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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Invus Financial Advisors
New York
| US$ 208 mi | -US$ 68,8 mi | -25% | 2,04% | 29,5% | 9 | 33,33% | 0,7 |
|
| 3727 |
CWM
3727
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$ 208 mi | +US$ 26,1 mi | +14% | 12,6% | 108% | 158 | 41,14% | 0,8 |
|
| 3728 |
3728
Whitener Capital Management
Rocky Mount,
North Carolina
| US$ 208 mi | +US$ 15,5 mi | +8% | 11,1% | 113% | 133 | 7,52% | 2,2 |
|
| 3729 |
HCA
3729
Hyperion Capital Advisors
New York
| US$ 207 mi | +US$ 37,7 mi | +22% | 20,7% | 86,1% | 42 | 7,14% | 0,6 |
|
| 3730 |
3730
Trinity Legacy Partners
Houston,
Texas
| US$ 207 mi | +US$ 12,1 mi | +6% | 4,79% | 63,3% | 91 | 21,98% | 0,8 |
|
| 3731 |
3731
Keystone Financial Planning
Cleveland,
Ohio
| US$ 207 mi | +US$ 4,22 mi | +2% | 2,13% | 46% | 46 | 4,35% | 4,4 |
|
| 3732 |
3732
Sage Rhino Capital
Menlo Park,
California
| US$ 207 mi | +US$ 17,4 mi | +9% | 9,05% | 93,9% | 176 | 8,52% | 1,1 |
|
| 3733 |
3733
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$ 207 mi | +US$ 20,1 mi | +11% | 8,62% | 167% | 55 | 47,27% | 0,7 |
|
| 3734 |
3734
Ecofin Advisors
London,
United Kingdom
| US$ 207 mi | +US$ 24,2 mi | +13% | 23,7% | 77% | 36 | 27,78% | 2,2 |
|
| 3735 |
3735
Sutton Wealth Advisors
Tampa,
Florida
| US$ 207 mi | +US$ 15,6 mi | +8% | 8,68% | 40,9% | 1.263 | 8,79% | 3 |
|
| 3736 |
3736
Clifford Capital Partners
Alpine,
Utah
| US$ 207 mi | +US$ 12,9 mi | +7% | 8,95% | 77,3% | 35 | 8,57% | 1,8 |
|
| 3737 |
3737
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$ 207 mi | +US$ 35,3 mi | +21% | 7,98% | 89,4% | 151 | 29,14% | 1,1 |
|
| 3738 |
3738
Covenant Partners
Nashville,
Tennessee
| US$ 207 mi | -US$ 8,93 mi | -4% | 7,64% | 70,3% | 211 | 15,17% | 1,1 |
|
| 3739 |
3739
AlphaCentric Advisors
San Juan,
Puerto Rico
| US$ 207 mi | +US$ 29,2 mi | +16% | 1,03% | – | 181 | 29,28% | 0,2 |
|
| 3740 |
3740
O'Dell Group
Cincinnati,
Ohio
| US$ 206 mi | +US$ 15,5 mi | +8% | 8,07% | 72,2% | 25 | 16% | 2,3 |
|
| 3741 |
3741
Meridian Investment Counsel
Lafayette,
California
| US$ 206 mi | +US$ 10,4 mi | +5% | 11% | 116% | 190 | 12,11% | 4,8 |
|
| 3742 |
3742
Investors Research Corp
Atlanta,
Georgia
| US$ 206 mi | +US$ 6,77 mi | +3% | 7,7% | 62,1% | 1.169 | 9,5% | 1,6 |
|
| 3743 |
3743
TIFF Advisory Services
Radnor,
Pennsylvania
| US$ 206 mi | +US$ 23,7 mi | +13% | 8,85% | 86,3% | 18 | 55,56% | 0,5 |
|
| 3744 |
SWMG
3744
Strategic Wealth Management Group
Fulton,
Maryland
| US$ 206 mi | +US$ 36,3 mi | +21% | 8,87% | – | 128 | 30,47% | 1 |
|
| 3745 |
FVCM
3745
F&V Capital Management
Boca Raton,
Florida
| US$ 206 mi | +US$ 8,11 mi | +4% | 9,03% | 123% | 64 | 1,56% | 3,9 |
|
| 3746 |
3746
Cowen Prime Advisors
New York
| US$ 205 mi | +US$ 29,8 mi | +17% | 3,66% | 116% | 216 | 34,72% | 3,7 |
|
| 3747 |
3747
Moerus Capital Management
New York
| US$ 205 mi | +US$ 25,5 mi | +14% | 11% | 220% | 13 | 7,69% | 1,5 |
|
| 3748 |
3748
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$ 205 mi | +US$ 30,9 mi | +18% | 4% | 143% | 59 | 54,24% | 0,6 |
|
| 3749 |
3749
Weik Capital Management
Wyomissing,
Pennsylvania
| US$ 205 mi | +US$ 19,5 mi | +11% | 8,86% | 66,9% | 110 | 8,18% | 4,7 |
|
| 3750 |
HCM
3750
Hudson Capital Management
Ramsey,
New Jersey
| US$ 205 mi | +US$ 16,6 mi | +9% | 5,14% | 66,8% | 81 | 27,16% | 1,8 |
|