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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
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$ 578 mi | +US$ 104 mi | +22% | 10,2% | 51,1% | 833 | 29,77% | 2,5 |
|
| 2702 |
2702
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$ 578 mi | +US$ 13,5 mi | +2% | 9,88% | 52,3% | 15 | 0% | 2 |
|
| 2703 |
2703
Personal CFO Solutions
Chester,
New Jersey
| US$ 578 mi | +US$ 71,6 mi | +14% | 10,7% | 98,9% | 553 | 25,32% | 1,9 |
|
| 2704 |
2704
Bain Capital Credit
Boston,
Massachusetts
| US$ 577 mi | -US$ 37,7 mi | -6% | 3,5% | 14,4% | 9 | 33,33% | 1,4 |
|
| 2705 |
2705
Insight Wealth Partners
Plano,
Texas
| US$ 577 mi | +US$ 60,1 mi | +12% | 4,68% | 56,2% | 79 | 15,19% | 2 |
|
| 2706 |
CF
2706
Clarity Financial
Houston,
Texas
| US$ 577 mi | -US$ 18,6 mi | -3% | 7,13% | 56,8% | 129 | 23,26% | 0,8 |
|
| 2707 |
2707
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$ 577 mi | +US$ 44,7 mi | +8% | 11,7% | 98,7% | 134 | 8,21% | 8,1 |
|
| 2708 |
2708
Strategic Investment Solutions
Orland Park,
Illinois
| US$ 576 mi | -US$ 7,53 bi | -93% | 4,38% | – | 1.250 | 51,12% | 0,4 |
|
| 2709 |
2709
Private Advisory Group
Redmond,
Washington
| US$ 576 mi | +US$ 70,1 mi | +14% | 16,2% | 187% | 240 | 40% | 1,5 |
|
| 2710 |
2710
De Burlo Group
Boston,
Massachusetts
| US$ 576 mi | US$ 0 | 0% | 13,7% | 164% | 81 | 0% | 3 |
|
| 2711 |
2711
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$ 575 mi | -US$ 21,9 mi | -4% | 10,6% | 116% | 319 | 12,54% | 3,6 |
|
| 2712 |
2712
Slow Capital
Greenbrae,
California
| US$ 575 mi | +US$ 30,1 mi | +6% | 12,7% | 156% | 127 | 7,09% | 4,6 |
|
| 2713 |
2713
HHM Wealth Advisors
Chattanooga,
Tennessee
| US$ 575 mi | +US$ 62,8 mi | +12% | 11,1% | 70,6% | 834 | 16,43% | 2,4 |
|
| 2714 |
2714
Murchinson
Toronto,
Ontario, Canada
| US$ 574 mi | -US$ 205 mi | -26% | 10,6% | 107% | 77 | 79,22% | 0,4 |
|
| 2715 |
2715
Montag & Caldwell
Atlanta,
Georgia
| US$ 573 mi | -US$ 206 mi | -26% | 15% | 91,3% | 89 | 11,24% | 4 |
|
| 2716 |
2716
Falcon Wealth Planning
Ontario,
California
| US$ 572 mi | +US$ 111 mi | +24% | 10,2% | 56,4% | 134 | 19,4% | 1,7 |
|
| 2717 |
2717
USA Financial Formulas
Ada,
Michigan
| US$ 572 mi | +US$ 505 mi | +754% | 11,7% | 104% | 570 | 54,91% | 1,5 |
|
| 2718 |
2718
Cullen Investment Group
Lafayette,
Louisiana
| US$ 571 mi | – | – | 9,55% | 102% | 172 | – | 0 |
|
| 2719 |
2719
Planning Alternatives
Birmingham,
Michigan
| US$ 571 mi | +US$ 55 mi | +11% | 10,8% | 69,6% | 51 | 13,73% | 5,5 |
|
| 2720 |
2720
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$ 571 mi | +US$ 73,3 mi | +15% | 11,7% | 174% | 236 | 16,1% | 4,7 |
|
| 2721 |
PGCM
2721
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$ 571 mi | +US$ 120 mi | +26% | 15,9% | 135% | 193 | 30,57% | 2,2 |
|
| 2722 |
2722
Acorn Financial Advisory Services
Reston,
Virginia
| US$ 571 mi | +US$ 10,5 mi | +2% | 11,2% | 108% | 257 | 11,67% | 2,6 |
|
| 2723 |
2723
Lee Financial
Dallas,
Texas
| US$ 570 mi | +US$ 33,2 mi | +6% | 9,28% | 75% | 945 | 20,53% | 2,9 |
|
| 2724 |
GWI
2724
Grace & White Inc
Ny,
New York
| US$ 570 mi | +US$ 33,5 mi | +6% | 9,03% | 59,6% | 145 | 2,76% | 6,3 |
|
| 2725 |
2725
FengHe Fund Management
Singapore
| US$ 570 mi | +US$ 149 mi | +35% | 29,4% | 779% | 25 | 60% | 0,4 |
|