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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
O'Connor Financial Group
Quincy,
Illinois
| US$ 133 mi | – | – | 3,96% | 48,4% | 51 | – | 0 |
|
| 5652 |
5652
Jackson Wealth Management
Lake Mary,
Florida
| US$ 133 mi | -US$ 139 mi | -51% | 4,15% | 72,1% | 175 | 76,57% | 0,5 |
|
| 5653 |
5653
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$ 133 mi | +US$ 8,23 mi | +7% | 9,08% | – | 107 | 10,28% | 1,3 |
|
| 5654 |
RHDIC
5654
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$ 133 mi | +US$ 21,1 mi | +19% | 7,16% | 55,9% | 53 | 3,77% | 7 |
|
| 5655 |
5655
Tacita Capital
Toronto,
Ontario, Canada
| US$ 133 mi | -US$ 550 mil | -0,4% | 3,72% | 72,3% | 200 | 8% | 1,9 |
|
| 5656 |
FP
5656
Factorial Partners
Mt. Kisco,
New York
| US$ 133 mi | +US$ 2,06 mi | +2% | 4,63% | 88,7% | 96 | 17,71% | 2,6 |
|
| 5657 |
5657
Decatur Capital Management
Decatur,
Georgia
| US$ 133 mi | -US$ 6,11 mi | -4% | 16,8% | 155% | 60 | 3,33% | 3 |
|
| 5658 |
5658
Pacific Financial Group
Bellevue,
Washington
| US$ 133 mi | -US$ 609 mil | -0,5% | 5,34% | 61,1% | 56 | 10,71% | 5,6 |
|
| 5659 |
5659
Addison Capital
Conshohocken,
Pennsylvania
| US$ 133 mi | -US$ 26,4 mi | -17% | 8,65% | 71,4% | 132 | 24,24% | 4,4 |
|
| 5660 |
5660
Nierenberg Investment Management Company
Camas,
Washington
| US$ 133 mi | -US$ 113 mil | -0,1% | 6,8% | 135% | 44 | 31,82% | 1,4 |
|
| 5661 |
5661
Seelaus Asset Management
Chatham,
New Jersey
| US$ 133 mi | -US$ 785 mil | -0,6% | 7,01% | 134% | 230 | 24,78% | 2,4 |
|
| 5662 |
5662
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$ 133 mi | +US$ 9,02 mi | +7% | 9,24% | 98,3% | 20 | 0% | 2,8 |
|
| 5663 |
5663
Crestwood Capital Management
New York
| US$ 133 mi | +US$ 16,1 mi | +14% | 18,4% | 203% | 14 | 14,29% | 2,5 |
|
| 5664 |
5664
Kensington Investment Counsel
Long Beach,
California
| US$ 132 mi | +US$ 5,21 mi | +4% | 7,42% | 81,9% | 84 | 4,76% | 2 |
|
| 5665 |
5665
Rise Advisors
Rochester,
New York
| US$ 132 mi | +US$ 8 mi | +6% | 5,17% | 62,8% | 830 | 10,24% | 1,1 |
|
| 5666 |
5666
New Republic Capital
Charlotte,
North Carolina
| US$ 132 mi | +US$ 5,68 mi | +4% | 5,35% | 91,4% | 237 | 29,54% | 0,2 |
|
| 5667 |
5667
Alpine Peaks Capital
New York
| US$ 132 mi | +US$ 8,89 mi | +7% | 11,3% | 24,3% | 26 | 15,38% | 1,1 |
|
| 5668 |
HM
5668
Harvest Management
New York
| US$ 132 mi | +US$ 35,7 mi | +37% | 22,2% | 610% | 78 | 79,49% | 0,4 |
|
| 5669 |
5669
Heartland Bank & Trust
Bloomington,
Illinois
| US$ 132 mi | -US$ 3,19 mi | -2% | 11% | 105% | 151 | 32,45% | 0,8 |
|
| 5670 |
5670
JNE Partners
London,
United Kingdom
| US$ 132 mi | -US$ 12,3 mi | -9% | 11,5% | 100% | 10 | 40% | 1,4 |
|
| 5671 |
5671
Greenstone Partners & Co
Larkspur,
California
| US$ 132 mi | +US$ 25,3 mi | +24% | 19,3% | 527% | 11 | 9,09% | 1,6 |
|
| 5672 |
5672
FinDec Wealth Services
Stockton,
California
| US$ 132 mi | +US$ 11,2 mi | +9% | 5,18% | 52,7% | 44 | 9,09% | 0,2 |
|
| 5673 |
5673
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 132 mi | -US$ 2,7 mi | -2% | 5,05% | 51,3% | 119 | 8,4% | 2,6 |
|
| 5674 |
5674
Econ Financial Services
Harrisburg,
Pennsylvania
| US$ 132 mi | +US$ 33,4 mi | +34% | 2,28% | 16,9% | 111 | 77,48% | 0,3 |
|
| 5675 |
5675
Unison Asset Management
North Miami Beach,
Florida
| US$ 132 mi | +US$ 11,4 mi | +9% | 9,19% | 81,4% | 34 | 5,88% | 1,7 |
|