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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 |
SA
4901
Skyline Advisors
Bellingham,
Washington
| US$ 258 mi | +US$ 14,8 mi | +6% | 0,99% | 52% | 107 | 26,17% | 0,8 |
|
| 4902 |
4902
My Legacy Advisors
Bend,
Oregon
| US$ 258 mi | +US$ 4,37 mi | +2% | 0,03% | 49,1% | 203 | 6,9% | 2 |
|
| 4903 |
AP
4903
Arlington Partners
Birmingham,
Alabama
| US$ 258 mi | +US$ 1,93 mi | +0,8% | 1,22% | 46,4% | 59 | 3,39% | 2,7 |
|
| 4904 |
4904
Libra Wealth
Los Gatos,
California
| US$ 257 mi | +US$ 6,89 mi | +3% | 0,49% | 58,2% | 57 | 7,02% | 2,3 |
|
| 4905 |
RFG
4905
RFP Financial Group
Atlanta,
Georgia
| US$ 257 mi | -US$ 49,8 mi | -16% | 1,07% | 63,4% | 124 | 20,16% | 1,4 |
|
| 4906 |
4906
Bear Mountain Capital
Seattle,
Washington
| US$ 257 mi | +US$ 3,63 mi | +1% | 2,58% | 43% | 191 | 17,28% | 0,9 |
|
| 4907 |
4907
United Community Bank
Greenville,
South Carolina
| US$ 257 mi | +US$ 758 mil | +0,3% | 0,31% | 72,7% | 421 | 18,05% | 1,7 |
|
| 4908 |
4908
Lunt Capital Management
Holladay,
Utah
| US$ 257 mi | +US$ 43 mi | +20% | 0,48% | 36,9% | 97 | 21,65% | 1,2 |
|
| 4909 |
4909
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 257 mi | +US$ 4,04 mi | +2% | 0,82% | 62,5% | 910 | 4,4% | 1,4 |
|
| 4910 |
LA
4910
LFL Advisers
Evanston,
Illinois
| US$ 257 mi | -US$ 22,2 mi | -8% | 2,47% | 83% | 10 | 10% | 6,9 |
|
| 4911 |
EFM
4911
Eley Financial Management
South Burlington,
Vermont
| US$ 257 mi | +US$ 8,2 mi | +3% | 0,98% | 74,9% | 69 | 4,35% | 1,7 |
|
| 4912 |
4912
Compass Capital Corp
Braintree,
Massachusetts
| US$ 257 mi | – | – | 3,06% | – | 201 | – | 0 |
|
| 4913 |
4913
Windward Private Wealth Management
Overland Park,
Kansas
| US$ 257 mi | -US$ 4,32 mi | -2% | 2,54% | 38,5% | 48 | 6,25% | 3,4 |
|
| 4914 |
4914
Stelac Advisory Services
New York
| US$ 256 mi | +US$ 9,7 mi | +4% | 0,59% | 97,5% | 114 | 12,28% | 4,3 |
|
| 4915 |
4915
Watershed Private Wealth
Oak Brook,
Illinois
| US$ 256 mi | +US$ 5,68 mi | +2% | 1,3% | 80,3% | 120 | 12,5% | 1,4 |
|
| 4916 |
4916
Moseley Investment Management
Bradenton,
Florida
| US$ 256 mi | +US$ 5,57 mi | +2% | 5,95% | 96,6% | 159 | 10,06% | 3,7 |
|
| 4917 |
SC
4917
Schiavi & Co
Wilmington,
Delaware
| US$ 256 mi | -US$ 19,4 mi | -7% | 5,54% | 41,4% | 40 | 20% | 1,7 |
|
| 4918 |
4918
First Bankers Trust
Louisville,
Kentucky
| US$ 256 mi | -US$ 4,03 mi | -2% | 1,05% | 78,9% | 134 | 4,48% | 6,8 |
|
| 4919 |
4919
Game Creek Capital
Boston,
Massachusetts
| US$ 256 mi | +US$ 35,4 mi | +16% | 2,18% | 176% | 87 | 22,99% | 2,8 |
|
| 4920 |
4920
Core Wealth Management
Jupiter,
Florida
| US$ 256 mi | +US$ 9,39 mi | +4% | 3,1% | 44,5% | 30 | 10% | 1,4 |
|
| 4921 |
4921
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 256 mi | +US$ 31,6 mi | +14% | 0,16% | 57,3% | 100 | 12% | 1,3 |
|
| 4922 |
CIA
4922
Cape Investment Advisory
Mcdonough,
Georgia
| US$ 256 mi | +US$ 9,04 mi | +4% | 1,25% | 72,5% | 1.173 | 21,31% | 1,2 |
|
| 4923 |
4923
Team Hewins
Redwood City,
California
| US$ 256 mi | -US$ 5,73 mi | -2% | 2,42% | 60,5% | 41 | 14,63% | 1 |
|
| 4924 |
4924
Socorro Asset Management
Dallas,
Texas
| US$ 256 mi | -US$ 7,71 mi | -3% | 3,87% | 43,8% | 34 | 11,76% | 2,6 |
|
| 4925 |
RFMS
4925
RWQ Financial Management Services
Naples,
Florida
| US$ 256 mi | -US$ 33 mi | -11% | 15,3% | 446% | 28 | 28,57% | 1,6 |
|