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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 |
5401
New Potomac Partners
Bethesda,
Maryland
| US$ 144 mi | +US$ 9,19 mi | +7% | 8,31% | 37,2% | 73 | 6,85% | 3,7 |
|
| 5402 |
5402
Boyd Wealth Management
Sacramento,
California
| US$ 144 mi | +US$ 7,86 mi | +6% | 4,57% | 56,8% | 45 | 15,56% | 1,1 |
|
| 5403 |
5403
Alpha Financial Advisors
Charlotte,
North Carolina
| US$ 144 mi | +US$ 28,9 mi | +25% | 5,47% | 46,6% | 50 | 24% | 0,2 |
|
| 5404 |
5404
Hanwha Asset Management
Seoul,
South Korea
| US$ 144 mi | -US$ 10 mi | -7% | 6,52% | – | 1 | 0% | 0,3 |
|
| 5405 |
5405
Denver Wealth Management
Denver,
Colorado
| US$ 144 mi | +US$ 10,1 mi | +8% | 5,79% | 64,4% | 86 | 24,42% | 1 |
|
| 5406 |
BCM
5406
Beaumont Capital Management
Boston,
Massachusetts
| US$ 144 mi | +US$ 1,97 mi | +1% | 4,83% | 49,6% | 55 | 54,55% | 0,6 |
|
| 5407 |
5407
Chiron Capital Management
Tallahassee,
Florida
| US$ 144 mi | +US$ 57,4 mil | +0% | 5,22% | – | 134 | 14,93% | 1,5 |
|
| 5408 |
5408
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$ 144 mi | +US$ 15,9 mi | +12% | 3,62% | 43,1% | 284 | 10,21% | 0,2 |
|
| 5409 |
5409
Cairn Investment Group
Vancouver,
Washington
| US$ 144 mi | +US$ 9,33 mi | +7% | 7,73% | 67,4% | 74 | 16,22% | 2,4 |
|
| 5410 |
5410
Camelot Portfolios
Maumee,
Ohio
| US$ 144 mi | +US$ 8,45 mi | +6% | 0,65% | 47,2% | 191 | 12,04% | 3 |
|
| 5411 |
RMSCM
5411
R.M. Sincerbeaux Capital Management
New York
| US$ 144 mi | +US$ 2,97 mi | +2% | 3,54% | 76,4% | 43 | 0% | 7,5 |
|
| 5412 |
JPLA
5412
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 144 mi | +US$ 10 mi | +8% | 7,91% | 84% | 121 | 7,44% | 3 |
|
| 5413 |
5413
Pictet Bank & Trust
Nassau,
Bahamas
| US$ 144 mi | +US$ 58,1 mi | +68% | 8,32% | 82,7% | 51 | 15,69% | 4,3 |
|
| 5414 |
5414
Oakcliff Capital Partners
New York
| US$ 144 mi | +US$ 9,47 mi | +7% | 16,1% | 133% | 8 | 0% | 4,6 |
|
| 5415 |
5415
Caligan Partners
New York
| US$ 143 mi | +US$ 23,2 mi | +19% | 13% | 2.628% | 12 | 16,67% | 0,2 |
|
| 5416 |
5416
Legacy Bridge
West Des Moines,
Iowa
| US$ 143 mi | +US$ 2,65 mi | +2% | 6,37% | 236% | 307 | 5,54% | 3,3 |
|
| 5417 |
KA
5417
Kailix Advisors
Fort Lauderdale,
Florida
| US$ 143 mi | -US$ 19 mi | -12% | 9,43% | 16,3% | 10 | 50% | 0,2 |
|
| 5418 |
AH
5418
Aviva Holdings
New Providence,
Bahamas
| US$ 143 mi | -US$ 31,1 mi | -18% | 17,2% | 36,5% | 4 | 0% | 4 |
|
| 5419 |
5419
AllGen Financial Advisors
Orlando,
Florida
| US$ 143 mi | +US$ 3,83 mi | +3% | 1,41% | 39,7% | 38 | 18,42% | 1,6 |
|
| 5420 |
5420
Gables Capital Management
Miami,
Florida
| US$ 143 mi | +US$ 5,73 mi | +4% | 8,48% | 173% | 383 | 7,83% | 3,6 |
|
| 5421 |
5421
Webs Creek Capital Management
Dallas,
Texas
| US$ 143 mi | +US$ 23,8 mi | +20% | 4,3% | 133% | 15 | 60% | 0,1 |
|
| 5422 |
5422
Hidden Lake Asset Management
New York
| US$ 143 mi | -US$ 90,5 mi | -39% | 20,1% | 849% | 30 | 70% | 0,4 |
|
| 5423 |
5423
Wealth Management Partners
Tucson,
Arizona
| US$ 143 mi | +US$ 23,2 mi | +19% | 14,1% | 194% | 115 | 18,26% | 1,6 |
|
| 5424 |
5424
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| US$ 143 mi | -US$ 10,2 mi | -7% | 9,82% | – | 78 | 19,23% | 0,8 |
|
| 5425 |
5425
Okabena Investment Services
Minneapolis,
Minnesota
| US$ 143 mi | -US$ 7,92 mi | -5% | 6,95% | 72,4% | 255 | 37,25% | 1 |
|