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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Carolinas Wealth Consulting
Charlotte,
North Carolina
| US$ 460 mi | +US$ 58,6 mi | +15% | 11,2% | 24,6% | 1.064 | 10,9% | 2,5 |
|
| 3127 |
3127
Probity Advisors
Dallas,
Texas
| US$ 459 mi | +US$ 25,3 mi | +6% | 9,59% | 61,7% | 208 | 16,83% | 4,7 |
|
| 3128 |
3128
Hutchinson Capital Management
San Rafael,
California
| US$ 459 mi | +US$ 33,3 mi | +8% | 9,97% | 60,9% | 83 | 4,82% | 4,6 |
|
| 3129 |
3129
Benjamin Edwards Inc
Clayton,
Missouri
| US$ 459 mi | +US$ 36,4 mi | +9% | 9,97% | 72,6% | 681 | 10,57% | 2,5 |
|
| 3130 |
PI
3130
Pennant Investors
Summit,
New Jersey
| US$ 458 mi | +US$ 181 mi | +65% | 13,9% | 372% | 45 | 73,33% | 0,8 |
|
| 3131 |
PO
3131
PBCay One
Dubai,
United Arab Emirates
| US$ 458 mi | – | – | 10,7% | – | 13 | – | 0 |
|
| 3132 |
3132
Edge Wealth Management
New York
| US$ 457 mi | +US$ 29,4 mi | +7% | 11,7% | 75,3% | 83 | 9,64% | 5,6 |
|
| 3133 |
3133
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$ 457 mi | +US$ 45,1 mi | +11% | 9,87% | 62,1% | 124 | 7,26% | 4,4 |
|
| 3134 |
3134
NBW Capital
Boston,
Massachusetts
| US$ 457 mi | +US$ 48,4 mi | +12% | 11% | 86% | 121 | 22,31% | 3,7 |
|
| 3135 |
3135
Blue Grotto Capital
Atlanta,
Georgia
| US$ 457 mi | +US$ 30,3 mi | +7% | 17,3% | 296% | 31 | 41,94% | 1,1 |
|
| 3136 |
3136
Meridian Wealth Advisors
Austin,
Texas
| US$ 457 mi | +US$ 56,5 mi | +14% | 9,69% | 91,2% | 184 | 7,07% | 3,7 |
|
| 3137 |
3137
XTX Topco
George Town,
Cayman Islands
| US$ 457 mi | -US$ 129 mi | -22% | 12,9% | 87,3% | 2.338 | 70,49% | 0,2 |
|
| 3138 |
3138
Leelyn Smith
Geneva,
Illinois
| US$ 457 mi | +US$ 46,8 mi | +11% | 9,93% | 86% | 127 | 18,11% | 2,9 |
|
| 3139 |
3139
Sargent Investment Group
Bethesda,
Maryland
| US$ 457 mi | +US$ 41,4 mi | +10% | 11,2% | 135% | 218 | 8,72% | 2,9 |
|
| 3140 |
3140
Cisco Systems
San Jose,
California
| US$ 456 mi | +US$ 46,8 mi | +11% | 11,5% | 210% | 4 | 25% | 1,4 |
|
| 3141 |
3141
Spirit of America Management Corp
Syosset,
New York
| US$ 456 mi | +US$ 13,1 mi | +3% | 6,46% | 113% | 270 | 12,96% | 5,2 |
|
| 3142 |
3142
Horst & Graben Wealth Management
Portland,
Oregon
| US$ 455 mi | +US$ 48,7 mi | +12% | 9,03% | 62,2% | 153 | 23,53% | 2,3 |
|
| 3143 |
3143
Gries Financial
Cleveland,
Ohio
| US$ 455 mi | +US$ 83,9 mi | +23% | 9,77% | 71,3% | 228 | 27,63% | 1,3 |
|
| 3144 |
3144
Vantage Wealth
Pasadena,
California
| US$ 455 mi | +US$ 55,7 mi | +14% | 7,68% | 56,1% | 43 | 13,95% | 4,2 |
|
| 3145 |
3145
Peak Asset Management
Louisville,
Colorado
| US$ 454 mi | +US$ 40,3 mi | +10% | 9,41% | 70,1% | 143 | 6,29% | 5,2 |
|
| 3146 |
3146
Schnieders Capital Management
Pasadena,
California
| US$ 454 mi | +US$ 7,28 mi | +2% | 11,5% | 118% | 206 | 15,05% | 5,3 |
|
| 3147 |
3147
Citizens Business Bank
Ontario,
California
| US$ 454 mi | +US$ 28,2 mi | +7% | 12% | 120% | 116 | 17,24% | 5,4 |
|
| 3148 |
3148
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 453 mi | +US$ 26,8 mi | +6% | 7,67% | 60% | 65 | 9,23% | 4,5 |
|
| 3149 |
3149
Bourgeon Capital Management
Darien,
Connecticut
| US$ 453 mi | +US$ 26,5 mi | +6% | 11% | 121% | 424 | 11,32% | 2,6 |
|
| 3150 |
3150
Premier Path Wealth Partners
Madison,
New Jersey
| US$ 452 mi | – | – | 12,2% | 98,8% | 333 | – | 0 |
|