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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
SCP Investment
Orinda,
California
| US$ 104 mi | -US$ 3,44 mi | -3% | 7,93% | 32,8% | 37 | 48,65% | 1,2 |
|
| 6152 |
6152
Cook Wealth
Raleigh,
North Carolina
| US$ 104 mi | +US$ 11,8 mi | +13% | 7,42% | 7,36% | 47 | 17,02% | 0,8 |
|
| 6153 |
6153
Pillar Wealth Advisors
West Chester,
Pennsylvania
| US$ 104 mi | +US$ 3,4 mi | +3% | 6,65% | 21,9% | 65 | 15,38% | 0,8 |
|
| 6154 |
6154
VeriStar Capital Management
New York
| US$ 104 mi | +US$ 13,6 mi | +15% | 20,6% | 41% | 12 | 16,67% | 0,8 |
|
| 6155 |
6155
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$ 104 mi | – | – | 16,4% | 110% | 80 | – | 0 |
|
| 6156 |
KSCM
6156
Key Square Capital Management
Stamford,
Connecticut
| US$ 104 mi | +US$ 47,4 mi | +84% | 33,2% | 50,2% | 14 | 71,43% | 0,3 |
|
| 6157 |
6157
Marmo Financial Group
Johnson City,
Tennessee
| US$ 104 mi | – | – | 10,5% | 47,5% | 18 | – | 0 |
|
| 6158 |
6158
Ascension Capital Advisors
Houston,
Texas
| US$ 103 mi | +US$ 10,5 mi | +11% | 6,86% | 59,3% | 37 | 29,73% | 1,8 |
|
| 6159 |
VCM
6159
Viewpoint Capital Management
Seattle,
Washington
| US$ 103 mi | +US$ 2,32 mi | +2% | 7,18% | 127% | 120 | 12,5% | 0,9 |
|
| 6160 |
6160
Harrison & Co Wealth Management
Roanoke,
Virginia
| US$ 103 mi | +US$ 9,17 mi | +10% | 9,24% | – | 82 | 13,41% | 0,9 |
|
| 6161 |
6161
Boothe Investment Group
Dover,
Delaware
| US$ 103 mi | -US$ 50,8 mi | -33% | 5,33% | 75,6% | 44 | 31,82% | 1,5 |
|
| 6162 |
6162
WealthTrust Asset Management
Destin,
Florida
| US$ 103 mi | +US$ 8,53 mi | +9% | 4,19% | 102% | 75 | 24% | 0,9 |
|
| 6163 |
6163
Jupiter Wealth Management
Glendale,
Colorado
| US$ 103 mi | +US$ 3,7 mi | +4% | 10,2% | 99,2% | 67 | 19,4% | 2,7 |
|
| 6164 |
6164
United Community Bank
Greenville,
South Carolina
| US$ 103 mi | +US$ 7,56 mi | +8% | 11% | 72,7% | 278 | 17,27% | 0,9 |
|
| 6165 |
6165
Midwest Heritage Bank
West Des Moines,
Iowa
| US$ 103 mi | +US$ 7,7 mi | +8% | 8,79% | 52,2% | 65 | 4,62% | 0,9 |
|
| 6166 |
6166
Strategic Financial Planning
Plano,
Texas
| US$ 103 mi | +US$ 7,18 mi | +7% | 7,79% | 47,5% | 34 | 11,76% | 2,5 |
|
| 6167 |
6167
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 103 mi | +US$ 11,1 mi | +12% | 9,14% | 36,4% | 14 | 7,14% | 0,9 |
|
| 6168 |
6168
Harbor Capital Advisors
Chicago,
Illinois
| US$ 103 mi | -US$ 5,79 mi | -5% | 2,43% | 128% | 169 | 13,02% | 0,8 |
|
| 6169 |
6169
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$ 103 mi | +US$ 21 mi | +26% | 11,1% | 76,3% | 56 | 10,71% | 0,8 |
|
| 6170 |
6170
Zeit Capital
Greenwood Village,
Colorado
| US$ 103 mi | +US$ 6,67 mi | +7% | 8,68% | 56,5% | 38 | 28,95% | 1,6 |
|
| 6171 |
6171
RCS Financial Planning
Annapolis,
Maryland
| US$ 103 mi | – | – | 6,73% | 48,2% | 51 | – | 0 |
|
| 6172 |
6172
Nationwide Asset Management
Columbus,
Ohio
| US$ 103 mi | +US$ 43,8 mi | +74% | 4,58% | 8,56% | 7 | 14,29% | 2,6 |
|
| 6173 |
6173
Tenret Company
Tampa,
Florida
| US$ 103 mi | +US$ 12 mi | +13% | 7,24% | – | 28 | 14,29% | 1,4 |
|
| 6174 |
6174
Courant Investment Management
Franklin,
Tennessee
| US$ 103 mi | +US$ 10,4 mi | +11% | 13,1% | 35,2% | 11 | 18,18% | 4,4 |
|
| 6175 |
6175
Ally Bridge Group
New York
| US$ 103 mi | -US$ 48,7 mi | -32% | 2,18% | 844% | 45 | 46,67% | 0,4 |
|