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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$ 203 mi | -US$ 7,82 mi | -4% | 0,03% | 93,3% | 145 | 7,59% | 8 |
|
| 5602 |
5602
TAGStone Capital
Charlotte,
North Carolina
| US$ 203 mi | +US$ 7,44 mi | +4% | 1,02% | 62% | 94 | 4,26% | 2,2 |
|
| 5603 |
5603
Avaii Wealth Management
Appleton,
Wisconsin
| US$ 203 mi | +US$ 5,14 mi | +3% | 1,24% | 100% | 150 | 28,67% | 1,5 |
|
| 5604 |
5604
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$ 203 mi | +US$ 697 mil | +0,3% | 0,1% | 42,7% | 54 | 3,7% | 3,7 |
|
| 5605 |
5605
Sequent Asset Management
Houston,
Texas
| US$ 203 mi | +US$ 574 mil | +0,3% | 0,94% | 51,3% | 95 | 12,63% | 2,9 |
|
| 5606 |
5606
Adapt Wealth Advisors
Atlanta,
Georgia
| US$ 203 mi | +US$ 16,3 mi | +9% | 1% | – | 81 | 32,1% | 0,5 |
|
| 5607 |
5607
Mendon Capital Advisors
Key Largo,
Florida
| US$ 203 mi | +US$ 48,1 mi | +31% | 3,82% | – | 52 | 38,46% | 2,5 |
|
| 5608 |
5608
Trueblood Wealth Management
Lima,
Ohio
| US$ 203 mi | +US$ 3,72 mi | +2% | 1,09% | 89,9% | 241 | 10,79% | 0,9 |
|
| 5609 |
5609
Boyd Wealth Management
Sacramento,
California
| US$ 203 mi | +US$ 5,41 mi | +3% | 1,33% | 56,8% | 51 | 11,76% | 2,1 |
|
| 5610 |
DI
5610
Disciplined Investments
Tulsa,
Oklahoma
| US$ 203 mi | +US$ 182 mil | +0,1% | 2,42% | 51,4% | 127 | 10,24% | 3,3 |
|
| 5611 |
5611
Painted Porch Advisors
Santa Barbara,
California
| US$ 203 mi | +US$ 5,11 mi | +3% | 0,6% | – | 534 | 28,09% | 0,4 |
|
| 5612 |
5612
Standard General
New York
| US$ 203 mi | -US$ 29,2 mi | -13% | 0,9% | 259% | 3 | 0% | 6,3 |
|
| 5613 |
5613
TenCore Partners
New York
| US$ 203 mi | -US$ 8,73 mi | -4% | 4,38% | 78,4% | 12 | 8,33% | 3,1 |
|
| 5614 |
5614
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$ 203 mi | -US$ 1,41 mi | -0,7% | 0,94% | 38,1% | 23 | 8,7% | 3,1 |
|
| 5615 |
5615
Harbourvest Partners
Boston,
Massachusetts
| US$ 203 mi | +US$ 10,3 mi | +5% | 5,71% | 8,96% | 39 | 56,41% | 2,8 |
|
| 5616 |
5616
Plum Street Advisors
New Orleans,
Louisiana
| US$ 203 mi | +US$ 5,06 mi | +3% | 1,81% | – | 90 | 16,67% | 0,8 |
|
| 5617 |
5617
Starr Indemnity & Liability Company
New York
| US$ 203 mi | – | – | 2,03% | – | 5 | – | 0 |
|
| 5618 |
5618
Integrated Quantitative Investments
Bellevue,
Washington
| US$ 202 mi | – | – | 5,79% | – | 287 | – | 0 |
|
| 5619 |
5619
Ergawealth Advisors
Oak Brook,
Illinois
| US$ 202 mi | +US$ 679 mil | +0,3% | 0,25% | 50% | 65 | 10,77% | 1,4 |
|
| 5620 |
WA1
5620
Wimmer Associates 1
Pasadena,
California
| US$ 202 mi | -US$ 1,99 mi | -1% | 0,86% | 78,9% | 114 | 6,14% | 6,7 |
|
| 5621 |
5621
Bernzott Capital Advisors
Camarillo,
California
| US$ 202 mi | -US$ 30,1 mi | -13% | 4,65% | 46,2% | 42 | 16,67% | 2,7 |
|
| 5622 |
5622
Heights Capital Management
San Francisco,
California
| US$ 202 mi | +US$ 67,4 mi | +50% | 33,6% | – | 191 | 50,79% | 0,2 |
|
| 5623 |
5623
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$ 202 mi | +US$ 2,67 mi | +1% | 1,57% | 55% | 58 | 8,62% | 2,2 |
|
| 5624 |
5624
Pennington Partners & Co
Bethesda,
Maryland
| US$ 202 mi | – | – | 2,91% | – | 91 | – | 0 |
|
| 5625 |
5625
Ballast Asset Management
Dallas,
Texas
| US$ 202 mi | +US$ 6,01 mi | +3% | 11,3% | 123% | 54 | 11,11% | 1 |
|