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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Greystone Financial Group
Bloomfield Hills,
Michigan
| US$ 396 mi | -US$ 21,6 mi | -5% | 2% | 79,3% | 96 | 28,13% | 0,8 |
|
| 3327 |
3327
Bedell Frazier Investment Counselling
Walnut Creek,
California
| US$ 396 mi | -US$ 14,8 mi | -4% | 1,21% | 72,5% | 104 | 21,15% | 2,4 |
|
| 3328 |
3328
BSW Wealth Partners
Boulder,
Colorado
| US$ 396 mi | -US$ 2,7 mi | -0,7% | 4,89% | 75,4% | 309 | 21,04% | 2,2 |
|
| 3329 |
3329
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$ 395 mi | +US$ 211 mil | +0,1% | 0,23% | 137% | 226 | 29,65% | 1,9 |
|
| 3330 |
3330
SFE Investment Counsel
Los Angeles,
California
| US$ 395 mi | +US$ 5,79 mi | +1% | 1,44% | 114% | 126 | 8,73% | 4,4 |
|
| 3331 |
3331
Journey Advisory Group
Covington,
Kentucky
| US$ 395 mi | +US$ 32,9 mi | +9% | 3,58% | 74,9% | 229 | 14,41% | 1 |
|
| 3332 |
3332
Martin Investment Management
Palm Beach Gardens,
Florida
| US$ 395 mi | -US$ 8,9 mi | -2% | 3,64% | 44% | 53 | 9,43% | 4 |
|
| 3333 |
3333
59 North Capital Management
Houston,
Texas
| US$ 395 mi | +US$ 56 mi | +17% | 5,46% | 81,4% | 14 | 35,71% | 0,8 |
|
| 3334 |
3334
EverSource Wealth Advisors
Birmingham,
Alabama
| US$ 394 mi | +US$ 37,1 mi | +10% | 2,89% | 98,1% | 1.929 | 18,51% | 0,2 |
|
| 3335 |
3335
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| US$ 393 mi | +US$ 72,9 mi | +23% | 15,3% | 95,4% | 34 | 8,82% | 5,3 |
|
| 3336 |
3336
Growth Interface Management
Orlando,
Florida
| US$ 393 mi | -US$ 560 mi | -59% | 21,4% | 12% | 10 | 10% | 1,6 |
|
| 3337 |
3337
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$ 393 mi | -US$ 8,14 mi | -2% | 4,92% | 62,1% | 118 | 5,93% | 3,3 |
|
| 3338 |
3338
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$ 392 mi | -US$ 26,2 mi | -6% | 6,33% | 61,5% | 163 | 14,72% | 2,2 |
|
| 3339 |
3339
Single Point Partners
Boston,
Massachusetts
| US$ 392 mi | +US$ 18,9 mi | +5% | 5,43% | 56,4% | 124 | 33,87% | 0,4 |
|
| 3340 |
3340
Georgetown University
Washington,
District of Columbia
| US$ 392 mi | +US$ 112 mi | +40% | 15,7% | 79,9% | 26 | 38,46% | 0,7 |
|
| 3341 |
3341
Martin & Co
Knoxville,
Tennessee
| US$ 392 mi | -US$ 45,4 mi | -10% | 2,64% | 67,8% | 111 | 2,7% | 7 |
|
| 3342 |
3342
Squadra Investments
Rio De Janeiro,
Brazil
| US$ 392 mi | +US$ 206 mi | +110% | 1,7% | 1,55% | 9 | 44,44% | 0,4 |
|
| 3343 |
3343
Marathon Asset Management (New York)
New York
| US$ 392 mi | +US$ 156 mi | +66% | 9,16% | 490% | 30 | 40% | 1 |
|
| 3344 |
SG
3344
Swarthmore Group
Philadelphia,
Pennsylvania
| US$ 392 mi | -US$ 29,1 mi | -7% | 3,16% | 44,2% | 66 | 27,27% | 1,3 |
|
| 3345 |
3345
Institutional Venture Management XIII
Menlo Park,
California
| US$ 392 mi | +US$ 22,6 mi | +6% | 15,4% | – | 5 | 20% | 0,2 |
|
| 3346 |
3346
Brian C. Broderick
| US$ 391 mi | -US$ 24,4 mi | -6% | 5,16% | 98,6% | 78 | 8,97% | 5,9 |
|
| 3347 |
3347
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$ 391 mi | +US$ 16,9 mi | +5% | 5,1% | 68% | 92 | 15,22% | 2,8 |
|
| 3348 |
3348
Occidental Asset Management
Burlingame,
California
| US$ 391 mi | -US$ 29,9 mi | -7% | 4,37% | 97,4% | 222 | 20,72% | 3,2 |
|
| 3349 |
3349
Bond Capital Management
San Francisco,
California
| US$ 391 mi | – | – | 24,3% | 47,5% | 5 | – | 0 |
|
| 3350 |
PGCM
3350
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$ 391 mi | -US$ 49,9 mi | -11% | 2,89% | 135% | 220 | 51,82% | 2 |
|