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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Rise Advisors
Rochester,
New York
| US$ 226 mi | +US$ 18,4 mi | +9% | 1,6% | 62,8% | 1.580 | 34,37% | 1,2 |
|
| 5177 |
5177
TPG Financial Advisors
Portland,
Oregon
| US$ 226 mi | -US$ 3,55 mi | -2% | 1,59% | – | 68 | 13,24% | 3,2 |
|
| 5178 |
5178
Cherokee Insurance
Sterling Heights,
Michigan
| US$ 226 mi | +US$ 5,61 mi | +3% | 2,14% | – | 123 | 2,44% | 0,2 |
|
| 5179 |
5179
Timonier Family Office
Winston Salem,
North Carolina
| US$ 226 mi | +US$ 31,3 mi | +16% | 1,1% | – | 50 | 2% | 0,2 |
|
| 5180 |
5180
Warner Financial
Bethesda,
Maryland
| US$ 226 mi | -US$ 6,55 mi | -3% | 1,15% | 69,2% | 121 | 12,4% | 2,4 |
|
| 5181 |
5181
Davis Investment Partners
Charlotte,
North Carolina
| US$ 226 mi | -US$ 11,2 mi | -5% | 2,94% | 97,8% | 157 | 30,57% | 1,3 |
|
| 5182 |
5182
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$ 226 mi | -US$ 22 mi | -9% | 4,59% | 103% | 42 | 9,52% | 5,1 |
|
| 5183 |
SC
5183
Schulhoff & Co
Cincinnati,
Ohio
| US$ 226 mi | -US$ 48,1 mi | -18% | 3,05% | 51,8% | 132 | 3,79% | 7,8 |
|
| 5184 |
5184
Elyxium Wealth
San Mateo,
California
| US$ 226 mi | +US$ 61,6 mi | +38% | 3,82% | – | 158 | 48,1% | 0,2 |
|
| 5185 |
5185
Juniper Capital Advisors
Houston,
Texas
| US$ 226 mi | -US$ 35,4 mi | -14% | 13,6% | – | 1 | 0% | 1,3 |
|
| 5186 |
5186
Wills Financial Group
Richmond,
Virginia
| US$ 226 mi | -US$ 6,06 mi | -3% | 0,51% | 75,9% | 67 | 10,45% | 5,6 |
|
| 5187 |
5187
Lind Value II ApS
Aarhus C,
Denmark
| US$ 225 mi | +US$ 171 mil | +0,1% | 12,8% | – | 11 | 54,55% | 0,4 |
|
| 5188 |
5188
Range Financial Group
Tigard,
Oregon
| US$ 225 mi | +US$ 8,47 mi | +4% | 1,57% | 195% | 207 | 25,12% | 1,3 |
|
| 5189 |
5189
Goldstream Capital Management
Central,
Hong Kong
| US$ 225 mi | -US$ 131 mi | -37% | 10,9% | 686% | 50 | 20% | 1 |
|
| 5190 |
CIA
5190
Corigliano Investment Advisers
Raleigh,
North Carolina
| US$ 225 mi | +US$ 16,4 mi | +8% | 2,22% | – | 56 | 75% | 0,1 |
|
| 5191 |
5191
Slagle Financial
Edwardsville,
Illinois
| US$ 225 mi | +US$ 3,09 mi | +1% | 1,06% | 88,4% | 108 | 10,19% | 1,6 |
|
| 5192 |
5192
Kensington Investment Counsel
Long Beach,
California
| US$ 225 mi | -US$ 14,6 mi | -6% | 1,26% | 81,9% | 103 | 17,48% | 3,1 |
|
| 5193 |
5193
Spectrum Asset Management (California)
Newport Beach,
California
| US$ 225 mi | +US$ 2,47 mi | +1% | 3,07% | 68,3% | 100 | 20% | 3,9 |
|
| 5194 |
5194
Alpha Financial Advisors
Charlotte,
North Carolina
| US$ 225 mi | +US$ 4,01 mi | +2% | 2,17% | 46,6% | 53 | 16,98% | 1,5 |
|
| 5195 |
5195
Revisor Wealth Management
Akron,
Ohio
| US$ 225 mi | +US$ 116 mi | +107% | 0,79% | 72% | 226 | 47,79% | 0,9 |
|
| 5196 |
5196
Alpha Wave Global
New York
| US$ 224 mi | +US$ 6,57 mi | +3% | 7,09% | 226% | 28 | 32,14% | 1,8 |
|
| 5197 |
5197
Chaney Capital Management
Lynnwood,
Washington
| US$ 224 mi | +US$ 13,1 mi | +6% | 2,55% | 80,9% | 38 | 10,53% | 1 |
|
| 5198 |
VH
5198
V3 Holding
Rye,
New York
| US$ 224 mi | -US$ 228 mi | -50% | 50,4% | – | 1 | 0% | 0,3 |
|
| 5199 |
HH
5199
HWG Holdings
Houston,
Texas
| US$ 224 mi | -US$ 81,1 mi | -27% | 3,33% | – | 140 | 70,71% | 1,1 |
|
| 5200 |
5200
Transce3nd
Kyle,
Texas
| US$ 224 mi | -US$ 71,4 mi | -24% | 1,27% | – | 1.633 | 31,29% | 0,2 |
|