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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
Bond Capital Management
San Francisco,
California
| US$ 233 mi | +US$ 25,4 mi | +12% | 15,9% | 47,5% | 5 | 0% | 2,8 |
|
| 5202 |
5202
Gen-Wealth Partners
Zeeland,
Michigan
| US$ 233 mi | +US$ 3,64 mi | +2% | 0,58% | – | 694 | 11,67% | 0,7 |
|
| 5203 |
SIM
5203
Synergy Investment Management
Altamonte Springs,
Florida
| US$ 233 mi | – | – | 0,32% | – | 636 | – | 0 |
|
| 5204 |
5204
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$ 232 mi | +US$ 16,8 mi | +8% | 8,41% | 130% | 51 | 66,67% | 0,4 |
|
| 5205 |
WFA
5205
WMG Financial Advisors
Knoxville,
Tennessee
| US$ 232 mi | +US$ 10,9 mi | +5% | 0,47% | 73,8% | 189 | 15,87% | 1,6 |
|
| 5206 |
5206
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$ 232 mi | -US$ 8,28 mi | -3% | 1,96% | 83% | 124 | 6,45% | 6,2 |
|
| 5207 |
5207
1248 Management
Kansas City,
Missouri
| US$ 232 mi | – | – | 2,79% | – | 75 | – | 0 |
|
| 5208 |
5208
Wela Strategies
Atlanta,
Georgia
| US$ 232 mi | +US$ 2,63 mi | +1% | 4,45% | 51,3% | 76 | 61,84% | 2,4 |
|
| 5209 |
5209
John W. Brooker & Co
Oakland,
California
| US$ 232 mi | +US$ 14 mi | +6% | 0,55% | 43,4% | 78 | 7,69% | 3,6 |
|
| 5210 |
5210
Payne Capital Management
New York
| US$ 232 mi | – | – | 0,9% | – | 69 | – | 0 |
|
| 5211 |
5211
Wealth Management Partners
Tucson,
Arizona
| US$ 232 mi | +US$ 16 mi | +7% | 6,97% | 194% | 122 | 16,39% | 2,5 |
|
| 5212 |
5212
Wills Financial Group
Richmond,
Virginia
| US$ 232 mi | -US$ 6,8 mi | -3% | 2,1% | 57,5% | 67 | 5,97% | 5,3 |
|
| 5213 |
5213
Lokken Investment Group
Lewes,
Delaware
| US$ 232 mi | -US$ 8,26 mi | -3% | 0,19% | 65,3% | 164 | 19,51% | 2,2 |
|
| 5214 |
5214
Pacifica Partners
Surrey,
Canada
| US$ 231 mi | -US$ 10,7 mi | -4% | 0,12% | 127% | 514 | 8,75% | 3,2 |
|
| 5215 |
5215
Axis Capital Holdings
Pembroke,
| US$ 231 mi | +US$ 3,8 mi | +2% | 1,72% | 76% | 3 | 0% | 8,1 |
|
| 5216 |
5216
Napa Wealth Management
Napa,
California
| US$ 231 mi | +US$ 20 mi | +9% | 4,07% | – | 219 | 51,14% | 0,4 |
|
| 5217 |
OFCM
5217
One Fin Capital Management
San Francisco,
California
| US$ 231 mi | -US$ 33,4 mi | -13% | 5,16% | 92% | 23 | 43,48% | 0,7 |
|
| 5218 |
5218
AlphaMark Advisors
Ft. Wright,
Kentucky
| US$ 231 mi | -US$ 58,7 mi | -20% | 0,21% | 26,4% | 773 | 25,87% | 4,2 |
|
| 5219 |
5219
Castellan Group
Louisville,
Kentucky
| US$ 231 mi | -US$ 6,42 mi | -3% | 9,88% | 184% | 70 | 28,57% | 1,5 |
|
| 5220 |
5220
Sittner & Nelson
Eugene,
Oregon
| US$ 231 mi | +US$ 7,09 mi | +3% | 2,08% | 88,1% | 507 | 18,15% | 2,8 |
|
| 5221 |
YRHAM
5221
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| US$ 231 mi | -US$ 115 mi | -33% | 81,7% | 2.310% | 38 | 76,32% | 0,3 |
|
| 5222 |
5222
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$ 231 mi | +US$ 15,2 mi | +7% | 0,33% | 68,8% | 126 | 7,94% | 2,4 |
|
| 5223 |
5223
Sherman Porfolios
Coeur D'alene,
Idaho
| US$ 230 mi | – | – | 4,93% | – | 56 | – | 0 |
|
| 5224 |
5224
Boothe Investment Group
Dover,
Delaware
| US$ 230 mi | +US$ 11,5 mi | +5% | 0,16% | 75,6% | 41 | 9,76% | 2,2 |
|
| 5225 |
5225
Arch Venture Management
Chicago,
Illinois
| US$ 230 mi | -US$ 30,3 mi | -12% | 4,08% | 228% | 9 | 0% | 1,7 |
|