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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Wealth Architects
Mountain View,
California
| US$ 369 mi | +US$ 12 mi | +3% | 8,15% | 85,1% | 154 | 9,09% | 3,4 |
|
| 2752 |
2752
Acuta Capital Partners
Redwood City,
California
| US$ 368 mi | +US$ 22,1 mi | +6% | 41,8% | 7.269% | 62 | 56,45% | 0,5 |
|
| 2753 |
2753
Sanders Morris Harris
Houston,
Texas
| US$ 368 mi | +US$ 162 mi | +79% | 8,12% | 85,8% | 282 | 57,09% | 0,7 |
|
| 2754 |
2754
Blue Edge Capital
Richmond,
Virginia
| US$ 367 mi | +US$ 33,7 mi | +10% | 7,68% | 73,2% | 97 | 4,12% | 3,6 |
|
| 2755 |
2755
Spirit of America Management Corp
Syosset,
New York
| US$ 367 mi | -US$ 22,5 mi | -6% | 0,22% | 113% | 237 | 8,02% | 4,1 |
|
| 2756 |
2756
Good Life Advisors
Reading,
Pennsylvania
| US$ 367 mi | +US$ 34 mi | +10% | 7,57% | 60% | 272 | 15,44% | 2,3 |
|
| 2757 |
2757
Slow Capital
Greenbrae,
California
| US$ 367 mi | +US$ 26,5 mi | +8% | 14,1% | 156% | 299 | 45,48% | 1,1 |
|
| 2758 |
RI
2758
RPTC Inc
Jackson,
Wyoming
| US$ 367 mi | +US$ 26,3 mi | +8% | 7,63% | 66,4% | 6 | 0% | 3,1 |
|
| 2759 |
2759
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$ 367 mi | +US$ 52,1 mi | +17% | 8,8% | 98% | 95 | 18,95% | 1,8 |
|
| 2760 |
2760
Zevin Asset Management
Boston,
Massachusetts
| US$ 367 mi | +US$ 37,5 mi | +11% | 8,32% | 71,7% | 91 | 15,38% | 3,9 |
|
| 2761 |
2761
Sound Income Strategies
Ft Lauderdale,
Florida
| US$ 366 mi | +US$ 31,5 mi | +9% | 3,48% | 31,4% | 980 | 15,92% | 1,8 |
|
| 2762 |
2762
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$ 366 mi | -US$ 32,6 mi | -8% | 7,77% | 108% | 154 | 31,17% | 0,8 |
|
| 2763 |
2763
Evolution Wealth Advisors
Aventura,
Florida
| US$ 366 mi | +US$ 60,7 mi | +20% | 9,55% | 96% | 623 | 20,22% | 0,6 |
|
| 2764 |
2764
Farmers Trust Company
Youngstown,
Ohio
| US$ 365 mi | +US$ 18,8 mi | +5% | 8,19% | 73,5% | 158 | 7,59% | 4,3 |
|
| 2765 |
2765
Capital Planning Advisors
Roseville,
California
| US$ 365 mi | +US$ 29,1 mi | +9% | 10,9% | 64,2% | 135 | 13,33% | 2,6 |
|
| 2766 |
2766
Donoghue Forlines
Boston,
Massachusetts
| US$ 365 mi | -US$ 18,4 mi | -5% | 8,73% | 229% | 152 | 82,24% | 0,1 |
|
| 2767 |
2767
Mengis Capital Management
Portland,
Oregon
| US$ 365 mi | +US$ 27,8 mi | +8% | 9,44% | 104% | 160 | 3,13% | 3,4 |
|
| 2768 |
SAM
2768
Skyline Asset Management
Chicago,
Illinois
| US$ 364 mi | +US$ 9,06 mi | +3% | 6,26% | 26,1% | 58 | 6,9% | 4 |
|
| 2769 |
2769
ARS Wealth Advisors
St. Petersburg,
Florida
| US$ 364 mi | +US$ 43,5 mi | +14% | 7,69% | 62,5% | 110 | 12,73% | 3,5 |
|
| 2770 |
2770
Means Investment Company
Bangor,
Maine
| US$ 364 mi | +US$ 44,7 mi | +14% | 12,2% | 106% | 165 | 16,36% | 1,3 |
|
| 2771 |
2771
Altavista Wealth Management
Asheville,
North Carolina
| US$ 364 mi | +US$ 18,4 mi | +5% | 7,74% | 80,6% | 176 | 11,93% | 3,9 |
|
| 2772 |
2772
SOL Capital Management
Rockville,
Maryland
| US$ 363 mi | +US$ 10,3 mi | +3% | 6,54% | 56,6% | 223 | 5,38% | 5,2 |
|
| 2773 |
2773
Sky Investment Group
Hartford,
Connecticut
| US$ 363 mi | +US$ 72,7 mi | +25% | 8,85% | 81,4% | 115 | 14,78% | 4 |
|
| 2774 |
2774
Inspire Investing
Meridian,
Idaho
| US$ 363 mi | +US$ 73,8 mi | +26% | 6,64% | 107% | 604 | 48,18% | 1,2 |
|
| 2775 |
2775
Lindbrook Capital
Calabasas,
California
| US$ 363 mi | +US$ 26,2 mi | +8% | 10,9% | 35,8% | 1.920 | 15,42% | 1,2 |
|