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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Miramontes Capital
Newport,
California
| US$ 289 mi | -US$ 4,77 mi | -2% | 0,25% | – | 133 | 13,53% | 0,2 |
|
| 5027 |
5027
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 289 mi | +US$ 3,03 mi | +1% | 8,38% | 137% | 106 | 12,26% | 3,2 |
|
| 5028 |
5028
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$ 288 mi | -US$ 32,2 mi | -10% | 17,1% | 282% | 65 | 30,77% | 1,2 |
|
| 5029 |
5029
Realta Investment Advisors
Wilmington,
Delaware
| US$ 288 mi | -US$ 17,2 mi | -6% | 1,31% | 151% | 407 | 24,82% | 2,7 |
|
| 5030 |
5030
New Wave Wealth Advisors
Springdale,
Arkansas
| US$ 288 mi | +US$ 14,9 mi | +5% | 2,06% | – | 230 | 37,39% | 0,9 |
|
| 5031 |
5031
Enzi Wealth
Austin,
Texas
| US$ 288 mi | +US$ 4,47 mi | +2% | 4,12% | 77% | 74 | 8,11% | 2,5 |
|
| 5032 |
5032
WrapManager Inc
Mill Valley,
California
| US$ 288 mi | -US$ 7,91 mi | -3% | 2,22% | 64,6% | 147 | 12,93% | 5,5 |
|
| 5033 |
5033
ticino wealth
Mission Viejo,
California
| US$ 288 mi | +US$ 17,9 mi | +7% | 4,97% | – | 143 | 6,29% | 0,2 |
|
| 5034 |
5034
Financial Connections Group
Corte Madera,
California
| US$ 288 mi | -US$ 3,33 mi | -1% | 2,21% | 44,4% | 264 | 15,91% | 2,2 |
|
| 5035 |
5035
Marnell Management
Farmington Hills,
Michigan
| US$ 288 mi | +US$ 81,4 mi | +39% | 15,3% | – | 83 | 38,55% | 0,2 |
|
| 5036 |
HIS
5036
Horizon Investment Services
Hammond,
Indiana
| US$ 288 mi | +US$ 9,6 mi | +3% | 2,41% | 250% | 158 | 25,32% | 3,1 |
|
| 5037 |
5037
Forza Wealth Management
Sarasota,
Florida
| US$ 287 mi | +US$ 10,9 mi | +4% | 2,99% | 69,8% | 191 | 5,76% | 2,6 |
|
| 5038 |
5038
Lazari Capital Management
Woodland Hills,
California
| US$ 287 mi | -US$ 10,2 mi | -3% | 2,63% | 145% | 180 | 11,11% | 1,9 |
|
| 5039 |
5039
PSquared Asset Management
Zurich,
Switzerland
| US$ 287 mi | +US$ 73,5 mi | +34% | 7,81% | 178% | 20 | 65% | 0,2 |
|
| 5040 |
5040
Encompass Wealth Advisors
Portland,
Oregon
| US$ 287 mi | -US$ 6,51 mi | -2% | 0,88% | 68,7% | 106 | 10,38% | 3,9 |
|
| 5041 |
5041
Wealth Management Resources
Smithfield,
Rhode Island
| US$ 287 mi | +US$ 3,16 mi | +1% | 0,89% | 37,7% | 30 | 13,33% | 3,3 |
|
| 5042 |
5042
Extract Advisors
Calabasas,
California
| US$ 287 mi | -US$ 98,6 mi | -26% | 14,3% | – | 41 | 63,41% | 0,1 |
|
| 5043 |
5043
GoodHaven Capital Management
Millburn,
New Jersey
| US$ 287 mi | -US$ 21,8 mi | -7% | 2,43% | 80,7% | 27 | 7,41% | 5,8 |
|
| 5044 |
5044
Shaker Financial Services
Arlington,
Virginia
| US$ 287 mi | -US$ 28,6 mi | -9% | 5,08% | 12,9% | 180 | 27,78% | 2,3 |
|
| 5045 |
5045
Iams Wealth Management
Omaha,
Nebraska
| US$ 287 mi | +US$ 9,8 mi | +4% | 0,61% | 57,7% | 202 | 15,35% | 1,5 |
|
| 5046 |
SA
5046
Skyline Advisors
Bellingham,
Washington
| US$ 287 mi | -US$ 12,9 mi | -4% | 2,28% | 52% | 128 | 25% | 1,4 |
|
| 5047 |
5047
Avaii Wealth Management
Appleton,
Wisconsin
| US$ 287 mi | +US$ 10,6 mi | +4% | 0,35% | 100% | 171 | 23,39% | 1,9 |
|
| 5048 |
5048
Mayfair Advisory Group
Birmingham,
Alabama
| US$ 286 mi | +US$ 28,9 mi | +11% | 0,24% | 71,5% | 184 | 8,7% | 3 |
|
| 5049 |
5049
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 286 mi | -US$ 15,8 mi | -5% | 4,48% | 105% | 297 | 14,14% | 2,9 |
|
| 5050 |
5050
Mills Wealth Advisors
Southlake,
Texas
| US$ 286 mi | +US$ 32,7 mi | +13% | 0,81% | 37,9% | 86 | 25,58% | 1,6 |
|