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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Certuity
North Palm Beach,
Florida
| US$ 253 mi | +US$ 38,6 mi | +18% | 10,5% | 197% | 225 | 29,33% | 0,5 |
|
| 3377 |
3377
TRB Advisors
New York
| US$ 253 mi | +US$ 50,7 mi | +25% | 10,6% | 76,1% | 12 | 33,33% | 2 |
|
| 3378 |
3378
TCI Wealth Advisors
Tucson,
Arizona
| US$ 253 mi | +US$ 19,2 mi | +8% | 11,1% | 68,2% | 1.737 | 16,81% | 3,2 |
|
| 3379 |
3379
Progressive Investment Management
Lake Oswego,
Oregon
| US$ 253 mi | +US$ 23,6 mi | +10% | 12,3% | 139% | 36 | 8,33% | 3,8 |
|
| 3380 |
3380
Rothschild Capital Partners
New York
| US$ 253 mi | +US$ 12,9 mi | +5% | 8,85% | 90,8% | 39 | 10,26% | 3,4 |
|
| 3381 |
3381
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$ 252 mi | +US$ 15 mi | +6% | 5,24% | 45,6% | 60 | 13,33% | 2,8 |
|
| 3382 |
3382
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$ 252 mi | +US$ 5,74 mi | +2% | 7,23% | 92% | 146 | 5,48% | 2,1 |
|
| 3383 |
CBTWT
3383
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| US$ 252 mi | +US$ 13,1 mi | +5% | 8,9% | 124% | 125 | 6,4% | 3,6 |
|
| 3384 |
3384
Sunflower Bank
Dallas,
Texas
| US$ 252 mi | +US$ 121 mil | +0% | 5,05% | 42,7% | 108 | 17,59% | 0,2 |
|
| 3385 |
3385
Rainier Group Investment Advisory
Bellevue,
Washington
| US$ 252 mi | +US$ 20,7 mi | +9% | 7,9% | 41,4% | 74 | 22,97% | 0,7 |
|
| 3386 |
3386
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| US$ 252 mi | +US$ 37,6 mi | +18% | 14,2% | 101% | 43 | 11,63% | 1,6 |
|
| 3387 |
3387
Firsthand Capital Management
San Jose,
California
| US$ 252 mi | +US$ 33,2 mi | +15% | 28,1% | 265% | 53 | 13,21% | 2,5 |
|
| 3388 |
3388
Capco Asset Management
Tampa,
Florida
| US$ 252 mi | +US$ 18,7 mi | +8% | 11,4% | 46,1% | 23 | 4,35% | 2,9 |
|
| 3389 |
JCM
3389
JD Capital Management
Darien,
Connecticut
| US$ 252 mi | +US$ 74,8 mi | +42% | 8,92% | 47,8% | 23 | 30,43% | 0,4 |
|
| 3390 |
3390
Outlook Wealth Advisors
Shenandoah,
Texas
| US$ 252 mi | +US$ 15,6 mi | +7% | 6,92% | 76% | 178 | 15,73% | 0,9 |
|
| 3391 |
3391
Financial Sense Advisors
San Diego,
California
| US$ 251 mi | -US$ 28,8 mi | -10% | 5,39% | 152% | 114 | 33,33% | 1,2 |
|
| 3392 |
FA
3392
FMA Advisory
Harrisburg,
Pennsylvania
| US$ 251 mi | +US$ 28,4 mi | +13% | 6,72% | 46,7% | 164 | 9,15% | 2,4 |
|
| 3393 |
3393
Alera Investment Advisors
Deerfield,
Illinois
| US$ 251 mi | +US$ 61,1 mi | +32% | 7,81% | 28,9% | 91 | 24,18% | 1 |
|
| 3394 |
3394
SFE Investment Counsel
Los Angeles,
California
| US$ 251 mi | +US$ 24,9 mi | +11% | 10,8% | 114% | 112 | 10,71% | 3,8 |
|
| 3395 |
3395
W.L. Ross & Co
Dallas,
Texas
| US$ 251 mi | +US$ 29,4 mi | +13% | 18% | – | 3 | 0% | 0,8 |
|
| 3396 |
3396
Perkins Coie Trust Company
Seattle,
Washington
| US$ 250 mi | +US$ 7,41 mi | +3% | 9,41% | 83,2% | 302 | 18,21% | 5,1 |
|
| 3397 |
3397
Bayview Asset Management
Coral Gables,
Florida
| US$ 250 mi | +US$ 20 mi | +9% | 9,45% | 55,4% | 12 | 25% | 1,2 |
|
| 3398 |
3398
HHM Wealth Advisors
Chattanooga,
Tennessee
| US$ 250 mi | +US$ 10,8 mi | +4% | 7,75% | 62,3% | 551 | 10,71% | 0,6 |
|
| 3399 |
3399
Fruth Investment Management
Houston,
Texas
| US$ 250 mi | +US$ 12,9 mi | +5% | 8,93% | 79,4% | 206 | 9,22% | 5,3 |
|
| 3400 |
3400
Claar Advisors
New York
| US$ 250 mi | -US$ 3,6 mi | -1% | 9,38% | 65,5% | 35 | 20% | 1,3 |
|