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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Marble Wealth
Montgomery,
Alabama
| US$ 720 mi | – | – | 3,24% | – | 272 | – | 0 |
|
| 2952 |
2952
Walkner Condon Financial Advisors
Madison,
Wisconsin
| US$ 720 mi | +US$ 88,9 mi | +14% | 2,47% | 62,6% | 320 | 10,31% | 2,7 |
|
| 2953 |
2953
Capital Investment Counsel (Colorado)
Denver,
Colorado
| US$ 720 mi | +US$ 40,7 mi | +6% | 1,76% | 68,7% | 151 | 17,22% | 1,4 |
|
| 2954 |
OTL
2954
Oak Thistle LLC
New York
| US$ 720 mi | +US$ 63,9 mi | +10% | 0,32% | 58,3% | 674 | 62,31% | 0,3 |
|
| 2955 |
2955
Cannon Financial Strategists
Athens,
Georgia
| US$ 719 mi | +US$ 20,5 mi | +3% | 2,58% | 56,7% | 105 | 5,71% | 3,7 |
|
| 2956 |
2956
Physician Wealth Advisors
Midvale,
Utah
| US$ 719 mi | +US$ 16,1 mi | +2% | 2,47% | 79,9% | 2.181 | 19,99% | 1 |
|
| 2957 |
2957
Palo Alto Investors
Palo Alto,
California
| US$ 718 mi | +US$ 178 mi | +33% | 33% | 157% | 51 | 17,65% | 3,4 |
|
| 2958 |
2958
Nottingham Advisors
Amherst,
New York
| US$ 718 mi | -US$ 2,56 mi | -0,4% | 1,73% | 47,6% | 115 | 9,57% | 4,8 |
|
| 2959 |
2959
Proffitt & Goodson
Knoxville,
Tennessee
| US$ 718 mi | +US$ 20,4 mi | +3% | 1,84% | 48,5% | 463 | 39,31% | 4,7 |
|
| 2960 |
2960
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$ 717 mi | +US$ 539 mi | +304% | 0,33% | 70,9% | 229 | 48,03% | 1,2 |
|
| 2961 |
2961
Breakwater Capital Group
Paramus,
New Jersey
| US$ 717 mi | +US$ 39,3 mi | +6% | 2,21% | 67,4% | 370 | 9,73% | 2 |
|
| 2962 |
2962
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$ 716 mi | +US$ 60,4 mi | +9% | 1,95% | 62,1% | 151 | 8,61% | 4,9 |
|
| 2963 |
2963
Southernsun Asset Management
Memphis,
Tennessee
| US$ 716 mi | -US$ 55,4 mi | -7% | 2,67% | 54,7% | 35 | 20% | 4,8 |
|
| 2964 |
2964
Unique Wealth
Clearwater,
Florida
| US$ 716 mi | +US$ 34,4 mi | +5% | 1,52% | 68,5% | 194 | 12,37% | 1,4 |
|
| 2965 |
2965
Fractal Investments
Glastonbury,
Connecticut
| US$ 716 mi | +US$ 23,5 mi | +3% | 2,43% | 74,2% | 86 | 17,44% | 2,2 |
|
| 2966 |
2966
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$ 716 mi | +US$ 30,2 mi | +4% | 3,76% | 78,2% | 277 | 9,39% | 5 |
|
| 2967 |
2967
Pinnbrook Capital Management
New York
| US$ 715 mi | -US$ 189 mi | -21% | 17,3% | 913% | 193 | 73,58% | 0,2 |
|
| 2968 |
2968
Ellenbecker Investment Group
Waukesha,
Wisconsin
| US$ 715 mi | +US$ 37 mi | +5% | 1,51% | 56,3% | 139 | 12,95% | 3,9 |
|
| 2969 |
2969
Dimension Capital Management
Coral Gables,
Florida
| US$ 715 mi | +US$ 19,4 mi | +3% | 2,92% | 65,5% | 126 | 19,05% | 3,9 |
|
| 2970 |
AG
2970
Artal Group
Luxembourg
| US$ 715 mi | -US$ 43,6 mi | -6% | 5,47% | 181% | 2 | 0% | 7,5 |
|
| 2971 |
2971
United Capital Management of KS
Salina,
Kansas
| US$ 714 mi | -US$ 21,2 mi | -3% | 1,58% | 295% | 135 | 34,07% | 2,7 |
|
| 2972 |
2972
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$ 714 mi | +US$ 3,8 mi | +0,5% | 4,64% | 98,7% | 143 | 11,89% | 8,8 |
|
| 2973 |
2973
South Street Advisors
New York
| US$ 712 mi | -US$ 50,8 mi | -7% | 3,6% | 169% | 84 | 15,48% | 3,9 |
|
| 2974 |
2974
Arvest Investments
Lowell,
Arkansas
| US$ 712 mi | +US$ 14,7 mi | +2% | 1,96% | 50% | 198 | 12,63% | 1,4 |
|
| 2975 |
2975
Auxier Asset Management
Aurora,
Oregon
| US$ 711 mi | -US$ 2,31 mi | -0,3% | 2,07% | 71,7% | 186 | 10,75% | 8,3 |
|