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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
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 231 mi | -US$ 11,8 mi | -5% | 5,82% | 417% | 86 | 43,02% | 1,8 |
|
| 5077 |
5077
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 231 mi | +US$ 14,2 mi | +7% | 5,72% | 39,4% | 27 | 14,81% | 1,2 |
|
| 5078 |
5078
EnCap Energy Capital Fund X
Houston,
Texas
| US$ 231 mi | – | – | 17,5% | – | 1 | – | 0 |
|
| 5079 |
5079
Tilson Financial Group
New Providence,
New Jersey
| US$ 231 mi | +US$ 132 mi | +133% | 5,43% | 39,3% | 72 | 48,61% | 0,7 |
|
| 5080 |
5080
Barrett & Company
Providence,
Rhode Island
| US$ 231 mi | +US$ 9,8 mi | +4% | 5,98% | 83,6% | 615 | 9,43% | 1,8 |
|
| 5081 |
5081
Claris Advisors
St. Louis,
Missouri
| US$ 231 mi | +US$ 36,5 mi | +19% | 6,78% | 65,7% | 1.236 | 95,55% | 0,1 |
|
| 5082 |
5082
Socha Financial Group
Corning,
New York
| US$ 230 mi | +US$ 16,8 mi | +8% | 5,04% | 88,4% | 23 | 13,04% | 1,8 |
|
| 5083 |
5083
25 LLC
St. Louis,
Missouri
| US$ 230 mi | +US$ 19,8 mi | +9% | 6,54% | 48,7% | 56 | 10,71% | 1,2 |
|
| 5084 |
5084
CVS Health
Woonsocket,
Rhode Island
| US$ 230 mi | +US$ 13,4 mi | +6% | 6,21% | 50% | 6 | 16,67% | 2,5 |
|
| 5085 |
5085
Rakuten Securities
Tokyo,
Japan
| US$ 230 mi | -US$ 2,89 mi | -1% | 1,71% | 999% | 803 | 22,17% | 0,6 |
|
| 5086 |
5086
Crown Wealth Group
Charlotte,
North Carolina
| US$ 230 mi | +US$ 29,8 mi | +15% | 4,48% | 98,2% | 123 | 21,95% | 1,2 |
|
| 5087 |
5087
California First Leasing Corp
Newport Beach,
California
| US$ 230 mi | +US$ 6,24 mi | +3% | 2,92% | 377% | 45 | 8,89% | 1,9 |
|
| 5088 |
5088
Samalin Investment Counsel
Chappaqua,
New York
| US$ 230 mi | +US$ 15,8 mi | +7% | 6,65% | 68,3% | 295 | 10,17% | 2,6 |
|
| 5089 |
5089
Davis Rea
Toronto,
Ontario, Canada
| US$ 230 mi | +US$ 29,8 mi | +15% | 2,46% | 66,9% | 39 | 15,38% | 5,5 |
|
| 5090 |
5090
Ruggaard & Associates
Hudson,
Ohio
| US$ 230 mi | +US$ 13,5 mi | +6% | 6,23% | 47,6% | 119 | 5,04% | 1,3 |
|
| 5091 |
PIP
5091
Palisades Investment Partners
Santa Monica,
California
| US$ 230 mi | +US$ 27,8 mi | +14% | 11,3% | – | 43 | 13,95% | 0,2 |
|
| 5092 |
5092
Landmark Wealth Management (New York)
Melville,
New York
| US$ 230 mi | +US$ 101 mi | +79% | 6,33% | 42,7% | 77 | 37,66% | 1,2 |
|
| 5093 |
5093
Hillman Company
Pittsburgh,
Pennsylvania
| US$ 229 mi | +US$ 20,9 mi | +10% | 13,5% | 118% | 14 | 21,43% | 1,8 |
|
| 5094 |
5094
Wela Strategies
Atlanta,
Georgia
| US$ 229 mi | +US$ 14,7 mi | +7% | 6,5% | 51,3% | 54 | 11,11% | 3,3 |
|
| 5095 |
5095
Richmond Hill Investments
New York
| US$ 229 mi | +US$ 13,6 mi | +6% | 5,4% | 55,2% | 4 | 0% | 6,6 |
|
| 5096 |
5096
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$ 229 mi | +US$ 17,4 mi | +8% | 6,83% | 73,4% | 101 | 6,93% | 2 |
|
| 5097 |
CCM
5097
Consolidated Capital Management
Burbank,
California
| US$ 229 mi | +US$ 20 mi | +10% | 7,23% | 166% | 43 | 27,91% | 4 |
|
| 5098 |
5098
Gen-Wealth Partners
Zeeland,
Michigan
| US$ 229 mi | +US$ 22 mi | +11% | 8,49% | – | 730 | 21,1% | 0,4 |
|
| 5099 |
5099
Sensible Money
Scottsdale,
Arizona
| US$ 229 mi | +US$ 23,8 mi | +12% | 6,3% | 69,1% | 87 | 6,9% | 1,5 |
|
| 5100 |
5100
Crestmont Private Wealth
Houston,
Texas
| US$ 229 mi | +US$ 21,3 mi | +10% | 6,78% | 54,8% | 121 | 33,06% | 0,8 |
|