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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Oak Family Advisors
Chicago,
Illinois
| US$ 238 mi | +US$ 26,1 mi | +12% | 8,96% | 81,9% | 126 | 16,67% | 1,9 |
|
| 4602 |
4602
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$ 238 mi | +US$ 20,6 mi | +9% | 11,5% | 167% | 79 | 30,38% | 1,1 |
|
| 4603 |
4603
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$ 238 mi | +US$ 25,7 mi | +12% | 10% | 44,2% | 116 | 35,34% | 2 |
|
| 4604 |
4604
Rench Wealth Management
Denton,
Texas
| US$ 237 mi | +US$ 19,9 mi | +9% | 11,5% | 106% | 47 | 6,38% | 6,8 |
|
| 4605 |
4605
Gill Capital Partners
Denver,
Colorado
| US$ 237 mi | +US$ 11,3 mi | +5% | 9,23% | 59% | 135 | 13,33% | 3,1 |
|
| 4606 |
4606
Clean Yield Group
Norwich,
Vermont
| US$ 237 mi | +US$ 11,8 mi | +5% | 8,47% | 80,7% | 386 | 6,48% | 3,9 |
|
| 4607 |
4607
Chapin Davis
Baltimore,
Maryland
| US$ 237 mi | +US$ 28 mi | +13% | 12,1% | 339% | 232 | 18,97% | 0,8 |
|
| 4608 |
MHP
4608
Manatuck Hill Partners
Westport,
Connecticut
| US$ 237 mi | +US$ 16,4 mi | +7% | 16,1% | 556% | 153 | 54,9% | 1 |
|
| 4609 |
4609
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| US$ 237 mi | +US$ 51 mi | +27% | 18,4% | 215% | 199 | 27,14% | 1 |
|
| 4610 |
4610
Seascape Capital Management
Portsmouth,
New Hampshire
| US$ 237 mi | +US$ 26 mi | +12% | 10,9% | 111% | 108 | 17,59% | 2,2 |
|
| 4611 |
4611
Malaga Cove Capital
Pv Estates,
California
| US$ 237 mi | +US$ 20,4 mi | +9% | 12,9% | 97,3% | 191 | 16,75% | 2,2 |
|
| 4612 |
4612
Evexia Wealth
Stevens Point,
Wisconsin
| US$ 237 mi | +US$ 39,2 mi | +20% | 12,7% | 95% | 59 | 20,34% | 0,5 |
|
| 4613 |
4613
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 237 mi | -US$ 11,9 mi | -5% | 8,84% | 67,6% | 59 | 11,86% | 2,7 |
|
| 4614 |
4614
San Luis Wealth Advisors
San Luis Obispo,
California
| US$ 237 mi | +US$ 28,9 mi | +14% | 7,51% | 65% | 79 | 31,65% | 1,7 |
|
| 4615 |
PA
4615
Paragon Advisors
College Station,
Texas
| US$ 237 mi | -US$ 5,39 mi | -2% | 17,1% | 138% | 136 | 46,32% | 1,3 |
|
| 4616 |
4616
Harmony Asset Management
Scottsdale,
Arizona
| US$ 237 mi | – | – | 11,5% | 138% | 134 | – | 0 |
|
| 4617 |
4617
Field & Main Bank
Henderson,
Kentucky
| US$ 236 mi | +US$ 22,9 mi | +11% | 12,1% | 107% | 256 | 6,25% | 5,6 |
|
| 4618 |
SSCM
4618
Summit Street Capital Management
New York
| US$ 236 mi | +US$ 12,1 mi | +5% | 9,5% | 217% | 31 | 0% | 5,2 |
|
| 4619 |
4619
United Community Bank
Greenville,
South Carolina
| US$ 236 mi | +US$ 32 mi | +16% | 9,13% | 72,7% | 373 | 11,26% | 1,2 |
|
| 4620 |
4620
Teramo Advisors
Naples,
Florida
| US$ 236 mi | -US$ 1,46 mi | -0,6% | 8,67% | 72,1% | 21 | 42,86% | 0,9 |
|
| 4621 |
SHFA
4621
SS&H Financial Advisors
Troy,
Michigan
| US$ 236 mi | +US$ 22,2 mi | +10% | 10,3% | – | 120 | 5,83% | 1,6 |
|
| 4622 |
4622
Triumph Capital Management
Denver,
Colorado
| US$ 236 mi | +US$ 15,3 mi | +7% | 7,07% | 55,5% | 263 | 34,6% | 1,1 |
|
| 4623 |
4623
Strategic Advocates
Logan,
Utah
| US$ 235 mi | +US$ 23 mi | +11% | 10,9% | 111% | 160 | 18,13% | 0,2 |
|
| 4624 |
4624
FSM Wealth Advisors
Cleveland,
Ohio
| US$ 235 mi | +US$ 36,4 mi | +18% | 9,9% | 68,4% | 161 | 14,91% | 1,1 |
|
| 4625 |
4625
Bardin Hill Management Partners
New York
| US$ 235 mi | -US$ 75,4 mi | -24% | 10,1% | 214% | 77 | 59,74% | 0,9 |
|