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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$ 230 mi | +US$ 24,3 mi | +12% | 9,06% | 72,7% | 174 | 20,69% | 2,4 |
|
| 4627 |
4627
HMS Capital Management
Nashville,
Tennessee
| US$ 230 mi | +US$ 17,2 mi | +8% | 9,74% | 140% | 124 | 10,48% | 2 |
|
| 4628 |
4628
Stagwell Group
Miami Beach,
Florida
| US$ 230 mi | – | – | 13% | 8,47% | 1 | – | 0 |
|
| 4629 |
4629
Moerus Capital Management
New York
| US$ 230 mi | +US$ 14,2 mi | +7% | 5,22% | 205% | 13 | 0% | 2,6 |
|
| 4630 |
4630
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 230 mi | +US$ 18,9 mi | +9% | 11,4% | 62,3% | 71 | 11,27% | 0,8 |
|
| 4631 |
4631
TFG Advisers
Auburn Hills,
Michigan
| US$ 229 mi | +US$ 22,9 mi | +11% | 11,6% | 61,8% | 206 | 5,34% | 2,3 |
|
| 4632 |
4632
AlphaCore Capital
La Jolla,
California
| US$ 229 mi | +US$ 32,1 mi | +16% | 8,08% | 91,5% | 142 | 38,73% | 1 |
|
| 4633 |
4633
Lapides Asset Management
Greenwich,
Connecticut
| US$ 229 mi | -US$ 11,9 mi | -5% | 1,94% | 63% | 86 | 22,09% | 2,8 |
|
| 4634 |
4634
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 229 mi | +US$ 16,9 mi | +8% | 3,16% | 34,2% | 53 | 5,66% | 3 |
|
| 4635 |
4635
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$ 229 mi | +US$ 9,8 mi | +4% | 2,64% | 121% | 39 | 10,26% | 2,9 |
|
| 4636 |
4636
Kercheville Advisors
San Antonio,
Texas
| US$ 229 mi | +US$ 18,1 mi | +9% | 9,46% | 261% | 127 | 18,9% | 0,8 |
|
| 4637 |
4637
Atlas Venture Associates IX
Boston,
Massachusetts
| US$ 229 mi | -US$ 71,8 mi | -24% | 23,2% | 89,8% | 7 | 0% | 3,7 |
|
| 4638 |
RG
4638
Retirement Group
San Diego,
California
| US$ 229 mi | +US$ 11,6 mi | +5% | 7,6% | 33,7% | 780 | 18,33% | 1,4 |
|
| 4639 |
4639
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| US$ 229 mi | +US$ 12,7 mi | +6% | 3,67% | 73,9% | 117 | 35,04% | 0,4 |
|
| 4640 |
4640
SimpliFi Inc
San Diego,
California
| US$ 229 mi | +US$ 6,26 mi | +3% | 3,55% | 27,9% | 33 | 24,24% | 1,5 |
|
| 4641 |
4641
Lake Point Wealth Management
Rockwall,
Texas
| US$ 229 mi | +US$ 11,9 mi | +5% | 5,85% | – | 507 | 17,16% | 1,8 |
|
| 4642 |
4642
Guinness Atkinson Asset Management
Pasadena,
California
| US$ 229 mi | +US$ 13,7 mi | +6% | 12,7% | 148% | 95 | 0% | 4 |
|
| 4643 |
KFO
4643
Kopp Family Office
Bloomington,
Minnesota
| US$ 229 mi | -US$ 23,2 mi | -9% | 10,9% | 47,9% | 14 | 0% | 1,3 |
|
| 4644 |
4644
VisionPoint Advisory Group
Dallas,
Texas
| US$ 229 mi | +US$ 4,5 mi | +2% | 5,97% | 79,3% | 111 | 22,52% | 1 |
|
| 4645 |
4645
Snow Phipps Group
New York
| US$ 229 mi | +US$ 100 mi | +78% | 4,37% | 58% | 2 | 0% | 1,8 |
|
| 4646 |
4646
GSI Capital Advisors
Newport Beach,
California
| US$ 229 mi | +US$ 28,1 mi | +14% | 16,4% | 41,1% | 40 | 45% | 0,9 |
|
| 4647 |
4647
Bedford Ridge Capital
New York
| US$ 228 mi | – | – | 36,1% | – | 1 | – | 0 |
|
| 4648 |
4648
Norway Savings Bank
Portland,
Maine
| US$ 228 mi | +US$ 15,7 mi | +7% | 8,43% | 117% | 329 | 9,12% | 3,5 |
|
| 4649 |
CNBT
4649
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$ 228 mi | +US$ 1,44 mi | +0,6% | 3,72% | 38,5% | 66 | 10,61% | 1,7 |
|
| 4650 |
4650
Accuvest Global Advisors
Provo,
Utah
| US$ 228 mi | +US$ 16,2 mi | +8% | 6,28% | 163% | 134 | 35,07% | 0,8 |
|