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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
BTS Asset Management
Lincoln,
Massachusetts
| US$ 105 mi | -US$ 2,45 mi | -2% | 4,12% | 8,8% | 41 | 73,17% | 0,7 |
|
| 6952 |
6952
Bretton Capital Management
San Francisco,
California
| US$ 105 mi | – | – | 11,6% | – | 20 | – | 0 |
|
| 6953 |
6953
Amara Financial
San Francisco,
California
| US$ 105 mi | – | – | 5,99% | – | 42 | – | 0 |
|
| 6954 |
6954
Santa Clara Valley Transportation Authority
San Jose,
California
| US$ 104 mi | – | – | 4,73% | – | 4 | – | 0 |
|
| 6955 |
6955
Delta Wealth Advisors
Indianapolis,
Indiana
| US$ 104 mi | +US$ 2,34 mi | +2% | 4,48% | – | 47 | 19,15% | 0,5 |
|
| 6956 |
6956
Phillips Wealth Planners
Starkville,
Mississippi
| US$ 104 mi | +US$ 9,5 mi | +10% | 9,16% | 82% | 202 | 16,34% | 1,1 |
|
| 6957 |
PCMN
6957
Paradigm Capital Management (Nevada)
Reno,
Nevada
| US$ 104 mi | – | – | 6,27% | – | 58 | – | 1,8 |
|
| 6958 |
6958
Luts & Greenleigh Group
Bethesda,
Maryland
| US$ 104 mi | +US$ 8,01 mi | +8% | 5,71% | – | 87 | 13,79% | 1,2 |
|
| 6959 |
SPAS
6959
Spectrum Planning & Advisory Services
San Diego,
California
| US$ 104 mi | +US$ 394 mil | +0,4% | 5,07% | – | 61 | 19,67% | 1,6 |
|
| 6960 |
6960
Authentikos Wealth Advisory
Morgan Hill,
California
| US$ 104 mi | +US$ 489 mil | +0,5% | 3,05% | 43,5% | 159 | 80,5% | 0,2 |
|
| 6961 |
6961
Orcam Financial Group
Encinitas,
California
| US$ 103 mi | +US$ 10 mi | +11% | 5,65% | 40% | 49 | 18,37% | 1,8 |
|
| 6962 |
6962
New Covenant Trust Company
Jeffersonville,
Indiana
| US$ 103 mi | +US$ 16,2 mi | +19% | 5,94% | – | 91 | 17,58% | 0,4 |
|
| 6963 |
6963
Centerstone Investors
New York
| US$ 103 mi | -US$ 17 mi | -14% | 9,74% | 73,7% | 29 | 10,34% | 3,2 |
|
| 6964 |
6964
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 103 mi | +US$ 8,12 mi | +9% | 6,39% | 62,1% | 28 | 10,71% | 2,6 |
|
| 6965 |
6965
Breakout Capital Partners
New York
| US$ 103 mi | +US$ 20 mi | +24% | 2,96% | – | 8 | 25% | 0,5 |
|
| 6966 |
6966
Mayar Capital
London,
United Kingdom
| US$ 103 mi | -US$ 4,83 mi | -4% | 10,8% | 14,7% | 13 | 7,69% | 2,8 |
|
| 6967 |
6967
Alpha Square Group S
New York
| US$ 103 mi | +US$ 48,8 mi | +90% | 7,38% | 53,8% | 20 | 30% | 1,4 |
|
| 6968 |
6968
WealthGarden F.S.
El Segundo,
California
| US$ 103 mi | +US$ 7,85 mi | +8% | 5,28% | – | 125 | 14,4% | 0,2 |
|
| 6969 |
6969
Instrumental Wealth
Tampa,
Florida
| US$ 103 mi | +US$ 5,78 mi | +6% | 5,62% | 38,2% | 50 | 18% | 1 |
|
| 6970 |
6970
Accelerate Investment Advisors
Aliso Viejo,
California
| US$ 102 mi | – | – | 5,88% | – | 84 | – | 0 |
|
| 6971 |
6971
Agincourt Capital Management
Richmond,
Virginia
| US$ 102 mi | -US$ 5,15 mi | -5% | 5,39% | 0,36% | 4 | 25% | 2,8 |
|
| 6972 |
6972
Macroview Investment Management
Bethesda,
Maryland
| US$ 102 mi | +US$ 7,91 mi | +8% | 7,79% | 76,6% | 657 | 21,77% | 2,6 |
|
| 6973 |
6973
Jim Saulnier & Associates
Fort Collins,
Colorado
| US$ 102 mi | – | – | 3,8% | – | 83 | – | 0 |
|
| 6974 |
6974
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$ 102 mi | +US$ 3,44 mi | +3% | 6,58% | 89,8% | 90 | 12,22% | 2 |
|
| 6975 |
HPM
6975
Hudson Portfolio Management
Garrison,
New York
| US$ 102 mi | – | – | 6,87% | – | 110 | – | 2,5 |
|