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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Lee Financial
Dallas,
Texas
| US$ 559 mi | +US$ 26,4 mi | +5% | 1,06% | 75% | 1.011 | 29,77% | 2,3 |
|
| 2702 |
2702
Intrua Financial
Houston,
Texas
| US$ 559 mi | -US$ 13,4 mi | -2% | 0,84% | 77,4% | 413 | 17,68% | 1,1 |
|
| 2703 |
2703
Kanen Wealth Management
Coconut Creek,
Florida
| US$ 558 mi | +US$ 269 mi | +93% | 4,91% | 328% | 26 | 23,08% | 0,7 |
|
| 2704 |
2704
Dean Investment Associates
Beavercreek,
Ohio
| US$ 558 mi | -US$ 9,9 mi | -2% | 0,59% | 63,5% | 238 | 7,56% | 3,4 |
|
| 2705 |
2705
Rodgers Brothers
Harmony,
Pennsylvania
| US$ 557 mi | -US$ 4,85 mi | -0,9% | 1,2% | 108% | 215 | 12,09% | 5,1 |
|
| 2706 |
2706
Lake Street Private Wealth
Chicago,
Illinois
| US$ 557 mi | -US$ 13,1 mi | -2% | 2,68% | 105% | 361 | 20,22% | 1,3 |
|
| 2707 |
2707
Dock Street Asset Management
Palm Beach,
Florida
| US$ 557 mi | -US$ 50,1 mi | -8% | 5,34% | 175% | 82 | 20,73% | 2,9 |
|
| 2708 |
2708
First Ascent Asset Management
Denver,
Colorado
| US$ 556 mi | +US$ 31,4 mi | +6% | 5,59% | 4,15% | 41 | 19,51% | 1,3 |
|
| 2709 |
2709
Bluescape Energy Partners
Dallas,
Texas
| US$ 556 mi | -US$ 72,4 mi | -12% | 2,1% | 57,9% | 3 | 0% | 2 |
|
| 2710 |
2710
FORA Capital
Miami,
Florida
| US$ 555 mi | +US$ 297 mi | +115% | 0,78% | 162% | 671 | 82,71% | 0,1 |
|
| 2711 |
2711
Tortoise Index Solutions
Overland Park,
Kansas
| US$ 554 mi | +US$ 100 mi | +22% | 18,4% | 52,2% | 111 | 2,7% | 3,4 |
|
| 2712 |
2712
Avitas Wealth Management
Los Angeles,
California
| US$ 554 mi | -US$ 42,1 mi | -7% | 4,18% | 56,2% | 222 | 35,59% | 1,7 |
|
| 2713 |
IAIM
2713
International Assets Investment Management
Orlando,
Florida
| US$ 554 mi | -US$ 18,9 mi | -3% | 3,09% | 101% | 601 | 32,45% | 1,2 |
|
| 2714 |
2714
SKBA Capital Management
San Francisco,
California
| US$ 554 mi | +US$ 23 mi | +4% | 6,48% | 55,7% | 85 | 8,24% | 3,4 |
|
| 2715 |
2715
SOL Capital Management
Rockville,
Maryland
| US$ 554 mi | +US$ 487 mil | +0,1% | 4,82% | 56,6% | 272 | 8,82% | 5,6 |
|
| 2716 |
2716
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$ 553 mi | +US$ 2,48 mi | +0,5% | 3,8% | 67% | 136 | 19,12% | 2,7 |
|
| 2717 |
2717
Means Investment Company
Bangor,
Maine
| US$ 552 mi | -US$ 13,9 mi | -2% | 4,54% | 106% | 228 | 22,81% | 2,2 |
|
| 2718 |
HCP
2718
Holt Capital Partners
Fort Worth,
Texas
| US$ 552 mi | -US$ 16,5 mi | -3% | 2,32% | 75,1% | 164 | 3,66% | 5,1 |
|
| 2719 |
2719
HHR Asset Management
Berkeley Heights,
New Jersey
| US$ 552 mi | -US$ 286 mi | -34% | 17,7% | 76,3% | 36 | 27,78% | 2,4 |
|
| 2720 |
2720
TrinityPoint Wealth
Milford,
Connecticut
| US$ 552 mi | -US$ 11,1 mi | -2% | 3,63% | 28,4% | 330 | 14,55% | 1,8 |
|
| 2721 |
2721
Camden National Bank
Camden,
Maine
| US$ 552 mi | -US$ 17,4 mi | -3% | 3,12% | 58,2% | 157 | 11,46% | 3,3 |
|
| 2722 |
2722
Proffitt & Goodson
Knoxville,
Tennessee
| US$ 551 mi | -US$ 18,1 mi | -3% | 5,07% | 48,5% | 288 | 15,97% | 2,8 |
|
| 2723 |
2723
Vest Financial
Mclean,
Virginia
| US$ 551 mi | +US$ 90,6 mi | +20% | 1,52% | 68,4% | 66 | 4,55% | 1,2 |
|
| 2724 |
T
2724
TCWP
Beachwood,
Ohio
| US$ 550 mi | +US$ 46 mi | +9% | 3,02% | – | 1.978 | 86,75% | 0 |
|
| 2725 |
2725
Barometer Capital Management
Toronto,
Ontario, Canada
| US$ 550 mi | -US$ 45,7 mi | -8% | 23% | 339% | 176 | 67,05% | 0,6 |
|