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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
EIM
6026
Ervin Investment Management
Seattle,
Washington
| US$ 110 mi | +US$ 8,92 mi | +9% | 8,68% | 92,9% | 35 | 8,57% | 0,9 |
|
| 6027 |
6027
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 110 mi | – | – | 8,24% | 131% | 99 | – | 0 |
|
| 6028 |
6028
Peak Financial Advisors
Denver,
Colorado
| US$ 110 mi | +US$ 28,4 mi | +35% | 3,91% | 39,1% | 78 | 41,03% | 0,7 |
|
| 6029 |
6029
Kraft Asset Management
Nashville,
Tennessee
| US$ 110 mi | +US$ 11,1 mi | +11% | 11,2% | 41% | 28 | 10,71% | 0,7 |
|
| 6030 |
6030
Coombe, Bender & Co
Ellenville,
New York
| US$ 110 mi | -US$ 2,94 mi | -3% | 9,96% | – | 86 | 19,77% | 0,4 |
|
| 6031 |
6031
Schubert & Co
Mckinney,
Texas
| US$ 110 mi | +US$ 4,93 mi | +5% | 7,21% | 47,3% | 1.668 | 6,35% | 0,9 |
|
| 6032 |
6032
FFG Retirement Advisors
Centennial,
Colorado
| US$ 110 mi | – | – | 7,24% | 43,4% | 39 | – | 0 |
|
| 6033 |
6033
Chapman Investment Management
San Anselmo,
California
| US$ 110 mi | -US$ 27,1 mi | -20% | 7,18% | 57,3% | 41 | 14,63% | 2 |
|
| 6034 |
AIFAIM
6034
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$ 109 mi | +US$ 2,37 mi | +2% | 7,01% | 79,1% | 111 | 13,51% | 2,2 |
|
| 6035 |
6035
Azarias Capital Management
Berwyn,
Pennsylvania
| US$ 109 mi | +US$ 17,9 mi | +20% | 7,73% | 58,2% | 20 | 15% | 0,9 |
|
| 6036 |
6036
Integrity Advisory
Overland Park,
Kansas
| US$ 109 mi | +US$ 1,55 mi | +1% | 7,58% | – | 89 | 29,21% | 0,6 |
|
| 6037 |
MSCM
6037
Marlin Sams Capital Management
New York
| US$ 109 mi | +US$ 19,2 mi | +21% | 23,1% | 53,1% | 2 | 50% | 0,8 |
|
| 6038 |
6038
HealthCor Management
New York
| US$ 109 mi | -US$ 690 mi | -86% | 23,2% | 50,2% | 65 | 75,38% | 0,6 |
|
| 6039 |
6039
Stegner Investment Associates
Louisville,
Kentucky
| US$ 109 mi | +US$ 4,89 mi | +5% | 5,42% | 84,8% | 24 | 12,5% | 1,6 |
|
| 6040 |
6040
Salvus Wealth Management
Red Bank,
New Jersey
| US$ 109 mi | +US$ 3,95 mi | +4% | 10,5% | 108% | 104 | 14,42% | 1,7 |
|
| 6041 |
6041
Heritage Wealth Partners
Dublin,
Ohio
| US$ 109 mi | – | – | 1,13% | – | 50 | – | 0 |
|
| 6042 |
6042
Live Oak Investment Partners
Austin,
Texas
| US$ 109 mi | – | – | 7,32% | – | 290 | – | 0 |
|
| 6043 |
6043
MGG Investment Group
New York
| US$ 109 mi | -US$ 66,1 mi | -38% | 20,6% | 44,1% | 2 | 0% | 1 |
|
| 6044 |
6044
RiverGlades Family Offices
Naples,
Florida
| US$ 109 mi | – | – | 7,78% | – | 76 | – | 3 |
|
| 6045 |
6045
General Partner Inc
Pittsburgh,
Pennsylvania
| US$ 109 mi | – | – | 8,97% | 83,1% | 208 | – | 0 |
|
| 6046 |
6046
Evergreen Wealth Management
Williamston,
Michigan
| US$ 109 mi | – | – | 8% | 68,8% | 54 | – | 0 |
|
| 6047 |
HCM
6047
Hawkeye Capital Management
Miami Beach,
Florida
| US$ 109 mi | -US$ 44,1 mi | -29% | 5,2% | – | 30 | 50% | 0,9 |
|
| 6048 |
6048
Comprehensive Wealth Management
Lynnwood,
Washington
| US$ 109 mi | +US$ 9,45 mi | +10% | 0,26% | 40,6% | 32 | 6,25% | 0,9 |
|
| 6049 |
6049
Washington Capital Management
Seattle,
Washington
| US$ 109 mi | +US$ 9,29 mi | +9% | 12,1% | 81,8% | 114 | 16,67% | 2,6 |
|
| 6050 |
6050
SVF Sponsor III
Menlo Park,
California
| US$ 109 mi | – | – | 3,83% | 133% | 1 | – | 0 |
|