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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$ 198 mi | +US$ 23,8 mi | +14% | 8,71% | 68,3% | 284 | 13,73% | 2,2 |
|
| 5052 |
5052
Foresite Capital Management IV
Larkspur,
California
| US$ 198 mi | +US$ 17,8 mi | +10% | 42,8% | 151% | 7 | 28,57% | 2,7 |
|
| 5053 |
5053
Jacobsen Capital Management
Salt Lake City,
Utah
| US$ 198 mi | +US$ 13,5 mi | +7% | 11,9% | 97,3% | 86 | 18,6% | 1,9 |
|
| 5054 |
5054
Saiph Capital
Wyckoff,
New Jersey
| US$ 198 mi | +US$ 14,8 mi | +8% | 9,24% | 52,4% | 47 | 27,66% | 1,4 |
|
| 5055 |
5055
Bull Street Advisors
Savannah,
Georgia
| US$ 198 mi | +US$ 8,59 mi | +5% | 7,16% | 48,5% | 92 | 5,43% | 4 |
|
| 5056 |
5056
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 197 mi | +US$ 16,1 mi | +9% | 13,4% | 118% | 172 | 12,79% | 6,1 |
|
| 5057 |
5057
Alpha Financial Advisors
Charlotte,
North Carolina
| US$ 197 mi | +US$ 39,4 mi | +25% | 10,2% | 46,6% | 49 | 34,69% | 0,8 |
|
| 5058 |
5058
Evernest Financial Advisors
Carmel,
Indiana
| US$ 197 mi | – | – | 9,96% | – | 122 | – | 1,9 |
|
| 5059 |
5059
Consilio Wealth Advisors
Bellevue,
Washington
| US$ 197 mi | +US$ 25,1 mi | +15% | 12% | 66,4% | 60 | 28,33% | 1,1 |
|
| 5060 |
5060
Caldwell Sutter Capital
Sausalito,
California
| US$ 197 mi | +US$ 16,1 mi | +9% | 10,9% | 79,5% | 991 | 13,42% | 0,7 |
|
| 5061 |
5061
Mountaineer Partners Management
New York
| US$ 197 mi | +US$ 40,7 mi | +26% | 16,9% | 158% | 15 | 13,33% | 1,1 |
|
| 5062 |
5062
Precedent Wealth Partners
Houston,
Texas
| US$ 197 mi | – | – | 9,77% | 61,1% | 131 | – | 0 |
|
| 5063 |
5063
RFG Holdings
Argyle,
Texas
| US$ 197 mi | +US$ 19,6 mi | +11% | 8,26% | 74,2% | 28 | 14,29% | 1,3 |
|
| 5064 |
5064
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$ 197 mi | +US$ 17,9 mi | +10% | 9,64% | 66% | 221 | 23,98% | 1,3 |
|
| 5065 |
5065
WorthPointe
La Jolla,
California
| US$ 197 mi | +US$ 26,9 mi | +16% | 10,6% | 59,7% | 83 | 30,12% | 0,9 |
|
| 5066 |
5066
First Financial Corp
Terre Haute,
Indiana
| US$ 197 mi | +US$ 26 mi | +15% | 13,9% | 95,3% | 402 | 10,95% | 6,3 |
|
| 5067 |
5067
Crestmont Private Wealth
Houston,
Texas
| US$ 197 mi | +US$ 33 mi | +20% | 9,93% | 54,8% | 50 | 6% | 1,1 |
|
| 5068 |
5068
Reliant Investment Management
Memphis,
Tennessee
| US$ 196 mi | +US$ 24,8 mi | +14% | 12,2% | 129% | 65 | 13,85% | 2,7 |
|
| 5069 |
5069
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$ 196 mi | +US$ 18,4 mi | +10% | 8,48% | 60,3% | 23 | 4,35% | 1,5 |
|
| 5070 |
5070
TPG Financial Advisors
Portland,
Oregon
| US$ 196 mi | +US$ 2,86 mi | +1% | 8,77% | – | 63 | 22,22% | 2,5 |
|
| 5071 |
CWM
5071
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 196 mi | +US$ 13,9 mi | +8% | 8,43% | 51,3% | 41 | 0% | 2,7 |
|
| 5072 |
5072
Greencape Capital
Melbourne,
Australia
| US$ 196 mi | +US$ 11,6 mi | +6% | 16,6% | 98,1% | 3 | 0% | 2,8 |
|
| 5073 |
5073
Sterling Investment Counsel
Buffalo,
New York
| US$ 196 mi | +US$ 21,4 mi | +12% | 11,1% | 93,8% | 171 | 19,88% | 1,4 |
|
| 5074 |
SL
5074
SIB LLC
New York,
New York
| US$ 196 mi | +US$ 27,1 mi | +16% | 18,9% | 29,2% | 18 | 0% | 8,3 |
|
| 5075 |
5075
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 196 mi | +US$ 19,7 mi | +11% | 12,6% | 105% | 236 | 13,98% | 2,5 |
|