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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
IMA Advisory Services
Denver,
Colorado
| US$ 298 mi | +US$ 21,7 mi | +8% | 7,48% | 74,5% | 311 | 24,44% | 2,2 |
|
| 3077 |
PT
3077
Plimoth Trust
Plymouth,
Massachusetts
| US$ 298 mi | +US$ 17 mi | +6% | 8,56% | 110% | 163 | 2,45% | 2,5 |
|
| 3078 |
3078
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$ 298 mi | +US$ 5,48 mi | +2% | 0,11% | 61,5% | 103 | 12,62% | 1,6 |
|
| 3079 |
SA
3079
Strategic Advisors
New York
| US$ 298 mi | +US$ 30,1 mi | +11% | 11,2% | 106% | 160 | 15,63% | 3,2 |
|
| 3080 |
3080
American Investment Services
Great Barrington,
Massachusetts
| US$ 298 mi | +US$ 13,5 mi | +5% | 6,5% | 63,1% | 138 | 5,07% | 3,8 |
|
| 3081 |
OIA
3081
Optimum Investment Advisors
Chicago,
Illinois
| US$ 298 mi | +US$ 10,8 mi | +4% | 9,99% | 125% | 968 | 16,12% | 2,9 |
|
| 3082 |
3082
Lake Street Private Wealth
Chicago,
Illinois
| US$ 298 mi | +US$ 27,8 mi | +10% | 9,55% | 105% | 162 | 8,02% | 1 |
|
| 3083 |
3083
Goldstein Munger & Associates
San Ramon,
California
| US$ 298 mi | +US$ 32,4 mi | +12% | 7,61% | 11,9% | 39 | 5,13% | 4,5 |
|
| 3084 |
AW
3084
Avion Wealth
The Woodlands,
Texas
| US$ 297 mi | +US$ 10 mi | +3% | 1,84% | 48,8% | 321 | 18,07% | 0,5 |
|
| 3085 |
3085
Bishop Rock Capital
New York
| US$ 297 mi | -US$ 7,17 mi | -2% | 8,62% | 35,4% | 23 | 0% | 3 |
|
| 3086 |
3086
Blue Pool Management
Causeway Bay,
Hong Kong
| US$ 297 mi | +US$ 76,4 mi | +35% | 8,79% | 72,8% | 37 | 24,32% | 1 |
|
| 3087 |
3087
Consolidated Investment Group
Englewood,
Colorado
| US$ 297 mi | +US$ 32,6 mi | +12% | 11,7% | 150% | 62 | 0% | 3,5 |
|
| 3088 |
3088
Carolinas Wealth Consulting
Charlotte,
North Carolina
| US$ 297 mi | +US$ 43,3 mi | +17% | 8,78% | 24,6% | 1.031 | 32,2% | 0,2 |
|
| 3089 |
3089
Westwind Capital
Las Cruces,
New Mexico
| US$ 297 mi | +US$ 33,4 mi | +13% | 22,8% | 87,6% | 44 | 15,91% | 1,9 |
|
| 3090 |
3090
Oberweis Asset Management
Lisle,
Illinois
| US$ 297 mi | +US$ 42,4 mi | +17% | 31,3% | 485% | 152 | 36,18% | 1,5 |
|
| 3091 |
3091
Ten Capital Wealth Advisors
Spokane,
Washington
| US$ 297 mi | – | – | 6,86% | 25% | 107 | – | 0 |
|
| 3092 |
3092
Kavar Capital Partners Group
Leawood,
Kansas
| US$ 297 mi | +US$ 36,1 mi | +14% | 9,16% | 86,8% | 146 | 18,49% | 3,2 |
|
| 3093 |
3093
Hourglass Capital
Houston,
Texas
| US$ 296 mi | +US$ 14 mi | +5% | 5,02% | 94,4% | 120 | 3,33% | 4,3 |
|
| 3094 |
3094
Gould Asset Management
Claremont,
California
| US$ 296 mi | +US$ 10,8 mi | +4% | 5,76% | 48,3% | 141 | 9,93% | 4,2 |
|
| 3095 |
SIA
3095
Strategic Investment Advisors
Farmington Hills,
Michigan
| US$ 296 mi | +US$ 31,1 mi | +12% | 5,33% | 66,1% | 193 | 21,24% | 1,1 |
|
| 3096 |
CRCP
3096
Copper Rock Capital Partners
Boston,
Massachusetts
| US$ 296 mi | -US$ 286 mi | -49% | 16,9% | – | 67 | 35,82% | 1 |
|
| 3097 |
MP
3097
Mediatel Partners
Fort Worth,
Texas
| US$ 296 mi | +US$ 40,8 mi | +16% | 16,5% | 11,6% | 2 | 0% | 7,3 |
|
| 3098 |
3098
Carderock Capital Management
Chevy Chase,
Maryland
| US$ 296 mi | +US$ 24,7 mi | +9% | 14% | 97,6% | 73 | 10,96% | 4,9 |
|
| 3099 |
3099
Peavine Capital
Reno,
Nevada
| US$ 296 mi | +US$ 1,42 mi | +0,5% | 3,81% | 30,8% | 11 | 9,09% | 3,2 |
|
| 3100 |
3100
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 295 mi | +US$ 15,7 mi | +6% | 5,59% | 42,6% | 51 | 11,76% | 2,8 |
|