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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
Rise Advisors
Rochester,
New York
| US$ 284 mi | +US$ 3,4 mi | +1% | 1,72% | 62,8% | 102 | 11,76% | 3,7 |
|
| 5077 |
5077
Chaney Capital Management
Lynnwood,
Washington
| US$ 284 mi | -US$ 6,11 mi | -2% | 3,74% | 80,9% | 42 | 9,52% | 1,7 |
|
| 5078 |
5078
Powers Advisory Group
Highland,
Illinois
| US$ 284 mi | +US$ 18,1 mi | +7% | 1,24% | 49,8% | 129 | 5,43% | 2,9 |
|
| 5079 |
5079
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$ 284 mi | -US$ 7,66 mi | -3% | 2,51% | 47% | 26 | 7,69% | 2,9 |
|
| 5080 |
5080
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| US$ 284 mi | +US$ 7,94 mi | +3% | 0,28% | – | 93 | 2,15% | 1,2 |
|
| 5081 |
5081
Bank OZK
Little Rock,
Arkansas
| US$ 283 mi | +US$ 204 mil | +0,1% | 2,19% | 112% | 156 | 8,33% | 6,6 |
|
| 5082 |
LJHT
5082
Laurie J. Hall Trustee
| US$ 283 mi | -US$ 17,6 mi | -6% | 2,46% | 105% | 111 | 9,01% | 9 |
|
| 5083 |
5083
Davis Investment Partners
Charlotte,
North Carolina
| US$ 283 mi | -US$ 2,84 mi | -1% | 1,68% | 97,8% | 180 | 22,78% | 1,7 |
|
| 5084 |
UFAC
5084
Urban Financial Advisory Corp
Chicago,
Illinois
| US$ 283 mi | +US$ 28,2 mi | +11% | 2,24% | 52,5% | 57 | 5,26% | 1,5 |
|
| 5085 |
5085
TAGStone Capital
Charlotte,
North Carolina
| US$ 283 mi | +US$ 14,3 mi | +5% | 1,45% | 62% | 140 | 19,29% | 2,3 |
|
| 5086 |
5086
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| US$ 283 mi | -US$ 74,6 mi | -21% | 24,6% | – | 18 | 61,11% | 0,4 |
|
| 5087 |
DRD
5087
Dennis R. Delaney
| US$ 282 mi | +US$ 83,5 mi | +42% | 2,65% | 98,2% | 61 | 21,31% | 5,4 |
|
| 5088 |
5088
Wealth Effects
Boston,
Massachusetts
| US$ 282 mi | -US$ 37,6 mi | -12% | 0,47% | 235% | 252 | 19,05% | 2,5 |
|
| 5089 |
5089
Access Financial Services
Minneapolis,
Minnesota
| US$ 282 mi | +US$ 7,42 mi | +3% | 0,72% | 51,1% | 109 | 21,1% | 4,1 |
|
| 5090 |
5090
First Citizens Asset Management
Raleigh,
North Carolina
| US$ 282 mi | -US$ 3,94 mi | -1% | 2,4% | 48,4% | 30 | 16,67% | 2,7 |
|
| 5091 |
5091
Samalin Investment Counsel
Chappaqua,
New York
| US$ 282 mi | +US$ 72,3 mil | +0% | 0,7% | 68,3% | 335 | 11,64% | 3,1 |
|
| 5092 |
5092
Defender Capital
Charlotte,
North Carolina
| US$ 282 mi | -US$ 26,7 mi | -9% | 7,1% | 101% | 40 | 20% | 0,2 |
|
| 5093 |
5093
INCA Investments
Miami,
Florida
| US$ 282 mi | -US$ 4,11 mi | -1% | 1,09% | 120% | 10 | 10% | 5,6 |
|
| 5094 |
5094
3G Capital Partners
New York
| US$ 282 mi | -US$ 142 mi | -34% | 14% | 351% | 16 | 56,25% | 1 |
|
| 5095 |
5095
Monte Financial Group
Guilford,
Connecticut
| US$ 282 mi | +US$ 13,3 mi | +5% | 3,27% | 66,7% | 100 | 7% | 3,8 |
|
| 5096 |
5096
Financial Symmetry
Raleigh,
North Carolina
| US$ 281 mi | +US$ 36,3 mi | +15% | 0,77% | 68,4% | 67 | 16,42% | 1,5 |
|
| 5097 |
5097
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$ 281 mi | +US$ 405 mil | +0,1% | 0,27% | 60,2% | 67 | 4,48% | 3,4 |
|
| 5098 |
5098
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$ 281 mi | +US$ 55,2 mi | +24% | 4,51% | 105% | 127 | 27,56% | 2,1 |
|
| 5099 |
5099
Biltmore Wealth Management
Tempe,
Arizona
| US$ 281 mi | +US$ 16,3 mi | +6% | 1,94% | 59,8% | 62 | 8,06% | 4,6 |
|
| 5100 |
5100
Remedium Capital Partners
Fort Lauderdale,
Florida
| US$ 281 mi | +US$ 111 mi | +65% | 36% | – | 6 | 0% | 0,3 |
|