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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
DIS
5476
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 141 mi | +US$ 11,7 mi | +9% | 11,2% | 93,8% | 49 | 6,12% | 3,7 |
|
| 5477 |
5477
Summit Investment Advisory Services
Roseville,
Minnesota
| US$ 140 mi | +US$ 57,9 mi | +70% | 5,38% | 74,2% | 54 | 7,41% | 0,2 |
|
| 5478 |
5478
Western Financial Corp
San Diego,
California
| US$ 140 mi | -US$ 13,8 mi | -9% | 4,77% | 275% | 126 | 32,54% | 0,9 |
|
| 5479 |
5479
Tieton Capital Management
Yakima,
Washington
| US$ 140 mi | -US$ 11 mi | -7% | 10,6% | 155% | 32 | 3,13% | 4,5 |
|
| 5480 |
5480
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$ 140 mi | -US$ 11,5 mi | -8% | 5,44% | 90,8% | 77 | 12,99% | 2,3 |
|
| 5481 |
5481
Warren Street Wealth Advisors
Newport Beach,
California
| US$ 140 mi | +US$ 15,9 mi | +13% | 5,94% | 84,6% | 78 | 17,95% | 0,8 |
|
| 5482 |
5482
Ridgecrest Wealth Partners
Mill Valley,
California
| US$ 140 mi | +US$ 8,66 mi | +7% | 7,12% | 103% | 99 | 7,07% | 1,7 |
|
| 5483 |
MIC
5483
Maxi Investments CY
Limassol,
Cyprus
| US$ 140 mi | +US$ 34,4 mi | +33% | 11,8% | 83,2% | 54 | 27,78% | 1 |
|
| 5484 |
5484
Root Financial Partners
Encinitas,
California
| US$ 140 mi | – | – | 5,53% | 62,5% | 62 | – | 0 |
|
| 5485 |
5485
Scholtz & Company
Stamford,
Connecticut
| US$ 140 mi | -US$ 1,19 mi | -0,8% | 5,62% | 111% | 51 | 45,1% | 2,5 |
|
| 5486 |
5486
Byrne Asset Management
Kingston,
New Jersey
| US$ 140 mi | +US$ 2 mi | +1% | 7,25% | 126% | 657 | 29,98% | 0,8 |
|
| 5487 |
5487
Trivant Custom Portfolio Group
San Diego,
California
| US$ 140 mi | – | – | 4,96% | 103% | 208 | – | 0 |
|
| 5488 |
PHM
5488
Prospect Hill Management
Short Hills,
New Jersey
| US$ 140 mi | +US$ 27,9 mi | +25% | 27,5% | 119% | 16 | 18,75% | 2 |
|
| 5489 |
5489
TRV GP IV
Boston,
Massachusetts
| US$ 140 mi | -US$ 95,3 mi | -41% | 12,5% | 1.102% | 5 | 40% | 2,6 |
|
| 5490 |
5490
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 140 mi | +US$ 17,2 mi | +14% | 4,61% | 61,2% | 103 | 6,8% | 1,5 |
|
| 5491 |
5491
Integral Investment Advisors
Turlock,
California
| US$ 140 mi | +US$ 10,7 mi | +8% | 6,88% | 69% | 86 | 15,12% | 1,1 |
|
| 5492 |
MFG
5492
Monumental Financial Group
Rockville,
Maryland
| US$ 140 mi | +US$ 15,8 mi | +13% | 5,53% | 18,2% | 79 | 37,97% | 0,6 |
|
| 5493 |
5493
Stableford Capital II
Scottsdale,
Arizona
| US$ 140 mi | -US$ 44,8 mi | -24% | 5,42% | 66,9% | 171 | 94,74% | 0,5 |
|
| 5494 |
5494
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 140 mi | +US$ 5,75 mi | +4% | 6,87% | 100% | 36 | 11,11% | 2,8 |
|
| 5495 |
WCM
5495
Westerly Capital Management
San Francisco,
California
| US$ 140 mi | +US$ 12,5 mi | +10% | 14,6% | 116% | 56 | 30,36% | 0,8 |
|
| 5496 |
5496
Retirement Guys Formula
Maumee,
Ohio
| US$ 140 mi | +US$ 17,7 mi | +14% | 5,46% | 75,7% | 125 | 8,8% | 0,9 |
|
| 5497 |
5497
Foresight Global Investors
Purchase,
New York
| US$ 140 mi | – | – | 1,56% | 69,9% | 34 | – | 0 |
|
| 5498 |
5498
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$ 140 mi | -US$ 13,4 mi | -9% | 8,19% | 173% | 59 | 71,19% | 0,7 |
|
| 5499 |
5499
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$ 140 mi | +US$ 7,81 mi | +6% | 5,62% | 78,6% | 116 | 7,76% | 2,3 |
|
| 5500 |
5500
Compass Rose Asset Management
New York
| US$ 140 mi | +US$ 82,9 mi | +146% | 1,09% | 43,7% | 4 | 100% | 0 |
|