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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
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$ 305 mi | +US$ 32,3 mi | +12% | 11,2% | 116% | 351 | 8,83% | 2,1 |
|
| 3977 |
3977
Bulldog Investors
Saddle Brook,
New Jersey
| US$ 304 mi | +US$ 16,3 mi | +6% | 4,34% | 22,5% | 231 | 35,93% | 1,3 |
|
| 3978 |
3978
Court Place Advisors
Ellicott City,
Maryland
| US$ 304 mi | +US$ 22,7 mi | +8% | 10,8% | 92% | 168 | 8,93% | 6,6 |
|
| 3979 |
3979
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| US$ 304 mi | +US$ 26,7 mi | +10% | 10,5% | – | 1.388 | 14,41% | 0,8 |
|
| 3980 |
3980
Financial Consulate
Hunt Valley,
Maryland
| US$ 304 mi | +US$ 77,6 mi | +34% | 9,37% | 61,4% | 40 | 15% | 4,9 |
|
| 3981 |
MAM
3981
Milestone Asset Management
Pittsburgh,
Pennsylvania
| US$ 304 mi | +US$ 18,1 mi | +6% | 4,55% | 64,4% | 102 | 32,35% | 0,6 |
|
| 3982 |
3982
Centric Wealth Management
Chicago,
Illinois
| US$ 304 mi | +US$ 64,2 mi | +27% | 6,14% | 44,4% | 167 | 35,93% | 1,8 |
|
| 3983 |
3983
First Sabrepoint Capital Management
Dallas,
Texas
| US$ 304 mi | +US$ 69 mi | +29% | 17,3% | 218% | 55 | 60% | 0,7 |
|
| 3984 |
3984
Regis Management Company
Menlo Park,
California
| US$ 304 mi | +US$ 10,9 mi | +4% | 9,56% | 5,33% | 41 | 9,76% | 7 |
|
| 3985 |
3985
Watchman Group
Plano,
Texas
| US$ 303 mi | +US$ 68 mi | +29% | 10,1% | 54% | 81 | 14,81% | 2,1 |
|
| 3986 |
3986
Fernwood Investment Management
Quincy,
Massachusetts
| US$ 303 mi | +US$ 25,1 mi | +9% | 11,9% | 83,4% | 200 | 8% | 5 |
|
| 3987 |
KMWM
3987
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$ 303 mi | -US$ 25 mi | -8% | 9,9% | – | 197 | 12,18% | 3,1 |
|
| 3988 |
3988
Cornerstone Planning Group
Fairfield,
New Jersey
| US$ 303 mi | +US$ 40,4 mi | +15% | 9,78% | 60% | 1.248 | 25% | 0,8 |
|
| 3989 |
3989
BWCP LP
Dallas,
Texas
| US$ 303 mi | +US$ 24,6 mi | +9% | 18,6% | 198% | 25 | 20% | 1,2 |
|
| 3990 |
VM
3990
Venator Management
Pittsburgh,
Pennsylvania
| US$ 303 mi | +US$ 31,9 mi | +12% | 14,5% | 101% | 32 | 21,88% | 1,7 |
|
| 3991 |
SPC
3991
Stony Point Capital
New York
| US$ 303 mi | +US$ 8,37 mi | +3% | 21,8% | 208% | 29 | 24,14% | 1,1 |
|
| 3992 |
3992
The Wealth Group
Eden Prairie,
Minnesota
| US$ 303 mi | – | – | 10,4% | 71,9% | 60 | – | 0 |
|
| 3993 |
3993
Keystone Financial Planning
Cleveland,
Ohio
| US$ 303 mi | +US$ 16,4 mi | +6% | 6,71% | 46% | 49 | 2,04% | 5,6 |
|
| 3994 |
KS
3994
Karpas Strategies
Litchfield,
Connecticut
| US$ 302 mi | +US$ 30,1 mi | +11% | 11,6% | 16,1% | 121 | 9,09% | 7 |
|
| 3995 |
3995
Berkeley Capital Partners
Milton,
Georgia
| US$ 302 mi | +US$ 25,4 mi | +9% | 10,1% | 62,8% | 159 | 12,58% | 3,7 |
|
| 3996 |
3996
Intel Corp
Santa Clara,
California
| US$ 302 mi | +US$ 12,6 mi | +4% | 13,6% | 9,79% | 7 | 14,29% | 1,4 |
|
| 3997 |
HPC
3997
Hobart Private Capital
Charlotte,
North Carolina
| US$ 302 mi | +US$ 38,7 mi | +15% | 9,81% | 60% | 63 | 44,44% | 0,8 |
|
| 3998 |
PFA
3998
Professional Financial Advisors
North Platte,
Nebraska
| US$ 302 mi | +US$ 81,1 mi | +37% | 9,42% | 59,2% | 99 | 13,13% | 1,9 |
|
| 3999 |
3999
Platte River Wealth Advisors
Louisville,
Colorado
| US$ 302 mi | +US$ 28,8 mi | +11% | 10,3% | 28,6% | 104 | 15,38% | 2,8 |
|
| 4000 |
4000
Uncommon Cents Investing
Janesville,
Wisconsin
| US$ 302 mi | +US$ 29,4 mi | +11% | 9,61% | 91,4% | 181 | 6,08% | 3,7 |
|