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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Regency Capital Management
Honolulu,
Hawaii
| US$ 157 mi | +US$ 15,2 mi | +11% | 10,8% | 95,9% | 179 | 54,75% | 0,4 |
|
| 5552 |
JPLA
5552
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 157 mi | -US$ 11,5 mi | -7% | 6,08% | 84% | 609 | 77,83% | 2,1 |
|
| 5553 |
PBF
5553
Petix & Botte Financial
La Mesa,
California
| US$ 157 mi | -US$ 138 mi | -47% | 6,07% | 51,2% | 119 | 36,13% | 1,6 |
|
| 5554 |
5554
BMS Financial Advisors
Rapid City,
South Dakota
| US$ 157 mi | – | – | 8,2% | – | 92 | – | 0 |
|
| 5555 |
5555
Accretive Wealth Partners
Parsippany,
New Jersey
| US$ 157 mi | +US$ 15,3 mi | +11% | 8,42% | 64,4% | 116 | 17,24% | 0,8 |
|
| 5556 |
SMP
5556
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$ 157 mi | +US$ 2,6 mi | +2% | 7,47% | 102% | 23 | 8,7% | 3,1 |
|
| 5557 |
5557
Eagle Bay Advisors
New York
| US$ 157 mi | -US$ 21,5 mi | -12% | 6,22% | 85% | 1.410 | 32,98% | 0,4 |
|
| 5558 |
5558
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$ 157 mi | – | – | 8,79% | 161% | 221 | – | 0 |
|
| 5559 |
5559
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 157 mi | +US$ 16,1 mi | +11% | 13,3% | 72,5% | 88 | 3,41% | 4,3 |
|
| 5560 |
5560
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$ 157 mi | -US$ 342 mil | -0,2% | 9,14% | 44% | 2 | 0% | 1,9 |
|
| 5561 |
5561
Smart Money Group
Eastland,
Texas
| US$ 157 mi | +US$ 19,1 mi | +14% | 4,29% | 58,6% | 69 | 10,14% | 1,8 |
|
| 5562 |
ASI
5562
Advisory Services & Investments
Bend,
Oregon
| US$ 156 mi | +US$ 3,97 mi | +3% | 4,39% | 19,9% | 36 | 5,56% | 0,5 |
|
| 5563 |
5563
Eclectic Associates
Fullerton,
California
| US$ 156 mi | +US$ 19,3 mi | +14% | 6,29% | 53,8% | 77 | 14,29% | 0,8 |
|
| 5564 |
5564
KEB Asset Management
Springfield,
Illinois
| US$ 156 mi | – | – | 6,73% | 70,3% | 51 | – | 0 |
|
| 5565 |
5565
Investment Advisory Group
Hanover,
Massachusetts
| US$ 156 mi | – | – | 7,59% | 61,6% | 122 | – | 0 |
|
| 5566 |
5566
Kozak & Associates
Highlands Ranch,
Colorado
| US$ 156 mi | -US$ 12,9 mi | -8% | 10,1% | 111% | 397 | 18,39% | 0,3 |
|
| 5567 |
5567
RiverTree Advisors
Winter Park,
Florida
| US$ 156 mi | +US$ 9,7 mi | +7% | 6,18% | 25,4% | 49 | 40,82% | 0,5 |
|
| 5568 |
LR
5568
Library Research
Hong Kong
| US$ 156 mi | -US$ 45,1 mi | -22% | 18,2% | 22,4% | 7 | 14,29% | 0,7 |
|
| 5569 |
5569
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$ 156 mi | +US$ 17,3 mi | +12% | 11,5% | 82,3% | 172 | 11,63% | 0,9 |
|
| 5570 |
5570
Founders Capital Management (Texas)
Houston,
Texas
| US$ 156 mi | +US$ 10,1 mi | +7% | 10,3% | 131% | 331 | 9,67% | 3,1 |
|
| 5571 |
5571
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| US$ 156 mi | – | – | 9,2% | 78% | 523 | – | 0 |
|
| 5572 |
MI
5572
Moneywise Inc
Forest,
Virginia
| US$ 156 mi | +US$ 2,35 mi | +2% | 5,7% | 60,8% | 53 | 9,43% | 2,8 |
|
| 5573 |
5573
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$ 155 mi | – | – | 13,9% | 91,4% | 229 | – | 0 |
|
| 5574 |
5574
Seldon Capital
San Francisco,
California
| US$ 155 mi | – | – | 5,86% | 604% | 290 | – | 0 |
|
| 5575 |
CAM
5575
Crown Advisors Management
Larkspur,
California
| US$ 155 mi | +US$ 13,1 mi | +9% | 27,8% | 251% | 45 | 17,78% | 1,8 |
|