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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
4Thought Financial Group
Syosset,
New York
| US$ 104 mi | – | – | 2,22% | 40,8% | 102 | – | 0 |
|
| 5677 |
5677
Intact Financial Corporation
Toronto,
Ontario, Canada
| US$ 104 mi | – | – | 33,8% | – | 1 | – | 0 |
|
| 5678 |
5678
O'Neil Global Advisors
Los Angeles,
California
| US$ 104 mi | – | – | 23,5% | 1.841% | 61 | – | 0 |
|
| 5679 |
5679
Mangham Associates
Charlottesville,
Virginia
| US$ 104 mi | -US$ 829 mil | -0,8% | 5,58% | 24,4% | 5 | 0% | 2,1 |
|
| 5680 |
5680
Clayton Partners
Berkeley,
California
| US$ 104 mi | – | – | 25,7% | 109% | 33 | – | 0 |
|
| 5681 |
5681
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 103 mi | – | – | 5,41% | 41,2% | 234 | – | 0 |
|
| 5682 |
JC
5682
JCSD Capital
Walnut Creek,
California
| US$ 103 mi | +US$ 14,3 mi | +16% | 18,5% | – | 69 | 18,84% | 1,2 |
|
| 5683 |
5683
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$ 103 mi | -US$ 1,6 mi | -2% | 4,38% | 85,6% | 104 | 12,5% | 4,3 |
|
| 5684 |
5684
Akaris Global Partners
New York
| US$ 103 mi | -US$ 24,6 mi | -19% | 1,8% | 35% | 21 | 52,38% | 0,5 |
|
| 5685 |
HFAS
5685
Hummer Financial Advisory Services
Chicago,
Illinois
| US$ 103 mi | +US$ 7,77 mi | +8% | 6,64% | 71,8% | 107 | 7,48% | 1 |
|
| 5686 |
5686
Grand Central Investment Group
Tampa,
Florida
| US$ 103 mi | -US$ 8,97 mi | -8% | 0,53% | – | 41 | 17,07% | 0,2 |
|
| 5687 |
5687
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$ 103 mi | +US$ 10 mi | +11% | 10,8% | 65,5% | 60 | 23,33% | 0,8 |
|
| 5688 |
DLDF
5688
Dan L. Duncan Foundation
Houston,
Texas
| US$ 103 mi | +US$ 33,7 mi | +49% | 6,21% | 11,8% | 4 | 75% | 0,4 |
|
| 5689 |
5689
Peak Planning Group
Centennial,
Colorado
| US$ 103 mi | +US$ 14,5 mi | +16% | 4,34% | 105% | 76 | 21,05% | 0,4 |
|
| 5690 |
5690
Capital CS Group
Irvine,
California
| US$ 102 mi | +US$ 6,13 mi | +6% | 6,24% | 27,8% | 89 | 69,66% | 0,1 |
|
| 5691 |
5691
Farley Capital
New York
| US$ 102 mi | +US$ 3,94 mi | +4% | 8,01% | 116% | 18 | 0% | 3,5 |
|
| 5692 |
5692
Mantle Ridge LP
New York
| US$ 102 mi | -US$ 1,89 mi | -2% | 1,8% | 44,2% | 1 | 0% | 1,5 |
|
| 5693 |
5693
Trust Investment Advisors
Indianapolis,
Indiana
| US$ 102 mi | +US$ 3,34 mi | +3% | 7,9% | 178% | 81 | 13,58% | 3,1 |
|
| 5694 |
5694
Mount Vernon Associates
Baltimore,
Maryland
| US$ 102 mi | +US$ 6,66 mi | +7% | 8,79% | 136% | 56 | 1,79% | 4,8 |
|
| 5695 |
5695
OneAscent Financial Services
Birmingham,
Alabama
| US$ 102 mi | +US$ 7,97 mi | +9% | 3,61% | 68,2% | 164 | 32,93% | 0,8 |
|
| 5696 |
5696
AWH Capital
Dallas,
Texas
| US$ 102 mi | +US$ 1,58 mi | +2% | 41,9% | 183% | 40 | 37,5% | 1 |
|
| 5697 |
5697
Avondale Wealth Management
West Lake Hills,
Texas
| US$ 102 mi | +US$ 15,3 mi | +18% | 2,74% | 83,8% | 111 | 17,12% | 2,2 |
|
| 5698 |
CWM
5698
CCG Wealth Management
San Diego,
California
| US$ 101 mi | +US$ 6,62 mi | +7% | 6,12% | 82,6% | 90 | 21,11% | 1,3 |
|
| 5699 |
5699
First Bancorp
Damariscotta,
Maine
| US$ 101 mi | – | – | 7,93% | 80,3% | 101 | – | 0 |
|
| 5700 |
5700
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$ 101 mi | +US$ 6,04 mi | +6% | 8,71% | 74,4% | 116 | 14,66% | 0,2 |
|