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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
Income Research & Management
Boston,
Massachusetts
| US$ 210 mi | +US$ 1,84 mi | +0,9% | 0,07% | 1,19% | 27 | 25,93% | 1,2 |
|
| 5502 |
5502
Daily Journal Corp
Los Angeles,
California
| US$ 209 mi | +US$ 24,1 mi | +13% | 14,6% | 109% | 4 | 0% | 9,2 |
|
| 5503 |
5503
Scholtz & Company
Stamford,
Connecticut
| US$ 209 mi | -US$ 2,54 mi | -1% | 2,09% | 111% | 57 | 26,32% | 2,1 |
|
| 5504 |
5504
Wealthspan Partners
Davenport,
Iowa
| US$ 209 mi | +US$ 6,73 mi | +3% | 0,49% | 65% | 114 | 10,53% | 1,9 |
|
| 5505 |
PL
5505
Polianta Ltd
St Helier,
Jersey
| US$ 209 mi | -US$ 3,76 mi | -2% | 3,8% | 31,6% | 95 | 49,47% | 0,7 |
|
| 5506 |
5506
Harold Davidson & Associates
Los Angeles,
California
| US$ 209 mi | – | – | 5,72% | – | 64 | – | 0 |
|
| 5507 |
5507
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 209 mi | -US$ 7,06 mi | -3% | 0,15% | 47,5% | 41 | 4,88% | 3,8 |
|
| 5508 |
HIC
5508
Harbor Island Capital
Topsfield,
Massachusetts
| US$ 209 mi | -US$ 2,38 mi | -1% | 0,16% | 218% | 15 | 0% | 6,4 |
|
| 5509 |
WAM
5509
Westport Asset Management
Southport,
Connecticut
| US$ 209 mi | -US$ 4,52 mi | -2% | 1,3% | 73,2% | 76 | 5,26% | 6,7 |
|
| 5510 |
5510
Whitefort Capital Management
New York
| US$ 209 mi | -US$ 10,7 mi | -5% | 12,8% | 243% | 19 | 10,53% | 1,8 |
|
| 5511 |
CIA
5511
Corigliano Investment Advisers
Raleigh,
North Carolina
| US$ 209 mi | – | – | 4,74% | – | 33 | – | 0 |
|
| 5512 |
RF
5512
Roberts Foundation
San Mateo,
California
| US$ 209 mi | – | – | 24,6% | – | 3 | – | 0 |
|
| 5513 |
5513
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$ 209 mi | -US$ 2,39 mi | -1% | 0,65% | 108% | 153 | 7,84% | 2 |
|
| 5514 |
5514
Roubaix Capital
Denver,
Colorado
| US$ 209 mi | +US$ 27,1 mi | +15% | 11,6% | 159% | 70 | 65,71% | 0,6 |
|
| 5515 |
5515
FWG Holdings
Winter Park,
Florida
| US$ 208 mi | +US$ 7,17 mi | +4% | 3,57% | 91,6% | 109 | 13,76% | 2,2 |
|
| 5516 |
5516
Mill Road Capital Management
Greenwich,
Connecticut
| US$ 208 mi | -US$ 2,01 mi | -1% | 5,73% | 85,1% | 28 | 25% | 2,9 |
|
| 5517 |
5517
Trust Company of Kansas
Wichita,
Kansas
| US$ 208 mi | +US$ 2,46 mi | +1% | 3,3% | 100% | 64 | 18,75% | 2,9 |
|
| 5518 |
VU
5518
Valence8 US
Cambridge,
Massachusetts
| US$ 208 mi | -US$ 32,9 mi | -14% | 2,51% | 76,6% | 63 | 85,71% | 1,6 |
|
| 5519 |
5519
Financial Connections Group
Corte Madera,
California
| US$ 208 mi | +US$ 4,62 mi | +2% | 0,77% | 44,4% | 245 | 15,92% | 1,5 |
|
| 5520 |
5520
Prairie Wealth Advisors
Omaha,
Nebraska
| US$ 208 mi | +US$ 5,75 mi | +3% | 3,41% | – | 159 | 14,47% | 0,6 |
|
| 5521 |
5521
Rise Advisors
Rochester,
New York
| US$ 208 mi | -US$ 772 mil | -0,4% | 0,62% | 62,8% | 1.247 | 11,63% | 1,5 |
|
| 5522 |
XC
5522
XY Capital
Central,
Hong Kong
| US$ 208 mi | -US$ 84,5 mi | -29% | 1,76% | 52,8% | 225 | 73,78% | 0,2 |
|
| 5523 |
5523
Marks Wealth
Annapolis,
Maryland
| US$ 208 mi | -US$ 25,3 mi | -11% | 6,63% | 165% | 30 | 56,67% | 0,8 |
|
| 5524 |
MWM
5524
MTC Wealth Management
Tampa,
Florida
| US$ 208 mi | -US$ 13,5 mi | -6% | 3,32% | 30,5% | 14 | 0% | 3 |
|
| 5525 |
5525
Flagship Private Wealth
Woburn,
Massachusetts
| US$ 208 mi | +US$ 13,4 mi | +7% | 0,87% | 70,2% | 108 | 12,96% | 2,6 |
|