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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Day & Ennis
Macon,
Georgia
| US$ 304 mi | +US$ 14,8 mi | +5% | 6,71% | 15,2% | 128 | 11,72% | 3 |
|
| 3977 |
3977
Centric Wealth Management
Chicago,
Illinois
| US$ 304 mi | +US$ 32,3 mi | +12% | 11,9% | 55,3% | 173 | 23,12% | 1,5 |
|
| 3978 |
3978
SCP Investment
Orinda,
California
| US$ 304 mi | -US$ 52,8 mi | -15% | 10,5% | 32,8% | 41 | 65,85% | 0,9 |
|
| 3979 |
ARI
3979
Applied Research Investments
Wilmington,
Delaware
| US$ 303 mi | +US$ 3,05 mi | +1% | 5,65% | – | 42 | 9,52% | 1,1 |
|
| 3980 |
3980
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| US$ 303 mi | +US$ 28,3 mi | +10% | 7,49% | 2.136% | 21 | 9,52% | 1,3 |
|
| 3981 |
3981
American National Registered Investment Advisor
Galveston,
Texas
| US$ 303 mi | +US$ 26,6 mi | +10% | 11% | 95,8% | 245 | 6,94% | 5,2 |
|
| 3982 |
3982
Blume Capital Management
Berkeley,
California
| US$ 303 mi | +US$ 29,6 mi | +11% | 8,91% | 102% | 324 | 12,35% | 3,6 |
|
| 3983 |
3983
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$ 303 mi | +US$ 22,1 mi | +8% | 6,96% | 55% | 136 | 17,65% | 2,4 |
|
| 3984 |
3984
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| US$ 303 mi | +US$ 33,2 mi | +12% | 12,2% | 99,8% | 232 | 6,9% | 4,6 |
|
| 3985 |
3985
Peddock Capital Advisors
Braintree,
Massachusetts
| US$ 303 mi | +US$ 21,9 mi | +8% | 11% | 113% | 146 | 6,16% | 4,3 |
|
| 3986 |
3986
Blue Zone Wealth Advisors
Los Angeles,
California
| US$ 303 mi | +US$ 14,1 mi | +5% | 6,23% | 91,1% | 104 | 8,65% | 1,2 |
|
| 3987 |
3987
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$ 303 mi | +US$ 30,4 mi | +11% | 9,97% | 60,3% | 45 | 8,89% | 4 |
|
| 3988 |
3988
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| US$ 303 mi | -US$ 8,99 mi | -3% | 0,89% | 48,4% | 8 | 25% | 1,9 |
|
| 3989 |
3989
Winch Advisory Services
Appleton,
Wisconsin
| US$ 302 mi | +US$ 15,6 mi | +5% | 7,77% | 92,4% | 528 | 8,9% | 3,1 |
|
| 3990 |
3990
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$ 302 mi | +US$ 19,9 mi | +7% | 9,87% | 150% | 89 | 42,7% | 1 |
|
| 3991 |
3991
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$ 302 mi | +US$ 25,9 mi | +9% | 10,3% | 74% | 74 | 5,41% | 4,5 |
|
| 3992 |
3992
Benefit Street Partners
New York
| US$ 302 mi | +US$ 37,5 mi | +14% | 5,81% | – | 49 | 18,37% | 1,1 |
|
| 3993 |
3993
Roanoke Asset Management
Jersey City,
New Jersey
| US$ 302 mi | +US$ 20,2 mi | +7% | 9,84% | 50,3% | 114 | 2,63% | 4,9 |
|
| 3994 |
3994
JW Asset Management
Miami Beach,
Florida
| US$ 302 mi | -US$ 29,8 mi | -9% | 3,73% | 251% | 9 | 22,22% | 2,8 |
|
| 3995 |
3995
Farmers National Bank
Danville,
Kentucky
| US$ 302 mi | +US$ 50,7 mi | +20% | 10,8% | – | 151 | 8,61% | 4,7 |
|
| 3996 |
3996
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$ 301 mi | +US$ 15,5 mi | +5% | 3,62% | 46,1% | 41 | 4,88% | 0,7 |
|
| 3997 |
3997
CHI Advisors
New York
| US$ 301 mi | -US$ 41,3 mi | -12% | 2,31% | 88,2% | 20 | 5% | 1,3 |
|
| 3998 |
3998
SimplyRich
Carlsbad,
California
| US$ 301 mi | +US$ 26,4 mi | +10% | 10,1% | 105% | 179 | 7,26% | 2,1 |
|
| 3999 |
3999
Blue Owl Capital Holdings
New York
| US$ 301 mi | – | – | 27,2% | 118% | 29 | – | 0 |
|
| 4000 |
4000
Meridian Investment Counsel
Lafayette,
California
| US$ 301 mi | +US$ 25,2 mi | +9% | 8% | 116% | 231 | 11,26% | 4,6 |
|