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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
7351
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| US$ 142 mi | +US$ 16,9 mi | +14% | 1,45% | 79,6% | 60 | 60% | 0,6 |
|
| 7352 |
7352
Mountain Capital Management
Houston,
Texas
| US$ 142 mi | – | – | 17,4% | – | 1 | – | 0 |
|
| 7353 |
7353
Buckley Capital Advisors
Miami Beach,
Florida
| US$ 142 mi | – | – | 9,05% | – | 15 | – | 0 |
|
| 7354 |
7354
Hopwood Financial Services
Reston,
Virginia
| US$ 142 mi | -US$ 7,58 mi | -5% | 1,85% | – | 310 | 70,97% | 1 |
|
| 7355 |
7355
Ibex Investors
Denver,
Colorado
| US$ 142 mi | +US$ 21,2 mi | +18% | 7,77% | 1,71% | 16 | 31,25% | 1,1 |
|
| 7356 |
7356
GreatBanc Trust
Lisle,
Illinois
| US$ 142 mi | -US$ 4,15 mi | -3% | 2,18% | – | 77 | 7,79% | 0,2 |
|
| 7357 |
7357
Villanova Investment Management
Wayne,
Pennsylvania
| US$ 142 mi | -US$ 2,46 mi | -2% | 3,59% | – | 61 | 13,11% | 1,2 |
|
| 7358 |
7358
Visa Foundation
San Francisco,
California
| US$ 142 mi | +US$ 2,96 mi | +2% | 2,13% | 58,1% | 1 | 0% | 4 |
|
| 7359 |
HAM
7359
Hedges Asset Management
Reno,
Nevada
| US$ 142 mi | +US$ 11,2 mi | +9% | 5,25% | – | 112 | 12,5% | 2,8 |
|
| 7360 |
7360
Cannon Advisors
Charlotte,
North Carolina
| US$ 142 mi | -US$ 6,82 mi | -5% | 4,32% | – | 87 | 9,2% | 0,9 |
|
| 7361 |
7361
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$ 142 mi | +US$ 9,6 mi | +7% | 1,5% | – | 86 | 8,14% | 1,1 |
|
| 7362 |
7362
S.R. Schill & Associates
Mercer Island,
Washington
| US$ 142 mi | -US$ 761 mil | -0,5% | 0,84% | 42,7% | 26 | 7,69% | 4,1 |
|
| 7363 |
7363
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 142 mi | +US$ 4,64 mi | +3% | 0,54% | 27,1% | 123 | 23,58% | 1,5 |
|
| 7364 |
TPC
7364
Twin Peaks Capital
Hong Kong,
| US$ 142 mi | – | – | 10,5% | – | 11 | – | 0 |
|
| 7365 |
BTC
7365
Bank & Trust Company
Litchfield,
Illinois
| US$ 142 mi | +US$ 6,24 mi | +5% | 5,97% | – | 302 | 6,95% | 1,4 |
|
| 7366 |
7366
Marvin & Palmer Associates
Wilmington,
Delaware
| US$ 142 mi | +US$ 7,01 mi | +5% | 10,7% | 415% | 36 | 50% | 0,5 |
|
| 7367 |
HFAS
7367
Hummer Financial Advisory Services
Chicago,
Illinois
| US$ 142 mi | +US$ 4,22 mi | +3% | 3,15% | 71,8% | 121 | 9,09% | 4 |
|
| 7368 |
7368
Northeast Planning Associates NH
Bedford,
New Hampshire
| US$ 142 mi | +US$ 23,7 mi | +20% | 12,9% | – | 57 | 19,3% | 0,7 |
|
| 7369 |
7369
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$ 141 mi | -US$ 5,33 mi | -4% | 1,75% | 44,9% | 45 | 8,89% | 1,9 |
|
| 7370 |
7370
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| US$ 141 mi | – | – | 1,71% | – | 98 | – | 0 |
|
| 7371 |
JWM
7371
JP Wealth Management
Mt. Pleasant,
South Carolina
| US$ 141 mi | -US$ 7,17 mi | -5% | 2,18% | – | 16 | 6,25% | 0,8 |
|
| 7372 |
7372
Flagship Capital Management
Media,
Pennsylvania
| US$ 141 mi | – | – | 5,56% | – | 47 | – | 0 |
|
| 7373 |
7373
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$ 141 mi | +US$ 9,07 mi | +7% | 2,6% | 64,9% | 90 | 11,11% | 2,8 |
|
| 7374 |
7374
Lykos Global Management
Stamford,
Connecticut
| US$ 141 mi | – | – | 14,3% | – | 36 | – | 0 |
|
| 7375 |
IUC
7375
Ivory Union Consulting
Road Town,
| US$ 141 mi | – | – | 2,54% | – | 4 | – | 0 |
|