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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 182 mi | +US$ 14 mi | +8% | 7,98% | 68,6% | 100 | 10% | 3,1 |
|
| 5502 |
5502
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 182 mi | +US$ 8,54 mi | +5% | 4,97% | 43,1% | 67 | 28,36% | 1,1 |
|
| 5503 |
5503
Ballentine Capital Advisors
Greenville,
South Carolina
| US$ 182 mi | +US$ 11,8 mi | +7% | 4,75% | 48,8% | 32 | 9,38% | 0,2 |
|
| 5504 |
GF
5504
Genesis Fortune
Grand Cayman,
Cayman Islands
| US$ 182 mi | -US$ 3,06 mi | -2% | 1,66% | – | 1 | 0% | 0,3 |
|
| 5505 |
5505
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$ 182 mi | +US$ 17,4 mi | +11% | 6,98% | 72,4% | 80 | 7,5% | 1,6 |
|
| 5506 |
5506
Crown Oak Advisors
Piedmont,
California
| US$ 182 mi | +US$ 10,6 mi | +6% | 6,32% | 53,3% | 22 | 4,55% | 0,2 |
|
| 5507 |
5507
Gables Capital Management
Miami,
Florida
| US$ 182 mi | +US$ 20,6 mi | +13% | 16% | 173% | 412 | 13,11% | 4 |
|
| 5508 |
FIM
5508
FWL Investment Management
Dallas,
Texas
| US$ 181 mi | +US$ 9,8 mi | +6% | 7,67% | 165% | 268 | 26,12% | 0,7 |
|
| 5509 |
5509
SVB Financial Group
Dallas,
Texas
| US$ 181 mi | +US$ 68,5 mi | +61% | 164% | – | 15 | 26,67% | 0,9 |
|
| 5510 |
5510
AJ Advisors
Nashville,
Tennessee
| US$ 181 mi | +US$ 18,7 mi | +12% | 7,37% | 64,6% | 49 | 14,29% | 0,8 |
|
| 5511 |
5511
Abbot Financial Management
Andover,
Massachusetts
| US$ 181 mi | +US$ 15 mi | +9% | 10,2% | 116% | 125 | 9,6% | 4,6 |
|
| 5512 |
5512
JPL Wealth Management
Highlands Ranch,
Colorado
| US$ 181 mi | +US$ 42,3 mi | +30% | 8,04% | – | 120 | 24,17% | 0,2 |
|
| 5513 |
5513
Adalta Capital Management
New York
| US$ 181 mi | +US$ 15,7 mi | +9% | 8,63% | 80,4% | 104 | 9,62% | 3,4 |
|
| 5514 |
5514
Interactive Financial Advisors
New Lenox,
Illinois
| US$ 181 mi | -US$ 5,72 mi | -3% | 5,35% | 47,6% | 86 | 5,81% | 6,1 |
|
| 5515 |
5515
Fluent Financial
Dallas,
Texas
| US$ 181 mi | +US$ 12,4 mi | +7% | 8,26% | 46,9% | 89 | 21,35% | 1,6 |
|
| 5516 |
CCP
5516
Cunning Capital Partners
Morrisville,
North Carolina
| US$ 181 mi | +US$ 20,3 mi | +13% | 22,2% | 271% | 92 | 20,65% | 0,5 |
|
| 5517 |
5517
ORBA Wealth Advisors
Chicago,
Illinois
| US$ 181 mi | +US$ 13,9 mi | +8% | 6,23% | 70,5% | 97 | 5,15% | 0,2 |
|
| 5518 |
5518
Strategic Financial Partners
Bend,
Oregon
| US$ 181 mi | +US$ 8,48 mi | +5% | 6,65% | 59,6% | 79 | 22,78% | 2,9 |
|
| 5519 |
DFS
5519
Dixon Fnancial Services
Lafayette,
California
| US$ 181 mi | +US$ 18 mi | +11% | 7,97% | 76,6% | 36 | 25% | 1,4 |
|
| 5520 |
5520
New Perspectives Inc
Ridgeland,
Mississippi
| US$ 181 mi | – | – | 6,62% | – | 30 | – | 1,7 |
|
| 5521 |
5521
First City Capital Management
Savannah,
Georgia
| US$ 181 mi | +US$ 8,26 mi | +5% | 10,8% | 86,4% | 177 | 11,86% | 5,9 |
|
| 5522 |
5522
Toronado Partners
San Francisco,
California
| US$ 181 mi | -US$ 9,6 mi | -5% | 8,56% | 158% | 12 | 16,67% | 2,3 |
|
| 5523 |
5523
HMS Capital Management
Nashville,
Tennessee
| US$ 181 mi | +US$ 17,8 mi | +11% | 15,3% | 140% | 125 | 28% | 2,3 |
|
| 5524 |
5524
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$ 181 mi | +US$ 19,3 mi | +12% | 11,6% | 105% | 95 | 10,53% | 2,1 |
|
| 5525 |
5525
KM Capital Management
Austin,
Texas
| US$ 180 mi | +US$ 7,27 mi | +4% | 7,45% | 67,9% | 48 | 18,75% | 0,9 |
|