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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Icon Wealth Partners
Houston,
Texas
| US$ 518 mi | +US$ 105 mi | +25% | 6,19% | – | 329 | 46,5% | 1,3 |
|
| 2277 |
2277
Blue Whale Capital
London,
United Kingdom
| US$ 518 mi | +US$ 148 mi | +40% | 10,2% | 409% | 17 | 5,88% | 0,7 |
|
| 2278 |
2278
Kore Private Wealth
New York
| US$ 518 mi | +US$ 27,9 mi | +6% | 10,1% | 35,9% | 1.246 | 78,89% | 1,3 |
|
| 2279 |
2279
Summit Trail Advisors
New York
| US$ 517 mi | -US$ 19 mi | -4% | 9,93% | 74,8% | 252 | 48,81% | 0,5 |
|
| 2280 |
2280
Bouchey Financial Group
Troy,
New York
| US$ 516 mi | +US$ 41,8 mi | +9% | 6,84% | 66,7% | 73 | 12,33% | 2,9 |
|
| 2281 |
2281
Ropes Wealth Advisors
Boston,
Massachusetts
| US$ 516 mi | +US$ 26,2 mi | +5% | 9,57% | 71% | 681 | 24,23% | 2,8 |
|
| 2282 |
2282
Cutler Investment Counsel
Jacksonville,
Oregon
| US$ 516 mi | +US$ 45,5 mi | +10% | 6,78% | 61,8% | 89 | 4,49% | 4,1 |
|
| 2283 |
2283
LVM Capital Management
Portage,
Michigan
| US$ 516 mi | +US$ 28,1 mi | +6% | 6,26% | 121% | 112 | 7,14% | 4,7 |
|
| 2284 |
2284
PKO Investment Management Joint-Stock
Warsaw,
Poland
| US$ 516 mi | +US$ 75,4 mi | +17% | 9,46% | 145% | 80 | 6,25% | 3,1 |
|
| 2285 |
2285
Fortis Group Advisors
Westwood,
New Jersey
| US$ 516 mi | – | – | 5,91% | 102% | 493 | – | 0 |
|
| 2286 |
2286
10-15 Associates
Goshen,
New York
| US$ 516 mi | +US$ 19,8 mi | +4% | 6,55% | 33% | 102 | 13,73% | 3,7 |
|
| 2287 |
2287
Parthenon LLC
Louisville,
Kentucky
| US$ 516 mi | +US$ 33,9 mi | +7% | 8,55% | 93,3% | 107 | 2,8% | 5,5 |
|
| 2288 |
2288
Hodges Capital Management
Dallas,
Texas
| US$ 515 mi | +US$ 25,7 mi | +5% | 16,3% | 200% | 232 | 30,17% | 2,8 |
|
| 2289 |
2289
Twele Capital Management
Minnetonka,
Minnesota
| US$ 515 mi | +US$ 15 mi | +3% | 3,58% | 37,1% | 42 | 0% | 6,1 |
|
| 2290 |
2290
WMS Partners
Towson,
Maryland
| US$ 515 mi | +US$ 32,4 mi | +7% | 8,91% | 10,8% | 245 | 17,14% | 3,4 |
|
| 2291 |
2291
Adelphi Capital
London,
United Kingdom
| US$ 515 mi | +US$ 58,9 mi | +13% | 9,39% | – | 3 | 0% | 2,8 |
|
| 2292 |
2292
Greenwood Capital Associates
Greenwood,
South Carolina
| US$ 515 mi | +US$ 76,5 mi | +17% | 10,2% | 87,7% | 215 | 29,77% | 1,5 |
|
| 2293 |
2293
Matrix Asset Advisors
White Plains,
New York
| US$ 514 mi | -US$ 7,73 mi | -1% | 5,95% | 84,9% | 81 | 8,64% | 4 |
|
| 2294 |
2294
Sigma Investment Counselors
Northville,
Michigan
| US$ 514 mi | -US$ 428 mi | -45% | 7,27% | 59,4% | 161 | 26,09% | 4,8 |
|
| 2295 |
2295
Six Columns Capital
Dallas,
Texas
| US$ 514 mi | +US$ 87,8 mi | +21% | 26,4% | – | 76 | 77,63% | 0,2 |
|
| 2296 |
RG
2296
Riverstone Group
Richmond,
Virginia
| US$ 513 mi | +US$ 110 mi | +27% | 31% | 305% | 5 | 0% | 1,5 |
|
| 2297 |
2297
Naples Global Advisors
Naples,
Florida
| US$ 513 mi | +US$ 48,9 mi | +11% | 8,08% | 111% | 353 | 7,37% | 3,6 |
|
| 2298 |
2298
FinTrust Capital Advisors
Greenville,
South Carolina
| US$ 512 mi | +US$ 260 mi | +103% | 5% | 23,6% | 1.228 | 19,38% | 1,3 |
|
| 2299 |
2299
Granite Investment Advisors
Concord,
New Hampshire
| US$ 512 mi | +US$ 49,6 mi | +11% | 11,7% | 55,6% | 170 | 11,18% | 3,5 |
|
| 2300 |
OM
2300
Opaleye Management
Boston,
Massachusetts
| US$ 511 mi | +US$ 16,2 mi | +3% | 21,8% | 748% | 68 | 48,53% | 1 |
|