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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| US$ 111 mi | +US$ 20,4 mi | +23% | 22,8% | 82,7% | 2 | 0% | 1,3 |
|
| 4902 |
4902
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 111 mi | – | – | 8,35% | 72,4% | 365 | – | 0 |
|
| 4903 |
TCM
4903
TAM Capital Management
Stamford,
Connecticut
| US$ 110 mi | – | – | 2,8% | 4,15% | 7 | – | 0,8 |
|
| 4904 |
4904
Washburn Capital Management
Vero Beach,
Florida
| US$ 110 mi | – | – | 9,51% | 123% | 35 | – | 0 |
|
| 4905 |
4905
Bluestem Financial Advisors
Champaign,
Illinois
| US$ 110 mi | – | – | 4,66% | 42,2% | 19 | – | 0 |
|
| 4906 |
4906
Peterson Wealth Management
Sparks,
Nevada
| US$ 110 mi | – | – | 4,68% | 88,9% | 46 | – | 0 |
|
| 4907 |
JPLA
4907
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 110 mi | +US$ 12,9 mi | +13% | 7,31% | 84% | 502 | 11,55% | 0,6 |
|
| 4908 |
4908
Cox Capital Management
Andover,
Massachusetts
| US$ 110 mi | +US$ 7,48 mi | +7% | 7,51% | 106% | 75 | 12% | 1,3 |
|
| 4909 |
4909
Progeny 3 Inc
Kirkland,
Washington
| US$ 110 mi | +US$ 11 mi | +11% | 4,93% | 96,8% | 20 | 10% | 1,3 |
|
| 4910 |
4910
Lloyd Advisory Services
Suwanee,
Georgia
| US$ 110 mi | – | – | 4,18% | 51,1% | 381 | – | 0 |
|
| 4911 |
SA
4911
Sunesis Advisors
Overland Park,
Kansas
| US$ 110 mi | +US$ 13,5 mi | +14% | 9,55% | – | 30 | 10% | 1,2 |
|
| 4912 |
4912
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 110 mi | +US$ 5,17 mi | +5% | 1,9% | 50,2% | 69 | 36,23% | 0,9 |
|
| 4913 |
4913
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| US$ 110 mi | – | – | 9,69% | 75,2% | 14 | – | 0 |
|
| 4914 |
4914
DigitalBridge Group
Boca Raton,
Florida
| US$ 110 mi | – | – | 2,29% | 161% | 38 | – | 0 |
|
| 4915 |
4915
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$ 110 mi | +US$ 6,71 mi | +7% | 7,42% | 44% | 38 | 2,63% | 0,9 |
|
| 4916 |
4916
Stableford Capital II
Scottsdale,
Arizona
| US$ 110 mi | +US$ 3 mi | +3% | 5,32% | 66,9% | 104 | 20,19% | 1,8 |
|
| 4917 |
4917
Hanseatic Management Services
Albuquerque,
New Mexico
| US$ 110 mi | +US$ 12 mi | +12% | 12,2% | – | 272 | 40,81% | 0,7 |
|
| 4918 |
GIC
4918
Gantzert Investment Company
Joliet,
Illinois
| US$ 109 mi | +US$ 7,42 mi | +7% | 9,39% | – | 61 | 3,28% | 1 |
|
| 4919 |
4919
Chapman Investment Management
San Anselmo,
California
| US$ 109 mi | – | – | 8,89% | 57,3% | 37 | – | 0 |
|
| 4920 |
4920
Northwest Capital Management
Lake Oswego,
Oregon
| US$ 109 mi | +US$ 14,7 mi | +16% | 5,51% | 57% | 68 | 26,47% | 1,3 |
|
| 4921 |
4921
Northwest Wealth Management
Spencer,
Iowa
| US$ 109 mi | -US$ 12,7 mi | -10% | 5,69% | 68,2% | 118 | 18,64% | 2,3 |
|
| 4922 |
4922
Garrison Point Advisors
Walnut Creek,
California
| US$ 109 mi | +US$ 8,07 mi | +8% | 8,84% | 81,5% | 132 | 7,58% | 0,9 |
|
| 4923 |
4923
Core Alternative Capital
Peachtree Corners,
Georgia
| US$ 109 mi | – | – | 6,93% | 74,5% | 47 | – | 0 |
|
| 4924 |
4924
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 109 mi | – | – | 8,19% | 82,9% | 100 | – | 0 |
|
| 4925 |
AFS
4925
Aft Forsyth & Sober
Valrico,
Florida
| US$ 109 mi | – | – | 1,81% | 94,6% | 67 | – | 1,7 |
|