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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$ 731 mi | +US$ 51,7 mi | +8% | 7,55% | 80,2% | 189 | 4,76% | 4,5 |
|
| 2202 |
2202
Lenox Wealth Advisors
New York
| US$ 729 mi | +US$ 26,2 mi | +4% | 6,44% | 35,7% | 794 | 26,07% | 1,8 |
|
| 2203 |
2203
Efficient Advisors
Mason,
Ohio
| US$ 729 mi | +US$ 74 mi | +11% | 4,92% | 30,6% | 60 | 1,67% | 5 |
|
| 2204 |
2204
Campbell Wealth Management
Alexandria,
Virginia
| US$ 729 mi | +US$ 43,5 mi | +6% | 2,52% | 11,2% | 69 | 5,8% | 1,6 |
|
| 2205 |
2205
United Bank (Virginia)
Vienna,
Virginia
| US$ 728 mi | +US$ 59,5 mi | +9% | 9,65% | 76,1% | 186 | 17,74% | 2,4 |
|
| 2206 |
2206
First Midwest Bank Trust Division
Joliet,
Illinois
| US$ 727 mi | +US$ 37,2 mi | +5% | 9,6% | 107% | 394 | 14,72% | 4,2 |
|
| 2207 |
CCMD
2207
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$ 727 mi | -US$ 7,03 mi | -1% | 9,98% | 25,6% | 176 | 6,25% | 3,3 |
|
| 2208 |
RPGK
2208
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$ 726 mi | +US$ 35,9 mi | +5% | 4,12% | 54,7% | 65 | 10,77% | 4,2 |
|
| 2209 |
2209
Technology Crossover Management IX
Menlo Park,
California
| US$ 725 mi | -US$ 11,6 mi | -2% | 7,66% | 6,24% | 4 | 0% | 2,3 |
|
| 2210 |
2210
American Assets Investment Management
San Diego,
California
| US$ 725 mi | +US$ 110 mi | +18% | 12,6% | 520% | 149 | 17,45% | 3,8 |
|
| 2211 |
2211
Hodges Capital Management
Dallas,
Texas
| US$ 723 mi | +US$ 88,3 mi | +14% | 23,3% | 200% | 238 | 26,47% | 2,7 |
|
| 2212 |
NTCM
2212
Nine Ten Capital Management
Chicago,
Illinois
| US$ 722 mi | +US$ 57,4 mi | +9% | 7,63% | 166% | 10 | 10% | 2,4 |
|
| 2213 |
2213
Hengehold Capital Management
Cincinnati,
Ohio
| US$ 722 mi | +US$ 49,7 mi | +7% | 4,75% | 54,5% | 159 | 18,24% | 3,2 |
|
| 2214 |
2214
Oxford Financial Group
Carmel,
Indiana
| US$ 721 mi | +US$ 31 mi | +4% | 6,34% | 77,2% | 242 | 19,83% | 1,3 |
|
| 2215 |
2215
Weatherly Asset Management
Del Mar,
California
| US$ 721 mi | +US$ 24,8 mi | +4% | 2,9% | 116% | 200 | 10% | 4,9 |
|
| 2216 |
2216
Freshford Capital Management
Rye Brook,
New York
| US$ 718 mi | +US$ 29,9 mi | +4% | 11,9% | 97,3% | 23 | 39,13% | 1 |
|
| 2217 |
2217
Bogart Wealth LLC
Mclean,
Virginia
| US$ 718 mi | +US$ 179 mi | +33% | 8,05% | 60,5% | 678 | 32,01% | 1,7 |
|
| 2218 |
2218
Nalanda India Equity Fund
Mauritius
| US$ 718 mi | +US$ 20 mi | +3% | 2,89% | 13,6% | 2 | 0% | 1,6 |
|
| 2219 |
2219
J.M. Forbes & Co
Boston,
Massachusetts
| US$ 717 mi | +US$ 37,4 mi | +6% | 2,62% | 112% | 110 | 5,45% | 4,8 |
|
| 2220 |
2220
Caldwell Trust
Venice,
Florida
| US$ 717 mi | +US$ 56,1 mi | +8% | 5,67% | 97,5% | 735 | 6,12% | 1,2 |
|
| 2221 |
KAS
2221
Kemnay Advisory Services
New York
| US$ 716 mi | -US$ 72,6 mi | -9% | 3,5% | 167% | 116 | 48,28% | 2,4 |
|
| 2222 |
2222
Emerson Point Capital
Larchmont,
New York
| US$ 716 mi | +US$ 109 mi | +18% | 6,21% | 94,8% | 44 | 22,73% | 1,2 |
|
| 2223 |
AP
2223
Archon Partners
Princeton Junction,
New Jersey
| US$ 716 mi | -US$ 29 mi | -4% | 3,05% | 99,5% | 61 | 26,23% | 3,4 |
|
| 2224 |
2224
Olstein Capital Management
Purchase,
New York
| US$ 715 mi | +US$ 88,9 mi | +14% | 17,5% | 16,6% | 104 | 11,54% | 3,9 |
|
| 2225 |
2225
SpiderRock Advisors
Wilimington,
Delaware
| US$ 715 mi | +US$ 270 mi | +61% | – | – | 205 | 0% | 1,2 |
|