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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Cowbird Capital
New York
| US$ 171 mi | -US$ 20 mi | -10% | 2,71% | 21,3% | 13 | 38,46% | 0,9 |
|
| 5452 |
5452
Orion Capital Management
Coronado,
California
| US$ 171 mi | +US$ 16,7 mi | +11% | 10,7% | 75,3% | 542 | 12,92% | 0,8 |
|
| 5453 |
DI
5453
Disciplined Investments
Tulsa,
Oklahoma
| US$ 171 mi | +US$ 6,31 mi | +4% | 7,55% | 51,4% | 115 | 13,91% | 3,1 |
|
| 5454 |
5454
Delphi Financial Group
Wilmington,
Delaware
| US$ 171 mi | -US$ 36,2 mi | -18% | 1,23% | 66,3% | 22 | 22,73% | 1,8 |
|
| 5455 |
5455
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 171 mi | +US$ 13,9 mi | +9% | 10,1% | 68,7% | 26 | 3,85% | 8,3 |
|
| 5456 |
5456
Fairfield, Bush & Co
Darien,
Connecticut
| US$ 171 mi | +US$ 17,5 mi | +11% | 12,1% | 112% | 532 | 79,7% | 1,4 |
|
| 5457 |
5457
Investmark Advisory Group
Shelton,
Connecticut
| US$ 171 mi | +US$ 22,9 mi | +16% | 9,33% | 73,8% | 120 | 14,17% | 1,4 |
|
| 5458 |
5458
Straight Path Wealth Management
Jenison,
Michigan
| US$ 170 mi | +US$ 23 mi | +16% | 6,2% | 70,4% | 98 | 26,53% | 1,1 |
|
| 5459 |
HCM
5459
Hall Capital Management
Barrington,
Rhode Island
| US$ 170 mi | +US$ 14,4 mi | +9% | 9,23% | – | 95 | 6,32% | 6 |
|
| 5460 |
5460
Unison Asset Management
North Miami Beach,
Florida
| US$ 170 mi | +US$ 18,3 mi | +12% | 12,2% | 81,4% | 35 | 2,86% | 2,3 |
|
| 5461 |
5461
Silver Oak Advisory Group
Portland,
Oregon
| US$ 170 mi | +US$ 15,9 mi | +10% | 7,88% | 28,9% | 63 | 7,94% | 1,6 |
|
| 5462 |
5462
Peoples Bank (Ohio)
Marietta,
Ohio
| US$ 170 mi | +US$ 17 mi | +11% | 12,5% | 78,9% | 123 | 17,07% | 4,3 |
|
| 5463 |
5463
Caliber Wealth Management (Utah)
Orem,
Utah
| US$ 170 mi | +US$ 21,5 mi | +14% | 14,4% | 36,5% | 57 | 5,26% | 1,9 |
|
| 5464 |
5464
Ballentine Capital Advisors
Greenville,
South Carolina
| US$ 170 mi | – | – | 8,93% | 48,8% | 30 | – | 0 |
|
| 5465 |
5465
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 170 mi | -US$ 4,41 mi | -3% | 11% | 85,8% | 101 | 20,79% | 1,9 |
|
| 5466 |
CVA
5466
Central Valley Advisors
Sacramento,
California
| US$ 170 mi | – | – | 11,8% | 77,8% | 142 | – | 0 |
|
| 5467 |
5467
Jupiter Wealth Management
Glendale,
Colorado
| US$ 170 mi | +US$ 15,8 mi | +10% | 11,2% | 99,2% | 86 | 0% | 2,2 |
|
| 5468 |
5468
13D Management
New York
| US$ 170 mi | +US$ 9,2 mi | +6% | 19,4% | 157% | 31 | 16,13% | 1,4 |
|
| 5469 |
CMAI
5469
Capital Management Associates Inc
Minneapolis,
Minnesota
| US$ 170 mi | – | – | 11,2% | 75,6% | 83 | – | 0 |
|
| 5470 |
5470
Cora Capital Advisors
Marlton,
New Jersey
| US$ 170 mi | +US$ 20,8 mi | +14% | 11,4% | 80,3% | 98 | 11,22% | 0,8 |
|
| 5471 |
5471
Members Advisory Group
Williamsville,
New York
| US$ 170 mi | +US$ 15 mi | +10% | 9,72% | 74,9% | 23 | 26,09% | 1,5 |
|
| 5472 |
5472
Phoenix Asset Management Partners
London,
| US$ 170 mi | +US$ 31,4 mi | +23% | 23,7% | 165% | 13 | 7,69% | 0,9 |
|
| 5473 |
5473
Symetra Investment Management
Farmington,
Connecticut
| US$ 170 mi | -US$ 70,3 mi | -29% | 7,5% | 37,3% | 5 | 20% | 1,4 |
|
| 5474 |
5474
Hutner Capital Management
Manchester,
Vermont
| US$ 170 mi | +US$ 6,61 mi | +4% | 5,42% | 52,2% | 45 | 2,22% | 5,8 |
|
| 5475 |
5475
Kize Capital
New York
| US$ 169 mi | +US$ 8,15 mi | +5% | 14,5% | 34,7% | 7 | 14,29% | 2,2 |
|