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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Keating Financial Advisory Services
Manhattan,
Kansas
| US$ 737 mi | – | – | 3,18% | – | 2.227 | – | 0 |
|
| 2902 |
2902
Pasadena Private Wealth
Pasadena,
California
| US$ 735 mi | +US$ 40,6 mi | +6% | 1,84% | 60,8% | 292 | 31,85% | 1,7 |
|
| 2903 |
VCM
2903
Vivaldi Capital Management
Chicago,
Illinois
| US$ 735 mi | +US$ 28,1 mi | +4% | 6,58% | 69,2% | 293 | 9,9% | 3,5 |
|
| 2904 |
2904
Vancity Investment Management
Vancouver,
British Columbia, Canada
| US$ 735 mi | -US$ 16,6 mi | -2% | 0,5% | – | 88 | 15,91% | 2,2 |
|
| 2905 |
2905
Emerald Advisors
Bellevue,
Washington
| US$ 735 mi | -US$ 18,7 mi | -2% | 4,57% | 71,8% | 114 | 11,4% | 3,2 |
|
| 2906 |
2906
Manchester Capital Management
Manchester,
Vermont
| US$ 735 mi | -US$ 3,24 mi | -0,4% | 4,55% | 86,7% | 1.531 | 28,09% | 3,7 |
|
| 2907 |
RIM
2907
Rovida Investment Management
Grand Cayman,
Cayman Islands
| US$ 735 mi | -US$ 147 mi | -17% | 10,6% | – | 18 | 16,67% | 0,7 |
|
| 2908 |
2908
Glen Eagle Advisors
Kingston,
New Jersey
| US$ 735 mi | +US$ 15,1 mi | +2% | 2,54% | 68,5% | 1.166 | 13,89% | 5 |
|
| 2909 |
NG
2909
Northstar Group
New York
| US$ 734 mi | +US$ 47,7 mi | +7% | 3,4% | 68,4% | 170 | 10% | 6,2 |
|
| 2910 |
2910
Live Oak Private Wealth
Wilmington,
North Carolina
| US$ 734 mi | +US$ 16 mi | +2% | 5,99% | 74,6% | 203 | 6,9% | 3,9 |
|
| 2911 |
2911
Capital Advisors Wealth Management
Yakima,
Washington
| US$ 734 mi | +US$ 33,5 mi | +5% | 1,95% | 70,5% | 229 | 10,48% | 2,4 |
|
| 2912 |
2912
Claro Advisors
Boston,
Massachusetts
| US$ 734 mi | +US$ 48,3 mi | +7% | 1,78% | 98,8% | 447 | 17,67% | 2,9 |
|
| 2913 |
2913
Nexus Investment Management
Toronto,
Ontario, Canada
| US$ 734 mi | +US$ 29,4 mi | +4% | 8,27% | 93,5% | 71 | 2,82% | 5,1 |
|
| 2914 |
2914
LM Advisors
San Diego,
California
| US$ 732 mi | +US$ 37,8 mi | +5% | 4,31% | – | 222 | 12,16% | 1,5 |
|
| 2915 |
2915
Berman McAleer
Timonium,
Maryland
| US$ 732 mi | +US$ 16,9 mi | +2% | 1,06% | – | 171 | 9,36% | 0,2 |
|
| 2916 |
CIA
2916
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$ 732 mi | -US$ 32,2 mi | -4% | 5,43% | 114% | 79 | 11,39% | 6,2 |
|
| 2917 |
2917
Financial Consulate
Hunt Valley,
Maryland
| US$ 731 mi | +US$ 23,2 mi | +3% | 2,3% | 61,4% | 1.462 | 29,62% | 0,3 |
|
| 2918 |
2918
FSM Wealth Advisors
Cleveland,
Ohio
| US$ 731 mi | +US$ 24,2 mi | +3% | 2,08% | 68,4% | 340 | 15,59% | 1,7 |
|
| 2919 |
2919
Fourpath Capital Management
Oklahoma City,
Oklahoma
| US$ 731 mi | +US$ 27,3 mi | +4% | 5,39% | 82,1% | 241 | 10,37% | 1,9 |
|
| 2920 |
2920
Asset One Wealth Management
Bellevue,
Washington
| US$ 730 mi | – | – | 5,76% | – | 275 | – | 0 |
|
| 2921 |
2921
Insight Wealth Partners
Plano,
Texas
| US$ 730 mi | +US$ 401 mi | +122% | 1,89% | 56,2% | 127 | 18,9% | 2,6 |
|
| 2922 |
2922
Financial Advisors Network
Tustin,
California
| US$ 730 mi | +US$ 23,5 mi | +3% | 1,97% | – | 203 | 6,9% | 3,6 |
|
| 2923 |
2923
Mirador Capital Partners
Pleasanton,
California
| US$ 730 mi | +US$ 24,1 mi | +3% | 3,98% | 120% | 224 | 12,5% | 4 |
|
| 2924 |
2924
Larch Capital Partners
Miami,
Florida
| US$ 729 mi | – | – | 4,42% | – | 34 | – | 0 |
|
| 2925 |
CANC
2925
Culbertson A N & Co
Charlottesville,
Virginia
| US$ 729 mi | +US$ 22,3 mi | +3% | 3,86% | 87,5% | 129 | 2,33% | 8,6 |
|