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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$ 475 mi | +US$ 30,6 mi | +7% | 4,94% | 64% | 259 | 22,01% | 4,2 |
|
| 2827 |
KWMG
2827
King Wealth Management Group
Naples,
Florida
| US$ 474 mi | -US$ 20,4 mi | -4% | 3,16% | 103% | 153 | 7,19% | 5,2 |
|
| 2828 |
2828
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$ 474 mi | -US$ 15,4 mi | -3% | 3,35% | 51,1% | 833 | 17,89% | 2,2 |
|
| 2829 |
2829
Sentry LLC
Memphis,
Tennessee
| US$ 474 mi | +US$ 14 mi | +3% | 4,25% | 52,6% | 125 | 8,8% | 0,5 |
|
| 2830 |
2830
Townsend & Associates
Westminster,
Colorado
| US$ 474 mi | +US$ 85 mi | +22% | 3,84% | 58% | 123 | 20,33% | 1,5 |
|
| 2831 |
2831
Pine Ridge Advisers
New York
| US$ 473 mi | +US$ 20,4 mi | +5% | 3,43% | 90,1% | 27 | 3,7% | 2,1 |
|
| 2832 |
2832
Mainstay Capital Management
Grand Blanc,
Michigan
| US$ 473 mi | -US$ 84,9 mi | -15% | 1,15% | 131% | 112 | 25,89% | 2,9 |
|
| 2833 |
LWANC
2833
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$ 473 mi | -US$ 26,5 mi | -5% | 2,2% | 71,1% | 607 | 5,44% | 3,5 |
|
| 2834 |
2834
Oak Harvest Investment Services
Houston,
Texas
| US$ 473 mi | +US$ 26,4 mi | +6% | 1,93% | 120% | 124 | 25,81% | 1,5 |
|
| 2835 |
2835
Adventist Health System West
Roseville,
California
| US$ 472 mi | -US$ 37,2 mi | -7% | 3,41% | 60,2% | 5 | 0% | 3,1 |
|
| 2836 |
2836
Arcadia Investment Management
Kalamazoo,
Michigan
| US$ 472 mi | -US$ 20,8 mi | -4% | 2,47% | 83,5% | 346 | 7,23% | 4,5 |
|
| 2837 |
NRA
2837
NSI Retail Advisors
Warrendale,
Pennsylvania
| US$ 472 mi | -US$ 125 mi | -21% | 2,89% | 26,2% | 53 | 26,42% | 1,9 |
|
| 2838 |
2838
Academy Capital Management
Waco,
Texas
| US$ 472 mi | -US$ 27,7 mi | -6% | 2,61% | 85% | 36 | 13,89% | 3,3 |
|
| 2839 |
2839
Concord Wealth Partners
Abingdon,
Virginia
| US$ 471 mi | +US$ 6,37 mi | +1% | 2,27% | 71,1% | 1.086 | 9,21% | 0,9 |
|
| 2840 |
2840
Atlas Venture Advisors
Boston,
Massachusetts
| US$ 471 mi | -US$ 120 mi | -20% | 15% | 34,6% | 5 | 0% | 3,8 |
|
| 2841 |
2841
Herald Investment Management
London,
United Kingdom
| US$ 470 mi | -US$ 44,5 mi | -9% | 1,34% | 493% | 105 | 8,57% | 4,9 |
|
| 2842 |
2842
Live Oak Private Wealth
Wilmington,
North Carolina
| US$ 470 mi | -US$ 32,6 mi | -6% | 4,07% | 74,6% | 168 | 5,95% | 2,7 |
|
| 2843 |
2843
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| US$ 469 mi | +US$ 18 mi | +4% | 2,05% | 78,9% | 155 | 11,61% | 1,2 |
|
| 2844 |
2844
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| US$ 469 mi | -US$ 17,2 mi | -4% | 4,39% | 86,7% | 89 | 13,48% | 2,7 |
|
| 2845 |
2845
Investure LLC
Charlottesville,
Virginia
| US$ 469 mi | -US$ 54 mi | -10% | 6,3% | 55,4% | 13 | 0% | 4 |
|
| 2846 |
2846
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$ 468 mi | -US$ 19,1 mi | -4% | 3,53% | 58,2% | 35 | 5,71% | 3,6 |
|
| 2847 |
2847
American Investment Services
Great Barrington,
Massachusetts
| US$ 468 mi | -US$ 25,3 mi | -5% | 3,64% | 63,1% | 141 | 5,67% | 5,1 |
|
| 2848 |
2848
Harbor Capital Advisors
Chicago,
Illinois
| US$ 468 mi | -US$ 32,3 mi | -6% | 2,65% | 128% | 674 | 36,05% | 0,7 |
|
| 2849 |
2849
Makena Capital Management
Menlo Park,
California
| US$ 467 mi | -US$ 56,3 mi | -11% | 2,23% | 85,5% | 49 | 32,65% | 1,5 |
|
| 2850 |
2850
Centerbridge Partners
New York
| US$ 467 mi | -US$ 175 mi | -27% | 1,29% | 15,9% | 15 | 6,67% | 2 |
|