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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 |
5501
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 152 mi | -US$ 2,99 mi | -2% | 3,37% | 81,9% | 158 | 22,15% | 1 |
|
| 5502 |
BCFD
5502
Boit C.F. David
| US$ 152 mi | -US$ 5,39 mi | -3% | 0,01% | 84,2% | 119 | 10,08% | 0,7 |
|
| 5503 |
5503
AAF Wealth Management
Westborough,
Massachusetts
| US$ 152 mi | +US$ 13,9 mi | +10% | 4,18% | 75,1% | 33 | 27,27% | 0,8 |
|
| 5504 |
5504
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$ 152 mi | -US$ 14,2 mi | -9% | 3,62% | 82% | 93 | 13,98% | 4,8 |
|
| 5505 |
5505
Ameliora Wealth Management
Zurich,
Switzerland
| US$ 152 mi | +US$ 42,8 mi | +39% | 3,12% | 73,9% | 40 | 35% | 0,2 |
|
| 5506 |
HGCK
5506
HPC Germany & Co KG
Potsdam,
Germany
| US$ 152 mi | – | – | 11,1% | 233% | 12 | – | 0 |
|
| 5507 |
5507
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$ 152 mi | -US$ 9,24 mi | -6% | 4,58% | 151% | 117 | 20,51% | 0,7 |
|
| 5508 |
MI
5508
Moneywise Inc
Forest,
Virginia
| US$ 152 mi | -US$ 3,82 mi | -2% | 5,64% | 60,8% | 54 | 7,41% | 3,1 |
|
| 5509 |
5509
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 152 mi | -US$ 4,85 mi | -3% | 1,17% | 72,5% | 90 | 3,33% | 4,5 |
|
| 5510 |
5510
Solstein Capital
Menlo Park,
California
| US$ 152 mi | -US$ 14,1 mi | -9% | 2% | 102% | 441 | 19,95% | 0,9 |
|
| 5511 |
GBI
5511
GP Brinson Investments
Chicago,
Illinois
| US$ 152 mi | +US$ 10,8 mi | +8% | 3,65% | 51,2% | 16 | 0% | 1 |
|
| 5512 |
5512
Lifeworks Advisors
Grand Rapids,
Michigan
| US$ 151 mi | +US$ 25,9 mi | +21% | 4,65% | 80,4% | 136 | 25% | 0,2 |
|
| 5513 |
5513
Ranch Capital Advisors
Sarasota,
Florida
| US$ 151 mi | -US$ 2,43 mi | -2% | 2,81% | 99,2% | 174 | 18,39% | 1,7 |
|
| 5514 |
5514
Maltin Wealth Management
Ridgewood,
New Jersey
| US$ 151 mi | -US$ 15,1 mi | -9% | 2,24% | 58,2% | 126 | 20,63% | 1,5 |
|
| 5515 |
5515
Alhambra Investment Management
Palmetto Bay,
Florida
| US$ 151 mi | +US$ 8,1 mi | +6% | 3,42% | 67,7% | 165 | 16,36% | 1,6 |
|
| 5516 |
5516
Kensington Investment Counsel
Long Beach,
California
| US$ 151 mi | -US$ 20,4 mi | -12% | 6,84% | 81,9% | 91 | 7,69% | 1,2 |
|
| 5517 |
GCM
5517
Garland Capital Management
Bellevue,
Washington
| US$ 151 mi | +US$ 6,07 mi | +4% | 3,23% | 55,7% | 33 | 3,03% | 5,4 |
|
| 5518 |
5518
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$ 151 mi | -US$ 8,91 mi | -6% | 0,63% | 83,3% | 98 | 16,33% | 3,9 |
|
| 5519 |
5519
Catawba River Capital
Lake Wylie,
South Carolina
| US$ 151 mi | -US$ 13,6 mi | -8% | 6,32% | 89,5% | 30 | 30% | 1,3 |
|
| 5520 |
5520
Visa Inc
San Francisco,
California
| US$ 151 mi | -US$ 84,4 mi | -36% | 35,2% | – | 4 | 0% | 0,3 |
|
| 5521 |
5521
Yorktown Energy Partners IX
New York
| US$ 151 mi | -US$ 29,7 mi | -16% | 23,9% | 67,3% | 2 | 0% | 2,8 |
|
| 5522 |
5522
Theory Financial
Fort Collins,
Colorado
| US$ 151 mi | -US$ 2,3 mi | -1% | 2,98% | 58,3% | 65 | 35,38% | 0,2 |
|
| 5523 |
SV
5523
Stilwell Value
New York
| US$ 151 mi | -US$ 4,39 mi | -3% | 0,52% | 87,9% | 42 | 14,29% | 3,1 |
|
| 5524 |
5524
One Plus One Wealth Management
Jupiter,
Florida
| US$ 151 mi | +US$ 6,1 mi | +4% | 1,91% | 71,9% | 102 | 17,65% | 0,8 |
|
| 5525 |
5525
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$ 151 mi | -US$ 5,75 mi | -4% | 6,03% | 44% | 4 | 50% | 1,1 |
|