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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
ORC
5426
O'Rourke & Company
Boston,
Massachusetts
| US$ 253 mi | -US$ 4,48 mi | -2% | 2,28% | 78,5% | 177 | 8,47% | 2,9 |
|
| 5427 |
5427
Stonehearth Capital Management
Danvers,
Massachusetts
| US$ 252 mi | -US$ 17,8 mi | -7% | 2,17% | 87,5% | 103 | 13,59% | 3,4 |
|
| 5428 |
5428
Ruggaard & Associates
Hudson,
Ohio
| US$ 252 mi | -US$ 1,61 mi | -0,6% | 0,46% | 47,6% | 126 | 7,14% | 2,3 |
|
| 5429 |
5429
Lodestone Wealth Management
Spokane,
Washington
| US$ 252 mi | +US$ 6,77 mi | +3% | 1,89% | 87,1% | 825 | 8,85% | 0,7 |
|
| 5430 |
PI
5430
PJT Investments
Toronto,
| US$ 252 mi | +US$ 81,5 mi | +48% | 0,15% | – | 8 | 25% | 0,6 |
|
| 5431 |
5431
Meramec Financial Planners
Saint Louis,
Missouri
| US$ 252 mi | -US$ 4,45 mi | -2% | 1,77% | – | 553 | 12,48% | 0,2 |
|
| 5432 |
SLA
5432
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$ 252 mi | -US$ 5,81 mi | -2% | 1,72% | 76,7% | 108 | 9,26% | 4,7 |
|
| 5433 |
5433
Invenio Wealth Partners
Coral Gables,
Florida
| US$ 252 mi | -US$ 17,3 mi | -6% | 0,33% | 55,5% | 100 | 19% | 1,8 |
|
| 5434 |
5434
Carnegie Lake Advisors
Princeton,
New Jersey
| US$ 252 mi | -US$ 10,8 mi | -4% | 1,85% | – | 175 | 10,29% | 1,3 |
|
| 5435 |
5435
Seneca House Advisors
Richmond,
Virginia
| US$ 252 mi | -US$ 15,6 mi | -6% | 1,02% | 58,2% | 108 | 16,67% | 4,2 |
|
| 5436 |
5436
Trustees of Dartmouth College
Hanover,
New Hampshire
| US$ 252 mi | -US$ 142 mi | -36% | 2,19% | 63,8% | 11 | 18,18% | 1,6 |
|
| 5437 |
WIA
5437
Wetzel Investment Advisors
Indianapolis,
Indiana
| US$ 252 mi | +US$ 4,58 mi | +2% | 1,21% | 72,2% | 136 | 6,62% | 1,8 |
|
| 5438 |
5438
Ducere Wealth Management
Newport Beach,
California
| US$ 251 mi | -US$ 7,13 mi | -3% | 2,65% | – | 145 | 23,45% | 0,2 |
|
| 5439 |
5439
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$ 251 mi | -US$ 3,77 mi | -1% | 3,15% | 65% | 35 | 14,29% | 4 |
|
| 5440 |
5440
Weik Capital Management
Wyomissing,
Pennsylvania
| US$ 251 mi | -US$ 15,6 mi | -6% | 2,85% | 71,6% | 94 | 6,38% | 9 |
|
| 5441 |
5441
Washington State Investment Board
Olympia,
Washington
| US$ 251 mi | -US$ 58,7 mi | -19% | 20,5% | 274% | 2 | 0% | 4,6 |
|
| 5442 |
5442
Bayshore Asset Management
Coral Gables,
Florida
| US$ 251 mi | +US$ 6,19 mi | +3% | 2,4% | 66,1% | 42 | 7,14% | 3,2 |
|
| 5443 |
5443
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$ 251 mi | +US$ 2,36 mi | +0,9% | 0,56% | 64,8% | 85 | 8,24% | 4,4 |
|
| 5444 |
5444
M37 Management
Menlo Park,
California
| US$ 251 mi | +US$ 105 mi | +72% | 11,7% | – | 15 | 40% | 0,2 |
|
| 5445 |
5445
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 251 mi | +US$ 130 mi | +107% | 0,14% | 36,4% | 111 | 95,5% | 0,1 |
|
| 5446 |
5446
Boulder Wealth Advisors
Boulder,
Colorado
| US$ 251 mi | +US$ 14,3 mi | +6% | 4,01% | – | 42 | 30,95% | 1,8 |
|
| 5447 |
5447
Quad-Cities Investment Group
Davenport,
Iowa
| US$ 251 mi | +US$ 8,51 mi | +4% | 0,99% | 67,3% | 206 | 10,68% | 4,1 |
|
| 5448 |
5448
REDW Wealth
Albuquerque,
New Mexico
| US$ 251 mi | -US$ 11,6 mi | -4% | 0,61% | 59,1% | 105 | 8,57% | 4,5 |
|
| 5449 |
5449
Essex Woodlands Management
The Woodlands,
Texas
| US$ 251 mi | -US$ 67,7 mi | -21% | 10,3% | 119% | 6 | 16,67% | 6,9 |
|
| 5450 |
5450
Chicago Wealth Management
Chicago,
Illinois
| US$ 251 mi | +US$ 1,68 mi | +0,7% | 7,84% | 134% | 64 | 25% | 2,2 |
|