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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Centennial Bank
Conway,
Arkansas
| US$ 279 mi | +US$ 27,1 mi | +11% | 0,05% | 77,2% | 352 | 11,08% | 2,6 |
|
| 5127 |
CC
5127
Checkpoint Capital
San Francisco,
California
| US$ 279 mi | -US$ 41,4 mi | -13% | 11,8% | – | 10 | 50% | 1 |
|
| 5128 |
DI
5128
Disciplined Investments
Tulsa,
Oklahoma
| US$ 279 mi | +US$ 18,4 mi | +7% | 3,55% | 51,4% | 146 | 14,38% | 3,8 |
|
| 5129 |
5129
Excalibur Management
Waltham,
Massachusetts
| US$ 278 mi | +US$ 1,1 mi | +0,4% | 2,41% | 93% | 166 | 6,63% | 6,5 |
|
| 5130 |
5130
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$ 278 mi | +US$ 25,5 mil | +0% | 0,75% | 72,4% | 115 | 20% | 2,3 |
|
| 5131 |
5131
Quantum Financial Planning Services
Spokane,
Washington
| US$ 278 mi | +US$ 2,51 mi | +0,9% | 3,12% | – | 57 | 12,28% | 0,9 |
|
| 5132 |
5132
Alliance Private Wealth
North Reading,
Massachusetts
| US$ 278 mi | -US$ 9,18 mi | -3% | 1,18% | – | 82 | 3,66% | 0,2 |
|
| 5133 |
5133
Malaga Cove Capital
Pv Estates,
California
| US$ 278 mi | -US$ 10,6 mi | -4% | 0,28% | 97,3% | 206 | 15,05% | 2,7 |
|
| 5134 |
5134
Arcus Capital Partners
Atlanta,
Georgia
| US$ 278 mi | -US$ 312 mil | -0,1% | 0,42% | 75% | 161 | 35,4% | 3 |
|
| 5135 |
5135
Kanen Wealth Management
Coconut Creek,
Florida
| US$ 278 mi | -US$ 51,3 mi | -16% | 12,4% | 328% | 43 | 44,19% | 0,8 |
|
| 5136 |
5136
Rede Wealth
Charlottesville,
Virginia
| US$ 278 mi | -US$ 9,7 mi | -3% | 2,46% | 84,4% | 112 | 6,25% | 1,4 |
|
| 5137 |
5137
Centerline Wealth Advisors
Louisville,
Kentucky
| US$ 278 mi | +US$ 1,81 mi | +0,7% | 1,22% | – | 76 | 25% | 0,7 |
|
| 5138 |
5138
Mad River Investors
Boston,
Massachusetts
| US$ 278 mi | +US$ 58,2 mi | +27% | 36,6% | 169% | 35 | 8,57% | 3,3 |
|
| 5139 |
5139
RBA Wealth Management
Newport Beach,
California
| US$ 278 mi | -US$ 17,5 mi | -6% | 2,65% | 91% | 98 | 10,2% | 3,2 |
|
| 5140 |
5140
Armor Investment Advisors
Raleigh,
North Carolina
| US$ 278 mi | +US$ 5,61 mi | +2% | 1,4% | 62% | 164 | 10,37% | 5,1 |
|
| 5141 |
5141
Seaview Investment Managers
Miami,
Florida
| US$ 277 mi | +US$ 11,5 mi | +4% | 2,77% | 148% | 82 | 24,39% | 1,5 |
|
| 5142 |
BCH
5142
Berkshire Capital Holdings
San Jose,
California
| US$ 277 mi | -US$ 24,5 mi | -8% | 37,3% | 2.611% | 119 | 12,61% | 2,6 |
|
| 5143 |
EFM
5143
Eley Financial Management
South Burlington,
Vermont
| US$ 277 mi | -US$ 1,29 mi | -0,5% | 1,46% | 74,9% | 72 | 11,11% | 2,7 |
|
| 5144 |
5144
Carmel Capital Partners
San Diego,
California
| US$ 277 mi | -US$ 7,75 mi | -3% | 3,4% | 65,9% | 129 | 20,93% | 2,1 |
|
| 5145 |
5145
Henry James International Management
New York
| US$ 277 mi | -US$ 40,4 mi | -13% | 1,75% | 125% | 96 | 5,21% | 6 |
|
| 5146 |
5146
Resurgent Financial Advisors
Atlanta,
Georgia
| US$ 277 mi | +US$ 77,5 mi | +39% | 0,54% | 86,4% | 273 | 25,64% | 1,9 |
|
| 5147 |
5147
1 North Wealth Services
Annapolis,
Maryland
| US$ 277 mi | -US$ 7,28 mi | -3% | 0,76% | – | 292 | 12,33% | 1,8 |
|
| 5148 |
TAP
5148
Tounjian Advisory Partners
Fort Myers,
Florida
| US$ 277 mi | -US$ 18,4 mi | -6% | 0% | – | 157 | 8,92% | 0,8 |
|
| 5149 |
5149
Townsend Asset Management
Raleigh,
North Carolina
| US$ 277 mi | -US$ 7,15 mi | -3% | 2,21% | 88,5% | 191 | 9,95% | 4,3 |
|
| 5150 |
5150
Ranch Capital Advisors
Sarasota,
Florida
| US$ 277 mi | +US$ 4,99 mi | +2% | 0,59% | 99,2% | 164 | 12,8% | 3,8 |
|