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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 201 mi | +US$ 13,3 mi | +7% | 5,64% | 52,9% | 439 | 22,1% | 1,1 |
|
| 3777 |
3777
Inherent Group
New York
| US$ 201 mi | +US$ 125 mi | +164% | 12,7% | 61,7% | 23 | 34,78% | 0,4 |
|
| 3778 |
3778
SimpliFi Inc
San Diego,
California
| US$ 201 mi | +US$ 10,1 mi | +5% | 3,69% | 27,9% | 25 | 20% | 1,4 |
|
| 3779 |
SCM
3779
Stormborn Capital Management
Greenwich,
Connecticut
| US$ 201 mi | +US$ 114 mi | +131% | 31,8% | 256% | 35 | 51,43% | 0,2 |
|
| 3780 |
3780
Corrigan Financial
Middletown,
Rhode Island
| US$ 201 mi | +US$ 14,5 mi | +8% | 8,09% | 9,54% | 67 | 19,4% | 2,8 |
|
| 3781 |
KCP
3781
KDI Capital Partners
Raleigh,
North Carolina
| US$ 201 mi | +US$ 8,28 mi | +4% | 8,61% | 77,1% | 30 | 3,33% | 3,1 |
|
| 3782 |
SPC
3782
Stony Point Capital
New York
| US$ 200 mi | +US$ 23,5 mi | +13% | 15,8% | 208% | 33 | 39,39% | 0,4 |
|
| 3783 |
3783
Chase Investment Counsel
Charlottesville,
Virginia
| US$ 200 mi | +US$ 2,68 mi | +1% | 14,7% | 380% | 117 | 41,03% | 1,4 |
|
| 3784 |
3784
Albar Capital
London,
United Kingdom
| US$ 200 mi | +US$ 8 mi | +4% | 17,3% | 163% | 49 | 77,55% | 0,2 |
|
| 3785 |
3785
Physicians Financial Services
Raleigh,
North Carolina
| US$ 200 mi | +US$ 19,4 mi | +11% | 13,6% | 116% | 110 | 7,27% | 3,7 |
|
| 3786 |
3786
Bedel Financial Consulting
Indianapolis,
Indiana
| US$ 200 mi | +US$ 14,5 mi | +8% | 3,12% | 97,4% | 887 | 9,47% | 1,9 |
|
| 3787 |
3787
Laffer Tengler Investments
Nashville,
Tennessee
| US$ 200 mi | +US$ 25,9 mi | +15% | 5,68% | 96,5% | 286 | 15,73% | 0,9 |
|
| 3788 |
3788
Stewardship Advisors
Mount Joy,
Pennsylvania
| US$ 200 mi | +US$ 19,4 mi | +11% | 4,6% | 46,1% | 37 | 10,81% | 0,6 |
|
| 3789 |
3789
SWS Partners
Columbus,
Ohio
| US$ 200 mi | +US$ 121 mi | +154% | 8,61% | 127% | 118 | 43,22% | 1 |
|
| 3790 |
3790
SimplyRich
Carlsbad,
California
| US$ 199 mi | +US$ 17,7 mi | +10% | 8,99% | 105% | 150 | 9,33% | 1,6 |
|
| 3791 |
3791
Perennial Investment Advisors
Los Angeles,
California
| US$ 199 mi | +US$ 51,7 mi | +35% | 13,7% | 84,3% | 163 | 26,99% | 0,5 |
|
| 3792 |
1C
3792
1623 Capital
Alexandria,
Virginia
| US$ 199 mi | +US$ 55,9 mi | +39% | 15,6% | 11,9% | 41 | 12,2% | 0,6 |
|
| 3793 |
3793
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$ 199 mi | +US$ 19,1 mi | +11% | 8,71% | 91,1% | 1.163 | 19,35% | 0,5 |
|
| 3794 |
SM
3794
Saya Management
New York
| US$ 199 mi | +US$ 3,16 mi | +2% | 16,2% | 34,8% | 14 | 42,86% | 0,7 |
|
| 3795 |
3795
Ironwood Financial
Tucson,
Arizona
| US$ 199 mi | +US$ 13,9 mi | +8% | 3,11% | 54,1% | 458 | 8,3% | 2,9 |
|
| 3796 |
3796
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| US$ 199 mi | +US$ 25,5 mi | +15% | 10,7% | 100% | 191 | 13,61% | 1,3 |
|
| 3797 |
3797
Atlas Principals
Charlotte,
North Carolina
| US$ 199 mi | +US$ 64,2 mi | +48% | 27,5% | – | 47 | 46,81% | 0,4 |
|
| 3798 |
3798
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$ 199 mi | +US$ 8,82 mi | +5% | 6,4% | 104% | 312 | 7,05% | 5,2 |
|
| 3799 |
3799
Somerset Trust
Somerset,
Pennsylvania
| US$ 199 mi | +US$ 11 mi | +6% | 8,37% | 80,5% | 124 | 8,87% | 4 |
|
| 3800 |
3800
Engine Capital Management
New York
| US$ 198 mi | +US$ 46,3 mi | +30% | 8,6% | 21,1% | 43 | 41,86% | 0,8 |
|