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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
Significant Wealth Partners
Cary,
Illinois
| US$ 195 mi | +US$ 1,97 mi | +1% | 2,93% | 21,7% | 94 | 12,77% | 0,6 |
|
| 5602 |
5602
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$ 195 mi | -US$ 2,67 mi | -1% | 0,88% | 69% | 65 | 23,08% | 1,5 |
|
| 5603 |
5603
Fairfield University
Fairfield,
Connecticut
| US$ 195 mi | +US$ 8,01 mi | +4% | 2,54% | 70,6% | 3 | 0% | 7,6 |
|
| 5604 |
TLP
5604
Tri Locum Partners
New York
| US$ 195 mi | -US$ 288 mi | -60% | 6,06% | 357% | 37 | 64,86% | 0,7 |
|
| 5605 |
5605
Riverwater Partners
Milwaukee,
Wisconsin
| US$ 195 mi | -US$ 10,7 mi | -5% | 2,21% | 112% | 233 | 22,32% | 1,7 |
|
| 5606 |
5606
Heartland Bank & Trust
Bloomington,
Illinois
| US$ 195 mi | +US$ 10,7 mi | +6% | 1,31% | 118% | 188 | 40,43% | 1,5 |
|
| 5607 |
5607
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 195 mi | -US$ 14,3 mi | -7% | 1,63% | 47,5% | 40 | 7,5% | 4,2 |
|
| 5608 |
WA
5608
Win Advisors
Palm Beach Gardens,
Florida
| US$ 195 mi | -US$ 12 mi | -6% | 0,01% | 266% | 89 | 78,65% | 0,3 |
|
| 5609 |
5609
CastleKeep Investment Advisors
Westport,
Connecticut
| US$ 195 mi | +US$ 51,9 mi | +36% | 1,28% | 53,2% | 89 | 11,24% | 0,9 |
|
| 5610 |
SV
5610
Stilwell Value
New York
| US$ 195 mi | -US$ 3,92 mi | -2% | 8,9% | 87,9% | 32 | 6,25% | 5,4 |
|
| 5611 |
5611
Raelipskie Partnership
Waterloo,
Ontario, Canada
| US$ 195 mi | -US$ 6,75 mi | -3% | 1,46% | – | 128 | 8,59% | 1 |
|
| 5612 |
DIM
5612
DC Investments Management
Mclean,
Virginia
| US$ 195 mi | +US$ 41,2 mi | +27% | 1,94% | 59,3% | 137 | 51,09% | 1 |
|
| 5613 |
5613
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$ 194 mi | +US$ 2,52 mi | +1% | 0,37% | – | 134 | 16,42% | 0,2 |
|
| 5614 |
NME
5614
Notis-McConarty Edward
| US$ 194 mi | -US$ 12,2 mi | -6% | 0,96% | 104% | 83 | 16,87% | 7,5 |
|
| 5615 |
5615
626 Financial
Portage,
Michigan
| US$ 194 mi | +US$ 8,84 mi | +5% | 3,55% | 81,1% | 114 | 11,4% | 3 |
|
| 5616 |
5616
Lynx Capital Group
Beachwood,
Ohio
| US$ 194 mi | +US$ 20,6 mi | +12% | 0,26% | 65,6% | 84 | 13,1% | 1,1 |
|
| 5617 |
5617
Windle Wealth
Oklahoma City,
Oklahoma
| US$ 194 mi | +US$ 13,3 mi | +7% | 5,34% | 93% | 33 | 9,09% | 2 |
|
| 5618 |
5618
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$ 194 mi | -US$ 16,3 mi | -8% | 2,57% | 83,9% | 109 | 12,84% | 2,5 |
|
| 5619 |
5619
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$ 194 mi | +US$ 1,05 mi | +0,5% | 1,97% | 92,9% | 153 | 36,6% | 1,4 |
|
| 5620 |
5620
Stephens Group
Little Rock,
Arkansas
| US$ 194 mi | -US$ 6,1 mi | -3% | 1,93% | 45% | 3 | 0% | 3 |
|
| 5621 |
5621
Alhambra Investment Management
Palmetto Bay,
Florida
| US$ 194 mi | -US$ 916 mil | -0,5% | 0,8% | 67,7% | 173 | 9,83% | 3,1 |
|
| 5622 |
5622
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 194 mi | -US$ 52,4 mi | -21% | 2,62% | 417% | 78 | 32,05% | 2,4 |
|
| 5623 |
5623
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$ 194 mi | -US$ 27,6 mi | -12% | 11,3% | 114% | 14 | 7,14% | 3,3 |
|
| 5624 |
5624
Melia Wealth
Tulsa,
Oklahoma
| US$ 194 mi | +US$ 2,31 mi | +1% | 0,83% | 9,5% | 19 | 0% | 1,1 |
|
| 5625 |
5625
Red Tortoise LLC
Atlanta,
Georgia
| US$ 194 mi | +US$ 717 mil | +0,4% | 1,78% | 43,7% | 640 | 19,22% | 1,9 |
|