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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
Bedel Financial Consulting
Indianapolis,
Indiana
| US$ 783 mi | +US$ 50,2 mi | +7% | 4,34% | 97,4% | 292 | 8,22% | 4,7 |
|
| 2702 |
2702
Hidden Lake Asset Management
New York
| US$ 782 mi | +US$ 415 mi | +113% | 39,3% | 849% | 70 | 87,14% | 0,2 |
|
| 2703 |
2703
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$ 781 mi | -US$ 90,1 mi | -10% | 8,96% | 97,3% | 591 | 26,57% | 3,8 |
|
| 2704 |
BDWCC
2704
B&D White Capital Company
Lakeway,
Texas
| US$ 781 mi | +US$ 124 mi | +19% | 6,15% | 44,2% | 97 | 44,33% | 1,1 |
|
| 2705 |
2705
TFC Financial Management
Boston,
Massachusetts
| US$ 781 mi | +US$ 50,5 mi | +7% | 6,82% | 66,9% | 1.062 | 14,69% | 2,5 |
|
| 2706 |
2706
Johnson Bixby & Associates
Vancouver,
Washington
| US$ 780 mi | +US$ 52 mi | +7% | 5,11% | 48,7% | 125 | 4,8% | 2,9 |
|
| 2707 |
2707
First Hawaiian Bank
Honolulu,
Hawaii
| US$ 780 mi | +US$ 42,9 mi | +6% | 6,62% | 72,7% | 96 | 2,08% | 8,1 |
|
| 2708 |
CP
2708
Coho Partners
Berwyn,
Pennsylvania
| US$ 779 mi | -US$ 564 mi | -42% | 4,24% | 35,6% | 34 | 5,88% | 6,7 |
|
| 2709 |
2709
Planning Alternatives
Birmingham,
Michigan
| US$ 779 mi | +US$ 60,1 mi | +8% | 7,33% | 69,6% | 89 | 11,24% | 4,2 |
|
| 2710 |
HP
2710
Hound Partners
New York
| US$ 779 mi | +US$ 38,7 mi | +5% | 10,5% | 19,7% | 35 | 34,29% | 1,1 |
|
| 2711 |
2711
Gilbert & Cook
West Des Moines,
Iowa
| US$ 778 mi | +US$ 38,3 mi | +5% | 6,64% | 63,2% | 222 | 12,61% | 3,7 |
|
| 2712 |
2712
Sharkey, Howes & Javer
Denver,
Colorado
| US$ 778 mi | +US$ 32,2 mi | +4% | 6,68% | 60,2% | 169 | 14,79% | 3 |
|
| 2713 |
IBOK
2713
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$ 778 mi | +US$ 72,2 mi | +10% | 7,83% | 94,3% | 640 | 6,56% | 4,1 |
|
| 2714 |
2714
Dillon & Associates
Jackson,
Michigan
| US$ 778 mi | +US$ 41,1 mi | +6% | 8,24% | 117% | 78 | 3,85% | 8 |
|
| 2715 |
2715
Premier Path Wealth Partners
Madison,
New Jersey
| US$ 777 mi | +US$ 58,6 mi | +8% | 8,04% | 98,8% | 400 | 5,75% | 1,4 |
|
| 2716 |
2716
CVA Family Office
Denver,
Colorado
| US$ 777 mi | +US$ 65,3 mi | +9% | 7,3% | 71,6% | 1.354 | 9,68% | 1,9 |
|
| 2717 |
2717
American Financial Advisors
Marietta,
Georgia
| US$ 776 mi | +US$ 60,3 mi | +8% | 5,44% | 52,7% | 167 | 8,98% | 3,4 |
|
| 2718 |
2718
Lake Street Private Wealth
Chicago,
Illinois
| US$ 776 mi | +US$ 73 mi | +10% | 8,63% | 105% | 282 | 10,99% | 3,2 |
|
| 2719 |
AAA
2719
Adams Asset Advisors
Dallas,
Texas
| US$ 776 mi | +US$ 64,9 mi | +9% | 9,87% | 66,8% | 81 | 1,23% | 5,4 |
|
| 2720 |
2720
Triad Wealth Partners
Lawrence,
Kansas
| US$ 775 mi | +US$ 280 mi | +57% | 7,11% | – | 385 | 29,87% | 0,5 |
|
| 2721 |
2721
Brookwood Investment Group
Phoenix,
Arizona
| US$ 775 mi | +US$ 154 mi | +25% | 9,78% | – | 556 | 32,73% | 0,4 |
|
| 2722 |
2722
Resources Management Corp
West Hartford,
Connecticut
| US$ 774 mi | +US$ 37,3 mi | +5% | 9,14% | 78,5% | 431 | 6,5% | 5 |
|
| 2723 |
2723
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| US$ 774 mi | +US$ 77,5 mi | +11% | 7,45% | 64,3% | 445 | 7,19% | 1,6 |
|
| 2724 |
2724
EFG Asset Management
Portland,
Oregon
| US$ 773 mi | +US$ 65,6 mi | +9% | 14,6% | 211% | 182 | 19,23% | 1,8 |
|
| 2725 |
2725
Southernsun Asset Management
Memphis,
Tennessee
| US$ 772 mi | +US$ 59,6 mi | +8% | 12,2% | 54,7% | 31 | 0% | 5,5 |
|