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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
Capital Planning Advisors
Roseville,
California
| US$ 728 mi | +US$ 46,3 mi | +7% | 7,61% | 64,2% | 154 | 18,18% | 4,4 |
|
| 2827 |
2827
Family Management
New York
| US$ 727 mi | +US$ 59 mi | +9% | 7,47% | 69% | 278 | 22,3% | 2,1 |
|
| 2828 |
2828
Victory Financial Group
Austin,
Texas
| US$ 727 mi | +US$ 97,2 mi | +15% | 8,26% | – | 277 | 27,44% | 0,7 |
|
| 2829 |
2829
Brio Consultants
San Francisco,
California
| US$ 727 mi | +US$ 42,3 mi | +6% | 5,34% | 42,7% | 143 | 10,49% | 2,8 |
|
| 2830 |
2830
Meridian Wealth Partners
Exton,
Pennsylvania
| US$ 727 mi | +US$ 36,8 mi | +5% | 6,41% | 59% | 119 | 11,76% | 3,3 |
|
| 2831 |
2831
Legacy Financial Advisors
Covington,
Kentucky
| US$ 726 mi | +US$ 85,7 mi | +13% | 8,2% | 97,8% | 432 | 25,23% | 2,2 |
|
| 2832 |
2832
Portside Wealth Group
Provo,
Utah
| US$ 726 mi | +US$ 50,5 mi | +7% | 7,31% | 90,1% | 506 | 14,23% | 1,4 |
|
| 2833 |
2833
Polymer Capital Management (HK)
Hong Kong
| US$ 725 mi | +US$ 64,2 mi | +10% | 36,8% | – | 294 | 65,31% | 0,3 |
|
| 2834 |
2834
Abacus Planning Group
Columbia,
South Carolina
| US$ 725 mi | +US$ 52,3 mi | +8% | 6,77% | 67,8% | 265 | 7,92% | 3,8 |
|
| 2835 |
2835
Concord Wealth Partners
Abingdon,
Virginia
| US$ 725 mi | +US$ 38,6 mi | +6% | 5,99% | 71,1% | 892 | 10,31% | 2,4 |
|
| 2836 |
2836
Fagan Associates
Troy,
New York
| US$ 724 mi | +US$ 77,7 mi | +12% | 11% | 127% | 139 | 11,51% | 4,6 |
|
| 2837 |
2837
Skylands Capital
Milwaukee,
Wisconsin
| US$ 723 mi | +US$ 33,9 mi | +5% | 10,1% | 61% | 162 | 12,35% | 5,3 |
|
| 2838 |
2838
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| US$ 723 mi | +US$ 42 mi | +6% | 7,2% | 86,4% | 132 | 3,79% | 8,7 |
|
| 2839 |
2839
Northcape Capital
Sydney,
Australia
| US$ 723 mi | -US$ 62,2 mi | -8% | 0,08% | – | 8 | 0% | 8,4 |
|
| 2840 |
2840
SKBA Capital Management
San Francisco,
California
| US$ 723 mi | +US$ 28,2 mi | +4% | 3,65% | 55,7% | 84 | 3,57% | 4,7 |
|
| 2841 |
2841
ASK Capital Management
San Francisco,
California
| US$ 722 mi | +US$ 96,7 mi | +15% | 19,2% | – | 5 | 20% | 0,6 |
|
| 2842 |
2842
Intelligence Driven Advisers
Carlsbad,
California
| US$ 721 mi | +US$ 58,2 mi | +9% | 6,84% | 65,6% | 128 | 10,16% | 2,1 |
|
| 2843 |
CT
2843
Chicago Trust
Grayslake,
Illinois
| US$ 720 mi | +US$ 8,96 mi | +1% | 7,36% | 96,7% | 444 | 15,32% | 3,8 |
|
| 2844 |
2844
Nottingham Advisors
Amherst,
New York
| US$ 720 mi | +US$ 46,1 mi | +7% | 5,46% | 47,6% | 116 | 9,48% | 4,9 |
|
| 2845 |
2845
Ramirez Asset Management
New York
| US$ 720 mi | +US$ 58,9 mi | +9% | 7,72% | 86,8% | 369 | 10,03% | 1,5 |
|
| 2846 |
2846
First Pacific Financial
Vancouver,
Washington
| US$ 720 mi | +US$ 41,5 mi | +6% | 5,31% | 53,6% | 554 | 18,41% | 1,6 |
|
| 2847 |
2847
Glen Eagle Advisors
Kingston,
New Jersey
| US$ 719 mi | +US$ 69,4 mi | +11% | 7,22% | 68,5% | 1.152 | 11,72% | 4,7 |
|
| 2848 |
2848
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| US$ 719 mi | +US$ 45,2 mi | +7% | 7,88% | 81,7% | 261 | 5,75% | 4,9 |
|
| 2849 |
2849
Quantitative Investment Management
Charlottesville,
Virginia
| US$ 719 mi | -US$ 26,6 mi | -4% | 14,3% | 24,6% | 513 | 79,53% | 0,1 |
|
| 2850 |
2850
Live Oak Private Wealth
Wilmington,
North Carolina
| US$ 718 mi | +US$ 47,7 mi | +7% | 7,77% | 74,6% | 200 | 7,5% | 3,8 |
|