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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 239 mi | +US$ 15,9 mi | +7% | 7,72% | 34,2% | 56 | 21,43% | 3,9 |
|
| 4052 |
4052
Brown University
Providence,
Rhode Island
| US$ 239 mi | -US$ 7,25 mi | -3% | 12,3% | 40,1% | 7 | 42,86% | 1,3 |
|
| 4053 |
4053
WealthBridge Capital Management
Westerville,
Ohio
| US$ 239 mi | +US$ 4,91 mi | +2% | 7,45% | 89,4% | 214 | 16,36% | 2,3 |
|
| 4054 |
4054
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| US$ 239 mi | +US$ 26,7 mi | +13% | 11,7% | 72,7% | 175 | 10,86% | 1,4 |
|
| 4055 |
4055
Canvas Wealth Advisors
Shawnee,
Kansas
| US$ 239 mi | +US$ 4,32 mi | +2% | 5,08% | 133% | 154 | 25,32% | 1,1 |
|
| 4056 |
4056
Astoria Strategic Wealth
Conroe,
Texas
| US$ 239 mi | +US$ 20 mi | +9% | 5,43% | 46,1% | 33 | 9,09% | 2,2 |
|
| 4057 |
4057
Ignite Planners
San Clemente,
California
| US$ 239 mi | +US$ 114 mi | +91% | 7,62% | 83,8% | 257 | 38,13% | 0,6 |
|
| 4058 |
4058
MPM Asset Management
Boston,
Massachusetts
| US$ 239 mi | -US$ 23,5 mi | -9% | 4,92% | 5,89% | 9 | 0% | 2,3 |
|
| 4059 |
4059
Kize Capital
New York
| US$ 239 mi | +US$ 22,5 mi | +10% | 13,8% | 7,74% | 8 | 37,5% | 1,5 |
|
| 4060 |
4060
Investment Management Associates
Greenwood Village,
Colorado
| US$ 239 mi | +US$ 26,2 mi | +12% | 8,05% | 50,4% | 45 | 11,11% | 1,7 |
|
| 4061 |
4061
BCS Wealth Management
Johnson City,
Tennessee
| US$ 239 mi | +US$ 26,4 mi | +12% | 7,01% | 51% | 197 | 12,69% | 1,8 |
|
| 4062 |
4062
High Note Wealth
Deephaven,
Minnesota
| US$ 239 mi | -US$ 11,5 mi | -5% | 7,6% | 82,8% | 100 | 12% | 1,4 |
|
| 4063 |
4063
Harvey Capital Management
Palm Beach,
Florida
| US$ 239 mi | +US$ 7,89 mi | +3% | 4,74% | 147% | 82 | 10,98% | 3,4 |
|
| 4064 |
4064
Cornerstone Planning Group
Fairfield,
New Jersey
| US$ 239 mi | – | – | 6,65% | 60% | 1.561 | – | 0 |
|
| 4065 |
LWA
4065
LWS Wealth Advisors
Basking Ridge,
New Jersey
| US$ 239 mi | -US$ 22,5 mi | -9% | 7,63% | 8,87% | 61 | 9,84% | 2,4 |
|
| 4066 |
4066
Kiley Juergens Wealth Management
Olympia,
Washington
| US$ 239 mi | +US$ 26 mi | +12% | 7,23% | 121% | 74 | 9,46% | 2,7 |
|
| 4067 |
4067
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$ 239 mi | +US$ 88,3 mi | +59% | 58,8% | 96,7% | 1 | 0% | 3 |
|
| 4068 |
4068
Denali Advisors
San Diego,
California
| US$ 239 mi | +US$ 27 mi | +13% | 13,2% | 106% | 465 | 33,98% | 1,4 |
|
| 4069 |
4069
Somerset Trust
Somerset,
Pennsylvania
| US$ 238 mi | +US$ 23,7 mi | +11% | 12,1% | 80,5% | 153 | 9,8% | 4,8 |
|
| 4070 |
4070
Compton Financial Group
Towson,
Maryland
| US$ 238 mi | +US$ 21 mi | +10% | 6,35% | 39,4% | 36 | 16,67% | 1,4 |
|
| 4071 |
4071
Sovereign Investment Advisors
Phoenix,
Arizona
| US$ 238 mi | +US$ 14,9 mi | +7% | 5,59% | 46,6% | 33 | 6,06% | 2,3 |
|
| 4072 |
4072
Presilium Private Wealth
Radnor,
Pennsylvania
| US$ 238 mi | – | – | 7,32% | 45,9% | 48 | – | 0 |
|
| 4073 |
4073
Baker Boyer National Bank
Walla Walla,
Washington
| US$ 238 mi | +US$ 12,9 mi | +6% | 8,33% | 49,3% | 81 | 4,94% | 4,6 |
|
| 4074 |
4074
Medicxi Ventures Management
St. Helier,
Jersey
| US$ 238 mi | -US$ 2,1 mi | -0,9% | 16% | 369% | 6 | 16,67% | 1,8 |
|
| 4075 |
4075
Athyrium Capital Management
New York
| US$ 238 mi | -US$ 29,1 mi | -11% | 4,37% | 25,1% | 11 | 0% | 1,1 |
|