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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
PCR
3951
Potrero Capital Research
San Francisco,
California
| US$ 181 mi | +US$ 7,38 mi | +4% | 9,45% | 226% | 54 | 29,63% | 1 |
|
| 3952 |
3952
Spectrum Asset Management (California)
Newport Beach,
California
| US$ 181 mi | +US$ 25,2 mi | +16% | 7,05% | 68,3% | 100 | 27% | 1,9 |
|
| 3953 |
3953
Affiance Financial
St. Louis Park,
Minnesota
| US$ 181 mi | +US$ 16,6 mi | +10% | 5,9% | 57,8% | 147 | 40,14% | 2,3 |
|
| 3954 |
3954
Blankinship & Foster
Solana Beach,
California
| US$ 181 mi | +US$ 13 mi | +8% | 6,81% | 67,1% | 49 | 8,16% | 2 |
|
| 3955 |
3955
Ballast Inc
Lexington,
Kentucky
| US$ 181 mi | +US$ 18,3 mi | +11% | 7,17% | 71,3% | 108 | 12,04% | 1,5 |
|
| 3956 |
3956
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$ 181 mi | +US$ 18,6 mi | +11% | 8,01% | 85,3% | 84 | 3,57% | 2,5 |
|
| 3957 |
3957
Torch Wealth Management
Cincinnati,
Ohio
| US$ 181 mi | +US$ 12,1 mi | +7% | 8,09% | 48,8% | 113 | 6,19% | 3,7 |
|
| 3958 |
3958
OneAscent Financial Services
Birmingham,
Alabama
| US$ 181 mi | +US$ 158 mi | +707% | 5,97% | 63,8% | 189 | 95,77% | 0 |
|
| 3959 |
3959
Cota Capital Management
San Francisco,
California
| US$ 181 mi | – | – | 10,7% | 46% | 13 | – | 0 |
|
| 3960 |
3960
Lowe Wealth Advisors
Columbia,
Maryland
| US$ 180 mi | +US$ 12,6 mi | +8% | 6,03% | 63,3% | 340 | 16,18% | 2,9 |
|
| 3961 |
3961
Arlington Financial Advisors
Santa Barbara,
California
| US$ 180 mi | +US$ 4,61 mi | +3% | 8,02% | 67,6% | 61 | 24,59% | 1,6 |
|
| 3962 |
3962
Impactive Capital
New York City,
New York
| US$ 180 mi | – | – | 21% | 25% | 6 | – | 0 |
|
| 3963 |
3963
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$ 180 mi | +US$ 12,8 mi | +8% | 7,68% | 90,5% | 5 | 0% | 1,8 |
|
| 3964 |
3964
Oak Asset Management
Westlake Village,
California
| US$ 180 mi | +US$ 13,8 mi | +8% | 11,2% | 91,8% | 97 | 4,12% | 1,7 |
|
| 3965 |
3965
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 180 mi | +US$ 31,7 mi | +21% | 4,05% | 130% | 56 | 12,5% | 1,1 |
|
| 3966 |
3966
REDW Wealth
Albuquerque,
New Mexico
| US$ 180 mi | +US$ 9,42 mi | +6% | 4,53% | 59,1% | 88 | 11,36% | 2,3 |
|
| 3967 |
3967
TAP Consulting
Kirkwood,
Missouri
| US$ 179 mi | +US$ 10 mi | +6% | 5,42% | 3,08% | 113 | 8,85% | 0,6 |
|
| 3968 |
ITIM
3968
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 179 mi | +US$ 724 mil | +0,4% | 4,65% | 114% | 119 | 5,04% | 4,9 |
|
| 3969 |
3969
Lexington Partners
New York
| US$ 179 mi | – | – | 13,3% | 24,5% | 4 | – | 1 |
|
| 3970 |
ETI
3970
Enterprise Trust & Investment
Los Gatos,
California
| US$ 179 mi | +US$ 16,1 mi | +10% | 11,5% | 58,6% | 206 | 11,17% | 0,5 |
|
| 3971 |
3971
CoreCommodity Management
Stamford,
Connecticut
| US$ 179 mi | +US$ 19,9 mi | +12% | 12,1% | 65,8% | 185 | 16,76% | 3 |
|
| 3972 |
3972
Bernicke Wealth Management
Altoona,
Wisconsin
| US$ 179 mi | +US$ 6,28 mi | +4% | 3,29% | – | 47 | 4,26% | 3 |
|
| 3973 |
3973
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$ 179 mi | +US$ 6,48 mi | +4% | 5,17% | 27,4% | 53 | 22,64% | 1,9 |
|
| 3974 |
3974
Provenire Capital
Eden Prairie,
Minnesota
| US$ 179 mi | – | – | 9,06% | – | 31 | – | 0 |
|
| 3975 |
3975
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 179 mi | +US$ 10 mi | +6% | 7,03% | 106% | 126 | 10,32% | 3 |
|