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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Bay Rivers Group
Williamsburg,
Virginia
| US$ 100 mi | -US$ 12,3 mi | -11% | 4,78% | 166% | 64 | 10,94% | 2,1 |
|
| 5827 |
5827
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$ 100 mi | -US$ 1,5 mi | -1% | 4,05% | 68,8% | 120 | 20,83% | 1,1 |
|
| 5828 |
5828
Doheny Asset Management
Los Angeles,
California
| US$ 100 mi | – | – | 3,51% | 135% | 73 | – | 5,8 |
|
| 5829 |
5829
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$ 100 mi | -US$ 7,42 mi | -7% | 6,75% | 52,4% | 39 | 0% | 4 |
|
| 5830 |
5830
Silverhawk Asset Management
Scottsdale,
Arizona
| US$ 100 mi | -US$ 8,28 mi | -8% | 5,88% | – | 35 | 34,29% | 0,6 |
|
| 5831 |
5831
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$ 100 mi | -US$ 7,72 mi | -7% | 4,52% | 52,2% | 65 | 6,15% | 4,3 |
|
| 5832 |
5832
Jupiter Wealth Management
Glendale,
Colorado
| US$ 100 mi | -US$ 10,1 mi | -9% | 4,49% | 99,2% | 65 | 6,15% | 2,4 |
|
| 5833 |
AIP
5833
Alapocas Investment Partners
Beverly,
Massachusetts
| US$ 100 mi | -US$ 1 mi | -1% | 4,65% | 58,3% | 18 | 0% | 0,7 |
|
| 5834 |
5834
Dentgroup
Baton Rouge,
Louisiana
| US$ 100 mi | +US$ 9,8 mi | +11% | 5,05% | 53,6% | 96 | 20,83% | 0,6 |
|
| 5835 |
5835
Kite Lake Capital Management (UK)
London,
United Kingdom
| US$ 100 mi | +US$ 9,13 mi | +10% | 8,41% | 337% | 8 | 12,5% | 0,7 |
|
| 5836 |
5836
CBIZ Investment Advisory Services
Independence,
Ohio
| US$ 100 mi | -US$ 992 mi | -91% | 5,25% | 48,7% | 39 | 48,72% | 0,8 |
|
| 5837 |
5837
Greenstone Partners & Co
Larkspur,
California
| US$ 100 mi | +US$ 5,66 mi | +6% | 6,37% | 527% | 12 | 33,33% | 1,2 |
|
| 5838 |
5838
Warren Street Wealth Advisors
Newport Beach,
California
| US$ 99,3 mi | -US$ 4,2 mi | -4% | 6,82% | 84,6% | 57 | 12,28% | 0,6 |
|
| 5839 |
5839
Pring Turner Capital Group
Alamo,
California
| US$ 99,3 mi | -US$ 4,9 mi | -5% | 3,59% | 70,8% | 58 | 10,34% | 3,7 |
|
| 5840 |
5840
Washington Capital Management
Seattle,
Washington
| US$ 99,3 mi | -US$ 4,72 mi | -5% | 6,39% | 81,8% | 117 | 24,79% | 2,5 |
|
| 5841 |
5841
Comprehensive Wealth Management
Lynnwood,
Washington
| US$ 99,2 mi | -US$ 16,7 mi | -14% | 7,06% | 40,6% | 34 | 23,53% | 0,7 |
|
| 5842 |
5842
Arboretum Ventures
Ann Arbor,
Michigan
| US$ 99,1 mi | +US$ 9,08 mi | +10% | 11,1% | – | 3 | 0% | 0,8 |
|
| 5843 |
5843
LFS Asset Management
San Ramon,
California
| US$ 99,1 mi | -US$ 23,9 mi | -19% | 2,92% | – | 68 | 45,59% | 0,2 |
|
| 5844 |
EGVF
5844
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| US$ 99 mi | -US$ 5,99 mi | -6% | 1,2% | – | 5 | 40% | 1,3 |
|
| 5845 |
5845
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$ 99 mi | -US$ 5,8 mi | -6% | 3,56% | 101% | 553 | 7,05% | 0,7 |
|
| 5846 |
SPAS
5846
Spectrum Planning & Advisory Services
San Diego,
California
| US$ 98,9 mi | +US$ 3,01 mi | +3% | 3,37% | – | 59 | 20,34% | 1 |
|
| 5847 |
5847
Charter Research & Investment Group
Southport,
Connecticut
| US$ 98,9 mi | -US$ 11,1 mi | -10% | 4,9% | 82,3% | 77 | 6,49% | 6,1 |
|
| 5848 |
5848
Global Assets Advisory
Orlando,
Florida
| US$ 98,9 mi | +US$ 52,5 mi | +113% | 3,03% | 95,9% | 161 | 69,57% | 0,1 |
|
| 5849 |
5849
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$ 98,8 mi | -US$ 6,34 mi | -6% | 6,25% | 95,3% | 72 | 12,5% | 1,8 |
|
| 5850 |
5850
Act Two Investors
Santa Cruz,
California
| US$ 98,8 mi | -US$ 7,23 mi | -7% | 3,79% | 53% | 28 | 25% | 2,6 |
|