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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8051 |
8051
Minot DeBlois Advisors
Boston,
Massachusetts
| US$ 111 mi | +US$ 971 mil | +0,9% | 3,13% | – | 255 | 15,69% | 0,9 |
|
| 8052 |
8052
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| US$ 111 mi | +US$ 20,8 mi | +23% | 6,63% | 34,5% | 32 | 18,75% | 3 |
|
| 8053 |
8053
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| US$ 111 mi | +US$ 3,09 mi | +3% | 1,28% | – | 102 | 37,25% | 0,7 |
|
| 8054 |
D
8054
Drystone
Ivy,
Virginia
| US$ 111 mi | +US$ 109 mil | +0,1% | 2,71% | – | 18 | 5,56% | 3,6 |
|
| 8055 |
8055
Investors Portfolio Services
Puyallup,
Washington
| US$ 111 mi | – | – | 0,9% | – | 406 | – | 0 |
|
| 8056 |
8056
Avise Financial Cooperative
Los Angeles,
California
| US$ 111 mi | – | – | 2,49% | – | 94 | – | 0 |
|
| 8057 |
8057
Trustco Bank (New York)
Albany,
New York
| US$ 111 mi | -US$ 141 mil | -0,1% | 4,57% | 131% | 72 | 5,56% | 7,8 |
|
| 8058 |
8058
New Covenant Trust Company
Jeffersonville,
Indiana
| US$ 111 mi | +US$ 3,44 mi | +3% | 3,08% | – | 91 | 5,49% | 1,5 |
|
| 8059 |
8059
Prosperity Bancshares
Houston,
Texas
| US$ 111 mi | – | – | 3,4% | – | 396 | – | 0 |
|
| 8060 |
8060
Carl Stuart Investment Advisor
Austin,
Texas
| US$ 111 mi | +US$ 4,37 mi | +4% | 6,03% | 94,5% | 18 | 11,11% | 2,4 |
|
| 8061 |
MCFP
8061
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| US$ 111 mi | – | – | 2,93% | – | 294 | – | 0 |
|
| 8062 |
8062
Ruggiero Investments
West Palm Beach,
Florida
| US$ 111 mi | – | – | 2,88% | – | 78 | – | 0 |
|
| 8063 |
8063
Wasserstein Debt Opportunities Management
New York
| US$ 111 mi | +US$ 4,58 mi | +4% | 8,88% | – | 1 | 0% | 2 |
|
| 8064 |
8064
Courant Investment Management
Franklin,
Tennessee
| US$ 111 mi | -US$ 15,9 mi | -13% | 5,18% | 35,2% | 7 | 14,29% | 4,6 |
|
| 8065 |
TWM
8065
Todd Wealth Management
Venice,
Florida
| US$ 111 mi | – | – | 2,61% | – | 100 | – | 0 |
|
| 8066 |
8066
Miller Global Investments
Dallas,
Texas
| US$ 110 mi | – | – | 4,7% | – | 246 | – | 0 |
|
| 8067 |
8067
Parrish Capital
Kennesaw,
Georgia
| US$ 110 mi | – | – | 4,68% | – | 86 | – | 0 |
|
| 8068 |
8068
Lane Generational
Dover,
Massachusetts
| US$ 110 mi | -US$ 10 mi | -8% | 5,86% | 172% | 38 | 28,95% | 2,1 |
|
| 8069 |
ICM
8069
Incision Capital Management
San Francisco,
California
| US$ 110 mi | – | – | 3,05% | – | 6 | – | 0 |
|
| 8070 |
8070
PrairieView Wealth Partners
Orland Park,
Illinois
| US$ 110 mi | +US$ 3,79 mi | +4% | 1,16% | 41,5% | 30 | 3,33% | 1,2 |
|
| 8071 |
8071
Hardworking Capital Advisors
Palm Desert,
California
| US$ 110 mi | – | – | 0,12% | – | 84 | – | 0 |
|
| 8072 |
8072
Ahara Advisors
Jersey City,
New Jersey
| US$ 110 mi | – | – | 3,63% | – | 50 | – | 0 |
|
| 8073 |
HIIL
8073
HS Investments IV Ltd
St Peter Port,
| US$ 110 mi | – | – | 47,4% | – | 2 | – | 0 |
|
| 8074 |
8074
Ramsey Quantitative Systems
Louisville,
Kentucky
| US$ 110 mi | +US$ 4,57 mi | +4% | 0,91% | 51,1% | 16 | 87,5% | 0,6 |
|
| 8075 |
8075
Graetz Wealth
Jenison,
Michigan
| US$ 110 mi | – | – | 0,97% | – | 77 | – | 0 |
|