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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
CIA
5501
CSat Investment Advisory
Detroit,
Michigan
| US$ 119 mi | +US$ 11,5 mi | +11% | 9,66% | 87,4% | 531 | 4,14% | 2,7 |
|
| 5502 |
5502
Davidson Trust Company
Seattle,
Washington
| US$ 119 mi | +US$ 2,67 mi | +2% | 5,9% | 77% | 124 | 5,65% | 1,1 |
|
| 5503 |
5503
Purus Wealth Management
Newport Beach,
California
| US$ 119 mi | +US$ 6,81 mi | +6% | 1,89% | 174% | 85 | 14,12% | 0,2 |
|
| 5504 |
5504
Solas Capital Management
Darien,
Connecticut
| US$ 119 mi | -US$ 12,2 mi | -9% | 30,5% | 62,5% | 33 | 42,42% | 1,1 |
|
| 5505 |
5505
Fermata Advisors
Sonoma,
California
| US$ 119 mi | – | – | 3,38% | 58,3% | 70 | – | 0 |
|
| 5506 |
5506
Coalescence Partners Investment Management
New York
| US$ 119 mi | -US$ 75,3 mi | -39% | 8,94% | – | 10 | 50% | 0,3 |
|
| 5507 |
5507
Greenstone Partners & Co
Larkspur,
California
| US$ 119 mi | +US$ 2,11 mi | +2% | 3,84% | 402% | 10 | 0% | 0,3 |
|
| 5508 |
5508
Peak Financial Advisors
Denver,
Colorado
| US$ 119 mi | +US$ 2,56 mi | +2% | 9,95% | 39,1% | 84 | 52,38% | 0,1 |
|
| 5509 |
5509
Applied Fundamental Research
Cambridge,
Massachusetts
| US$ 119 mi | +US$ 13,7 mi | +13% | 15,9% | 49,7% | 11 | 0% | 0,3 |
|
| 5510 |
5510
Altai Capital Management
West Hollywood,
California
| US$ 119 mi | +US$ 43,8 mi | +59% | 15,2% | 24,9% | 9 | 66,67% | 0,4 |
|
| 5511 |
5511
Ampfield Management
New York
| US$ 118 mi | – | – | 14,5% | 56,9% | 21 | – | 0 |
|
| 5512 |
5512
Clark Financial Services Group
Chesterfield,
Missouri
| US$ 118 mi | – | – | 6,1% | 116% | 61 | – | 0,5 |
|
| 5513 |
PCC
5513
Park Circle Company
Baltimore,
Maryland
| US$ 118 mi | +US$ 12,5 mi | +12% | 8,99% | 75,7% | 103 | 13,59% | 2,1 |
|
| 5514 |
5514
Mosaic Advisors
Houston,
Texas
| US$ 118 mi | +US$ 8,78 mi | +8% | 3,69% | 50,9% | 40 | 37,5% | 0,2 |
|
| 5515 |
5515
Patron Partners
Houston,
Texas
| US$ 118 mi | +US$ 14,5 mi | +14% | 4,58% | 99,5% | 170 | 20% | 0,2 |
|
| 5516 |
5516
RBA Wealth Management
Newport Beach,
California
| US$ 118 mi | -US$ 48,2 mi | -29% | 8,59% | 91% | 281 | 79,72% | 0,4 |
|
| 5517 |
5517
Chiron Capital Management
Tallahassee,
Florida
| US$ 118 mi | -US$ 3,62 mi | -3% | 5,62% | – | 89 | 31,46% | 0,4 |
|
| 5518 |
5518
Peterson Wealth Management
Sparks,
Nevada
| US$ 118 mi | -US$ 5,38 mi | -4% | 1,62% | 88,9% | 50 | 26% | 0,9 |
|
| 5519 |
5519
AAF Wealth Management
Westborough,
Massachusetts
| US$ 118 mi | +US$ 7,34 mi | +7% | 7,87% | 75,1% | 23 | 8,7% | 0,3 |
|
| 5520 |
5520
Innova Wealth Partners
Newtown,
Pennsylvania
| US$ 118 mi | +US$ 10,7 mi | +10% | 5,11% | 72,5% | 64 | 14,06% | 0,2 |
|
| 5521 |
5521
Yaupon Capital Management
New York
| US$ 118 mi | -US$ 68 mi | -37% | 15,9% | 122% | 83 | 71,08% | 0,3 |
|
| 5522 |
5522
Pin Oak Investment Advisors
Houston,
Texas
| US$ 118 mi | -US$ 3,89 mi | -3% | 11,1% | 62,7% | 441 | 12,7% | 2,2 |
|
| 5523 |
5523
First Dallas Securities
Dallas,
Texas
| US$ 118 mi | +US$ 6,82 mi | +6% | 15,9% | 160% | 111 | 17,12% | 2,9 |
|
| 5524 |
5524
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$ 118 mi | +US$ 8,81 mi | +8% | 4,18% | 234% | 176 | 42,05% | 1,5 |
|
| 5525 |
CC
5525
Coann Capital
Westport,
Connecticut
| US$ 117 mi | +US$ 6,76 mi | +6% | 5,45% | – | 22 | 63,64% | 0,1 |
|