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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Money Concepts Capital
Palm Beach Gardens,
Florida
| US$ 1,5 bi | +US$ 160 mi | +12% | 9,6% | 84,1% | 461 | 13,88% | 2,7 |
|
| 1702 |
1702
Trek Financial
Scottsdale,
Arizona
| US$ 1,49 bi | +US$ 110 mi | +8% | 12,2% | 152% | 463 | 27,65% | 1,9 |
|
| 1703 |
1703
Nichols & Pratt Advisers
Boston,
Massachusetts
| US$ 1,49 bi | +US$ 26,6 mi | +2% | 2,42% | 71,2% | 105 | 9,52% | 7,7 |
|
| 1704 |
1704
Frank Rimerman Advisors
Palo Alto,
California
| US$ 1,49 bi | +US$ 226 mi | +18% | 16% | 149% | 614 | 25,24% | 1,4 |
|
| 1705 |
1705
Strategy Capital
Los Altos,
California
| US$ 1,49 bi | +US$ 419 mi | +39% | 40,7% | 316% | 10 | 0% | 3,5 |
|
| 1706 |
1706
Regeneron Pharmaceuticals
Tarrytown,
New York
| US$ 1,49 bi | +US$ 251 mi | +20% | 21% | – | 6 | 33,33% | 0,5 |
|
| 1707 |
1707
Cambria Investment Management
Manhattan Beach,
California
| US$ 1,48 bi | +US$ 49,8 mi | +3% | 5,2% | 72% | 486 | 33,95% | 1,5 |
|
| 1708 |
1708
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$ 1,48 bi | +US$ 136 mi | +10% | 8,82% | 73,7% | 283 | 9,54% | 3,9 |
|
| 1709 |
1709
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 1,48 bi | +US$ 94,7 mi | +7% | 8,03% | 76% | 200 | 10% | 4,4 |
|
| 1710 |
1710
First Trust Capital Management
Chicago,
Illinois
| US$ 1,48 bi | +US$ 95,6 mi | +7% | 5,37% | 215% | 149 | 57,72% | 0,5 |
|
| 1711 |
1711
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 1,48 bi | +US$ 231 mi | +19% | 7,5% | 78,2% | 214 | 14,02% | 3,2 |
|
| 1712 |
1712
Sumitomo Life Insurance
Tokyo,
Japan
| US$ 1,47 bi | -US$ 1,32 bi | -47% | 12,8% | 69,6% | 284 | 10,92% | 7,9 |
|
| 1713 |
1713
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 1,47 bi | +US$ 47 mi | +3% | 7,5% | 94,5% | 238 | 12,61% | 7,2 |
|
| 1714 |
1714
Willis Johnson & Associates
Houston,
Texas
| US$ 1,47 bi | +US$ 151 mi | +11% | 7,7% | 55,9% | 182 | 14,84% | 2,4 |
|
| 1715 |
1715
Rebalance
Palo Alto,
California
| US$ 1,47 bi | +US$ 114 mi | +8% | 7,4% | 47,6% | 98 | 8,16% | 1,8 |
|
| 1716 |
1716
Ribbit Management Company
Palo Alto,
California
| US$ 1,47 bi | +US$ 494 mi | +51% | 58,8% | – | 11 | 0% | 1,3 |
|
| 1717 |
1717
Trans-Canada Capital
Montreal,
Quebec, Canada
| US$ 1,47 bi | +US$ 219 mi | +17% | 11,7% | – | 18 | 33,33% | 0,4 |
|
| 1718 |
1718
Thomasville National Bank
Thomasville,
Georgia
| US$ 1,47 bi | +US$ 101 mi | +7% | 9,8% | – | 238 | 8,4% | 6,6 |
|
| 1719 |
1719
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$ 1,46 bi | +US$ 154 mi | +12% | 9,78% | 104% | 704 | 12,22% | 3,2 |
|
| 1720 |
1720
Avestar Capital
New York
| US$ 1,46 bi | +US$ 312 mi | +27% | 16,8% | 112% | 532 | 16,35% | 2,2 |
|
| 1721 |
1721
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$ 1,46 bi | +US$ 104 mi | +8% | 10,5% | 106% | 370 | 37,57% | 1 |
|
| 1722 |
1722
Invictus Private Wealth
Denver,
Colorado
| US$ 1,46 bi | +US$ 199 mi | +16% | 14,3% | 84,2% | 88 | 17,05% | 2 |
|
| 1723 |
1723
Maple Capital Management
Montpelier,
Vermont
| US$ 1,46 bi | +US$ 166 mi | +13% | 12,8% | 114% | 129 | 17,05% | 6 |
|
| 1724 |
1724
TCI Wealth Advisors
Tucson,
Arizona
| US$ 1,46 bi | +US$ 210 mi | +17% | 7,8% | 68,2% | 265 | 18,11% | 6,6 |
|
| 1725 |
1725
First American Bank
Dundee,
Illinois
| US$ 1,46 bi | +US$ 107 mi | +8% | 12,7% | 114% | 174 | 6,9% | 6 |
|