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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Summit Wealth Partners
Orlando,
Florida
| US$ 541 mi | -US$ 12,8 mi | -2% | 0,64% | 44,9% | 224 | 14,73% | 3,5 |
|
| 3477 |
3477
AA Financial Advisors
Columbus,
Ohio
| US$ 541 mi | +US$ 32,1 mi | +6% | 2,84% | 68,8% | 218 | 17,43% | 1,3 |
|
| 3478 |
3478
Hexagon Capital Partners
Rogers,
Arkansas
| US$ 541 mi | +US$ 42,2 mi | +8% | 9,6% | 104% | 80 | 13,75% | 3,9 |
|
| 3479 |
3479
Patten Group
Chattanooga,
Tennessee
| US$ 541 mi | +US$ 27 mi | +5% | 2,13% | 99% | 327 | 23,85% | 5,4 |
|
| 3480 |
3480
Tyro Capital Management
Miami,
Florida
| US$ 541 mi | +US$ 271 mi | +101% | 21,8% | – | 18 | 66,67% | 0,6 |
|
| 3481 |
3481
Asset Allocation Strategies
Farmington,
Michigan
| US$ 540 mi | +US$ 35,3 mi | +7% | 1,7% | 58,1% | 165 | 12,12% | 1,5 |
|
| 3482 |
CAM
3482
Cander Asset Management
New York
| US$ 540 mi | – | – | 0,9% | – | 43 | – | 0 |
|
| 3483 |
3483
Marotta Asset Management
Charlottesville,
Virginia
| US$ 540 mi | +US$ 8,98 mi | +2% | 2,84% | 51% | 111 | 9,91% | 4,4 |
|
| 3484 |
3484
Praesidium Investment Management Company
New York
| US$ 540 mi | +US$ 27,4 mi | +5% | 4,89% | 79% | 13 | 7,69% | 2,6 |
|
| 3485 |
3485
Pilgrim Global Advisors
Reno,
Nevada
| US$ 540 mi | +US$ 24,8 mi | +5% | 0,58% | – | 4 | 25% | 1,7 |
|
| 3486 |
3486
CacheTech Inc
Logan,
Utah
| US$ 540 mi | +US$ 42,9 mi | +9% | 2,17% | – | 239 | 22,18% | 0,8 |
|
| 3487 |
3487
Discipline Wealth Solutions
Greenville,
South Carolina
| US$ 539 mi | +US$ 160 mi | +42% | 2,32% | 45,9% | 177 | 17,51% | 0,7 |
|
| 3488 |
3488
Stieven Capital Advisors
St. Louis,
Missouri
| US$ 539 mi | +US$ 8,93 mi | +2% | 4,34% | 117% | 42 | 14,29% | 3,8 |
|
| 3489 |
3489
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| US$ 539 mi | +US$ 28,9 mi | +6% | 1,29% | 106% | 461 | 28,85% | 1,4 |
|
| 3490 |
3490
Broad Run Investment Management
Arlington,
Virginia
| US$ 538 mi | -US$ 72,5 mi | -12% | 10,5% | 202% | 25 | 8% | 6,6 |
|
| 3491 |
III
3491
Independent Investors Inc
Nesconset,
New York
| US$ 538 mi | +US$ 18,5 mi | +4% | 4,66% | 94,5% | 71 | 4,23% | 8,9 |
|
| 3492 |
3492
Liberty Capital Management
Birmingham,
Michigan
| US$ 537 mi | +US$ 5,7 mi | +1% | 1,73% | – | 182 | 3,85% | 6 |
|
| 3493 |
3493
Perkins Coie Trust Company
Seattle,
Washington
| US$ 537 mi | +US$ 5,47 mi | +1% | 2,69% | 83,2% | 297 | 16,84% | 6,5 |
|
| 3494 |
3494
Global View Capital Management
Waukesha,
Wisconsin
| US$ 537 mi | +US$ 65,7 mi | +14% | 2,73% | – | 153 | 21,57% | 0,7 |
|
| 3495 |
3495
Edenbrook Capital
Mt. Kisco,
New York
| US$ 536 mi | -US$ 49,5 mi | -8% | 22,6% | 267% | 22 | 45,45% | 2,6 |
|
| 3496 |
3496
LMG Wealth Partners
Shreveport,
Louisiana
| US$ 536 mi | -US$ 1,78 mi | -0,3% | 3,51% | 96,1% | 160 | 10% | 2 |
|
| 3497 |
3497
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$ 536 mi | +US$ 8,65 mi | +2% | 21,4% | 312% | 209 | 21,05% | 1,4 |
|
| 3498 |
3498
Oakwell Private Wealth Management
Austin,
Texas
| US$ 536 mi | +US$ 37,7 mi | +8% | 2,19% | 68,2% | 81 | 4,94% | 2,7 |
|
| 3499 |
3499
Wedgewood Partners
St Louis,
Missouri
| US$ 535 mi | -US$ 12,4 mi | -2% | 0,21% | 78,1% | 22 | 18,18% | 5,7 |
|
| 3500 |
3500
Activest Wealth Management
Aventure,
Florida
| US$ 535 mi | +US$ 41,5 mi | +8% | 4,44% | 117% | 1.336 | 31,74% | 1,1 |
|