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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Evolution Wealth Advisors
Aventura,
Florida
| US$ 218 mi | -US$ 1,6 mi | -0,7% | 11,3% | 96% | 157 | 43,31% | 0,2 |
|
| 3352 |
3352
Peak Financial Management
Wellesley,
Massachusetts
| US$ 217 mi | +US$ 14,2 mi | +7% | 9,37% | 58,2% | 56 | 5,36% | 1,8 |
|
| 3353 |
AC
3353
Asturias Capital
New York
| US$ 217 mi | +US$ 3,83 mi | +2% | 20% | 94,2% | 25 | 56% | 0,5 |
|
| 3354 |
3354
Finepoint Capital
Boston,
Massachusetts
| US$ 217 mi | +US$ 52,2 mi | +32% | 7,57% | 0,24% | 4 | 75% | 0,2 |
|
| 3355 |
3355
Pier 88 Investment Partners
San Francisco,
California
| US$ 217 mi | +US$ 19,7 mi | +10% | 5,99% | 40,3% | 108 | 21,3% | 1 |
|
| 3356 |
3356
Stewardship Financial Advisors
Stockbridge,
Georgia
| US$ 217 mi | +US$ 22,1 mi | +11% | 11,1% | 39,1% | 73 | 21,92% | 1,8 |
|
| 3357 |
3357
First Sabrepoint Capital Management
Dallas,
Texas
| US$ 217 mi | +US$ 26,5 mi | +14% | 18% | 218% | 34 | 35,29% | 0,5 |
|
| 3358 |
3358
YorkBridge Wealth Partners
New York
| US$ 217 mi | +US$ 28 mi | +15% | 13,8% | 36,5% | 799 | 7,88% | 1,9 |
|
| 3359 |
3359
Matthew Goff Investment Advisor
Houston,
Texas
| US$ 217 mi | +US$ 19,9 mi | +10% | 10,8% | 89,6% | 54 | 9,26% | 1,6 |
|
| 3360 |
3360
Kestrel Investment Management
San Mateo,
California
| US$ 216 mi | +US$ 17,9 mi | +9% | 16,1% | 99,8% | 50 | 20% | 1,3 |
|
| 3361 |
3361
Aveo Capital Partners
Englewood,
Colorado
| US$ 216 mi | +US$ 16,2 mi | +8% | 7,87% | 19,1% | 175 | 30,86% | 1,3 |
|
| 3362 |
3362
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| US$ 216 mi | +US$ 37,4 mi | +21% | 10,7% | 39,1% | 39 | 15,38% | 2,8 |
|
| 3363 |
3363
TrueWealth LLC
Atlanta,
Georgia
| US$ 216 mi | +US$ 18,6 mi | +9% | 9,03% | – | 778 | 5,4% | 1,2 |
|
| 3364 |
APSP
3364
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$ 216 mi | +US$ 18,2 mi | +9% | 10,4% | 62,1% | 285 | 8,42% | 2,8 |
|
| 3365 |
3365
Shine Investment Advisory Services
Lone Tree,
Colorado
| US$ 215 mi | +US$ 12,6 mi | +6% | 13,4% | 29% | 734 | 11,72% | 1,5 |
|
| 3366 |
3366
Inspire Investing
Meridian,
Idaho
| US$ 215 mi | +US$ 66,6 mi | +45% | 14,7% | 107% | 323 | 33,13% | 0,8 |
|
| 3367 |
3367
Think Investments
San Francisco,
California
| US$ 215 mi | +US$ 47,6 mi | +28% | 27,3% | 285% | 12 | 41,67% | 1,6 |
|
| 3368 |
3368
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 215 mi | -US$ 21,7 mi | -9% | 9,06% | 47,7% | 40 | 5% | 2,4 |
|
| 3369 |
CA
3369
Continental Advisors
Park City,
Utah
| US$ 215 mi | -US$ 112 mi | -34% | 14,3% | 73,6% | 104 | 21,15% | 3,1 |
|
| 3370 |
3370
Perkins Coie Trust Company
Seattle,
Washington
| US$ 215 mi | +US$ 24 mi | +13% | 13,8% | 83,2% | 315 | 5,71% | 3,9 |
|
| 3371 |
3371
Roanoke Asset Management
Jersey City,
New Jersey
| US$ 215 mi | +US$ 26 mi | +14% | 16,8% | 50,3% | 112 | 13,39% | 3,9 |
|
| 3372 |
3372
Sharkey, Howes & Javer
Denver,
Colorado
| US$ 214 mi | +US$ 60,9 mi | +40% | 11,5% | 60,2% | 237 | 12,24% | 2,8 |
|
| 3373 |
LCP
3373
Legacy Capital Partners
Milwaukee,
Wisconsin
| US$ 214 mi | +US$ 25,6 mi | +14% | 12,8% | 85,6% | 138 | 10,14% | 3,4 |
|
| 3374 |
3374
Trivium Point Advisory
Westport,
Connecticut
| US$ 214 mi | +US$ 49,4 mi | +30% | 13,6% | 116% | 167 | 22,75% | 0,2 |
|
| 3375 |
3375
Permit Capital
West Conshohocken,
Pennsylvania
| US$ 214 mi | +US$ 46,5 mi | +28% | 18,4% | 140% | 27 | 0% | 4,4 |
|