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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| US$ 700 mi | +US$ 78,6 mi | +13% | 2,9% | 90,7% | 301 | 11,3% | 6,1 |
|
| 3002 |
CFGSD
3002
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| US$ 700 mi | +US$ 35 mi | +5% | 1,3% | 72% | 104 | 1,92% | 2,5 |
|
| 3003 |
3003
Kelman-Lazarov Inc
Memphis,
Tennessee
| US$ 700 mi | +US$ 25,8 mi | +4% | 2,11% | 51,6% | 137 | 5,84% | 4,5 |
|
| 3004 |
3004
Dean Investment Associates
Beavercreek,
Ohio
| US$ 700 mi | -US$ 13,2 mi | -2% | 3,05% | 63,5% | 209 | 8,13% | 4,7 |
|
| 3005 |
3005
Intelligence Driven Advisers
Carlsbad,
California
| US$ 700 mi | -US$ 21,7 mi | -3% | 2,62% | 65,6% | 146 | 20,55% | 2 |
|
| 3006 |
3006
Crews Bank & Trust
Wauchula,
Florida
| US$ 699 mi | +US$ 15,5 mi | +2% | 2,12% | – | 659 | 8,95% | 0,9 |
|
| 3007 |
3007
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$ 699 mi | +US$ 53,3 mi | +8% | 1,81% | 71,4% | 207 | 18,84% | 3,9 |
|
| 3008 |
3008
Torray Investment Partners
Bethesda,
Maryland
| US$ 698 mi | -US$ 38,6 mi | -5% | 2,1% | 97,2% | 106 | 16,98% | 4,6 |
|
| 3009 |
TCM
3009
Trybe Capital Management
Greenwich,
Connecticut
| US$ 698 mi | -US$ 50,7 mi | -7% | 8,67% | 681% | 14 | 42,86% | 2,1 |
|
| 3010 |
3010
Titan Global Capital Management USA
New York
| US$ 698 mi | +US$ 19 mi | +3% | 6,19% | 191% | 60 | 6,67% | 2,7 |
|
| 3011 |
3011
Arlington Financial Advisors
Santa Barbara,
California
| US$ 698 mi | +US$ 18,3 mi | +3% | 3,4% | 67,6% | 124 | 25,81% | 3,2 |
|
| 3012 |
3012
Security National Bank
Omaha,
Nebraska
| US$ 698 mi | +US$ 44,6 mi | +7% | 6,09% | 125% | 402 | 13,18% | 2,3 |
|
| 3013 |
3013
Cat Rock Capital Management
Greenwich,
Connecticut
| US$ 697 mi | -US$ 113 mi | -14% | 5,08% | 66,7% | 17 | 11,76% | 2,3 |
|
| 3014 |
BBES
3014
Buffalo Business & Estate Services
Orchard Park,
New York
| US$ 696 mi | – | – | 2,58% | – | 101 | – | 0 |
|
| 3015 |
3015
MainStreet Investment Advisors
Chicago,
Illinois
| US$ 696 mi | -US$ 48,1 mi | -6% | 1,9% | 61% | 168 | 9,52% | 4,3 |
|
| 3016 |
3016
Artemis Wealth Advisors
New York
| US$ 695 mi | -US$ 224 mi | -24% | 5,04% | 180% | 47 | 34,04% | 2,4 |
|
| 3017 |
3017
Integrity Advisory Solutions
Dallas,
Texas
| US$ 694 mi | +US$ 67,8 mi | +11% | 1,59% | – | 281 | 17,79% | 0,2 |
|
| 3018 |
3018
Arkansas Financial Group
Little Rock,
Arkansas
| US$ 694 mi | +US$ 14,1 mi | +2% | 1,41% | 41,4% | 99 | 13,13% | 4,3 |
|
| 3019 |
3019
Mirova
Paris,
France
| US$ 694 mi | -US$ 13,9 mi | -2% | 1,63% | 64,6% | 115 | 23,48% | 3,6 |
|
| 3020 |
3020
Cigna Investments
Bloomfield,
Connecticut
| US$ 693 mi | -US$ 16,4 mi | -2% | 1,57% | 154% | 485 | 7,84% | 6,3 |
|
| 3021 |
3021
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| US$ 693 mi | +US$ 9,7 mi | +1% | 1,7% | 58,1% | 152 | 17,11% | 2,8 |
|
| 3022 |
3022
CFM Wealth Partners
Austin,
Texas
| US$ 693 mi | +US$ 3,98 mi | +0,6% | 3,4% | 175% | 148 | 3,38% | 4,2 |
|
| 3023 |
JC
3023
JBF Capital
Aspen,
Colorado
| US$ 693 mi | -US$ 12,8 mi | -2% | 2,55% | 93,6% | 97 | 39,18% | 2,3 |
|
| 3024 |
3024
Tolleson Wealth Management
Dallas,
Texas
| US$ 693 mi | +US$ 46,2 mi | +7% | 1,48% | 56,2% | 97 | 12,37% | 4 |
|
| 3025 |
3025
Greenup Street Wealth Management
Ann Arbor,
Michigan
| US$ 693 mi | +US$ 41,7 mi | +6% | 2,49% | 69,8% | 152 | 28,95% | 1,7 |
|