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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$ 110 mi | +US$ 4,86 mi | +5% | 4,87% | 58,2% | 141 | 17,73% | 0,4 |
|
| 6102 |
6102
Catawba River Capital
Lake Wylie,
South Carolina
| US$ 110 mi | +US$ 14,6 mi | +15% | 4,49% | 65,1% | 22 | 18,18% | 1,7 |
|
| 6103 |
6103
Institutional Venture Management XIII
Menlo Park,
California
| US$ 110 mi | -US$ 2,82 mi | -2% | 6,92% | – | 4 | 25% | 1,2 |
|
| 6104 |
6104
McClarren Financial Advisors
State College,
Pennsylvania
| US$ 110 mi | +US$ 4,7 mi | +4% | 6,2% | 63% | 485 | 3,09% | 0,5 |
|
| 6105 |
NED
6105
Nancy E. Dempze
| US$ 110 mi | +US$ 7,41 mi | +7% | 7,17% | 94,5% | 66 | 6,06% | 4,6 |
|
| 6106 |
ICMP
6106
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$ 110 mi | +US$ 1,44 mi | +1% | 3,48% | 39,7% | 95 | 42,11% | 1,6 |
|
| 6107 |
6107
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 110 mi | +US$ 10,9 mi | +11% | 4,8% | 62,9% | 52 | 3,85% | 0,2 |
|
| 6108 |
6108
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$ 110 mi | -US$ 5,69 mi | -5% | 4,48% | 83,3% | 72 | 11,11% | 5 |
|
| 6109 |
6109
Apricus Wealth
Beaufort,
South Carolina
| US$ 110 mi | -US$ 195 mil | -0,2% | 0,71% | 80,6% | 86 | 12,79% | 1,1 |
|
| 6110 |
6110
VeriStar Capital Management
New York
| US$ 110 mi | +US$ 6,03 mi | +6% | 11,3% | 41% | 12 | 25% | 1 |
|
| 6111 |
6111
Granite Harbor Advisors
Houston,
Texas
| US$ 110 mi | +US$ 11,4 mi | +12% | 6,93% | 70,1% | 71 | 8,45% | 0,2 |
|
| 6112 |
6112
Mountain Lake Investment Management
Boca Raton,
Florida
| US$ 110 mi | -US$ 22 mi | -17% | 0,2% | 64% | 35 | 45,71% | 1,8 |
|
| 6113 |
6113
Objective Capital Management
Pepper Pike,
Ohio
| US$ 110 mi | +US$ 8,89 mi | +9% | 8,1% | – | 98 | 9,18% | 1,1 |
|
| 6114 |
6114
Strategic Financial Planning
Plano,
Texas
| US$ 109 mi | +US$ 6,22 mi | +6% | 4,76% | 47,5% | 32 | 3,13% | 2,7 |
|
| 6115 |
6115
Revisor Wealth Management
Akron,
Ohio
| US$ 109 mi | – | – | 5,17% | 72% | 154 | – | 0 |
|
| 6116 |
6116
Chesapeake Asset Management
New York
| US$ 109 mi | – | – | 7,08% | 166% | 422 | – | 0,7 |
|
| 6117 |
6117
Altman Advisors
Chicago,
Illinois
| US$ 109 mi | -US$ 52,8 mi | -33% | 7,19% | 143% | 99 | 33,33% | 2,1 |
|
| 6118 |
6118
Elevation Wealth Partners
Santa Rosa,
California
| US$ 109 mi | – | – | 6,03% | 69,9% | 352 | – | 0 |
|
| 6119 |
6119
InTrack Investment Management
South Burlington,
Vermont
| US$ 109 mi | +US$ 9,22 mi | +9% | 9,09% | 99,2% | 135 | 22,22% | 1,4 |
|
| 6120 |
6120
SRN Advisors
Huntingdon Valley,
Pennsylvania
| US$ 109 mi | +US$ 8,27 mi | +8% | 18,7% | 146% | 90 | 7,78% | 1,4 |
|
| 6121 |
6121
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$ 109 mi | +US$ 8,39 mi | +8% | 5,76% | 59,7% | 58 | 1,72% | 0,2 |
|
| 6122 |
6122
Two Seas Capital
Rye,
New York
| US$ 109 mi | +US$ 3,69 mi | +4% | 4,83% | 344% | 11 | 9,09% | 0,9 |
|
| 6123 |
6123
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$ 109 mi | +US$ 6,9 mi | +7% | 6,09% | 68% | 36 | 0% | 1,1 |
|
| 6124 |
6124
Riverwater Partners
Milwaukee,
Wisconsin
| US$ 109 mi | -US$ 8,23 mi | -7% | 6,98% | 112% | 215 | 20,47% | 0,8 |
|
| 6125 |
6125
Euclidean Technologies Management
Seattle,
Washington
| US$ 109 mi | +US$ 3,75 mi | +4% | 5,47% | 124% | 98 | 51,02% | 1,1 |
|