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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Apeiron RIA
Dallas,
Texas
| US$ 493 mi | +US$ 48,3 mi | +11% | 2,73% | 68,5% | 225 | 14,67% | 2,3 |
|
| 3677 |
3677
Entrust Global Partners
New York
| US$ 493 mi | -US$ 6,65 mi | -1% | 3,62% | 82,3% | 6 | 33,33% | 1,5 |
|
| 3678 |
3678
Berkshire Bank
Pittsfield,
Massachusetts
| US$ 493 mi | +US$ 28,4 mi | +6% | 2,84% | 76,2% | 171 | 10,53% | 3,5 |
|
| 3679 |
3679
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| US$ 493 mi | +US$ 17,8 mi | +4% | 1,95% | 53,8% | 224 | 8,93% | 1,8 |
|
| 3680 |
3680
ABLE Financial Group
Scottsdale,
Arizona
| US$ 492 mi | +US$ 30,9 mi | +7% | 1,64% | 64,2% | 223 | 13,9% | 1,6 |
|
| 3681 |
3681
REAP Financial Group
Austin,
Texas
| US$ 492 mi | +US$ 32 mi | +7% | 2,79% | 63% | 605 | 22,31% | 1,4 |
|
| 3682 |
3682
Holderness Investments Company
Greensboro,
North Carolina
| US$ 492 mi | +US$ 1,72 mi | +0,4% | 3,27% | 152% | 262 | 6,87% | 5,7 |
|
| 3683 |
3683
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$ 491 mi | +US$ 2,47 mi | +0,5% | 5,73% | 168% | 309 | 21,36% | 3,2 |
|
| 3684 |
PHC
3684
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| US$ 491 mi | +US$ 286 mi | +139% | 5,67% | – | 14 | 100% | 0 |
|
| 3685 |
3685
Gagnon Securities
New York
| US$ 491 mi | -US$ 7,42 mi | -1% | 7,62% | 210% | 88 | 4,55% | 4,9 |
|
| 3686 |
3686
Rockline Wealth Management
Plainview,
New York
| US$ 491 mi | +US$ 7,44 mi | +2% | 0,69% | 176% | 111 | 12,61% | 1,5 |
|
| 3687 |
3687
Clarity Wealth Advisors
San Jose,
California
| US$ 490 mi | +US$ 36,4 mi | +8% | 3,58% | 94,1% | 114 | 15,79% | 3,3 |
|
| 3688 |
3688
McRae Capital Management
Morristown,
New Jersey
| US$ 490 mi | -US$ 13,9 mi | -3% | 1,51% | 78,2% | 104 | 1,92% | 6,5 |
|
| 3689 |
PFA
3689
Professional Financial Advisors
North Platte,
Nebraska
| US$ 490 mi | +US$ 14,3 mi | +3% | 2% | 59,2% | 137 | 13,87% | 2,7 |
|
| 3690 |
AAM
3690
AR Asset Management
West Hollywood,
California
| US$ 490 mi | +US$ 15,1 mi | +3% | 3,32% | 78,2% | 116 | 5,17% | 8,3 |
|
| 3691 |
3691
Westwind Capital
Las Cruces,
New Mexico
| US$ 489 mi | +US$ 10,7 mi | +2% | 1,53% | 87,6% | 50 | 40% | 2,5 |
|
| 3692 |
3692
Fonville Wealth Management
Richmond,
Virginia
| US$ 489 mi | +US$ 44,6 mi | +10% | 1,95% | 53,9% | 131 | 6,11% | 1,6 |
|
| 3693 |
3693
Solidarity Wealth
Lehi,
Utah
| US$ 489 mi | +US$ 24 mi | +5% | 4,19% | 85,9% | 89 | 21,35% | 2,4 |
|
| 3694 |
3694
Poehling Capital Management
Madison,
Wisconsin
| US$ 489 mi | +US$ 13 mi | +3% | 3,52% | 83% | 145 | 8,97% | 3,9 |
|
| 3695 |
3695
Manhattan West Asset Management
Los Angeles,
California
| US$ 489 mi | +US$ 15,2 mi | +3% | 2% | 75,7% | 148 | 10,14% | 2,5 |
|
| 3696 |
3696
Grey Fox Wealth Advisors
Rockland,
Delaware
| US$ 489 mi | -US$ 2,01 mi | -0,4% | 1,42% | 45,3% | 656 | 79,57% | 2,1 |
|
| 3697 |
3697
Olstein Capital Management
Purchase,
New York
| US$ 488 mi | -US$ 42 mi | -8% | 3,65% | 16,6% | 105 | 5,71% | 5,9 |
|
| 3698 |
3698
Once Capital Management
New York
| US$ 487 mi | +US$ 36,5 mi | +8% | 10,9% | 627% | 30 | 30% | 2,3 |
|
| 3699 |
CBTWT
3699
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| US$ 487 mi | +US$ 2,43 mi | +0,5% | 3,7% | 124% | 158 | 8,86% | 6,3 |
|
| 3700 |
3700
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| US$ 487 mi | – | – | 2,16% | – | 248 | – | 0 |
|