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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8151 |
8151
Essential Investment Partners
Englewood,
Colorado
| US$ 106 mi | – | – | 0,74% | – | 284 | – | 0 |
|
| 8152 |
SC
8152
Simcoe Capital
Spokane,
Washington
| US$ 106 mi | – | – | 8,92% | – | 31 | – | 0 |
|
| 8153 |
8153
Credit Capital Investments
Livingston,
New Jersey
| US$ 106 mi | +US$ 16,7 mi | +19% | 24,2% | 500% | 47 | 25,53% | 1,5 |
|
| 8154 |
8154
Ethos Capital Management
Newtown,
Pennsylvania
| US$ 106 mi | – | – | 1,98% | – | 55 | – | 0 |
|
| 8155 |
8155
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| US$ 106 mi | +US$ 549 mil | +0,5% | 4,56% | – | 90 | 11,11% | 0,2 |
|
| 8156 |
8156
SaddleRock Capital Management
New York
| US$ 106 mi | – | – | 14% | – | 20 | – | 0 |
|
| 8157 |
8157
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$ 106 mi | -US$ 3,98 mi | -4% | 0,06% | 47,6% | 23 | 0% | 4,8 |
|
| 8158 |
8158
Portus Wealth Advisors
Charlotte,
North Carolina
| US$ 106 mi | +US$ 5,7 mi | +6% | 3,77% | – | 52 | 0% | 0,3 |
|
| 8159 |
8159
Opus Financial Solutions
Downers Grove,
Illinois
| US$ 106 mi | – | – | 1,85% | – | 103 | – | 0 |
|
| 8160 |
8160
North Forty Two & Co
Lake Oswego,
Oregon
| US$ 106 mi | +US$ 3,58 mi | +3% | 2,05% | – | 103 | 7,77% | 0,9 |
|
| 8161 |
8161
Weber Capital Management
San Francisco,
California
| US$ 106 mi | – | – | 3,66% | – | 14 | – | 0 |
|
| 8162 |
8162
Stembrook Asset Management
Red Bank,
New Jersey
| US$ 106 mi | – | – | 4,15% | – | 48 | – | 0 |
|
| 8163 |
8163
Stonebridge Wealth Management
Oak Brook,
Illinois
| US$ 106 mi | -US$ 10,7 mi | -9% | 1,06% | – | 40 | 15% | 0,4 |
|
| 8164 |
8164
Gumshoe Capital Management
New York
| US$ 106 mi | – | – | 2,29% | – | 6 | – | 0 |
|
| 8165 |
KCM
8165
Kempner Capital Management
Galveston,
Texas
| US$ 106 mi | -US$ 14,3 mi | -12% | 13% | 60,9% | 48 | 10,42% | 4,7 |
|
| 8166 |
8166
Peck Wealth Management
White Plains,
New York
| US$ 106 mi | +US$ 1,12 mi | +1% | 2,42% | – | 139 | 10,79% | 0,2 |
|
| 8167 |
8167
Northwestern University
Evanston,
Illinois
| US$ 106 mi | +US$ 49,1 mi | +87% | 0,24% | 28,2% | 5 | 80% | 5 |
|
| 8168 |
8168
Blantyre Capital
London,
United Kingdom
| US$ 106 mi | -US$ 16,8 mi | -14% | 13,7% | – | 1 | 0% | 2 |
|
| 8169 |
LC
8169
Lawood & Co
Williamsport,
Pennsylvania
| US$ 106 mi | – | – | 3,8% | – | 93 | – | 0 |
|
| 8170 |
8170
Catalyst Investment Management
Windham,
New Hampshire
| US$ 106 mi | – | – | 1,96% | – | 72 | – | 0 |
|
| 8171 |
8171
Moulton Wealth Management
Spokane,
Washington
| US$ 106 mi | -US$ 32 mi | -23% | 1,88% | 47,8% | 57 | 50,88% | 1,2 |
|
| 8172 |
GIA
8172
Gem Investment Advisors
Teaneck,
New Jersey
| US$ 105 mi | – | – | 14,7% | – | 32 | – | 0 |
|
| 8173 |
8173
Palladiem
Bryn Mawr,
Pennsylvania
| US$ 105 mi | – | – | 2,23% | – | 164 | – | 1 |
|
| 8174 |
8174
Frankly Finances
Winter Park,
Florida
| US$ 105 mi | – | – | 2,62% | – | 63 | – | 0 |
|
| 8175 |
8175
Town Lane Management
New York
| US$ 105 mi | – | – | 12,7% | – | 4 | – | 0 |
|