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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Claris Advisors
St. Louis,
Missouri
| US$ 181 mi | +US$ 24,1 mi | +15% | 11,3% | 68,9% | 55 | 16,36% | 1,3 |
|
| 5302 |
5302
Myriad Asset Management US
West Palm Beach,
Florida
| US$ 181 mi | +US$ 176 mi | +3.563% | 17,5% | – | 8 | 87,5% | 0,1 |
|
| 5303 |
5303
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 181 mi | +US$ 29,8 mi | +20% | 15,1% | 417% | 81 | 35,8% | 1,7 |
|
| 5304 |
5304
Altus Wealth Group
Colorado Springs,
Colorado
| US$ 180 mi | +US$ 22,9 mi | +15% | 11% | 76,7% | 143 | 11,19% | 1,9 |
|
| 5305 |
IGYL
5305
I.G.Y. Ltd
London,
United Kingdom
| US$ 180 mi | +US$ 18,4 mi | +11% | 14,2% | 80,5% | 3 | 0% | 3,8 |
|
| 5306 |
5306
Searcy Financial Services
Overland Park,
Kansas
| US$ 180 mi | +US$ 14,7 mi | +9% | 8,81% | 60,2% | 21 | 0% | 2,5 |
|
| 5307 |
5307
Worldly Partners Management
Needham,
Massachusetts
| US$ 180 mi | +US$ 23,5 mi | +15% | 17,2% | 19,2% | 4 | 25% | 1 |
|
| 5308 |
5308
MQS Management
New York
| US$ 180 mi | +US$ 15,9 mi | +10% | 8,84% | 4,55% | 706 | 80,17% | 0,1 |
|
| 5309 |
LFP
5309
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$ 180 mi | +US$ 4,59 mi | +3% | 10,6% | 65,4% | 68 | 17,65% | 0,2 |
|
| 5310 |
5310
Moseley Investment Management
Bradenton,
Florida
| US$ 180 mi | +US$ 12,5 mi | +7% | 12% | 96,6% | 157 | 15,29% | 3,1 |
|
| 5311 |
5311
Lifestyle Asset Management
Friendswood,
Texas
| US$ 180 mi | +US$ 15 mi | +9% | 8,33% | 88,3% | 107 | 28,04% | 0,6 |
|
| 5312 |
5312
Burkett Financial Services
Rock Hill,
South Carolina
| US$ 180 mi | – | – | 9,96% | 63,6% | 198 | – | 0 |
|
| 5313 |
5313
MBA Advisors
Hermitage,
Pennsylvania
| US$ 179 mi | +US$ 16,4 mi | +10% | 8,99% | 66,1% | 126 | 11,9% | 2 |
|
| 5314 |
5314
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 179 mi | +US$ 13,5 mi | +8% | 9,54% | 62,1% | 42 | 7,14% | 2,6 |
|
| 5315 |
5315
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| US$ 179 mi | – | – | 11,2% | – | 21 | – | 0 |
|
| 5316 |
5316
Gallacher Capital Management
Lone Tree,
Colorado
| US$ 179 mi | +US$ 19,2 mi | +12% | 9,35% | 82,8% | 305 | 38,36% | 0,6 |
|
| 5317 |
5317
New York Life Insurance Company
New York
| US$ 179 mi | -US$ 718 mi | -80% | 11,2% | 71% | 8 | 62,5% | 4,5 |
|
| 5318 |
5318
Wealth Management Partners
Tucson,
Arizona
| US$ 179 mi | +US$ 19 mi | +12% | 12,4% | 194% | 124 | 11,29% | 2 |
|
| 5319 |
5319
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 179 mi | +US$ 16 mi | +10% | 15% | 134% | 140 | 18,57% | 2,1 |
|
| 5320 |
5320
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 179 mi | +US$ 66 mi | +58% | 7,85% | 58,3% | 13 | 0% | 6,8 |
|
| 5321 |
5321
PCG Wealth Advisors
Overland Park,
Kansas
| US$ 179 mi | +US$ 26,6 mi | +17% | 8,58% | 92,6% | 115 | 19,13% | 1,3 |
|
| 5322 |
5322
Greenstone Partners & Co
Larkspur,
California
| US$ 179 mi | +US$ 27,9 mi | +18% | 13,1% | 527% | 9 | 0% | 2,4 |
|
| 5323 |
5323
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 179 mi | +US$ 13,9 mi | +8% | 11% | 92,6% | 155 | 21,94% | 6 |
|
| 5324 |
5324
LDR Capital Management
New York
| US$ 179 mi | +US$ 14,2 mi | +9% | 9,71% | 28,4% | 45 | 11,11% | 1,5 |
|
| 5325 |
5325
Kennedy Investment Group
West Depford,
New Jersey
| US$ 179 mi | +US$ 12,7 mi | +8% | 9,84% | 95,4% | 129 | 14,73% | 0,9 |
|