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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
Capital Impact Advisors
Boston,
Massachusetts
| US$ 286 mi | -US$ 122 mi | -30% | 10,7% | – | 143 | 52,45% | 1,6 |
|
| 3727 |
3727
Aspire Private Capital
Cornelius,
North Carolina
| US$ 286 mi | +US$ 23,9 mi | +9% | 4,35% | 55,3% | 631 | 28,05% | 1 |
|
| 3728 |
3728
O'Dell Group
Cincinnati,
Ohio
| US$ 286 mi | +US$ 28,6 mi | +11% | 7,08% | 72,2% | 77 | 18,18% | 1 |
|
| 3729 |
3729
Pacifica Capital Investments
Leander,
Texas
| US$ 285 mi | +US$ 16,1 mi | +6% | 16,8% | 69,8% | 19 | 0% | 5,6 |
|
| 3730 |
3730
Hedeker Wealth
Lincolnshire,
Illinois
| US$ 285 mi | -US$ 1,19 mi | -0,4% | 3,72% | 161% | 66 | 1,52% | 3,3 |
|
| 3731 |
3731
Ellenbecker Investment Group
Waukesha,
Wisconsin
| US$ 285 mi | +US$ 14 mi | +5% | 5,84% | 56,3% | 67 | 2,99% | 2,2 |
|
| 3732 |
3732
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 284 mi | +US$ 30,4 mi | +12% | 11,7% | 137% | 105 | 8,57% | 2,8 |
|
| 3733 |
3733
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 284 mi | +US$ 36,1 mi | +15% | 8,21% | – | 137 | 23,36% | 2,4 |
|
| 3734 |
3734
Raffa Wealth Management
Washington,
District of Columbia
| US$ 284 mi | +US$ 2,44 mi | +0,9% | 1,72% | 35,8% | 1.113 | 19,23% | 1,1 |
|
| 3735 |
3735
Progressive Investment Management
Lake Oswego,
Oregon
| US$ 284 mi | +US$ 6,1 mi | +2% | 0,95% | 139% | 44 | 20,45% | 3,4 |
|
| 3736 |
3736
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$ 284 mi | +US$ 17,5 mi | +7% | 15,3% | 39,8% | 7 | 28,57% | 3 |
|
| 3737 |
3737
Mattern Wealth Management
Lawrence,
Kansas
| US$ 284 mi | +US$ 19,3 mi | +7% | 6,28% | 62,2% | 163 | 12,88% | 0,9 |
|
| 3738 |
3738
JT Stratford LLC
Gainesville,
Georgia
| US$ 284 mi | +US$ 16,9 mi | +6% | 6,67% | 103% | 219 | 24,2% | 1,5 |
|
| 3739 |
PWM
3739
Praetorian Wealth Management
Carmel,
California
| US$ 284 mi | +US$ 21,8 mi | +8% | 4,89% | 60,4% | 62 | 9,68% | 0,7 |
|
| 3740 |
3740
TSP Capital Management Group
Summit,
New Jersey
| US$ 284 mi | +US$ 2,16 mi | +0,8% | 3,01% | 186% | 55 | 3,64% | 1,5 |
|
| 3741 |
3741
Siena Capital Partners
Chicago,
Illinois
| US$ 283 mi | +US$ 31,5 mi | +12% | 9,21% | 42,5% | 114 | 7,02% | 2 |
|
| 3742 |
3742
SignalPoint Asset Management
Springfield,
Missouri
| US$ 283 mi | +US$ 18,4 mi | +7% | 4,63% | 36% | 230 | 16,09% | 3,6 |
|
| 3743 |
3743
Little House Capital
Braintree,
Massachusetts
| US$ 283 mi | +US$ 147 mi | +109% | 6,41% | 118% | 170 | 77,65% | 0,6 |
|
| 3744 |
3744
Harrell Investment Partners
Austin,
Texas
| US$ 283 mi | +US$ 23 mi | +9% | 6,41% | 121% | 100 | 12% | 0,9 |
|
| 3745 |
3745
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$ 283 mi | +US$ 6,19 mi | +2% | 6,73% | 92% | 156 | 15,38% | 2,4 |
|
| 3746 |
3746
First PREMIER Bank
Sioux Falls,
South Dakota
| US$ 282 mi | +US$ 30,2 mi | +12% | 4,89% | 63% | 334 | 10,48% | 3,2 |
|
| 3747 |
3747
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$ 282 mi | +US$ 41,9 mi | +17% | 8,39% | 84,3% | 165 | 24,24% | 1,2 |
|
| 3748 |
3748
Lineweaver Wealth Advisors
Valley View,
Ohio
| US$ 282 mi | +US$ 26,9 mi | +11% | 2,91% | 68,4% | 117 | 20,51% | 0,7 |
|
| 3749 |
3749
Benin Management Corp
Wilton,
Connecticut
| US$ 282 mi | +US$ 33,5 mi | +13% | 6,77% | 91,7% | 102 | 9,8% | 5,3 |
|
| 3750 |
3750
Rice Partnership
Honolulu,
Hawaii
| US$ 282 mi | +US$ 14,1 mi | +5% | 5,53% | 135% | 122 | 18,03% | 1,7 |
|