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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Swisher Financial Concepts
Westerville,
Ohio
| US$ 121 mi | +US$ 36,1 mi | +43% | 0,88% | – | 90 | 41,11% | 0,8 |
|
| 7052 |
7052
Lewis Asset Management
Lafayette,
California
| US$ 121 mi | -US$ 10,1 mi | -8% | 4,13% | 142% | 140 | 17,14% | 1 |
|
| 7053 |
7053
Archvest Wealth Advisors
Concord,
California
| US$ 121 mi | -US$ 17,1 mi | -12% | 0,22% | 53,1% | 66 | 12,12% | 1,9 |
|
| 7054 |
7054
Tiptree Advisors
New York
| US$ 121 mi | +US$ 24,4 mi | +25% | 0,8% | – | 27 | 40,74% | 0,2 |
|
| 7055 |
7055
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| US$ 121 mi | +US$ 2,89 mi | +2% | 0,38% | – | 126 | 6,35% | 0,2 |
|
| 7056 |
7056
Kepos Capital
New York
| US$ 121 mi | +US$ 5,02 mi | +4% | 2,22% | 21,1% | 74 | 51,35% | 0,9 |
|
| 7057 |
7057
Sand Grove Capital Management
London,
United Kingdom
| US$ 121 mi | -US$ 85,4 mi | -41% | 7,58% | 410% | 15 | 73,33% | 0,5 |
|
| 7058 |
SWM
7058
SpringVest Wealth Management
Dallas,
Texas
| US$ 121 mi | +US$ 3,88 mi | +3% | 2,63% | – | 60 | 18,33% | 0,2 |
|
| 7059 |
7059
Northwest Financial Advisors
Herndon,
Virginia
| US$ 121 mi | -US$ 539 mil | -0,4% | 3,36% | 67% | 125 | 14,4% | 1 |
|
| 7060 |
7060
SIMA Wealth Partners
North Chesterfield,
Virginia
| US$ 120 mi | +US$ 2,79 mi | +2% | 0,3% | – | 192 | 15,1% | 0,6 |
|
| 7061 |
7061
Northeast Planning Associates NH
Bedford,
New Hampshire
| US$ 120 mi | +US$ 23,8 mi | +25% | 6,61% | – | 60 | 46,67% | 0,2 |
|
| 7062 |
7062
Holcombe Financial
Atlanta,
Georgia
| US$ 120 mi | -US$ 1,02 mi | -0,8% | 1,06% | – | 42 | 16,67% | 0,2 |
|
| 7063 |
7063
Marest Capital
Tarzana,
California
| US$ 120 mi | -US$ 3,35 mi | -3% | 4,93% | 84,5% | 26 | 23,08% | 0,9 |
|
| 7064 |
7064
Dynamic Wealth Strategies
Granite Bay,
California
| US$ 120 mi | +US$ 7,92 mi | +7% | 0,94% | 52,2% | 233 | 72,53% | 0,3 |
|
| 7065 |
7065
Avant Capital
Lafayette,
Louisiana
| US$ 120 mi | -US$ 324 mil | -0,3% | 0,61% | – | 68 | 7,35% | 2,6 |
|
| 7066 |
JAIC
7066
Josh Arnold Investment Consultant
Edina,
Minnesota
| US$ 120 mi | +US$ 2,01 mi | +2% | 4,3% | 272% | 23 | 69,57% | 0,4 |
|
| 7067 |
7067
Baypointe Partners
Stamford,
Connecticut
| US$ 120 mi | – | – | 9,6% | – | 19 | – | 0 |
|
| 7068 |
SPAS
7068
Spectrum Planning & Advisory Services
San Diego,
California
| US$ 120 mi | +US$ 4,9 mi | +4% | 0,88% | – | 71 | 23,94% | 1,7 |
|
| 7069 |
7069
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$ 120 mi | -US$ 3,26 mi | -3% | 1,78% | 83,3% | 93 | 13,98% | 4,7 |
|
| 7070 |
7070
Bay Capital Advisors
Virginia Beach,
Virginia
| US$ 120 mi | -US$ 4,25 mi | -3% | 3,15% | – | 116 | 8,62% | 0,2 |
|
| 7071 |
7071
Gerber LLC
Columbus,
Ohio
| US$ 120 mi | -US$ 17,3 mi | -13% | 3,5% | 137% | 101 | 19,8% | 1,1 |
|
| 7072 |
7072
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| US$ 120 mi | -US$ 10,2 mi | -8% | 13,3% | 54,4% | 6 | 33,33% | 1,3 |
|
| 7073 |
7073
Two West Capital Advisors
Overland Park,
Kansas
| US$ 120 mi | +US$ 3,04 mi | +3% | 0,55% | – | 82 | 15,85% | 0,6 |
|
| 7074 |
7074
Guided Capital Wealth Management
Houston,
Texas
| US$ 120 mi | +US$ 10,6 mi | +10% | 4,26% | – | 38 | 28,95% | 0,2 |
|
| 7075 |
7075
Accredited Investor Services
St. Cloud,
Minnesota
| US$ 120 mi | -US$ 5,3 mi | -4% | 2,84% | – | 98 | 70,41% | 0,1 |
|