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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Kaizen Financial Strategies
Campbell,
California
| US$ 173 mi | -US$ 3,28 mi | -2% | 5,1% | 126% | 151 | 19,87% | 2 |
|
| 6002 |
6002
Hengistbury Investment Partners
London,
United Kingdom
| US$ 173 mi | +US$ 36,3 mi | +26% | 1,55% | 108% | 5 | 40% | 2,9 |
|
| 6003 |
GWM
6003
Global Wealth Management
Kingston,
New Jersey
| US$ 173 mi | +US$ 16,7 mi | +11% | 2,02% | – | 31 | 12,9% | 0,5 |
|
| 6004 |
TFG
6004
Team Financial Group
Temecula,
California
| US$ 173 mi | -US$ 1,1 mi | -0,6% | 1,41% | 46% | 41 | 12,2% | 1,2 |
|
| 6005 |
6005
Accent Capital Management
Centerville,
Ohio
| US$ 173 mi | -US$ 2,46 mi | -1% | 6,86% | – | 340 | 49,41% | 0,5 |
|
| 6006 |
6006
Absolute Capital Management
Pittsburgh,
Pennsylvania
| US$ 173 mi | -US$ 7,82 mi | -4% | 1,92% | 98,2% | 131 | 17,56% | 1,3 |
|
| 6007 |
6007
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$ 173 mi | -US$ 12,4 mi | -7% | 0,99% | – | 73 | 30,14% | 3,1 |
|
| 6008 |
6008
Summa Corp
Tomball,
Texas
| US$ 173 mi | -US$ 31 mi | -15% | 7,62% | 348% | 65 | 15,38% | 1 |
|
| 6009 |
6009
Vision One Management Partners
Miami,
Florida
| US$ 173 mi | -US$ 14 mi | -7% | 0,89% | – | 10 | 20% | 0,8 |
|
| 6010 |
6010
CVS Health
Woonsocket,
Rhode Island
| US$ 173 mi | -US$ 61,1 mi | -26% | 4,58% | 50% | 3 | 0% | 2,8 |
|
| 6011 |
HM
6011
HCEP Management
Hong Kong
| US$ 173 mi | +US$ 47,6 mi | +38% | 29,8% | 182% | 16 | 62,5% | 0,2 |
|
| 6012 |
6012
Heritage Wealth Management (Texas)
Houston,
Texas
| US$ 173 mi | +US$ 2,72 mi | +2% | 1,48% | 55,9% | 35 | 11,43% | 1,7 |
|
| 6013 |
6013
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$ 173 mi | -US$ 2,09 mi | -1% | 1,81% | 51,7% | 378 | 9,52% | 2,3 |
|
| 6014 |
6014
Lanham O'Dell & Company
Hurricane,
West Virginia
| US$ 173 mi | -US$ 10,1 mi | -6% | 11,7% | 81% | 33 | 24,24% | 1,5 |
|
| 6015 |
6015
School Employees Retirement Board of Ohio
Columbus,
Ohio
| US$ 173 mi | -US$ 19,9 mi | -10% | 9,07% | – | 5 | 40% | 0,7 |
|
| 6016 |
6016
Cohen Investment Advisors
Bedford,
New Hampshire
| US$ 172 mi | +US$ 6,49 mi | +4% | 0,61% | 90,6% | 79 | 3,8% | 3,9 |
|
| 6017 |
6017
Delta Capital Management
Red Bank,
New Jersey
| US$ 172 mi | -US$ 2,77 mi | -2% | 1,95% | 129% | 107 | 6,54% | 5,4 |
|
| 6018 |
6018
Asset Value Investors
London,
United Kingdom
| US$ 172 mi | -US$ 51 mi | -23% | 1,17% | – | 5 | 20% | 0,3 |
|
| 6019 |
6019
Western Financial Corp
San Diego,
California
| US$ 172 mi | -US$ 9,9 mi | -5% | 3,76% | 275% | 141 | 24,11% | 1,6 |
|
| 6020 |
6020
Midwest Financial Group
Overland Park,
Kansas
| US$ 172 mi | -US$ 2,03 mi | -1% | 2,66% | 103% | 113 | 6,19% | 1,6 |
|
| 6021 |
LA
6021
Latitude Advisors
Vero Beach,
Florida
| US$ 172 mi | -US$ 5,42 mi | -3% | 0,1% | 79,6% | 200 | 14,5% | 2,5 |
|
| 6022 |
6022
Parkshore Wealth Management
Granite Bay,
California
| US$ 172 mi | +US$ 5,75 mi | +3% | 3,04% | – | 68 | 10,29% | 0,2 |
|
| 6023 |
6023
Core Wealth Partners
Santa Rosa,
California
| US$ 172 mi | -US$ 2,51 mi | -1% | 1,73% | 75,7% | 181 | 16,02% | 1,5 |
|
| 6024 |
6024
Ravenstone Capital Management
Toronto,
| US$ 172 mi | -US$ 2,16 mi | -1% | 2,29% | 63% | 123 | 56,1% | 1,2 |
|
| 6025 |
6025
Solstein Capital
Menlo Park,
California
| US$ 172 mi | -US$ 7,08 mi | -4% | 0,12% | 102% | 331 | 7,25% | 3,1 |
|