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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
American Assets Capital Advisers
San Diego,
California
| US$ 620 mi | +US$ 100 mi | +19% | 10,2% | 73,5% | 36 | 8,33% | 2,5 |
|
| 2052 |
2052
Transform Wealth
Greenwood Village,
Colorado
| US$ 620 mi | +US$ 36,4 mi | +6% | 9,32% | 48,4% | 237 | 14,77% | 1,9 |
|
| 2053 |
2053
Narwhal Capital Management
Marietta,
Georgia
| US$ 620 mi | +US$ 42,9 mi | +7% | 9,8% | 109% | 160 | 23,13% | 3,7 |
|
| 2054 |
2054
Weatherly Asset Management
Del Mar,
California
| US$ 620 mi | +US$ 54,1 mi | +10% | 9,26% | 116% | 183 | 6,56% | 4,7 |
|
| 2055 |
2055
Oxford Financial Group
Carmel,
Indiana
| US$ 620 mi | +US$ 30,1 mi | +5% | 9,48% | 77,2% | 204 | 17,65% | 1 |
|
| 2056 |
2056
Hengehold Capital Management
Cincinnati,
Ohio
| US$ 619 mi | +US$ 55,9 mi | +10% | 5,41% | 54,5% | 141 | 9,22% | 3,3 |
|
| 2057 |
2057
Woodstock Corp
Boston,
Massachusetts
| US$ 619 mi | +US$ 32,6 mi | +6% | 9,3% | 115% | 162 | 2,47% | 5,3 |
|
| 2058 |
C
2058
Chescapmanager
Baltimore,
Maryland
| US$ 619 mi | +US$ 24,5 mi | +4% | 23,7% | 202% | 66 | 50% | 0,8 |
|
| 2059 |
2059
IFG Advisory
Atlanta,
Georgia
| US$ 618 mi | +US$ 63 mi | +11% | 7,33% | 76,3% | 423 | 12,53% | 1,6 |
|
| 2060 |
2060
Maple Capital Management
Montpelier,
Vermont
| US$ 617 mi | +US$ 107 mi | +21% | 10,2% | 114% | 105 | 7,62% | 3,8 |
|
| 2061 |
2061
Oakworth Capital
Birmingham,
Alabama
| US$ 617 mi | +US$ 60 mi | +11% | 8,01% | 70% | 635 | 13,23% | 4,3 |
|
| 2062 |
2062
Segment Wealth Management
Houston,
Texas
| US$ 616 mi | +US$ 75 mi | +14% | 10,7% | 108% | 210 | 12,38% | 3,3 |
|
| 2063 |
2063
CCM Investment Advisers
Columbia,
South Carolina
| US$ 616 mi | +US$ 28,9 mi | +5% | 6,55% | 170% | 69 | 11,59% | 3,4 |
|
| 2064 |
2064
American Financial Advisors
Marietta,
Georgia
| US$ 615 mi | -US$ 9,2 mi | -1% | 5,36% | 52,7% | 112 | 6,25% | 1,3 |
|
| 2065 |
2065
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 614 mi | +US$ 45,1 mi | +8% | 7,14% | 38,3% | 993 | 36,96% | 1,3 |
|
| 2066 |
2066
Steamboat Capital Partners
Rye,
New York
| US$ 614 mi | +US$ 76,9 mi | +14% | 10,8% | 280% | 60 | 20% | 1 |
|
| 2067 |
2067
Resource Management
Metairie,
Louisiana
| US$ 613 mi | +US$ 35,3 mi | +6% | 6,47% | 82,7% | 164 | 17,07% | 1,9 |
|
| 2068 |
RPGK
2068
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$ 613 mi | +US$ 68,7 mi | +13% | 6,88% | 54,7% | 60 | 11,67% | 4,3 |
|
| 2069 |
2069
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$ 613 mi | +US$ 166 mi | +37% | 10% | 94,9% | 165 | 39,39% | 0,4 |
|
| 2070 |
2070
Cowen and Company
New York
| US$ 613 mi | +US$ 11,1 mi | +2% | 5,03% | 120% | 630 | 70,16% | 0,2 |
|
| 2071 |
JC
2071
JBF Capital
Aspen,
Colorado
| US$ 612 mi | -US$ 14,9 mi | -2% | 9,03% | 93,6% | 180 | 62,78% | 0,7 |
|
| 2072 |
2072
Western Wealth Management
Golden,
Colorado
| US$ 612 mi | +US$ 60,7 mi | +11% | 10% | 92,1% | 481 | 17,67% | 1,2 |
|
| 2073 |
DGHMC
2073
Dalton, Greiner, Hartman, Maher & Co
New York
| US$ 612 mi | -US$ 405 mi | -40% | 5,16% | 63% | 180 | 14,44% | 2,5 |
|
| 2074 |
LCM
2074
Lomas Capital Management
New York
| US$ 612 mi | +US$ 141 mi | +30% | 7,9% | 66,3% | 28 | 42,86% | 0,8 |
|
| 2075 |
2075
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 612 mi | -US$ 23,4 mi | -4% | 3,53% | 28,6% | 262 | 9,92% | 2,6 |
|