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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
Summit Wealth Partners
Orlando,
Florida
| US$ 554 mi | +US$ 29,7 mi | +6% | 4,5% | 44,9% | 220 | 6,82% | 3,5 |
|
| 3352 |
3352
Bourgeon Capital Management
Darien,
Connecticut
| US$ 554 mi | +US$ 47,3 mi | +9% | 9,45% | 121% | 119 | 18,49% | 3,9 |
|
| 3353 |
3353
Kirr Marbach & Co
Columbus,
Indiana
| US$ 554 mi | +US$ 48,1 mi | +10% | 9,36% | 121% | 59 | 10,17% | 4,1 |
|
| 3354 |
3354
Arvin Capital Management
Austin,
Texas
| US$ 554 mi | +US$ 65,4 mi | +13% | 7,48% | – | 54 | 59,26% | 0,4 |
|
| 3355 |
3355
Ellis Investment Partners
Berwyn,
Pennsylvania
| US$ 554 mi | +US$ 39,1 mi | +8% | 8,23% | 70,8% | 248 | 8,47% | 4,7 |
|
| 3356 |
3356
Legacy Financial Strategies
Overland Park,
Kansas
| US$ 554 mi | +US$ 44,1 mi | +9% | 6,97% | 76,7% | 140 | 12,86% | 2,9 |
|
| 3357 |
3357
Truvestments Capital
Sarasota,
Florida
| US$ 553 mi | +US$ 53,4 mi | +11% | 11,3% | 131% | 1.133 | 19,59% | 1,4 |
|
| 3358 |
SP
3358
Saranac Partners
London,
| US$ 552 mi | +US$ 364 mi | +193% | 3,11% | 69% | 326 | 53,99% | 0,2 |
|
| 3359 |
3359
Essex LLC
Deer Park,
Illinois
| US$ 552 mi | +US$ 43,7 mi | +9% | 10,7% | 91,4% | 187 | 12,83% | 2,7 |
|
| 3360 |
3360
Trigran Investments
Northbrook,
Illinois
| US$ 552 mi | -US$ 24,3 mi | -4% | 15,1% | 30,2% | 17 | 5,88% | 4,3 |
|
| 3361 |
3361
Hiddenite Capital Partners
New York
| US$ 551 mi | +US$ 169 mi | +44% | 19,7% | 466% | 45 | 73,33% | 0,4 |
|
| 3362 |
3362
CoreCommodity Management
Stamford,
Connecticut
| US$ 551 mi | -US$ 56,5 mi | -9% | 18,6% | 65,8% | 149 | 21,48% | 3,6 |
|
| 3363 |
3363
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| US$ 551 mi | +US$ 33,9 mi | +7% | 6,17% | – | 152 | 5,92% | 0,7 |
|
| 3364 |
3364
Aire Advisors
Beverly Hills,
California
| US$ 551 mi | +US$ 34,5 mi | +7% | 8,82% | 77,4% | 173 | 8,09% | 2,5 |
|
| 3365 |
3365
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 551 mi | +US$ 24 mi | +5% | 2,92% | 24,5% | 37 | 16,22% | 6,5 |
|
| 3366 |
3366
Elgethun Capital Management
Sioux Falls,
South Dakota
| US$ 551 mi | +US$ 53,7 mi | +11% | 5,91% | 61,5% | 160 | 8,13% | 4,7 |
|
| 3367 |
3367
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$ 551 mi | -US$ 114 mi | -17% | 5,85% | 69% | 202 | 40,59% | 2,1 |
|
| 3368 |
3368
Canvas Wealth Advisors
Shawnee,
Kansas
| US$ 550 mi | +US$ 42,8 mi | +8% | 12,7% | 133% | 227 | 14,54% | 1,9 |
|
| 3369 |
3369
DGS Capital Management
Jersey City,
New Jersey
| US$ 550 mi | +US$ 65,5 mi | +14% | 8,7% | 177% | 460 | 25,43% | 1,6 |
|
| 3370 |
3370
Inspire Trust Company
Reno,
Nevada
| US$ 549 mi | +US$ 64,6 mi | +13% | 6,67% | 64,4% | 113 | 7,96% | 1,5 |
|
| 3371 |
3371
Affiance Financial
St. Louis Park,
Minnesota
| US$ 549 mi | +US$ 56,9 mi | +12% | 6,82% | 57,8% | 108 | 7,41% | 5,6 |
|
| 3372 |
OP
3372
ORG Partners
Roanoke,
Indiana
| US$ 549 mi | +US$ 79,7 mi | +17% | 9,53% | 69,5% | 1.723 | 16,42% | 1 |
|
| 3373 |
3373
Austin Asset Management
Austin,
Texas
| US$ 548 mi | +US$ 35 mi | +7% | 6,76% | 93,4% | 76 | 5,26% | 2,5 |
|
| 3374 |
3374
Wedgewood Partners
St Louis,
Missouri
| US$ 548 mi | +US$ 32,7 mi | +6% | 8,13% | 78,1% | 19 | 0% | 6,2 |
|
| 3375 |
3375
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| US$ 548 mi | +US$ 65,4 mi | +14% | 8,68% | 100% | 267 | 11,99% | 3,5 |
|