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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Medallion Wealth Advisors
Farmington,
Connecticut
| US$ 202 mi | – | – | 1,05% | – | 1.022 | – | 0 |
|
| 5627 |
IA
5627
Incentive AS
Oslo,
Norway
| US$ 202 mi | +US$ 37,7 mi | +23% | 0,38% | – | 2 | 0% | 0,6 |
|
| 5628 |
5628
ORIX Corp
Tokyo,
Japan
| US$ 202 mi | -US$ 312 mi | -61% | 12% | 11,7% | 1 | 0% | 7 |
|
| 5629 |
5629
Gallacher Capital Management
Lone Tree,
Colorado
| US$ 202 mi | -US$ 16,4 mi | -8% | 1,19% | 82,8% | 307 | 15,96% | 1,1 |
|
| 5630 |
5630
Brown Shipley & Co
London,
United Kingdom
| US$ 201 mi | -US$ 1,91 mi | -0,9% | 4,73% | 125% | 70 | 12,86% | 1,6 |
|
| 5631 |
5631
Seneca Financial Advisors
Rochester,
New York
| US$ 201 mi | -US$ 4,19 mi | -2% | 1,71% | 50,9% | 58 | 12,07% | 2,7 |
|
| 5632 |
5632
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 201 mi | -US$ 6,44 mi | -3% | 2,95% | 95,7% | 130 | 12,31% | 3,3 |
|
| 5633 |
5633
TFR Capital
Plano,
Texas
| US$ 201 mi | – | – | 3,5% | – | 115 | – | 0 |
|
| 5634 |
5634
Firethorn Wealth Partners
Augusta,
Georgia
| US$ 201 mi | +US$ 4,26 mi | +2% | 1,26% | 75,1% | 167 | 12,57% | 2,1 |
|
| 5635 |
5635
Raelipskie Partnership
Waterloo,
Ontario, Canada
| US$ 201 mi | -US$ 3,83 mi | -2% | 1,03% | – | 130 | 11,54% | 0,8 |
|
| 5636 |
WIA
5636
Wetzel Investment Advisors
Indianapolis,
Indiana
| US$ 201 mi | +US$ 2,3 mi | +1% | 0,48% | 72,2% | 129 | 12,4% | 0,9 |
|
| 5637 |
5637
Sivia Capital Partners
Mill Valley,
California
| US$ 201 mi | +US$ 31,9 mi | +19% | 28% | – | 237 | 22,78% | 0,8 |
|
| 5638 |
5638
Doma Perpetual Capital Management
Miami,
Florida
| US$ 201 mi | +US$ 3 mi | +2% | 2,69% | – | 8 | 0% | 0,9 |
|
| 5639 |
5639
Abbot Financial Management
Andover,
Massachusetts
| US$ 201 mi | +US$ 2,15 mi | +1% | 3,1% | 116% | 129 | 5,43% | 5,2 |
|
| 5640 |
5640
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 201 mi | +US$ 4,53 mi | +2% | 1,25% | 89,7% | 143 | 23,08% | 2,7 |
|
| 5641 |
5641
Prosperity Financial Group
San Ramon,
California
| US$ 201 mi | +US$ 22,2 mi | +12% | 6,09% | 121% | 192 | 27,6% | 1,1 |
|
| 5642 |
5642
Ironwood Investment Management
Boston,
Massachusetts
| US$ 201 mi | -US$ 4,43 mi | -2% | 0,54% | 163% | 181 | 10,5% | 6,4 |
|
| 5643 |
5643
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 201 mi | -US$ 1,28 mi | -0,6% | 0,74% | 64,1% | 53 | 13,21% | 4 |
|
| 5644 |
5644
Blackston Financial Advisory Group
The Villages,
Florida
| US$ 201 mi | +US$ 7,35 mi | +4% | 1,95% | 79,8% | 145 | 15,17% | 0,9 |
|
| 5645 |
5645
Siguler Guff Advisers
New York
| US$ 201 mi | -US$ 68,2 mi | -25% | 15% | 37,7% | 5 | 20% | 3,3 |
|
| 5646 |
5646
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 201 mi | -US$ 1,39 mi | -0,7% | 2,51% | 58,3% | 14 | 0% | 7,3 |
|
| 5647 |
5647
Blue Square Asset Management
New York
| US$ 201 mi | +US$ 14,5 mi | +8% | 6,34% | 117% | 78 | 16,67% | 1,7 |
|
| 5648 |
5648
Heritage Family Offices
Scottsdale,
Arizona
| US$ 200 mi | +US$ 6,7 mi | +3% | 1,76% | – | 195 | 13,33% | 0,4 |
|
| 5649 |
5649
Stephens Group
Little Rock,
Arkansas
| US$ 200 mi | +US$ 12,1 mi | +6% | 8,77% | 45% | 3 | 0% | 2,8 |
|
| 5650 |
5650
Powers Advisory Group
Highland,
Illinois
| US$ 200 mi | -US$ 731 mil | -0,4% | 1,53% | 49,8% | 104 | 6,73% | 2,3 |
|