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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Intrepid Financial Planning Group
Carmel,
Indiana
| US$ 248 mi | -US$ 15,3 mi | -6% | 3,29% | 100% | 131 | 11,45% | 2,5 |
|
| 5477 |
5477
American Capital Advisory
Ketchum,
Idaho
| US$ 248 mi | +US$ 16,9 mi | +7% | 0,5% | 69% | 1.221 | 18,18% | 1,1 |
|
| 5478 |
5478
AXS Investments
Port Chester,
New York
| US$ 248 mi | -US$ 42,8 mi | -15% | 4,84% | 107% | 205 | 12,2% | 1,9 |
|
| 5479 |
5479
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 248 mi | +US$ 916 mil | +0,4% | 2,3% | 84,1% | 96 | 10,42% | 2,6 |
|
| 5480 |
5480
Capital Impact Advisors
Boston,
Massachusetts
| US$ 247 mi | -US$ 1,03 bi | -81% | 15% | – | 35 | 28,57% | 0,6 |
|
| 5481 |
5481
Evergreen Private Wealth
Greenwood Village,
Colorado
| US$ 247 mi | -US$ 6,29 mi | -2% | 0,54% | 80,2% | 95 | 13,68% | 2,1 |
|
| 5482 |
5482
NavPoint Financial
Prior Lake,
Minnesota
| US$ 247 mi | +US$ 13,3 mi | +6% | 0,26% | 58,5% | 75 | 9,33% | 1,6 |
|
| 5483 |
5483
ANB Bank
Denver,
Colorado
| US$ 247 mi | -US$ 4,8 mi | -2% | 0,18% | – | 137 | 14,6% | 0,9 |
|
| 5484 |
5484
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$ 247 mi | -US$ 10,8 mi | -4% | 2,32% | 58,1% | 100 | 24% | 3,5 |
|
| 5485 |
BFM
5485
Blacksheep Fund Management
Co. Dublin,
Ireland
| US$ 247 mi | +US$ 1,24 mi | +0,5% | 15,7% | 71,5% | 8 | 0% | 1,3 |
|
| 5486 |
5486
Vivid Wealth Management
West Des Moines,
Iowa
| US$ 247 mi | -US$ 10,2 mi | -4% | 0,14% | 107% | 73 | 21,92% | 1,4 |
|
| 5487 |
RC
5487
Resolute Capital
Greenville,
South Carolina
| US$ 247 mi | +US$ 7,61 mi | +3% | 1,1% | – | 62 | 14,52% | 0,2 |
|
| 5488 |
5488
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 247 mi | +US$ 14,6 mi | +6% | 1,57% | 58,7% | 55 | 12,73% | 5,2 |
|
| 5489 |
FA
5489
FF Advisors
Manhattan Beach,
California
| US$ 247 mi | +US$ 22,3 mi | +10% | 1,67% | 59,7% | 122 | 19,67% | 1,6 |
|
| 5490 |
5490
Valued Wealth Advisors
Holladay,
Utah
| US$ 247 mi | +US$ 19,4 mi | +9% | 2,46% | 62% | 771 | 19,2% | 1,6 |
|
| 5491 |
5491
Iridian Asset Management
Westport,
Connecticut
| US$ 247 mi | -US$ 24,9 mi | -9% | 5,75% | 88,4% | 48 | 22,92% | 4,2 |
|
| 5492 |
5492
Matthews International Capital Management
San Francisco,
California
| US$ 246 mi | -US$ 82,9 mi | -25% | 0,05% | 186% | 47 | 36,17% | 2,5 |
|
| 5493 |
5493
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$ 246 mi | -US$ 10,3 mi | -4% | 1,92% | 96,9% | 266 | 39,85% | 1 |
|
| 5494 |
5494
Verisail Partners
Chamblee,
Georgia
| US$ 246 mi | +US$ 3,02 mi | +1% | 0,11% | – | 26 | 15,38% | 1 |
|
| 5495 |
5495
Zeno Equity Partners
London,
United Kingdom
| US$ 246 mi | +US$ 5,28 mi | +2% | 4,28% | – | 16 | 50% | 1,1 |
|
| 5496 |
5496
Cordant Inc
Portland,
Oregon
| US$ 246 mi | +US$ 7,86 mi | +3% | 1,57% | 47% | 77 | 11,69% | 4 |
|
| 5497 |
5497
Flagship Private Wealth
Woburn,
Massachusetts
| US$ 246 mi | -US$ 8,03 mi | -3% | 2,87% | 70,2% | 118 | 12,71% | 3,2 |
|
| 5498 |
5498
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$ 246 mi | +US$ 5,37 mi | +2% | 5,45% | 82,3% | 146 | 2,74% | 4,6 |
|
| 5499 |
5499
Pilgrim Partners Asia
Singapore
| US$ 246 mi | +US$ 37 mi | +18% | 7,83% | – | 158 | 48,1% | 0,4 |
|
| 5500 |
5500
Dravo Bay
Rehoboth Beach,
Delaware
| US$ 246 mi | +US$ 5,49 mi | +2% | 0,8% | 50,4% | 55 | 9,09% | 2,7 |
|