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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
Exeter Financial
Scottsdale,
Arizona
| US$ 232 mi | +US$ 6,86 mi | +3% | 5,56% | 59,1% | 92 | 1,09% | 5,9 |
|
| 5577 |
5577
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$ 232 mi | +US$ 28,8 mi | +14% | 1,9% | 62% | 308 | 37,01% | 2,6 |
|
| 5578 |
CP
5578
CPV Partners
Stamford,
Connecticut
| US$ 231 mi | +US$ 49,9 mi | +27% | 28,9% | 105% | 4 | 0% | 4,6 |
|
| 5579 |
5579
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$ 231 mi | -US$ 113 mi | -33% | 2,6% | 22,2% | 5 | 20% | 1,4 |
|
| 5580 |
MCF
5580
MKA Charitable Fund
San Francisco,
California
| US$ 231 mi | -US$ 24,2 mi | -9% | 8,25% | 17,1% | 1 | 0% | 1,8 |
|
| 5581 |
HM
5581
Harvest Management
New York
| US$ 231 mi | -US$ 3,67 mi | -2% | 23,4% | 610% | 99 | 77,78% | 0,3 |
|
| 5582 |
5582
Blue Sky Capital Consultants Group
Poway,
California
| US$ 231 mi | +US$ 32,4 mi | +16% | 14,1% | – | 67 | 14,93% | 0,6 |
|
| 5583 |
5583
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$ 231 mi | +US$ 17,9 mi | +8% | 9,06% | 151% | 124 | 13,71% | 2,5 |
|
| 5584 |
5584
MBE Wealth Management
Tomah,
Wisconsin
| US$ 231 mi | +US$ 1,24 mi | +0,5% | 6,27% | 66,5% | 145 | 11,72% | 2,3 |
|
| 5585 |
5585
RiverPark Advisors
New York
| US$ 231 mi | +US$ 68,4 mi | +42% | 4,22% | 87,5% | 159 | 28,93% | 2,5 |
|
| 5586 |
5586
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$ 231 mi | +US$ 3,47 mi | +2% | 5,28% | 43,1% | 295 | 27,12% | 2,2 |
|
| 5587 |
CA
5587
Continental Advisors
Park City,
Utah
| US$ 231 mi | +US$ 17,6 mi | +8% | 8,19% | 73,6% | 43 | 9,3% | 6,4 |
|
| 5588 |
BOCM
5588
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 231 mi | +US$ 10 mi | +5% | 5,12% | 49,6% | 31 | 0% | 4,3 |
|
| 5589 |
5589
SFG Wealth Management
Towson,
Maryland
| US$ 231 mi | +US$ 65,4 mi | +39% | 8,55% | 86,3% | 138 | 46,38% | 1,4 |
|
| 5590 |
5590
Investmark Advisory Group
Shelton,
Connecticut
| US$ 231 mi | +US$ 17,2 mi | +8% | 8,11% | 73,8% | 133 | 3,76% | 2,5 |
|
| 5591 |
5591
Red Tortoise LLC
Atlanta,
Georgia
| US$ 231 mi | +US$ 23,3 mi | +11% | 6,86% | 43,7% | 628 | 10,99% | 2,2 |
|
| 5592 |
RFMS
5592
RWQ Financial Management Services
Naples,
Florida
| US$ 230 mi | -US$ 7,19 mi | -3% | 17,8% | 446% | 26 | 26,92% | 1,4 |
|
| 5593 |
5593
Master's Wealth Management
Lancaster,
Pennsylvania
| US$ 230 mi | +US$ 16,1 mi | +8% | 5,76% | – | 52 | 21,15% | 0,5 |
|
| 5594 |
5594
Genesee Capital Advisors
Auburn,
New York
| US$ 230 mi | +US$ 7,1 mi | +3% | 8,4% | 107% | 129 | 10,85% | 2,2 |
|
| 5595 |
5595
Element Wealth
Ridgeland,
Mississippi
| US$ 230 mi | +US$ 12,8 mi | +6% | 6,08% | 59,6% | 201 | 10,45% | 3,1 |
|
| 5596 |
5596
Harbour Investment Management
Edmonds,
Washington
| US$ 230 mi | -US$ 1,18 mi | -0,5% | 5,02% | 58,8% | 108 | 13,89% | 5,9 |
|
| 5597 |
5597
Eastover Investment Advisors
Charlotte,
North Carolina
| US$ 230 mi | +US$ 6,98 mi | +3% | 9,23% | 105% | 48 | 10,42% | 2,9 |
|
| 5598 |
5598
Roehl & Yi Investment Advisors
Eugene,
Oregon
| US$ 230 mi | +US$ 34,6 mi | +18% | 6,91% | – | 182 | 21,43% | 0,6 |
|
| 5599 |
5599
Western Financial Corp
San Diego,
California
| US$ 230 mi | +US$ 43,2 mi | +23% | 22,1% | 275% | 129 | 12,4% | 1,8 |
|
| 5600 |
FC
5600
Franchise Capital
Grand Cayman,
Cayman Islands
| US$ 230 mi | +US$ 38 mi | +20% | 19,4% | 537% | 32 | 31,25% | 0,7 |
|