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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Samalin Investment Counsel
Chappaqua,
New York
| US$ 166 mi | +US$ 7,59 mi | +5% | 5,06% | 68,3% | 275 | 13,82% | 2 |
|
| 5052 |
5052
Davis Rea
Toronto,
Ontario, Canada
| US$ 166 mi | +US$ 5,87 mi | +4% | 11,2% | 66,9% | 44 | 11,36% | 5,4 |
|
| 5053 |
5053
Sandbox Financial Partners
Bethesda,
Maryland
| US$ 166 mi | +US$ 21,2 mi | +15% | 10,7% | 69,6% | 98 | 16,33% | 1,5 |
|
| 5054 |
5054
CNA Financial
Chicago,
Illinois
| US$ 166 mi | +US$ 1,31 mi | +0,8% | 5,48% | 48,6% | 82 | 84,15% | 1,6 |
|
| 5055 |
5055
Fermata Advisors
Sonoma,
California
| US$ 166 mi | -US$ 172 mi | -51% | 5,25% | 58,3% | 143 | 35,66% | 1,3 |
|
| 5056 |
5056
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 166 mi | -US$ 12,4 mi | -7% | 4,75% | 64,1% | 43 | 11,63% | 4,4 |
|
| 5057 |
5057
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$ 165 mi | +US$ 18,5 mi | +13% | 3,62% | 67,6% | 132 | 17,42% | 0,9 |
|
| 5058 |
5058
Marshall & Sullivan
Seattle,
Washington
| US$ 165 mi | +US$ 5,67 mi | +4% | 6,44% | 82% | 96 | 59,38% | 6,4 |
|
| 5059 |
5059
Sitrin Capital Management
Century City,
California
| US$ 165 mi | +US$ 8,08 mi | +5% | 9,33% | 139% | 40 | 7,5% | 3 |
|
| 5060 |
5060
Running Point Capital Advisors
El Segundo,
California
| US$ 165 mi | +US$ 2,27 mi | +1% | 7,45% | 52,1% | 215 | 34,42% | 1,5 |
|
| 5061 |
5061
Tradewinds LLC
Raleigh,
North Carolina
| US$ 165 mi | +US$ 9,9 mi | +6% | 5,16% | – | 232 | 95,69% | 0,1 |
|
| 5062 |
PCMK
5062
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 165 mi | +US$ 4,47 mi | +3% | 6,1% | 87,5% | 52 | 1,92% | 5,9 |
|
| 5063 |
5063
Constitution Capital
Shelton,
Connecticut
| US$ 165 mi | +US$ 3 mi | +2% | 6,66% | 91,1% | 70 | 10% | 1,7 |
|
| 5064 |
5064
Essential Planning
Portsmouth,
New Hampshire
| US$ 165 mi | +US$ 34,6 mi | +27% | 4,2% | 40,9% | 55 | 27,27% | 0,3 |
|
| 5065 |
5065
Lapides Asset Management
Greenwich,
Connecticut
| US$ 165 mi | -US$ 22,7 mi | -12% | 2,47% | 63% | 53 | 9,43% | 3,5 |
|
| 5066 |
5066
Silverlake Wealth Management
Williston,
Vermont
| US$ 165 mi | +US$ 4,53 mi | +3% | 4,78% | 73,3% | 223 | 8,07% | 1 |
|
| 5067 |
5067
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$ 165 mi | +US$ 401 mil | +0,2% | 4,06% | 64,8% | 68 | 7,35% | 2,8 |
|
| 5068 |
5068
Safeguard Financial
Minocqua,
Wisconsin
| US$ 165 mi | +US$ 25,1 mi | +18% | 6,58% | 21,9% | 81 | 30,86% | 0,6 |
|
| 5069 |
5069
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$ 165 mi | +US$ 11,5 mi | +7% | 8,91% | 125% | 240 | 10% | 1,1 |
|
| 5070 |
5070
Davidson Capital Management
Corpus Christi,
Texas
| US$ 165 mi | +US$ 18,9 mi | +13% | 6,01% | 79,4% | 159 | 50,31% | 1,7 |
|
| 5071 |
5071
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$ 165 mi | +US$ 677 mil | +0,4% | 6,38% | 82,1% | 53 | 7,55% | 2 |
|
| 5072 |
5072
Seaside Wealth Management
Carlsbad,
California
| US$ 165 mi | +US$ 13,3 mi | +9% | 5,29% | 58,1% | 49 | 8,16% | 0,7 |
|
| 5073 |
5073
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 165 mi | +US$ 2,57 mi | +2% | 5,22% | 98,6% | 135 | 8,15% | 4,1 |
|
| 5074 |
5074
Access Financial Services
Minneapolis,
Minnesota
| US$ 165 mi | +US$ 727 mil | +0,4% | 3,92% | 51,1% | 89 | 10,11% | 3,5 |
|
| 5075 |
5075
Glovista Investments
Jersey City,
New Jersey
| US$ 165 mi | -US$ 36,8 mi | -18% | 4,85% | 2,48% | 53 | 35,85% | 2,5 |
|