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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Planning Directions
Glen Mills,
Pennsylvania
| US$ 150 mi | +US$ 12,8 mi | +9% | 6,92% | 46,3% | 78 | 7,69% | 1,5 |
|
| 5652 |
5652
Madryn Select Opportunities
New York
| US$ 150 mi | – | – | 6,41% | – | 4 | – | 0 |
|
| 5653 |
5653
Madryn Asset Management
New York
| US$ 150 mi | – | – | 6,41% | – | 4 | – | 0 |
|
| 5654 |
5654
Beaumont Asset Management
Beaumont,
Texas
| US$ 150 mi | +US$ 15,7 mi | +12% | 7,93% | 73,1% | 71 | 8,45% | 1,4 |
|
| 5655 |
5655
Bank of Marin
Novato,
California
| US$ 150 mi | +US$ 13,4 mi | +10% | 10,4% | 94,6% | 127 | 5,51% | 1,6 |
|
| 5656 |
5656
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$ 150 mi | – | – | 3,69% | 69% | 46 | – | 0 |
|
| 5657 |
SFMG
5657
Sage Financial Management Group
Mclean,
Virginia
| US$ 150 mi | +US$ 146 mi | +3.662% | 5,45% | 51,6% | 31 | 87,1% | 0,1 |
|
| 5658 |
5658
Kennedy Lewis Management
New York
| US$ 150 mi | – | – | 21,7% | 70,2% | 29 | – | 0 |
|
| 5659 |
HPCM
5659
High Pointe Capital Management
Chicago,
Illinois
| US$ 150 mi | +US$ 23,5 mi | +19% | 8,05% | 92,4% | 97 | 12,37% | 2,1 |
|
| 5660 |
ORC
5660
O'Rourke & Company
Boston,
Massachusetts
| US$ 150 mi | – | – | 9,67% | 78,5% | 119 | – | 0 |
|
| 5661 |
5661
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$ 150 mi | +US$ 13,3 mi | +10% | 10,1% | 56,7% | 260 | 24,62% | 0,8 |
|
| 5662 |
LI
5662
Latigo Investments
Fort Lauderdale,
Florida
| US$ 150 mi | – | – | 5,19% | 62,6% | 16 | – | 0 |
|
| 5663 |
5663
Peterson Wealth Management
Sparks,
Nevada
| US$ 150 mi | +US$ 20,7 mi | +16% | 8,63% | 88,9% | 61 | 11,48% | 1,3 |
|
| 5664 |
5664
Burton Enright Welch
Walnut Creek,
California
| US$ 149 mi | – | – | 8,98% | 66,6% | 58 | – | 0 |
|
| 5665 |
5665
Planned Solutions
Folsom,
California
| US$ 149 mi | – | – | 6,09% | 68,3% | 78 | – | 1 |
|
| 5666 |
5666
WESPAC Advisors
Orinda,
California
| US$ 149 mi | -US$ 12,8 mi | -8% | 10,7% | 126% | 191 | 37,17% | 0,8 |
|
| 5667 |
SC
5667
Samjo Capital
New York
| US$ 149 mi | +US$ 13 mi | +10% | 15,9% | 89,1% | 20 | 15% | 0,9 |
|
| 5668 |
5668
Foresite Capital Opportunity Management V
Larkspur,
California
| US$ 149 mi | – | – | 35,7% | – | 9 | – | 0 |
|
| 5669 |
5669
Colorado Capital Management
Boulder,
Colorado
| US$ 149 mi | +US$ 7,5 mi | +5% | 6,9% | 60,4% | 80 | 11,25% | 4,4 |
|
| 5670 |
5670
Chicago Wealth Management
Chicago,
Illinois
| US$ 149 mi | +US$ 12 mi | +9% | 8,37% | 134% | 47 | 17,02% | 1 |
|
| 5671 |
5671
Resource Planning Group
Atlanta,
Georgia
| US$ 149 mi | -US$ 10,1 mi | -6% | 2,79% | 1,9% | 90 | 25,56% | 2,1 |
|
| 5672 |
5672
Venrock Management VI
Palo Alto,
California
| US$ 149 mi | +US$ 3,14 mi | +2% | 2,16% | – | 2 | 0% | 1,4 |
|
| 5673 |
5673
American Securities
New York
| US$ 149 mi | -US$ 49,7 mi | -25% | 25% | – | 1 | 0% | 5 |
|
| 5674 |
5674
Satovsky Asset Management
New York
| US$ 149 mi | +US$ 15 mi | +11% | 11,9% | 53,6% | 33 | 18,18% | 0,8 |
|
| 5675 |
5675
Cassia Capital Partners
Winston Salem,
North Carolina
| US$ 149 mi | +US$ 3,52 mi | +2% | 4,97% | 59,9% | 151 | 93,38% | 0,1 |
|