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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
Nova R Wealth
Overland Park,
Kansas
| US$ 202 mi | +US$ 3,54 mi | +2% | 0,29% | 60,7% | 83 | 9,64% | 2,3 |
|
| 5502 |
5502
Three Seasons Wealth
Salt Lake City,
Utah
| US$ 202 mi | -US$ 3,39 mi | -2% | 1,93% | 169% | 138 | 34,06% | 0,9 |
|
| 5503 |
5503
TL Private Wealth
Southlake,
Texas
| US$ 202 mi | -US$ 21,5 mi | -10% | 1,74% | 50,6% | 43 | 4,65% | 3,9 |
|
| 5504 |
5504
Ergawealth Advisors
Oak Brook,
Illinois
| US$ 202 mi | -US$ 539 mil | -0,3% | 2,21% | 50% | 65 | 10,77% | 1,6 |
|
| 5505 |
5505
Towerpoint Wealth
Sacramento,
California
| US$ 202 mi | -US$ 2,42 mi | -1% | 1,58% | 67,7% | 84 | 7,14% | 4,1 |
|
| 5506 |
SHFP
5506
Second Half Financial Partners
Sebring,
Florida
| US$ 202 mi | -US$ 2,99 mi | -1% | 2,71% | 36,8% | 99 | 23,23% | 0,9 |
|
| 5507 |
ORC
5507
O'Rourke & Company
Boston,
Massachusetts
| US$ 202 mi | -US$ 2,55 mi | -1% | 2,93% | 78,5% | 153 | 5,23% | 2,4 |
|
| 5508 |
5508
Argentarii
Cincinnati,
Ohio
| US$ 202 mi | +US$ 2,56 mi | +1% | 2,31% | – | 177 | 20,9% | 0,2 |
|
| 5509 |
5509
Autumn Glory Partners
Dallas,
Texas
| US$ 201 mi | -US$ 2,24 mi | -1% | 0,32% | 76% | 193 | 20,73% | 1,8 |
|
| 5510 |
5510
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$ 201 mi | -US$ 1,82 mi | -0,9% | 0,79% | 81,9% | 503 | 3,18% | 3,3 |
|
| 5511 |
5511
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| US$ 201 mi | -US$ 79,3 mi | -28% | 28,3% | 37,2% | 1 | 0% | 4,5 |
|
| 5512 |
5512
GKV Capital Management
Walnut Creek,
California
| US$ 201 mi | -US$ 43,9 mi | -18% | 3,14% | – | 182 | 21,43% | 0,2 |
|
| 5513 |
5513
Retirement Guys Formula
Maumee,
Ohio
| US$ 201 mi | +US$ 2,97 mi | +2% | 0,81% | 75,7% | 168 | 38,1% | 1,5 |
|
| 5514 |
5514
Ananym Capital Management
New York
| US$ 201 mi | +US$ 36,2 mi | +22% | 8,24% | – | 11 | 18,18% | 0,2 |
|
| 5515 |
5515
Bridger Management
New York
| US$ 201 mi | +US$ 15 mi | +8% | 1,32% | 103% | 34 | 32,35% | 1,9 |
|
| 5516 |
5516
Aull & Monroe Investment Management
Mobile,
Alabama
| US$ 201 mi | +US$ 4,91 mi | +3% | 4,2% | 98,3% | 126 | 4,76% | 8,8 |
|
| 5517 |
5517
Greenbush Financial Group
Albany,
New York
| US$ 201 mi | +US$ 11,3 mi | +6% | 1,57% | – | 34 | 5,88% | 0,2 |
|
| 5518 |
5518
MY.Alpha Management HK Advisors
Hong Kong
| US$ 201 mi | -US$ 26,4 mi | -12% | 22,8% | 429% | 22 | 40,91% | 0,8 |
|
| 5519 |
5519
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 201 mi | -US$ 4,79 mi | -2% | 2,75% | 72% | 134 | 10,45% | 3,1 |
|
| 5520 |
5520
Sustainable Insight Capital Management
New York
| US$ 201 mi | -US$ 27,6 mi | -12% | 1,53% | 168% | 82 | 30,49% | 1,9 |
|
| 5521 |
5521
Prosperity Financial Group
San Ramon,
California
| US$ 201 mi | +US$ 45,9 mil | +0% | 5% | 121% | 199 | 29,65% | 1,3 |
|
| 5522 |
5522
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 201 mi | +US$ 103 mil | +0,1% | 1,86% | 64,1% | 49 | 8,16% | 4,4 |
|
| 5523 |
5523
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$ 201 mi | -US$ 5,34 mi | -3% | 2,03% | 125% | 241 | 9,96% | 2,5 |
|
| 5524 |
5524
Owen LaRue
Elizabethtown,
Kentucky
| US$ 201 mi | +US$ 9,37 mi | +5% | 0,09% | 139% | 108 | 31,48% | 1,2 |
|
| 5525 |
5525
Bayshore Asset Management
Coral Gables,
Florida
| US$ 201 mi | -US$ 16,9 mi | -8% | 1,73% | 66,1% | 56 | 39,29% | 2,6 |
|