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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 157 mi | – | – | 6,95% | 43,1% | 83 | – | 0 |
|
| 5077 |
SC
5077
Schiavi & Co
Wilmington,
Delaware
| US$ 157 mi | +US$ 19,3 mi | +14% | 11% | 41,4% | 21 | 28,57% | 1 |
|
| 5078 |
AA
5078
AF Advisors
Sacramento,
California
| US$ 157 mi | -US$ 1,21 mil | -0% | 43,8% | 14,8% | 15 | 0% | 1,8 |
|
| 5079 |
5079
Riverwood Capital Management
Menlo Park,
California
| US$ 157 mi | -US$ 24,3 mi | -13% | 26,4% | 46,5% | 4 | 0% | 0,9 |
|
| 5080 |
5080
Cabot-Wellington
Boston,
Massachusetts
| US$ 157 mi | +US$ 9,18 mi | +6% | 10,1% | 73,1% | 6 | 33,33% | 4,3 |
|
| 5081 |
5081
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| US$ 157 mi | +US$ 11,6 mi | +8% | 8,5% | – | 80 | 15% | 0,8 |
|
| 5082 |
5082
ACT Advisors
Asheville,
North Carolina
| US$ 157 mi | +US$ 13,7 mi | +10% | 6,43% | 75,4% | 39 | 38,46% | 1 |
|
| 5083 |
5083
Red Spruce Capital
Berwyn,
Pennsylvania
| US$ 157 mi | +US$ 14,6 mi | +10% | 9,27% | 98,4% | 88 | 4,55% | 2,5 |
|
| 5084 |
5084
Briggs Advisory Group
Lincoln,
Rhode Island
| US$ 157 mi | +US$ 23,7 mi | +18% | 9,53% | – | 55 | 16,36% | 0,8 |
|
| 5085 |
HIC
5085
Harbor Island Capital
Topsfield,
Massachusetts
| US$ 157 mi | +US$ 14 mi | +10% | 11,9% | 218% | 15 | 0% | 4,4 |
|
| 5086 |
5086
Kennedy Investment Group
West Depford,
New Jersey
| US$ 157 mi | – | – | 6,4% | 95,4% | 116 | – | 0 |
|
| 5087 |
5087
Sitrin Capital Management
Century City,
California
| US$ 157 mi | +US$ 5,05 mi | +3% | 11,4% | 139% | 39 | 10,26% | 3 |
|
| 5088 |
5088
IMS Capital Management
Portland,
Oregon
| US$ 157 mi | +US$ 12,1 mi | +8% | 9,46% | 119% | 153 | 22,88% | 4 |
|
| 5089 |
5089
Capasso Planning Partners
Charleston,
South Carolina
| US$ 157 mi | +US$ 13,6 mi | +10% | 5,35% | 51,6% | 106 | 18,87% | 0,7 |
|
| 5090 |
5090
One Advisory Partners
Overland Park,
Kansas
| US$ 157 mi | +US$ 11,9 mi | +8% | 6,83% | 58,3% | 53 | 18,87% | 1,1 |
|
| 5091 |
5091
Pavion Blue Capital
Newport Beach,
California
| US$ 157 mi | +US$ 17,3 mi | +12% | 11,8% | 87,8% | 95 | 6,32% | 2,3 |
|
| 5092 |
5092
Granite Point Capital Management
Boston,
Massachusetts
| US$ 157 mi | -US$ 90,2 mi | -37% | 10,7% | 125% | 132 | 53,79% | 1,1 |
|
| 5093 |
5093
Colonial River Investments
Midlothian,
Virginia
| US$ 157 mi | +US$ 13,2 mi | +9% | 9,48% | 156% | 195 | 17,95% | 0,9 |
|
| 5094 |
5094
Register Financial Advisors
Atlanta,
Georgia
| US$ 157 mi | – | – | 6,14% | 130% | 793 | – | 0 |
|
| 5095 |
IP
5095
Isomer Partners
New York
| US$ 157 mi | -US$ 1,45 mi | -0,9% | 1,12% | 57,2% | 21 | 61,9% | 0,9 |
|
| 5096 |
5096
Weitzel Financial Services
Dubuque,
Iowa
| US$ 157 mi | +US$ 14,2 mi | +10% | 7,22% | 46,3% | 35 | 11,43% | 1,7 |
|
| 5097 |
5097
Luken Investment Analytics
Brentwood,
Tennessee
| US$ 157 mi | – | – | 5,6% | 51% | 142 | – | 1,2 |
|
| 5098 |
WAM
5098
Westport Asset Management
Southport,
Connecticut
| US$ 157 mi | -US$ 1,4 mi | -0,9% | 12,9% | 64,2% | 74 | 6,76% | 5,5 |
|
| 5099 |
5099
Consilio Wealth Advisors
Bellevue,
Washington
| US$ 157 mi | +US$ 28,9 mi | +23% | 7,09% | 66,4% | 55 | 30,91% | 0,6 |
|
| 5100 |
SA
5100
Sunesis Advisors
Overland Park,
Kansas
| US$ 156 mi | +US$ 11 mi | +8% | 7,19% | – | 41 | 4,88% | 2,6 |
|