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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
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$ 114 mi | +US$ 328 mil | +0,3% | 0,78% | – | 71 | 21,13% | 0,2 |
|
| 7202 |
7202
Elm3 Financial Group
Alpharetta,
Georgia
| US$ 114 mi | -US$ 3,47 mi | -3% | 3,95% | – | 105 | 18,1% | 0,2 |
|
| 7203 |
PCC
7203
Park Circle Company
Baltimore,
Maryland
| US$ 114 mi | +US$ 1,57 mi | +1% | 5,17% | 70,5% | 115 | 9,57% | 4 |
|
| 7204 |
7204
Hickory Point Bank & Trust
Decatur,
Illinois
| US$ 114 mi | +US$ 1,02 mi | +0,9% | 0,31% | – | 131 | 15,27% | 0,2 |
|
| 7205 |
7205
Schrum Private Wealth Management
St. Augustine,
Florida
| US$ 114 mi | -US$ 4,3 mi | -4% | 2,08% | 60,9% | 132 | 12,12% | 2,3 |
|
| 7206 |
7206
Twin City Private Wealth
Winston-Salem,
North Carolina
| US$ 114 mi | +US$ 553 mil | +0,5% | 2,69% | – | 98 | 7,14% | 0,9 |
|
| 7207 |
CAM
7207
Crown Advisors Management
Larkspur,
California
| US$ 114 mi | -US$ 42,2 mi | -27% | 7,7% | 251% | 40 | 15% | 2,8 |
|
| 7208 |
7208
Rik Saylor Financial
Fairfield,
Ohio
| US$ 114 mi | +US$ 5,39 mi | +5% | 1,73% | – | 82 | 8,54% | 0,2 |
|
| 7209 |
7209
Canandaigua National Trust of Florida
Canandaigua,
New York
| US$ 113 mi | -US$ 14,7 mi | -11% | 0,34% | – | 125 | 28,8% | 0,4 |
|
| 7210 |
7210
13D Management
New York
| US$ 113 mi | -US$ 21,6 mi | -16% | 6,2% | 157% | 25 | 32% | 1,5 |
|
| 7211 |
7211
Shotwell Rutter Baer
Lansing,
Michigan
| US$ 113 mi | -US$ 5,33 mi | -4% | 0,57% | 45,5% | 34 | 2,94% | 1 |
|
| 7212 |
TP
7212
Thunderbird Partners
London,
United Kingdom
| US$ 113 mi | +US$ 51,4 mi | +83% | 1,31% | 38% | 9 | 77,78% | 0,1 |
|
| 7213 |
7213
Forge Financial Services
Edmond,
Oklahoma
| US$ 113 mi | -US$ 5,76 mi | -5% | 2,73% | – | 21 | 4,76% | 0,2 |
|
| 7214 |
7214
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$ 113 mi | -US$ 3,21 mi | -3% | 0,94% | 96,8% | 348 | 4,02% | 3,5 |
|
| 7215 |
7215
QVIDTVM Management
The Woodlands,
Texas
| US$ 113 mi | -US$ 11 mi | -9% | 8,51% | 27,1% | 9 | 22,22% | 1,4 |
|
| 7216 |
7216
Cathy Pareto & Associates
Coral Gables,
Florida
| US$ 113 mi | +US$ 4,25 mi | +4% | 1,72% | – | 88 | 19,32% | 0,2 |
|
| 7217 |
7217
Opinicus Capital
Tampa,
Florida
| US$ 113 mi | -US$ 5,86 mi | -5% | 4,6% | 129% | 102 | 12,75% | 1 |
|
| 7218 |
7218
Monetta Financial Services
Wheaton,
Illinois
| US$ 113 mi | -US$ 11,3 mi | -9% | 4,28% | 305% | 61 | 32,79% | 2,4 |
|
| 7219 |
7219
Adams Street Partners
Chicago,
Illinois
| US$ 113 mi | +US$ 142 mil | +0,1% | 32,7% | 399% | 8 | 37,5% | 2,9 |
|
| 7220 |
7220
IDG China Venture Capital Fund V Associates
Hong Kong
| US$ 113 mi | -US$ 16,8 mi | -13% | 13% | 12,6% | 1 | 0% | 3,3 |
|
| 7221 |
7221
Axim Planning & Wealth
Springboro,
Ohio
| US$ 113 mi | +US$ 18,9 mi | +20% | 26,1% | 32,3% | 57 | 49,12% | 1 |
|
| 7222 |
7222
SageOak Financial
Tulsa,
Oklahoma
| US$ 113 mi | +US$ 3,35 mi | +3% | 0,36% | – | 46 | 32,61% | 0,2 |
|
| 7223 |
7223
CPR Investments
Rochester,
Michigan
| US$ 113 mi | +US$ 1,92 mi | +2% | 1,25% | 84% | 45 | 40% | 1 |
|
| 7224 |
7224
Aspire Growth Partners
Miromar Lakes,
Florida
| US$ 113 mi | +US$ 10,5 mi | +10% | 2,53% | – | 116 | 17,24% | 0,2 |
|
| 7225 |
7225
bLong Financial
Memphis,
Tennessee
| US$ 113 mi | -US$ 8,75 mi | -7% | 2,38% | – | 84 | 15,48% | 0,2 |
|