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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
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| US$ 376 mi | -US$ 1,02 mi | -0,3% | 2,44% | – | 95 | 11,58% | 1 |
|
| 4302 |
4302
McMill Wealth Management
Norfolk,
Nebraska
| US$ 376 mi | +US$ 20,5 mi | +6% | 0,5% | – | 88 | 67,05% | 0,6 |
|
| 4303 |
4303
St. Clair Advisors
Mayfield Hts,
Ohio
| US$ 376 mi | -US$ 11,7 mi | -3% | 3,27% | 77,5% | 84 | 5,95% | 3,5 |
|
| 4304 |
4304
Access Investment Management
Atlanta,
Georgia
| US$ 376 mi | +US$ 3,44 mi | +0,9% | 1,76% | – | 183 | 22,95% | 1,3 |
|
| 4305 |
4305
JRM Investment Counsel
Omaha,
Nebraska
| US$ 375 mi | +US$ 29,7 mi | +9% | 3,28% | 65,5% | 22 | 9,09% | 6 |
|
| 4306 |
DA
4306
DCF Advisers
Greenwich,
Connecticut
| US$ 375 mi | +US$ 2,31 mi | +0,6% | 1,78% | 379% | 108 | 32,41% | 2,4 |
|
| 4307 |
CIM
4307
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$ 375 mi | -US$ 7,14 mi | -2% | 0,51% | 123% | 265 | 12,08% | 4,9 |
|
| 4308 |
4308
Prism Advisors
Studio City,
California
| US$ 375 mi | -US$ 561 mil | -0,1% | 0,4% | 54,6% | 83 | 18,07% | 3,1 |
|
| 4309 |
4309
Keystone Financial Planning
Cleveland,
Ohio
| US$ 374 mi | +US$ 29,6 mi | +9% | 8,62% | 46% | 45 | 13,33% | 7,2 |
|
| 4310 |
4310
Straight Path Wealth Management
Jenison,
Michigan
| US$ 374 mi | +US$ 3,47 mi | +0,9% | 1,87% | 70,4% | 137 | 11,68% | 1,8 |
|
| 4311 |
4311
BankPlus Trust Department
Jackson,
Mississippi
| US$ 374 mi | -US$ 7,95 mi | -2% | 0,34% | – | 487 | 10,06% | 1,1 |
|
| 4312 |
4312
RIT Capital Partners
London,
United Kingdom
| US$ 374 mi | -US$ 73,2 mi | -16% | 3,47% | 73,5% | 14 | 28,57% | 0,5 |
|
| 4313 |
4313
Able Wealth Management
Toms River,
New Jersey
| US$ 374 mi | +US$ 57,9 mi | +18% | 1,72% | 58,1% | 147 | 29,25% | 1,1 |
|
| 4314 |
4314
Helix Partners Management
New York
| US$ 374 mi | +US$ 76,3 mi | +26% | 1,58% | – | 16 | 43,75% | 0,6 |
|
| 4315 |
4315
Compass Advisory Group
Melville,
New York
| US$ 374 mi | +US$ 3,6 mi | +1% | 1,05% | 49,2% | 88 | 6,82% | 3,3 |
|
| 4316 |
4316
Once Capital Management
New York
| US$ 374 mi | -US$ 114 mi | -23% | 4,09% | 627% | 27 | 33,33% | 2,4 |
|
| 4317 |
4317
West Branch Capital
Amherst,
Massachusetts
| US$ 373 mi | -US$ 14,6 mi | -4% | 3,02% | 156% | 437 | 18,54% | 3,8 |
|
| 4318 |
4318
Landmark Wealth Management (New York)
Melville,
New York
| US$ 373 mi | +US$ 112 mi | +43% | 0,36% | 42,7% | 149 | 41,61% | 1,4 |
|
| 4319 |
4319
Bull Harbor Capital
Bethesda,
Maryland
| US$ 373 mi | – | – | 2,92% | – | 458 | – | 0 |
|
| 4320 |
4320
Highland Peak Capital
Old Greenwich,
Connecticut
| US$ 373 mi | +US$ 69,4 mi | +23% | 20,4% | 260% | 21 | 52,38% | 0,5 |
|
| 4321 |
JC
4321
Joho Capital
New York
| US$ 373 mi | -US$ 95,5 mi | -20% | 10,4% | 80,2% | 13 | 53,85% | 1,7 |
|
| 4322 |
4322
Freedom Day Solutions
Houston,
Texas
| US$ 373 mi | +US$ 4,68 mi | +1% | 3,69% | 86,6% | 104 | 18,27% | 3,9 |
|
| 4323 |
4323
Mindset Wealth Management
Indianapolis,
Indiana
| US$ 372 mi | -US$ 8,98 mi | -2% | 2,03% | – | 198 | 18,69% | 1,1 |
|
| 4324 |
4324
Doma Perpetual Capital Management
Miami,
Florida
| US$ 372 mi | +US$ 16,8 mi | +5% | 0,54% | – | 14 | 35,71% | 1,3 |
|
| 4325 |
4325
Gavilan Investment Partners
Burlingame,
California
| US$ 372 mi | -US$ 44,1 mi | -11% | 14,9% | 109% | 14 | 7,14% | 2,6 |
|