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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
CMG Global Holdings
Plano,
Texas
| US$ 210 mi | -US$ 15,4 mi | -7% | 0,07% | 80,8% | 99 | 6,06% | 3,7 |
|
| 6002 |
6002
P2 Capital Partners
New York
| US$ 210 mi | -US$ 180 mi | -46% | 2,44% | 7,96% | 11 | 18,18% | 3,4 |
|
| 6003 |
6003
R.W. Roge & Company
Bohemia,
New York
| US$ 210 mi | +US$ 7,36 mi | +4% | 1,8% | 76,3% | 68 | 10,29% | 3 |
|
| 6004 |
6004
Great Hill Partners
Boston,
Massachusetts
| US$ 210 mi | -US$ 70,3 mi | -25% | 25,1% | 24% | 1 | 0% | 3,8 |
|
| 6005 |
6005
Blue Sky Capital Consultants Group
Poway,
California
| US$ 210 mi | -US$ 20,5 mi | -9% | 8,66% | – | 86 | 22,09% | 0,9 |
|
| 6006 |
6006
Painted Porch Advisors
Santa Barbara,
California
| US$ 210 mi | -US$ 39,1 mi | -16% | 0,31% | – | 78 | 23,08% | 1,8 |
|
| 6007 |
CIA
6007
Citadel Investment Advisory
Chesterland,
Ohio
| US$ 210 mi | -US$ 21,9 mi | -9% | 5,94% | 66,1% | 79 | 1,27% | 4,7 |
|
| 6008 |
6008
Kiker Wealth Management
Jasper,
Georgia
| US$ 209 mi | +US$ 206 mi | +6.847% | 9,8% | – | 133 | 91,73% | 0,1 |
|
| 6009 |
6009
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| US$ 209 mi | +US$ 26 mi | +14% | 0,92% | – | 197 | 23,86% | 1,2 |
|
| 6010 |
6010
Glynn Capital Management
Menlo Park,
California
| US$ 209 mi | -US$ 81,9 mi | -28% | 4,28% | 252% | 48 | 35,42% | 3,1 |
|
| 6011 |
6011
Campbell Capital Management
Miami,
Florida
| US$ 209 mi | -US$ 86,4 mi | -29% | 6,84% | – | 52 | 51,92% | 2,5 |
|
| 6012 |
6012
Adalta Capital Management
New York
| US$ 209 mi | -US$ 14,9 mi | -7% | 3,72% | 80,4% | 101 | 16,83% | 4,3 |
|
| 6013 |
6013
Byrne Financial Freedom
Franklin,
Massachusetts
| US$ 209 mi | -US$ 8,96 mi | -4% | 3,63% | – | 111 | 18,02% | 0,9 |
|
| 6014 |
6014
Sequent Asset Management
Houston,
Texas
| US$ 209 mi | -US$ 16,2 mi | -7% | 1,01% | 51,3% | 101 | 12,87% | 3,4 |
|
| 6015 |
6015
Allodium Investment Consultants
Minneapolis,
Minnesota
| US$ 209 mi | +US$ 11,5 mi | +6% | 0,01% | – | 53 | 3,77% | 1,1 |
|
| 6016 |
6016
Plan A Wealth
Lincoln,
Nebraska
| US$ 209 mi | +US$ 4,32 mi | +2% | 2,46% | – | 192 | 17,19% | 0,8 |
|
| 6017 |
6017
Bernzott Capital Advisors
Camarillo,
California
| US$ 209 mi | -US$ 1,52 mi | -0,7% | 0,09% | 46,2% | 43 | 20,93% | 2,5 |
|
| 6018 |
BCM
6018
Beartown Capital Management
Huntington Woods,
Michigan
| US$ 209 mi | +US$ 70,3 mi | +51% | 6,98% | – | 57 | 50,88% | 0,2 |
|
| 6019 |
6019
ADE LLC
Baltimore,
Maryland
| US$ 209 mi | +US$ 2,1 mi | +1% | 1,79% | 59,8% | 89 | 7,87% | 3,6 |
|
| 6020 |
6020
Marshall Investment Management
Littleton,
Colorado
| US$ 208 mi | +US$ 9,4 mi | +5% | 0,94% | – | 277 | 73,65% | 0,2 |
|
| 6021 |
6021
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$ 208 mi | +US$ 1,8 mi | +0,9% | 0,08% | 45,1% | 40 | 2,5% | 6,5 |
|
| 6022 |
6022
ELCO Management
New York
| US$ 208 mi | +US$ 49,8 mi | +31% | 8,85% | 98,3% | 178 | 16,85% | 4 |
|
| 6023 |
6023
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 208 mi | +US$ 1,77 mi | +0,9% | 2,18% | 111% | 115 | 22,61% | 3,1 |
|
| 6024 |
6024
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 208 mi | -US$ 72,6 mi | -26% | 13,2% | 417% | 84 | 42,86% | 2,5 |
|
| 6025 |
6025
Steinberganna Wealth Management
Huntington,
New York
| US$ 208 mi | -US$ 5,27 mi | -2% | 3,74% | – | 143 | 18,88% | 0,4 |
|