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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
7576
Kaleidoscope Capital
Boston,
Massachusetts
| US$ 102 mi | – | – | 15,1% | – | 9 | – | 2,3 |
|
| 7577 |
C
7577
Croban
Fremont,
Ohio
| US$ 102 mi | – | – | 2,12% | – | 72 | – | 1 |
|
| 7578 |
7578
M28 Capital Management
Stamford,
Connecticut
| US$ 102 mi | +US$ 10,9 mi | +12% | 32,3% | 200% | 11 | 0% | 2,5 |
|
| 7579 |
7579
Wingate Wealth Advisors
Lexington,
Massachusetts
| US$ 102 mi | – | – | 1,77% | – | 477 | – | 0 |
|
| 7580 |
ECP
7580
Elwood Capital Partners
New York
| US$ 102 mi | – | – | 17,9% | – | 26 | – | 0 |
|
| 7581 |
7581
Shepherd Wealth Management
Cincinnati,
Ohio
| US$ 102 mi | – | – | 12,8% | – | 48 | – | 0 |
|
| 7582 |
7582
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| US$ 102 mi | -US$ 4,31 mi | -4% | 2,07% | 62,7% | 108 | 15,74% | 1,9 |
|
| 7583 |
7583
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| US$ 102 mi | +US$ 40,5 mi | +66% | 5,38% | 2,88% | 5 | 0% | 2,9 |
|
| 7584 |
7584
AMH Equity
Great Neck,
New York
| US$ 102 mi | +US$ 22,7 mi | +29% | 39,4% | 267% | 67 | 47,76% | 0,5 |
|
| 7585 |
7585
Cornerstone Financial Group
Omaha,
Nebraska
| US$ 101 mi | – | – | 2,1% | – | 67 | – | 0 |
|
| 7586 |
7586
Persium Advisors
Atlanta,
Georgia
| US$ 101 mi | – | – | 2,11% | – | 58 | – | 0 |
|
| 7587 |
PIA
7587
Prakash Investment Advisors
Andover,
Massachusetts
| US$ 101 mi | – | – | 17,7% | – | 57 | – | 0 |
|
| 7588 |
7588
Luts & Greenleigh Group
Bethesda,
Maryland
| US$ 101 mi | -US$ 2,92 mi | -3% | 0,57% | – | 86 | 10,47% | 1,5 |
|
| 7589 |
7589
Frisco Financial Planning
Frisco,
Texas
| US$ 101 mi | – | – | 2,53% | – | 18 | – | 0 |
|
| 7590 |
7590
Authentikos Wealth Advisory
Morgan Hill,
California
| US$ 101 mi | -US$ 2,67 mi | -3% | 1% | 43,5% | 164 | 57,32% | 0,6 |
|
| 7591 |
7591
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$ 101 mi | -US$ 735 mil | -0,7% | 1,28% | 89,8% | 90 | 8,89% | 2,1 |
|
| 7592 |
7592
Fulcrum Equity Management
Plano,
Texas
| US$ 101 mi | -US$ 17,3 mi | -15% | 3,53% | 116% | 161 | 46,58% | 1,3 |
|
| 7593 |
HI
7593
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| US$ 101 mi | -US$ 104 mi | -51% | 39,7% | 74,8% | 1 | 0% | 3 |
|
| 7594 |
7594
Invera Wealth Advisors
Bend,
Oregon
| US$ 101 mi | +US$ 399 mil | +0,4% | 0,57% | 102% | 48 | 4,17% | 0,9 |
|
| 7595 |
7595
Rahlfs Capital
Lake Kiowa,
Texas
| US$ 101 mi | – | – | 1,58% | – | 78 | – | 0 |
|
| 7596 |
7596
Peapod Lane Capital
Bedford Hills,
New York
| US$ 101 mi | – | – | 16,2% | – | 57 | – | 0 |
|
| 7597 |
7597
Entruity Wealth
Bakersfield,
California
| US$ 101 mi | – | – | 1,93% | – | 42 | – | 0 |
|
| 7598 |
7598
Winnow Wealth
Waco,
Texas
| US$ 101 mi | – | – | 0,89% | – | 626 | – | 0 |
|
| 7599 |
7599
Ativo Capital Management
Chicago,
Illinois
| US$ 101 mi | -US$ 13,6 mi | -12% | 3,59% | 63,2% | 56 | 19,64% | 2,2 |
|
| 7600 |
7600
Sherwood Financial Partners
Westlake Village,
California
| US$ 101 mi | – | – | 2,49% | – | 7 | – | 0 |
|