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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
Yeomans Consulting Group
Marietta,
Georgia
| US$ 341 mi | +US$ 51,5 mi | +18% | 3,85% | – | 137 | 45,26% | 0,9 |
|
| 4627 |
4627
Shoker Investment Counsel
Oxford,
Ohio
| US$ 341 mi | +US$ 2,28 mi | +0,7% | 2,46% | 88,9% | 115 | 6,96% | 6 |
|
| 4628 |
4628
Pinnacle Bancorp
Beatrice,
Nebraska
| US$ 341 mi | +US$ 2,62 mi | +0,8% | 2,91% | 72,9% | 933 | 8,9% | 4,9 |
|
| 4629 |
4629
True Wealth Design
Akron,
Ohio
| US$ 341 mi | +US$ 13,9 mi | +4% | 2,8% | 57% | 2.879 | 16,99% | 1,3 |
|
| 4630 |
4630
Missouri Trust & Investment Company
Springfield,
Missouri
| US$ 341 mi | +US$ 2,39 mi | +0,7% | 0,32% | 81,6% | 420 | 6,19% | 3,2 |
|
| 4631 |
4631
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$ 341 mi | -US$ 1,97 mi | -0,6% | 4,93% | 167% | 199 | 16,08% | 2 |
|
| 4632 |
4632
Focused Alpha LLC
Denver,
Colorado
| US$ 340 mi | – | – | 4,36% | – | 243 | – | 0 |
|
| 4633 |
4633
Bridge City Capital
Lake Oswego,
Oregon
| US$ 340 mi | -US$ 34,2 mi | -9% | 5,51% | 120% | 115 | 12,17% | 4,3 |
|
| 4634 |
4634
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 340 mi | +US$ 41,7 mi | +14% | 1,17% | 34,2% | 48 | 16,67% | 5,7 |
|
| 4635 |
CAGAS
4635
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$ 340 mi | +US$ 18,8 mi | +6% | 2,66% | 54,8% | 186 | 11,29% | 2,9 |
|
| 4636 |
IP
4636
Indigo Partners
Phoenix,
Arizona
| US$ 340 mi | +US$ 45,6 mi | +15% | 16,1% | 2,56% | 2 | 0% | 4,5 |
|
| 4637 |
4637
Parkwoods Wealth Partners
Syracuse,
New York
| US$ 340 mi | +US$ 46,8 mi | +16% | 3,32% | – | 109 | 12,84% | 0,6 |
|
| 4638 |
4638
Veracity Capital
Atlanta,
Georgia
| US$ 340 mi | +US$ 26,2 mi | +8% | 4,75% | 149% | 256 | 12,5% | 2,8 |
|
| 4639 |
4639
Stolper & Co
Tulsa,
Oklahoma
| US$ 339 mi | +US$ 9,46 mi | +3% | 2,99% | 77,1% | 89 | 0% | 4,2 |
|
| 4640 |
4640
Lexington Partners
New York
| US$ 339 mi | +US$ 9,04 mi | +3% | 1,19% | 24,5% | 6 | 50% | 1 |
|
| 4641 |
4641
Knuff & Co
Foster City,
California
| US$ 339 mi | -US$ 5,9 mi | -2% | 1,99% | 108% | 137 | 16,06% | 4,2 |
|
| 4642 |
ITIM
4642
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 339 mi | +US$ 10,4 mi | +3% | 4,22% | 114% | 491 | 8,76% | 3,4 |
|
| 4643 |
4643
Newton One Investments
Newark,
Delaware
| US$ 339 mi | +US$ 1,33 mi | +0,4% | 1,2% | 42% | 121 | 1,65% | 2,3 |
|
| 4644 |
4644
Graybill Wealth Management
Elmhurst,
Illinois
| US$ 339 mi | +US$ 13,6 mi | +4% | 3,79% | – | 84 | 5,95% | 4,9 |
|
| 4645 |
4645
Elmind Capital
New York
| US$ 339 mi | – | – | 51,2% | – | 34 | – | 0 |
|
| 4646 |
4646
Sweeney & Michel
Chico,
California
| US$ 339 mi | +US$ 41,3 mi | +14% | 4,01% | – | 146 | 9,59% | 2 |
|
| 4647 |
4647
Omnia Family Wealth
Aventura,
Florida
| US$ 339 mi | +US$ 30,7 mi | +10% | 3,81% | 87,5% | 111 | 17,12% | 3,9 |
|
| 4648 |
LLWM
4648
Life Line Wealth Management
Beverly Hills,
California
| US$ 339 mi | +US$ 10,6 mi | +3% | 3,9% | – | 38 | 2,63% | 1,3 |
|
| 4649 |
4649
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$ 338 mi | -US$ 7,07 mi | -2% | 7,1% | 245% | 375 | 48,8% | 0,7 |
|
| 4650 |
4650
Manske Wealth Management
Houston,
Texas
| US$ 338 mi | +US$ 12,4 mi | +4% | 3,09% | – | 217 | 7,83% | 0,8 |
|