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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 156 mi | +US$ 3,59 mi | +2% | 11,1% | 105% | 205 | 7,32% | 2,1 |
|
| 5202 |
5202
Activest Wealth Management
Aventure,
Florida
| US$ 156 mi | -US$ 182 mi | -54% | 8,24% | 117% | 602 | 71,26% | 0,9 |
|
| 5203 |
5203
Solitude Financial Services
Charlottesville,
Virginia
| US$ 156 mi | +US$ 9,9 mi | +7% | 4,12% | 62,4% | 45 | 4,44% | 1,7 |
|
| 5204 |
HIS
5204
Horizon Investment Services
Hammond,
Indiana
| US$ 156 mi | +US$ 18,1 mi | +13% | 10,1% | 250% | 123 | 30,89% | 2,6 |
|
| 5205 |
5205
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 156 mi | +US$ 20,7 mi | +15% | 10,6% | 105% | 338 | 8,58% | 2,4 |
|
| 5206 |
5206
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| US$ 156 mi | +US$ 20 mi | +15% | 18,3% | 116% | 14 | 14,29% | 1 |
|
| 5207 |
5207
Westhampton Capital
Winston-Salem,
North Carolina
| US$ 156 mi | +US$ 7,74 mi | +5% | 6,84% | 105% | 119 | 7,56% | 3 |
|
| 5208 |
5208
Pacific Wealth Management
San Diego,
California
| US$ 156 mi | +US$ 19,7 mi | +14% | 2,76% | 72,8% | 32 | 31,25% | 1 |
|
| 5209 |
5209
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$ 156 mi | -US$ 67,9 mi | -30% | 14,9% | 119% | 60 | 18,33% | 1,8 |
|
| 5210 |
5210
First Capital Advisors Group
Little Silver,
New Jersey
| US$ 156 mi | +US$ 8,12 mi | +6% | 7,22% | – | 248 | 21,37% | 1,2 |
|
| 5211 |
5211
Ruedi Wealth Management
Champaign,
Illinois
| US$ 156 mi | +US$ 13,9 mi | +10% | 4,64% | 44,9% | 282 | 19,5% | 0,2 |
|
| 5212 |
5212
Seneca Financial Advisors
Rochester,
New York
| US$ 156 mi | -US$ 2,44 mi | -2% | 3,96% | 50,9% | 58 | 22,41% | 1,5 |
|
| 5213 |
5213
Hartree Partners
New York
| US$ 156 mi | +US$ 38,3 mi | +33% | 2,55% | 138% | 68 | 41,18% | 0,4 |
|
| 5214 |
5214
GoodHaven Capital Management
Millburn,
New Jersey
| US$ 155 mi | +US$ 6,71 mi | +5% | 9,52% | 69,9% | 29 | 6,9% | 4,1 |
|
| 5215 |
5215
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$ 155 mi | -US$ 13,6 mi | -8% | 6,35% | 167% | 72 | 44,44% | 1,1 |
|
| 5216 |
5216
Maytus Capital Management
New York
| US$ 155 mi | +US$ 66,7 mi | +75% | 32% | 442% | 64 | 70,31% | 0,3 |
|
| 5217 |
5217
Birch Capital Management
Dallas,
Texas
| US$ 155 mi | +US$ 10 mi | +7% | 8,14% | 62% | 107 | 8,41% | 2,5 |
|
| 5218 |
5218
Channel Wealth
Santa Barbara,
California
| US$ 155 mi | – | – | 9,88% | 68,1% | 202 | – | 0 |
|
| 5219 |
5219
Silverleafe Capital Partners
Germantown,
Tennessee
| US$ 155 mi | +US$ 3,76 mi | +2% | 6,09% | 87,7% | 61 | 14,75% | 2,2 |
|
| 5220 |
5220
ACT Advisors
Asheville,
North Carolina
| US$ 155 mi | -US$ 1,97 mi | -1% | 7,83% | 75,4% | 38 | 34,21% | 1,3 |
|
| 5221 |
5221
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$ 155 mi | +US$ 39,8 mi | +34% | 15,7% | 282% | 40 | 25% | 1,1 |
|
| 5222 |
5222
Brown Shipley & Co
London,
United Kingdom
| US$ 155 mi | – | – | 15,3% | 125% | 121 | – | 0 |
|
| 5223 |
5223
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 155 mi | +US$ 4,71 mi | +3% | 6,87% | 72,4% | 131 | 12,98% | 2,2 |
|
| 5224 |
5224
Matisse Capital
Portland,
Oregon
| US$ 155 mi | +US$ 42,3 mi | +38% | 5,44% | 73,3% | 187 | 36,36% | 1 |
|
| 5225 |
5225
Socha Financial Group
Corning,
New York
| US$ 155 mi | +US$ 13,9 mi | +10% | 9,23% | 88,4% | 27 | 29,63% | 0,6 |
|