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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| US$ 176 mi | +US$ 24,6 mi | +16% | 17,2% | – | 120 | 16,67% | 2,3 |
|
| 4552 |
4552
Pacific Capital Wealth Advisors
Corona,
California
| US$ 176 mi | +US$ 7,69 mi | +5% | 9,64% | 54,1% | 220 | 71,82% | 0,8 |
|
| 4553 |
4553
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 176 mi | +US$ 22,3 mi | +15% | 12,3% | 135% | 181 | 15,47% | 1,7 |
|
| 4554 |
4554
Tamar Securities
Woodland Hills,
California
| US$ 176 mi | +US$ 15 mi | +9% | 17,7% | 101% | 48 | 18,75% | 0,4 |
|
| 4555 |
4555
Corre Partners Management
New York
| US$ 176 mi | – | – | 25% | 102% | 9 | – | 0 |
|
| 4556 |
4556
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| US$ 176 mi | +US$ 32,6 mi | +23% | 15,4% | 70,1% | 77 | 23,38% | 1,8 |
|
| 4557 |
BDWCC
4557
B&D White Capital Company
Lakeway,
Texas
| US$ 176 mi | – | – | 5,73% | 44,2% | 85 | – | 0 |
|
| 4558 |
4558
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 176 mi | +US$ 13,3 mi | +8% | 11,5% | 92,4% | 373 | 14,48% | 3,7 |
|
| 4559 |
4559
GPI Capital
New York
| US$ 176 mi | – | – | 39,8% | 261% | 1 | – | 0 |
|
| 4560 |
4560
Vishria Bird Financial Group
Memphis,
Tennessee
| US$ 176 mi | +US$ 16,5 mi | +10% | 11% | 74,3% | 51 | 15,69% | 1,4 |
|
| 4561 |
PWAP
4561
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| US$ 175 mi | +US$ 19,2 mi | +12% | 12,5% | 58,5% | 128 | 17,97% | 4,2 |
|
| 4562 |
4562
Milestone Advisory Partners
Southern Pines,
North Carolina
| US$ 175 mi | +US$ 14,7 mi | +9% | 10,5% | 19,7% | 55 | 12,73% | 1,6 |
|
| 4563 |
4563
Gradient Capital Advisors
San Diego,
California
| US$ 175 mi | +US$ 15,2 mi | +10% | 12,9% | 78,5% | 105 | 7,62% | 2,2 |
|
| 4564 |
AIA
4564
Arcadia Investment Advisors
Eagle,
Idaho
| US$ 175 mi | +US$ 18,7 mi | +12% | 12,7% | 56,4% | 131 | 29,01% | 1,4 |
|
| 4565 |
4565
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$ 175 mi | +US$ 16,7 mi | +11% | 16,9% | 164% | 39 | 25,64% | 2,4 |
|
| 4566 |
4566
Accel Growth Fund V Associates
Palo Alto,
California
| US$ 175 mi | – | – | 37% | 3,57% | 1 | – | 0 |
|
| 4567 |
PM
4567
Ponoi Management
San Francisco,
California
| US$ 175 mi | – | – | 27,8% | – | 5 | – | 0 |
|
| 4568 |
4568
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| US$ 175 mi | +US$ 22,5 mi | +15% | 12,9% | 13% | 48 | 10,42% | 2,9 |
|
| 4569 |
CP
4569
CPV Partners
Stamford,
Connecticut
| US$ 174 mi | +US$ 163 mi | +1.443% | 16% | 105% | 3 | 33,33% | 1,2 |
|
| 4570 |
SST
4570
S Squared Technology
New York
| US$ 174 mi | +US$ 39,8 mi | +30% | 50,6% | 223% | 36 | 13,89% | 2,4 |
|
| 4571 |
HM
4571
HCEP Management
Hong Kong
| US$ 174 mi | – | – | 39,1% | 175% | 6 | – | 0 |
|
| 4572 |
4572
NEPC LLC
Boston,
Massachusetts
| US$ 174 mi | +US$ 30,8 mi | +21% | 9,92% | 21,3% | 28 | 7,14% | 0,9 |
|
| 4573 |
4573
Norway Savings Bank
Portland,
Maine
| US$ 174 mi | +US$ 26,3 mi | +18% | 12,6% | 117% | 473 | 39,11% | 1,8 |
|
| 4574 |
4574
Hillman Company
Pittsburgh,
Pennsylvania
| US$ 174 mi | +US$ 5,84 mi | +3% | 14,8% | 118% | 9 | 22,22% | 1,5 |
|
| 4575 |
OR
4575
Olympiad Research
Stamford,
Connecticut
| US$ 174 mi | -US$ 21,9 mi | -11% | 14,1% | 187% | 407 | 87,22% | 0,3 |
|