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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
KPP Advisory Services
Louisville,
Kentucky
| US$ 675 mi | +US$ 69,2 mi | +11% | 8,36% | 87,9% | 340 | 12,65% | 1,2 |
|
| 2977 |
2977
Kelman-Lazarov Inc
Memphis,
Tennessee
| US$ 674 mi | +US$ 57,2 mi | +9% | 5,98% | 51,6% | 137 | 14,6% | 4,4 |
|
| 2978 |
2978
ShawSpring Partners
Boston,
Massachusetts
| US$ 673 mi | -US$ 120 mi | -15% | 9,35% | 23,4% | 11 | 9,09% | 1,3 |
|
| 2979 |
2979
Faithward Advisors
Lancaster,
Pennsylvania
| US$ 673 mi | +US$ 28,1 mi | +4% | 10,9% | 119% | 311 | 17,04% | 2,1 |
|
| 2980 |
2980
Impact Partnership Wealth
Marietta,
Georgia
| US$ 672 mi | +US$ 130 mi | +24% | 6,06% | 50,9% | 378 | 41,01% | 0,8 |
|
| 2981 |
2981
James J. Burns & Company
Melville,
New York
| US$ 671 mi | +US$ 57,7 mi | +9% | 8,06% | 70,2% | 163 | 6,75% | 1,8 |
|
| 2982 |
2982
Permanens Capital
New York
| US$ 671 mi | -US$ 62,8 mi | -9% | 8,94% | 76,9% | 94 | 61,7% | 1,4 |
|
| 2983 |
2983
Foresight Group
London,
United Kingdom
| US$ 670 mi | -US$ 35 mi | -5% | 6,63% | – | 60 | 3,33% | 1,1 |
|
| 2984 |
2984
Newbridge Financial Services Group
Boca Raton,
Florida
| US$ 669 mi | +US$ 53 mi | +9% | 12,1% | 189% | 1.400 | 14,07% | 1,6 |
|
| 2985 |
2985
Peterson Wealth Advisors
Orem,
Utah
| US$ 669 mi | +US$ 62,8 mi | +10% | 5,5% | 50,9% | 101 | 5,94% | 3,5 |
|
| 2986 |
TAA
2986
TB Alternative Assets
Grand Cayman,
Cayman Islands
| US$ 668 mi | +US$ 128 mi | +24% | 23,8% | 312% | 58 | 46,55% | 0,9 |
|
| 2987 |
2987
Asio Capital
Lexington,
Kentucky
| US$ 668 mi | +US$ 67,7 mi | +11% | 7,65% | 98% | 116 | 12,07% | 2,7 |
|
| 2988 |
2988
WealthPLAN Partners
Omaha,
Nebraska
| US$ 667 mi | +US$ 45,8 mi | +7% | 8,35% | 71,6% | 273 | 15,75% | 4,4 |
|
| 2989 |
2989
Kera Capital Partners
San Jose,
California
| US$ 667 mi | +US$ 159 mi | +31% | 13,7% | – | 457 | 30,63% | 0,3 |
|
| 2990 |
2990
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$ 666 mi | +US$ 34,6 mi | +5% | 4,65% | 39,5% | 47 | 0% | 3,4 |
|
| 2991 |
2991
Calton & Associates
Tampa,
Florida
| US$ 666 mi | +US$ 87,8 mi | +15% | 7,54% | 79% | 463 | 25,05% | 1,1 |
|
| 2992 |
2992
Canal Capital Management
Richmond,
Virginia
| US$ 666 mi | +US$ 31,8 mi | +5% | 6,37% | 69,5% | 199 | 12,06% | 4 |
|
| 2993 |
2993
First Turn Management
Del Mar,
California
| US$ 666 mi | +US$ 130 mi | +24% | 64,4% | – | 42 | 47,62% | 0,8 |
|
| 2994 |
2994
Convergence Financial
Columbia,
Missouri
| US$ 666 mi | +US$ 84,3 mi | +14% | 6,52% | 70,6% | 200 | 16,5% | 1,2 |
|
| 2995 |
CFGSD
2995
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| US$ 665 mi | +US$ 55,5 mi | +9% | 6,58% | 72% | 104 | 5,77% | 2,2 |
|
| 2996 |
2996
Capital Advantage
Walnut Creek,
California
| US$ 665 mi | +US$ 33,5 mi | +5% | 4,95% | 49,2% | 142 | 4,93% | 2,4 |
|
| 2997 |
2997
Leelyn Smith
Geneva,
Illinois
| US$ 664 mi | +US$ 54,4 mi | +9% | 6,24% | 86% | 146 | 9,59% | 3,4 |
|
| 2998 |
2998
Thrive Wealth Management
Audubon,
Pennsylvania
| US$ 663 mi | +US$ 43,6 mi | +7% | 7,72% | 84,1% | 254 | 15,35% | 2,3 |
|
| 2999 |
2999
Delta Air Lines
Atlanta,
Georgia
| US$ 663 mi | +US$ 265 mi | +66% | 66,9% | 40,7% | 2 | 0% | 3,3 |
|
| 3000 |
3000
Triasima Portfolio Management
Montreal,
Quebec, Canada
| US$ 663 mi | +US$ 115 mi | +21% | 17,1% | 224% | 180 | 46,11% | 1 |
|