,77% | 192% | 60 | 23,33% | 2,1 |
|
| 5373 |
5373
ADW Capital Management
Miami Beach,
Florida
| US$ 257 mi | +US$ 123 mi | +92% | 6,57% | 78,2% | 12 | 66,67% | 1,8 |
|
| 5374 |
5374
Hillman Company
Pittsburgh,
Pennsylvania
| US$ 257 mi | -US$ 31,3 mi | -11% | 0,13% | 118% | 17 | 23,53% | 2,2 |
|
| 5375 |
5375
Gate City Capital Management
Chicago,
Illinois
| US$ 257 mi | +US$ 26 mi | +11% | 13,2% | – | 19 | 26,32% | 1,3 |
|