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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
BlueSky Wealth Advisors
New Bern,
North Carolina
| US$ 540 mi | +US$ 29 mi | +6% | 3,57% | 45,9% | 73 | 19,18% | 2,8 |
|
| 2877 |
WAM
2877
Warberg Asset Management
Winnetka,
Illinois
| US$ 540 mi | -US$ 77,1 mi | -13% | 1,31% | 61,5% | 253 | 43,48% | 0,4 |
|
| 2878 |
KWMG
2878
King Wealth Management Group
Naples,
Florida
| US$ 539 mi | +US$ 50,5 mi | +10% | 10,5% | 86% | 191 | 18,85% | 3,7 |
|
| 2879 |
2879
Dividend Assets Capital
Ridgeland,
South Carolina
| US$ 539 mi | +US$ 42 mi | +8% | 9,57% | 67,4% | 532 | 8,27% | 2,3 |
|
| 2880 |
AMCA
2880
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$ 538 mi | +US$ 45,7 mi | +9% | 11,1% | 129% | 147 | 8,84% | 3,4 |
|
| 2881 |
HA
2881
Harbor Advisors
West Palm Beach,
Florida
| US$ 538 mi | +US$ 37,8 mi | +8% | 8,21% | 125% | 199 | 15,08% | 3 |
|
| 2882 |
2882
JGP Wealth Management
Bend,
Oregon
| US$ 537 mi | +US$ 74,3 mi | +16% | 14,3% | 87,8% | 163 | 6,75% | 2,3 |
|
| 2883 |
2883
Saltoro Capital
Dallas,
Texas
| US$ 537 mi | +US$ 253 mi | +89% | 2,2% | 130% | 124 | 60,48% | 0,4 |
|
| 2884 |
PS
2884
Portfolio Strategies
Monsey,
New York
| US$ 536 mi | +US$ 37 mi | +7% | 12% | 137% | 55 | 23,64% | 1,8 |
|
| 2885 |
2885
FRG Family Wealth Advisors
Bellevue,
Washington
| US$ 536 mi | +US$ 26,9 mi | +5% | 9,53% | 76,4% | 147 | 10,2% | 4,2 |
|
| 2886 |
CL
2886
CIM LLC
Albany,
New York
| US$ 536 mi | -US$ 107 mi | -17% | 6,94% | 108% | 165 | 13,33% | 3,1 |
|
| 2887 |
2887
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$ 535 mi | +US$ 38,6 mi | +8% | 5,05% | 48,5% | 113 | 10,62% | 3,4 |
|
| 2888 |
2888
Insight Wealth Partners
Plano,
Texas
| US$ 535 mi | +US$ 348 mi | +187% | 1,69% | 56,2% | 85 | 35,29% | 1 |
|
| 2889 |
2889
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$ 535 mi | +US$ 79,7 mi | +18% | 15,9% | 174% | 217 | 26,73% | 4,4 |
|
| 2890 |
2890
Live Oak Private Wealth
Wilmington,
North Carolina
| US$ 535 mi | +US$ 42 mi | +9% | 9,7% | 74,6% | 179 | 5,59% | 1,4 |
|
| 2891 |
SPC
2891
Stony Point Capital
New York
| US$ 534 mi | +US$ 169 mi | +46% | 0,71% | 208% | 46 | 50% | 0,7 |
|
| 2892 |
2892
Legion Partners Asset Management
Los Angeles,
California
| US$ 534 mi | +US$ 48,2 mi | +10% | 12,8% | 206% | 20 | 45% | 1,1 |
|
| 2893 |
2893
Tortoise Investment Management
White Plains,
New York
| US$ 534 mi | +US$ 39,3 mi | +8% | 4,6% | 43,8% | 693 | 14,29% | 4,1 |
|
| 2894 |
2894
Personal CFO Solutions
Chester,
New Jersey
| US$ 534 mi | +US$ 46,2 mi | +9% | 6,19% | 98,9% | 530 | 24,72% | 1,2 |
|
| 2895 |
2895
Pensionfund Sabic
Sittard,
Netherlands
| US$ 534 mi | +US$ 60,3 mi | +13% | 14,2% | 63,6% | 221 | 12,67% | 3,4 |
|
| 2896 |
2896
Hunter Perkins Capital Management
Lombard,
Illinois
| US$ 533 mi | +US$ 41,6 mi | +8% | 7,87% | 58% | 92 | 23,91% | 1 |
|
| 2897 |
2897
Hahn Capital Management
Walnut Creek,
California
| US$ 533 mi | +US$ 21,3 mi | +4% | 10,9% | 71,7% | 33 | 0% | 5,9 |
|
| 2898 |
2898
5AM Venture Management
San Francisco,
California
| US$ 533 mi | +US$ 40,3 mi | +8% | 25% | 546% | 18 | 16,67% | 1,1 |
|
| 2899 |
2899
Mengis Capital Management
Portland,
Oregon
| US$ 533 mi | +US$ 56,5 mi | +12% | 11% | 104% | 188 | 6,91% | 3,8 |
|
| 2900 |
2900
Lee Financial
Dallas,
Texas
| US$ 532 mi | +US$ 49 mi | +10% | 6,78% | 75% | 978 | 30,37% | 1,7 |
|