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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
UNC Management Company
Chapel Hill,
North Carolina
| US$ 122 mi | -US$ 11,9 mi | -9% | 10,2% | 92% | 3 | 66,67% | 0,1 |
|
| 6602 |
6602
Frazier Financial Advisors
Columbus,
Ohio
| US$ 122 mi | +US$ 6,65 mi | +6% | 7,55% | – | 1.012 | 20,55% | 0,2 |
|
| 6603 |
6603
Safir Wealth Advisors
Greenland,
New Hampshire
| US$ 122 mi | +US$ 10,7 mi | +10% | 6,13% | 52,1% | 17 | 11,76% | 2,3 |
|
| 6604 |
OF
6604
Outfitter Financial
Brunswick,
Maine
| US$ 122 mi | +US$ 7,39 mi | +6% | 10,3% | 97,6% | 88 | 22,73% | 2,5 |
|
| 6605 |
6605
Del-Sette Capital Management
Schenectady,
New York
| US$ 122 mi | +US$ 8,05 mi | +7% | 9,66% | 112% | 41 | 36,59% | 1 |
|
| 6606 |
6606
Fortune 45 LLC
Gonzales,
Louisiana
| US$ 122 mi | +US$ 12,4 mi | +11% | 8,91% | 85,2% | 26 | 7,69% | 1,6 |
|
| 6607 |
6607
Walker Financial Services
Bowling Green,
Kentucky
| US$ 122 mi | +US$ 25 mi | +26% | 2,3% | 20,8% | 31 | 35,48% | 1,3 |
|
| 6608 |
6608
RiverPark Advisors
New York
| US$ 122 mi | +US$ 13,1 mi | +12% | 11,4% | 87,5% | 135 | 25,93% | 1,9 |
|
| 6609 |
6609
Exchange Bank
Santa Rosa,
California
| US$ 122 mi | +US$ 6,23 mi | +5% | 7,52% | 75,2% | 116 | 8,62% | 0,7 |
|
| 6610 |
6610
Doheny Asset Management
Los Angeles,
California
| US$ 122 mi | +US$ 19,6 mi | +19% | 14,7% | 135% | 73 | 10,96% | 5,9 |
|
| 6611 |
6611
Bruce G. Allen Investments
Denver,
Colorado
| US$ 122 mi | +US$ 11,8 mi | +11% | 6,88% | – | 1.049 | 12,49% | 0,2 |
|
| 6612 |
6612
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$ 122 mi | +US$ 12,3 mi | +11% | 10,1% | 90,4% | 135 | 6,67% | 0,2 |
|
| 6613 |
6613
Clear Point Advisors
Melville,
New York
| US$ 122 mi | +US$ 8,42 mi | +7% | 6,42% | 56,7% | 595 | 9,92% | 0,2 |
|
| 6614 |
6614
Firetrail Investments
Sydney, NSW,
Australia
| US$ 122 mi | -US$ 14,2 mi | -10% | 15,7% | 139% | 24 | 29,17% | 0,2 |
|
| 6615 |
6615
Paragon Financial Partners
Woodland Hills,
California
| US$ 121 mi | +US$ 17,3 mi | +17% | 14,6% | 90,6% | 82 | 4,88% | 2 |
|
| 6616 |
6616
Nabity-Jensen Investment Management
Omaha,
Nebraska
| US$ 121 mi | +US$ 10,3 mi | +9% | 10,3% | 85,3% | 83 | 6,02% | 0,2 |
|
| 6617 |
6617
Lewis Asset Management
Lafayette,
California
| US$ 121 mi | +US$ 12,7 mi | +12% | 19,4% | 142% | 125 | 19,2% | 0,2 |
|
| 6618 |
6618
Custom Portfolio Group
Englewood,
Colorado
| US$ 121 mi | +US$ 8,93 mi | +8% | 4,95% | – | 246 | 8,54% | 0,2 |
|
| 6619 |
HFAS
6619
Hummer Financial Advisory Services
Chicago,
Illinois
| US$ 121 mi | +US$ 12 mi | +11% | 8,56% | 71,8% | 109 | 11,01% | 3,1 |
|
| 6620 |
6620
swisspartners Advisors
Zurich,
Switzerland
| US$ 121 mi | +US$ 6,81 mi | +6% | 15,8% | 75,9% | 31 | 16,13% | 2,7 |
|
| 6621 |
6621
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| US$ 121 mi | -US$ 9,24 mi | -7% | 7,09% | 407% | 1 | 0% | 2,3 |
|
| 6622 |
6622
Prospect Financial Services
Melville,
New York
| US$ 121 mi | +US$ 22 mi | +22% | 10,9% | – | 77 | 15,58% | 0,2 |
|
| 6623 |
6623
Clifford Group
Wayland,
Massachusetts
| US$ 121 mi | +US$ 13,2 mi | +12% | 8,29% | 67,9% | 75 | 6,67% | 1,1 |
|
| 6624 |
6624
Omni 360 Wealth
Plainsboro,
New Jersey
| US$ 121 mi | +US$ 13,9 mi | +13% | 6,62% | 59,9% | 107 | 13,08% | 0,2 |
|
| 6625 |
6625
BTS Asset Management
Lincoln,
Massachusetts
| US$ 121 mi | -US$ 11,7 mi | -9% | 0,76% | 8,8% | 37 | 35,14% | 0,9 |
|