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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Miller Financial Services
Marshall,
Michigan
| US$ 118 mi | – | – | 3,61% | – | 128 | – | 0 |
|
| 7202 |
7202
Epacria Capital Partners
Boulder,
Colorado
| US$ 118 mi | -US$ 28,3 mi | -19% | 0,54% | 89,1% | 52 | 21,15% | 1,6 |
|
| 7203 |
7203
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| US$ 118 mi | – | – | 1,38% | – | 48 | – | 0 |
|
| 7204 |
7204
Retirement Wealth Solutions
Marshfield,
Wisconsin
| US$ 118 mi | – | – | 1,76% | – | 439 | – | 0 |
|
| 7205 |
7205
PharVision Advisers
Boca Raton,
Florida
| US$ 118 mi | – | – | 4,05% | – | 380 | – | 0 |
|
| 7206 |
7206
WealthTrak Capital Management
Virginia Beach,
Virginia
| US$ 118 mi | – | – | 0,56% | – | 934 | – | 0 |
|
| 7207 |
7207
Rip Road Capital Partners
Boston,
Massachusetts
| US$ 118 mi | +US$ 6,15 mi | +5% | 19,6% | 121% | 20 | 20% | 1,3 |
|
| 7208 |
JAIC
7208
Josh Arnold Investment Consultant
Edina,
Minnesota
| US$ 118 mi | -US$ 4,23 mi | -3% | 11,2% | 272% | 28 | 71,43% | 0,8 |
|
| 7209 |
7209
Courant Investment Management
Franklin,
Tennessee
| US$ 118 mi | -US$ 884 mil | -0,7% | 4,2% | 35,2% | 9 | 11,11% | 4,8 |
|
| 7210 |
7210
Schrum Private Wealth Management
St. Augustine,
Florida
| US$ 118 mi | -US$ 75,5 mi | -39% | 1,09% | 60,9% | 176 | 34,66% | 2,1 |
|
| 7211 |
TM
7211
Thiel Macro
Los Angeles,
California
| US$ 118 mi | – | – | 28,9% | – | 3 | – | 0 |
|
| 7212 |
7212
Sheets Smith Investment Management
Houston,
Texas
| US$ 118 mi | – | – | 14% | – | 57 | – | 0,4 |
|
| 7213 |
7213
Stadium Capital Management
New Canaan,
Connecticut
| US$ 118 mi | -US$ 14,9 mi | -11% | 13,8% | 10,9% | 12 | 25% | 1,5 |
|
| 7214 |
7214
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$ 118 mi | +US$ 336 mil | +0,3% | 0,06% | 62,6% | 85 | 8,24% | 0,9 |
|
| 7215 |
7215
White & Co Financial Planning
Sunnyside,
Washington
| US$ 118 mi | – | – | 3,77% | – | 19 | – | 0 |
|
| 7216 |
7216
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| US$ 118 mi | – | – | 1,09% | – | 119 | – | 0 |
|
| 7217 |
7217
Revere Asset Management
Dallas,
Texas
| US$ 118 mi | -US$ 7,43 mi | -6% | 24,9% | 592% | 39 | 74,36% | 0,3 |
|
| 7218 |
7218
Fort Vancouver Investment Management
Vancouver,
Washington
| US$ 118 mi | +US$ 1,99 mi | +2% | 1,53% | – | 53 | 20,75% | 0,4 |
|
| 7219 |
7219
Cannon Advisors
Charlotte,
North Carolina
| US$ 118 mi | -US$ 4,62 mi | -4% | 2,36% | – | 74 | 22,97% | 0,2 |
|
| 7220 |
7220
Hickory Asset Management
Concord,
Ohio
| US$ 118 mi | – | – | 1,69% | – | 90 | – | 0 |
|
| 7221 |
7221
Arcadia Wealth Management (New York)
Smithtown,
New York
| US$ 118 mi | – | – | 0,87% | – | 50 | – | 0 |
|
| 7222 |
7222
SIMA Wealth Partners
North Chesterfield,
Virginia
| US$ 118 mi | +US$ 2,51 mi | +2% | 1,98% | – | 175 | 21,14% | 0,4 |
|
| 7223 |
7223
Kuhn & Co Investment Counsel
Chicago,
Illinois
| US$ 118 mi | +US$ 397 mil | +0,3% | 0,6% | 88,7% | 133 | 7,52% | 0,9 |
|
| 7224 |
DFA
7224
Davies Financial Advisors
Murrieta,
California
| US$ 118 mi | +US$ 2,92 mi | +3% | 3,61% | – | 75 | 20% | 0,6 |
|
| 7225 |
7225
Washington University
St Louis,
Missouri
| US$ 118 mi | -US$ 36,7 mi | -24% | 23,3% | 30,4% | 5 | 60% | 2 |
|