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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
I2I
5851
Insight 2811 Inc
Chicago,
Illinois
| US$ 227 mi | +US$ 2,36 mi | +1% | 1,13% | 31,3% | 104 | 13,46% | 4,7 |
|
| 5852 |
5852
Kaizen Financial Strategies
Campbell,
California
| US$ 227 mi | +US$ 5,45 mi | +2% | 3,54% | 126% | 168 | 11,9% | 2,1 |
|
| 5853 |
5853
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 227 mi | +US$ 3,73 mi | +2% | 1,74% | 47,5% | 48 | 4,17% | 3,9 |
|
| 5854 |
5854
Kilter Group
Rhinebeck,
New York
| US$ 227 mi | +US$ 14,5 mi | +7% | 2,11% | – | 1.499 | 26,42% | 0,4 |
|
| 5855 |
FA
5855
FAI Advisors
Farmington Hills,
Michigan
| US$ 227 mi | +US$ 5,26 mi | +2% | 2,72% | – | 175 | 9,71% | 0,9 |
|
| 5856 |
CIS
5856
Custom Index Systems
New York
| US$ 226 mi | -US$ 110 mi | -33% | 2,63% | – | 296 | 31,08% | 0,9 |
|
| 5857 |
5857
Midwest Financial Group
Overland Park,
Kansas
| US$ 226 mi | +US$ 16,6 mi | +8% | 5,83% | 103% | 129 | 10,85% | 1,9 |
|
| 5858 |
APSI
5858
Asset Planning Services Inc
Covington,
Louisiana
| US$ 226 mi | -US$ 11 mi | -5% | 2% | 138% | 36 | 5,56% | 5,7 |
|
| 5859 |
5859
Chris Bulman
Roseville,
California
| US$ 226 mi | +US$ 26,4 mi | +13% | 2,48% | – | 166 | 24,7% | 0,9 |
|
| 5860 |
DIM
5860
DC Investments Management
Mclean,
Virginia
| US$ 226 mi | -US$ 15 mi | -6% | 1,62% | 56,3% | 95 | 49,47% | 1,5 |
|
| 5861 |
5861
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$ 226 mi | +US$ 7,97 mi | +4% | 3,24% | 105% | 101 | 8,91% | 2,5 |
|
| 5862 |
5862
Harold Davidson & Associates
Los Angeles,
California
| US$ 226 mi | +US$ 5,94 mi | +3% | 4,29% | – | 67 | 4,48% | 0,9 |
|
| 5863 |
5863
Plustick Management
Charlottesville,
Virginia
| US$ 226 mi | -US$ 12,5 mi | -5% | 14,5% | 1.667% | 25 | 36% | 1,2 |
|
| 5864 |
5864
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 226 mi | +US$ 8,35 mi | +4% | 2,29% | 235% | 37 | 64,86% | 0,8 |
|
| 5865 |
5865
Garrison Point Advisors
Walnut Creek,
California
| US$ 226 mi | -US$ 12,5 mi | -5% | 1,76% | 95,4% | 177 | 9,6% | 4,7 |
|
| 5866 |
5866
Millington Financial Advisors
Naperville,
Illinois
| US$ 226 mi | +US$ 19,5 mi | +9% | 1,68% | 77,5% | 131 | 30,53% | 1,5 |
|
| 5867 |
5867
Nightview Capital
Austin,
Texas
| US$ 226 mi | +US$ 9,18 mi | +4% | 5,84% | 170% | 15 | 20% | 1,9 |
|
| 5868 |
DFS
5868
Dixon Fnancial Services
Lafayette,
California
| US$ 226 mi | +US$ 5,97 mi | +3% | 4,45% | 76,6% | 53 | 22,64% | 2,2 |
|
| 5869 |
5869
Wealth Advisors Northwest
Portland,
Oregon
| US$ 225 mi | +US$ 18,7 mi | +9% | 2,19% | – | 63 | 12,7% | 0,9 |
|
| 5870 |
5870
MOKAN Wealth Management
Overland Park,
Kansas
| US$ 225 mi | +US$ 26,6 mi | +13% | 1,91% | – | 114 | 22,81% | 0,7 |
|
| 5871 |
5871
CMG Global Holdings
Plano,
Texas
| US$ 225 mi | +US$ 20,8 mi | +10% | 2,35% | 80,8% | 98 | 6,12% | 3,5 |
|
| 5872 |
SHFP
5872
Second Half Financial Partners
Sebring,
Florida
| US$ 225 mi | -US$ 1,75 mi | -0,8% | 0,25% | 36,8% | 107 | 14,95% | 1,2 |
|
| 5873 |
5873
Blue Square Asset Management
New York
| US$ 225 mi | -US$ 4,1 mi | -2% | 2,75% | 117% | 86 | 26,74% | 2,3 |
|
| 5874 |
5874
Sequent Asset Management
Houston,
Texas
| US$ 225 mi | +US$ 14,9 mi | +7% | 1,46% | 51,3% | 100 | 7% | 2,9 |
|
| 5875 |
ECM
5875
EMC Capital Management
Houston,
Texas
| US$ 225 mi | +US$ 13,7 mi | +7% | 6,14% | – | 318 | 7,86% | 2,3 |
|