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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$ 155 mi | -US$ 4,56 mi | -3% | 4,67% | 59,3% | 51 | 11,76% | 0,8 |
|
| 5002 |
5002
Legacy Bridge
West Des Moines,
Iowa
| US$ 155 mi | +US$ 16,6 mi | +12% | 9,09% | 236% | 297 | 3,37% | 1,8 |
|
| 5003 |
5003
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 154 mi | +US$ 6,94 mi | +5% | 5,89% | 50,2% | 25 | 24% | 0,7 |
|
| 5004 |
5004
Maltin Wealth Management
Ridgewood,
New Jersey
| US$ 154 mi | +US$ 11,6 mi | +8% | 4,76% | 58,2% | 108 | 16,67% | 0,9 |
|
| 5005 |
5005
Tacita Capital
Toronto,
Ontario, Canada
| US$ 154 mi | +US$ 2,25 mi | +1% | 7,51% | 72,3% | 213 | 21,13% | 0,2 |
|
| 5006 |
5006
Aristotle Pacific Capital
Newport Beach,
California
| US$ 154 mi | +US$ 982 mil | +0,6% | 6,05% | 1,84% | 22 | 4,55% | 0,3 |
|
| 5007 |
SSCM
5007
Summit Street Capital Management
New York
| US$ 154 mi | +US$ 20,3 mi | +15% | 26,6% | 217% | 36 | 13,89% | 2,7 |
|
| 5008 |
CWA
5008
Clearview Wealth Advisors
Salem,
Oregon
| US$ 154 mi | +US$ 5,23 mi | +4% | 3,64% | 45,2% | 664 | 14,61% | 0,2 |
|
| 5009 |
5009
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| US$ 154 mi | +US$ 11,6 mi | +8% | 5,25% | 61,1% | 69 | 24,64% | 0,2 |
|
| 5010 |
5010
Cordant Inc
Portland,
Oregon
| US$ 154 mi | +US$ 26,9 mi | +21% | 5,22% | 47% | 92 | 43,48% | 0,7 |
|
| 5011 |
5011
Armor Investment Advisors
Raleigh,
North Carolina
| US$ 154 mi | +US$ 12,4 mi | +9% | 6,66% | 62% | 169 | 9,47% | 3 |
|
| 5012 |
MFM
5012
Mohican Financial Management
Wilton,
Connecticut
| US$ 154 mi | +US$ 55,6 mi | +56% | 0% | 0% | 57 | 29,82% | 0,9 |
|
| 5013 |
5013
Townsend & Associates
Westminster,
Colorado
| US$ 154 mi | +US$ 16,7 mi | +12% | 6,57% | 58% | 87 | 40,23% | 1,8 |
|
| 5014 |
TA
5014
TrueWealth Advisors
Birmingham,
Alabama
| US$ 154 mi | +US$ 37,6 mi | +32% | 5,35% | 60,9% | 129 | 38,76% | 0,2 |
|
| 5015 |
5015
Caxton Corporation
Princeton,
New Jersey
| US$ 154 mi | -US$ 6,48 mi | -4% | 5,84% | 512% | 74 | 47,3% | 0,4 |
|
| 5016 |
5016
Hickory Lane Capital Management
New York
| US$ 154 mi | +US$ 37,3 mi | +32% | 11,2% | – | 52 | 61,54% | 0,1 |
|
| 5017 |
5017
VeraBank
Henderson,
Texas
| US$ 154 mi | +US$ 11,7 mi | +8% | 7,79% | 69,5% | 111 | 4,5% | 1,8 |
|
| 5018 |
DC
5018
DPM Capital
Coral Gables,
Florida
| US$ 154 mi | -US$ 69,7 mi | -31% | 7,1% | 110% | 7 | 71,43% | 1,4 |
|
| 5019 |
5019
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| US$ 154 mi | +US$ 34,7 mi | +29% | 28,8% | 110% | 40 | 47,5% | 0,2 |
|
| 5020 |
5020
Orser Capital Management
Southlake,
Texas
| US$ 154 mi | -US$ 3,99 mi | -3% | 3,56% | 128% | 101 | 29,7% | 1,4 |
|
| 5021 |
5021
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 154 mi | +US$ 17,4 mi | +13% | 13,1% | 79,1% | 299 | 19,73% | 2,5 |
|
| 5022 |
5022
Next Capital Management
New York
| US$ 154 mi | +US$ 11,6 mi | +8% | 5,67% | 61,3% | 123 | 15,45% | 1,3 |
|
| 5023 |
IAMH
5023
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$ 154 mi | -US$ 8,76 mi | -5% | 103% | 64,5% | 14 | 35,71% | 0,2 |
|
| 5024 |
5024
Fusion Capital
Mt. Pleasant,
South Carolina
| US$ 154 mi | +US$ 14,6 mi | +11% | 7,48% | 108% | 74 | 14,86% | 0,9 |
|
| 5025 |
KCM
5025
Knoll Capital Management
Miami,
Florida
| US$ 153 mi | +US$ 6,81 mi | +5% | 10,3% | 258% | 41 | 29,27% | 1,3 |
|