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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
AWM
5401
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$ 126 mi | -US$ 6,73 mi | -5% | 8,4% | 73,1% | 163 | 10,43% | 1 |
|
| 5402 |
5402
Round Rock Advisors
Wilton,
Connecticut
| US$ 126 mi | +US$ 16,6 mi | +15% | 6,87% | 94,6% | 69 | 23,19% | 0,2 |
|
| 5403 |
5403
Chicago Wealth Management
Chicago,
Illinois
| US$ 126 mi | +US$ 17,7 mi | +16% | 7,93% | 134% | 43 | 44,19% | 0,5 |
|
| 5404 |
5404
Greenspring Associates
Owings Mills,
Maryland
| US$ 126 mi | +US$ 48,7 mi | +63% | 0,66% | – | 13 | 84,62% | 0,4 |
|
| 5405 |
KLC
5405
Knowledge Leaders Capital
Denver,
Colorado
| US$ 126 mi | +US$ 10,6 mi | +9% | 9,31% | 51,6% | 141 | 41,84% | 0,6 |
|
| 5406 |
5406
HealthInvest Partners
Stockholm,
Sweden
| US$ 126 mi | -US$ 25,4 mi | -17% | 3,77% | 146% | 20 | 40% | 1,1 |
|
| 5407 |
5407
Franklin Street Capital Partners
New York
| US$ 126 mi | +US$ 22,1 mi | +21% | 7,4% | – | 56 | 71,43% | 0,3 |
|
| 5408 |
5408
SVB Investment Services
Salt Lake City,
Utah
| US$ 126 mi | -US$ 3,26 mi | -3% | 4,27% | – | 63 | 42,86% | 1,2 |
|
| 5409 |
5409
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 125 mi | +US$ 9,03 mi | +8% | 6,81% | 110% | 526 | 21,86% | 0,9 |
|
| 5410 |
GWA
5410
GGM Wealth Advisors
Baltimore,
Maryland
| US$ 125 mi | +US$ 24 mi | +24% | 4,96% | 25,9% | 87 | 20,69% | 0,2 |
|
| 5411 |
SA
5411
Sunesis Advisors
Overland Park,
Kansas
| US$ 125 mi | +US$ 1,52 mi | +1% | 2,38% | – | 32 | 3,13% | 2,3 |
|
| 5412 |
OFG
5412
OTA Financial Group
Purchase,
New York
| US$ 125 mi | -US$ 26,1 mi | -17% | 29,8% | 320% | 98 | 79,59% | 0,1 |
|
| 5413 |
5413
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$ 125 mi | +US$ 9,9 mi | +9% | 7,4% | 56,7% | 204 | 11,27% | 0,2 |
|
| 5414 |
5414
CNO Financial Group
Carmel,
Indiana
| US$ 125 mi | +US$ 13,5 mi | +12% | 0,68% | – | 12 | 8,33% | 1,3 |
|
| 5415 |
5415
St. Clair Advisors
Mayfield Hts,
Ohio
| US$ 125 mi | +US$ 19,1 mi | +18% | 7,66% | 77,5% | 46 | 17,39% | 0,2 |
|
| 5416 |
WEO
5416
William E. Oberndorf
| US$ 125 mi | -US$ 98,4 mi | -44% | 10,6% | 36,2% | 8 | 12,5% | 1,4 |
|
| 5417 |
5417
Texas Capital Bancshares
Dallas,
Texas
| US$ 124 mi | +US$ 49,7 mi | +67% | 7,74% | 175% | 76 | 40,79% | 1,6 |
|
| 5418 |
5418
Renasant Bank
Tupelo,
Mississippi
| US$ 124 mi | +US$ 2,24 mi | +2% | 6,44% | 72,3% | 204 | 20,59% | 0,2 |
|
| 5419 |
5419
Yorktown Energy Partners VIII
New York
| US$ 124 mi | +US$ 40,9 mi | +49% | 71% | 15,2% | 2 | 0% | 4,5 |
|
| 5420 |
5420
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 124 mi | +US$ 8,9 mi | +8% | 5,92% | 111% | 103 | 19,42% | 0,6 |
|
| 5421 |
5421
Rain Capital Management
Lake Oswego,
Oregon
| US$ 124 mi | -US$ 3,92 mi | -3% | 1,12% | 18,2% | 51 | 31,37% | 2,3 |
|
| 5422 |
OCP
5422
OCO Capital Partners
New York
| US$ 124 mi | +US$ 10,2 mi | +9% | 12,2% | 679% | 6 | 50% | 0,9 |
|
| 5423 |
5423
Solitude Financial Services
Charlottesville,
Virginia
| US$ 124 mi | +US$ 10,2 mi | +9% | 6,75% | 62,4% | 43 | 9,3% | 0,2 |
|
| 5424 |
5424
Alhambra Investment Management
Palmetto Bay,
Florida
| US$ 124 mi | +US$ 30,2 mi | +32% | 4,41% | 67,7% | 150 | 23,33% | 0,8 |
|
| 5425 |
5425
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 124 mi | +US$ 7,26 mi | +6% | 7,64% | 61% | 106 | 11,32% | 3,9 |
|