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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Vista Investment Partners
Oklahoma City,
Oklahoma
| US$ 383 mi | +US$ 24,3 mi | +7% | 2,16% | 112% | 178 | 20,22% | 1,4 |
|
| 4302 |
4302
SimplyRich
Carlsbad,
California
| US$ 382 mi | +US$ 11,8 mi | +3% | 6,12% | 105% | 210 | 10% | 4 |
|
| 4303 |
4303
Bain Capital Credit
Boston,
Massachusetts
| US$ 382 mi | +US$ 65,2 mi | +21% | 1,01% | 14,4% | 6 | 0% | 2,7 |
|
| 4304 |
4304
Prosperity Planning
Kansas City,
Missouri
| US$ 382 mi | +US$ 11,6 mi | +3% | 1,43% | 43,5% | 109 | 0,92% | 3 |
|
| 4305 |
4305
BankPlus Trust Department
Jackson,
Mississippi
| US$ 382 mi | +US$ 8,74 mi | +2% | 2,59% | – | 474 | 8,02% | 0,9 |
|
| 4306 |
4306
Stevens Capital Partners
Omaha,
Nebraska
| US$ 382 mi | +US$ 47,1 mi | +14% | 1,82% | 76,3% | 105 | 13,33% | 1,6 |
|
| 4307 |
CIM
4307
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$ 382 mi | +US$ 13,4 mi | +4% | 5,28% | 123% | 254 | 4,72% | 5 |
|
| 4308 |
4308
Kercheville Advisors
San Antonio,
Texas
| US$ 382 mi | +US$ 50,7 mi | +15% | 5,17% | 261% | 133 | 32,33% | 2,2 |
|
| 4309 |
4309
Ruedi Wealth Management
Champaign,
Illinois
| US$ 382 mi | +US$ 24,4 mi | +7% | 1,89% | 44,9% | 58 | 8,62% | 2,5 |
|
| 4310 |
4310
Next Level Private
Harrison,
New York
| US$ 382 mi | +US$ 36,6 mi | +11% | 3,59% | 95,9% | 170 | 13,53% | 2,1 |
|
| 4311 |
4311
Mindset Wealth Management
Indianapolis,
Indiana
| US$ 381 mi | +US$ 14,5 mi | +4% | 4,36% | – | 195 | 15,38% | 0,9 |
|
| 4312 |
4312
Terril Brothers
St. Louis,
Missouri
| US$ 381 mi | +US$ 51,3 mi | +16% | 8,17% | 112% | 83 | 19,28% | 3,6 |
|
| 4313 |
LFGO
4313
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| US$ 381 mi | +US$ 16,7 mi | +5% | 2,33% | 64,2% | 98 | 10,2% | 2 |
|
| 4314 |
4314
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$ 381 mi | +US$ 8,64 mi | +2% | 3,44% | 134% | 284 | 17,25% | 3,3 |
|
| 4315 |
SCM
4315
Soros Capital Management
New York
| US$ 381 mi | -US$ 23,4 mi | -6% | 8,92% | 732% | 73 | 39,73% | 1,1 |
|
| 4316 |
4316
Northern Right Capital Management
Darien,
Connecticut
| US$ 381 mi | +US$ 57,7 mi | +18% | 11,4% | 187% | 30 | 30% | 1,9 |
|
| 4317 |
4317
Joseph Group Capital Management
Columbus,
Ohio
| US$ 381 mi | +US$ 26,1 mi | +7% | 2,88% | 64,3% | 280 | 67,14% | 0,8 |
|
| 4318 |
4318
WorthPointe
La Jolla,
California
| US$ 381 mi | +US$ 114 mi | +43% | 2,37% | 59,7% | 140 | 30% | 1,4 |
|
| 4319 |
4319
Parus Finance (UK)
London,
United Kingdom
| US$ 380 mi | -US$ 316 mil | -0,1% | 2,73% | 199% | 34 | 11,76% | 3,7 |
|
| 4320 |
4320
Droms Strauss Advisors
St. Louis,
Missouri
| US$ 380 mi | +US$ 35,2 mi | +10% | 1,8% | 74,5% | 80 | 13,75% | 3,5 |
|
| 4321 |
4321
DSC Meridian Capital
New York
| US$ 380 mi | -US$ 113 mi | -23% | 1,16% | – | 18 | 38,89% | 0,5 |
|
| 4322 |
BWM
4322
Brown Wealth Management
Naperville,
Illinois
| US$ 380 mi | +US$ 24 mi | +7% | 1,85% | 51,2% | 117 | 21,37% | 1,4 |
|
| 4323 |
4323
ValueWorks
New York
| US$ 380 mi | +US$ 36,3 mi | +11% | 6,82% | 190% | 38 | 18,42% | 5,2 |
|
| 4324 |
CCM
4324
Contrarian Capital Management
Greenwich,
Connecticut
| US$ 380 mi | -US$ 16,6 mi | -4% | 5,86% | 29,4% | 39 | 46,15% | 2,6 |
|
| 4325 |
4325
55 North Private Wealth
Winter Park,
Florida
| US$ 380 mi | – | – | 2,05% | – | 195 | – | 0 |
|