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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
ForthRight Wealth Management
Alpharetta,
Georgia
| US$ 353 mi | +US$ 4,68 mi | +1% | 0,75% | 50,4% | 77 | 10,39% | 3,2 |
|
| 4477 |
4477
Stolper & Co
Tulsa,
Oklahoma
| US$ 352 mi | +US$ 13 mi | +4% | 3,18% | 77,1% | 92 | 3,26% | 4,3 |
|
| 4478 |
4478
MIC Capital Management (UK)
London,
United Kingdom
| US$ 352 mi | -US$ 88,8 mi | -20% | 9,86% | 67,2% | 15 | 20% | 2,5 |
|
| 4479 |
4479
Elmind Capital
New York
| US$ 352 mi | +US$ 13,4 mi | +4% | 12,8% | – | 36 | 11,11% | 0,2 |
|
| 4480 |
4480
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$ 352 mi | -US$ 52,2 mi | -13% | 7,46% | 164% | 72 | 33,33% | 3,3 |
|
| 4481 |
4481
Brown Miller Wealth Management
Mclean,
Virginia
| US$ 352 mi | -US$ 10,1 mi | -3% | 2,55% | 121% | 205 | 12,68% | 2,7 |
|
| 4482 |
ACA
4482
Acorn Capital Advisors
New York
| US$ 352 mi | +US$ 56,7 mi | +19% | 20,6% | – | 23 | 13,04% | 1 |
|
| 4483 |
4483
Vision Retirement
Ridgewood,
New Jersey
| US$ 352 mi | -US$ 21,5 mi | -6% | 3,86% | – | 695 | 20,72% | 0,2 |
|
| 4484 |
4484
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 352 mi | +US$ 26,1 mi | +8% | 0,78% | 57,4% | 87 | 13,79% | 2,1 |
|
| 4485 |
4485
Enavate Sciences
Menlo Park,
California
| US$ 352 mi | -US$ 155 mi | -31% | 17,4% | – | 7 | 0% | 1,1 |
|
| 4486 |
4486
Cypress Capital
Franklin,
Tennessee
| US$ 351 mi | -US$ 5,67 mi | -2% | 0,3% | 43,6% | 101 | 12,87% | 2,9 |
|
| 4487 |
4487
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$ 351 mi | +US$ 2,4 mi | +0,7% | 1,19% | 65,8% | 145 | 11,03% | 2,8 |
|
| 4488 |
4488
Alaethes Wealth
Glenbrook,
Nevada
| US$ 351 mi | -US$ 4,06 mi | -1% | 0,57% | 96,4% | 131 | 17,56% | 2,5 |
|
| 4489 |
4489
Trinity Financial Advisors
Columbus,
Ohio
| US$ 351 mi | -US$ 6,38 mi | -2% | 1,26% | 74,5% | 97 | 10,31% | 2,7 |
|
| 4490 |
LWMM
4490
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$ 351 mi | -US$ 23,7 mi | -6% | 4,95% | 105% | 115 | 20,87% | 3,2 |
|
| 4491 |
4491
Fiduciary Family Office
Boca Raton,
Florida
| US$ 351 mi | +US$ 2,96 mi | +0,9% | 3,05% | 97,3% | 201 | 19,9% | 0,9 |
|
| 4492 |
4492
PhiloSmith Capital
Stamford,
Connecticut
| US$ 351 mi | -US$ 13 mi | -4% | 4,95% | 47% | 23 | 4,35% | 7,7 |
|
| 4493 |
4493
Spider Management Company
Richmond,
Virginia
| US$ 351 mi | +US$ 126 mi | +56% | 0,38% | – | 6 | 66,67% | 0,9 |
|
| 4494 |
SC
4494
Steph & Co
Marinette,
Wisconsin
| US$ 351 mi | +US$ 3,58 mi | +1% | 0,73% | 61,6% | 323 | 10,84% | 3,4 |
|
| 4495 |
HA
4495
Hamel Associates
Chatham,
New Jersey
| US$ 351 mi | +US$ 18,8 mi | +6% | 7,83% | 59,4% | 85 | 11,76% | 6,5 |
|
| 4496 |
4496
Umpqua Bank
Lake Oswego,
Oregon
| US$ 350 mi | -US$ 9,6 mi | -3% | 0,2% | – | 162 | 7,41% | 1,7 |
|
| 4497 |
4497
Ping Capital Management
New York
| US$ 350 mi | +US$ 2,53 mi | +0,7% | 3,18% | – | 99 | 37,37% | 1 |
|
| 4498 |
4498
SWMG LLC
Fort Worth,
Texas
| US$ 350 mi | -US$ 10 mi | -3% | 2,16% | 68,7% | 134 | 20,9% | 1,9 |
|
| 4499 |
4499
Wealth Management Partners
Tucson,
Arizona
| US$ 350 mi | -US$ 342 mil | -0,1% | 0,02% | 194% | 157 | 12,74% | 2,8 |
|
| 4500 |
4500
Retirement Financial Solutions
Knoxville,
Tennessee
| US$ 350 mi | +US$ 8,19 mi | +2% | 1,86% | 52,5% | 56 | 21,43% | 1,1 |
|