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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Sunpointe
St. Louis,
Missouri
| US$ 302 mi | +US$ 24,6 mi | +9% | 3,55% | 122% | 288 | 20,49% | 1,1 |
|
| 4977 |
4977
BCR Wealth Strategies
Vestavia,
Alabama
| US$ 302 mi | +US$ 17,2 mi | +6% | 1,84% | 45,1% | 38 | 23,68% | 2,1 |
|
| 4978 |
4978
Bourne Lent Asset Management
Pawling,
New York
| US$ 301 mi | +US$ 20 mi | +7% | 10,1% | 95,1% | 65 | 6,15% | 7,6 |
|
| 4979 |
4979
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$ 301 mi | +US$ 29,8 mi | +11% | 0,29% | 35,4% | 52 | 17,31% | 2,4 |
|
| 4980 |
4980
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$ 301 mi | +US$ 12,9 mi | +4% | 4,86% | 111% | 136 | 12,5% | 3,7 |
|
| 4981 |
4981
Sonoma Allocations
Santa Rosa,
California
| US$ 301 mi | +US$ 26,3 mi | +10% | 3,02% | – | 154 | 27,92% | 0,2 |
|
| 4982 |
4982
Richard W. Paul & Associates
Novi,
Michigan
| US$ 301 mi | +US$ 8,24 mi | +3% | 1,76% | 65,2% | 330 | 15,15% | 2,4 |
|
| 4983 |
A
4983
Alongside
Austin,
Texas
| US$ 301 mi | – | – | 1,3% | – | 83 | – | 0 |
|
| 4984 |
4984
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 301 mi | +US$ 6,25 mi | +2% | 2,04% | 62,5% | 1.046 | 4,78% | 2,1 |
|
| 4985 |
4985
Hamilton Capital Partners
Atlanta,
Georgia
| US$ 301 mi | +US$ 40,5 mi | +16% | 1,68% | – | 36 | 41,67% | 0,5 |
|
| 4986 |
4986
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$ 301 mi | +US$ 19,9 mi | +7% | 1,55% | 52% | 101 | 16,83% | 1,9 |
|
| 4987 |
4987
Cooper Investors
Melbourne, Victoria,
Australia
| US$ 301 mi | -US$ 65,3 mi | -18% | 5,08% | 57,5% | 49 | 34,69% | 1,8 |
|
| 4988 |
LJHT
4988
Laurie J. Hall Trustee
| US$ 301 mi | -US$ 5,16 mi | -2% | 4,41% | 105% | 116 | 9,48% | 8,8 |
|
| 4989 |
4989
Punch Card Management
Winter Park,
Florida
| US$ 301 mi | -US$ 21,5 mi | -7% | 3,43% | 41% | 6 | 16,67% | 3,1 |
|
| 4990 |
4990
Tulsa Wealth Advisors
Tulsa,
Oklahoma
| US$ 301 mi | – | – | 1,73% | – | 110 | – | 0 |
|
| 4991 |
4991
Vert Asset Management
Sausalito,
California
| US$ 301 mi | +US$ 3,24 mi | +1% | 2,99% | 43,1% | 47 | 6,38% | 3,2 |
|
| 4992 |
4992
Hi-Line Capital Management
Watertown,
South Dakota
| US$ 300 mi | -US$ 16,4 mi | -5% | 1,64% | 57,5% | 42 | 19,05% | 2,3 |
|
| 4993 |
4993
OneAscent Wealth Management
Birmingham,
Alabama
| US$ 300 mi | +US$ 2,77 mi | +0,9% | 1,76% | 50,6% | 191 | 16,23% | 1,5 |
|
| 4994 |
4994
Ketron Financial
Novato,
California
| US$ 300 mi | – | – | 2,96% | – | 56 | – | 0 |
|
| 4995 |
4995
Wellington Group
Indianapolis,
Indiana
| US$ 300 mi | – | – | 3,75% | – | 397 | – | 0 |
|
| 4996 |
PWM
4996
Prosperity Wealth Management
San Ramon,
California
| US$ 300 mi | +US$ 5,76 mi | +2% | 1,74% | 175% | 309 | 41,1% | 1,1 |
|
| 4997 |
4997
Aspect Management
Palo Alto,
California
| US$ 300 mi | – | – | 24,8% | – | 1 | – | 0 |
|
| 4998 |
4998
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$ 300 mi | +US$ 9,5 mi | +3% | 3,8% | 73,4% | 106 | 4,72% | 2,9 |
|
| 4999 |
4999
Ravenswood Partners
Mclean,
Virginia
| US$ 300 mi | -US$ 16,4 mi | -5% | 0,31% | – | 37 | 10,81% | 0,2 |
|
| 5000 |
5000
Front Row Advisors
Tiburon,
California
| US$ 300 mi | +US$ 2,37 mi | +0,8% | 2,65% | 142% | 573 | 4,54% | 5,2 |
|