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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Barrett & Company
Providence,
Rhode Island
| US$ 292 mi | +US$ 25 mi | +9% | 7,59% | 83,6% | 659 | 6,53% | 2,4 |
|
| 4927 |
4927
Shaker Financial Services
Arlington,
Virginia
| US$ 292 mi | +US$ 15,8 mi | +6% | 3,4% | 12,9% | 173 | 28,9% | 2,3 |
|
| 4928 |
4928
Lokken Investment Group
Lewes,
Delaware
| US$ 291 mi | +US$ 31,6 mi | +12% | 7,4% | 65,3% | 152 | 11,84% | 2,4 |
|
| 4929 |
4929
Robertson Opportunity Capital
Dallas,
Texas
| US$ 291 mi | +US$ 21,6 mi | +8% | 8,12% | 93,4% | 28 | 0% | 6,7 |
|
| 4930 |
SCI
4930
Silver Coast Investments
San Diego,
United States
| US$ 291 mi | +US$ 15,9 mi | +6% | 5,9% | – | 116 | 10,34% | 1,2 |
|
| 4931 |
4931
Tred Avon Family Wealth
Easton,
Maryland
| US$ 291 mi | – | – | 6,57% | – | 237 | – | 0 |
|
| 4932 |
4932
Alteri Wealth
Westlake Village,
California
| US$ 291 mi | +US$ 33,2 mi | +13% | 10,4% | – | 290 | 9,31% | 0,6 |
|
| 4933 |
4933
Planned Solutions
Folsom,
California
| US$ 291 mi | +US$ 28 mi | +11% | 6,65% | 68,3% | 138 | 10,87% | 2,4 |
|
| 4934 |
4934
Hartree Partners
New York
| US$ 291 mi | -US$ 64,6 mi | -18% | 14,2% | 138% | 110 | 67,27% | 0,4 |
|
| 4935 |
4935
Samalin Investment Counsel
Chappaqua,
New York
| US$ 291 mi | +US$ 29,6 mi | +11% | 7,74% | 68,3% | 337 | 15,13% | 2,8 |
|
| 4936 |
4936
Essential Planning
Portsmouth,
New Hampshire
| US$ 290 mi | +US$ 21,9 mi | +8% | 4,56% | 40,9% | 85 | 3,53% | 2,1 |
|
| 4937 |
4937
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$ 290 mi | +US$ 41,3 mi | +17% | 4,97% | 73,4% | 103 | 3,88% | 2,7 |
|
| 4938 |
4938
Veridan Wealth
West Linn,
Oregon
| US$ 290 mi | – | – | 19,8% | – | 79 | – | 1,1 |
|
| 4939 |
4939
Harmony Asset Management
Scottsdale,
Arizona
| US$ 290 mi | +US$ 23,2 mi | +9% | 9,45% | 138% | 180 | 11,11% | 1,3 |
|
| 4940 |
SA
4940
Skyline Advisors
Bellingham,
Washington
| US$ 290 mi | +US$ 19,5 mi | +7% | 4,67% | 52% | 102 | 11,76% | 1,3 |
|
| 4941 |
4941
Burkett Financial Services
Rock Hill,
South Carolina
| US$ 290 mi | +US$ 12,4 mi | +4% | 5,21% | 63,6% | 247 | 17,81% | 1,4 |
|
| 4942 |
4942
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$ 290 mi | +US$ 20,9 mi | +8% | 5,87% | 59,6% | 143 | 11,89% | 2,8 |
|
| 4943 |
4943
Windward Private Wealth Management
Overland Park,
Kansas
| US$ 290 mi | +US$ 12,5 mi | +5% | 4,66% | 35,5% | 44 | 4,55% | 4 |
|
| 4944 |
4944
RBA Wealth Management
Newport Beach,
California
| US$ 290 mi | +US$ 21,4 mi | +8% | 9,74% | 91% | 97 | 8,25% | 2,9 |
|
| 4945 |
4945
Yeomans Consulting Group
Marietta,
Georgia
| US$ 290 mi | +US$ 47,7 mi | +20% | 8,83% | – | 128 | 44,53% | 0,9 |
|
| 4946 |
4946
Revisor Wealth Management
Akron,
Ohio
| US$ 290 mi | +US$ 12,4 mi | +4% | 7,91% | 72% | 291 | 15,46% | 1,1 |
|
| 4947 |
4947
Washington State Investment Board
Olympia,
Washington
| US$ 290 mi | +US$ 33,2 mi | +13% | 31,9% | 567% | 2 | 0% | 4,1 |
|
| 4948 |
4948
GFG Capital
Miami,
Florida
| US$ 290 mi | -US$ 45,2 mi | -14% | 13,5% | 152% | 390 | 83,85% | 3,6 |
|
| 4949 |
AP
4949
Arlington Partners
Birmingham,
Alabama
| US$ 289 mi | +US$ 18,3 mi | +7% | 3,48% | 46,4% | 66 | 13,64% | 3 |
|
| 4950 |
4950
Stelac Advisory Services
New York
| US$ 289 mi | +US$ 26,2 mi | +10% | 8,62% | 84,9% | 119 | 20,17% | 4,2 |
|