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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Old Port Advisors
Portland,
Maine
| US$ 348 mi | -US$ 12,1 mi | -3% | 1,05% | 114% | 246 | 10,16% | 4,2 |
|
| 4077 |
4077
Scott Capital Advisors
Portland,
Oregon
| US$ 348 mi | -US$ 4,72 mi | -1% | 0,75% | 50,9% | 54 | 14,81% | 2,2 |
|
| 4078 |
TPWM
4078
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 348 mi | +US$ 30 mi | +9% | 1,79% | 56,8% | 190 | 11,05% | 2,4 |
|
| 4079 |
4079
KEB Asset Management
Springfield,
Illinois
| US$ 347 mi | +US$ 15,3 mi | +5% | 1,06% | 68,9% | 87 | 18,39% | 1,9 |
|
| 4080 |
4080
Verum Partners
Charlotte,
North Carolina
| US$ 347 mi | +US$ 5,95 mi | +2% | 0,75% | 57,7% | 167 | 4,79% | 1,4 |
|
| 4081 |
4081
Kera Capital Partners
San Jose,
California
| US$ 347 mi | – | – | 3,78% | – | 158 | – | 0 |
|
| 4082 |
4082
Prevatt Capital
Nassau,
Bahamas
| US$ 347 mi | +US$ 43,4 mi | +14% | 8,66% | – | 15 | 26,67% | 0,8 |
|
| 4083 |
VM
4083
Venator Management
Pittsburgh,
Pennsylvania
| US$ 347 mi | +US$ 1,82 mi | +0,5% | 4,52% | 101% | 25 | 12% | 2,7 |
|
| 4084 |
VDBMI
4084
Van Den Berg Management I
Austin,
Texas
| US$ 347 mi | +US$ 1,35 mi | +0,4% | 0,36% | 187% | 112 | 7,14% | 2,9 |
|
| 4085 |
4085
Searle & Co
Greenwich,
Connecticut
| US$ 347 mi | -US$ 54,1 mi | -13% | 0% | 108% | 186 | 12,9% | 4,7 |
|
| 4086 |
4086
Blue Zone Wealth Advisors
Los Angeles,
California
| US$ 347 mi | +US$ 25,4 mi | +8% | 3,61% | 91,1% | 107 | 13,08% | 2,6 |
|
| 4087 |
DI
4087
DDFG Inc
Thousand Oaks,
California
| US$ 346 mi | -US$ 3,52 mi | -1% | 1,59% | 56,3% | 82 | 7,32% | 1,7 |
|
| 4088 |
4088
Timber Creek Capital Management
Boston,
Massachusetts
| US$ 346 mi | -US$ 10,8 mi | -3% | 1,95% | 139% | 83 | 6,02% | 5,4 |
|
| 4089 |
4089
Horiko Capital Management
New York
| US$ 346 mi | +US$ 333 mil | +0,1% | 3,31% | 275% | 21 | 0% | 3,9 |
|
| 4090 |
MI
4090
M3F Inc
Salt Lake City,
Utah
| US$ 346 mi | +US$ 21,3 mi | +7% | 17,9% | 139% | 35 | 34,29% | 3,5 |
|
| 4091 |
4091
The Wealth Group
Eden Prairie,
Minnesota
| US$ 346 mi | +US$ 2,36 mi | +0,7% | 0,46% | 71,9% | 68 | 8,82% | 0,9 |
|
| 4092 |
4092
Prentice Wealth Management
Rochester,
New York
| US$ 346 mi | +US$ 9,05 mi | +3% | 0,8% | 47,8% | 111 | 7,21% | 2,4 |
|
| 4093 |
4093
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| US$ 345 mi | +US$ 17,1 mi | +5% | 2,37% | 31,3% | 205 | 43,41% | 0,5 |
|
| 4094 |
4094
Founders Grove Wealth Partners
Richmond,
Virginia
| US$ 345 mi | – | – | 0,63% | – | 116 | – | 0 |
|
| 4095 |
SWG
4095
Summit Wealth Group
White River Junction,
Vermont
| US$ 345 mi | -US$ 1,48 mi | -0,4% | 1,01% | 56,7% | 105 | 12,38% | 1,3 |
|
| 4096 |
BPC
4096
Bryce Point Capital
Scarsdale,
New York
| US$ 345 mi | – | – | 0,99% | – | 398 | – | 0 |
|
| 4097 |
4097
Access Investment Management
Atlanta,
Georgia
| US$ 345 mi | +US$ 16,7 mi | +5% | 5,69% | – | 106 | 8,49% | 0,9 |
|
| 4098 |
4098
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$ 345 mi | -US$ 996 mil | -0,3% | 0,41% | 83,4% | 72 | 6,94% | 3 |
|
| 4099 |
4099
Oldfield Partners
London,
United Kingdom
| US$ 345 mi | -US$ 128 mi | -27% | 0,36% | 98% | 30 | 3,33% | 3,9 |
|
| 4100 |
4100
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| US$ 345 mi | -US$ 6,1 mi | -2% | 0,4% | 73,9% | 232 | 9,91% | 2,4 |
|