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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 308 mi | +US$ 8,7 mi | +3% | 2,99% | 34,2% | 45 | 4,44% | 5 |
|
| 4102 |
4102
Brady Family Wealth
Saint Louis,
Missouri
| US$ 308 mi | +US$ 16,5 mi | +6% | 6,04% | 74,7% | 120 | 3,33% | 1,2 |
|
| 4103 |
4103
Keystone Financial Planning
Cleveland,
Ohio
| US$ 308 mi | +US$ 5,67 mi | +2% | 5,58% | 46% | 51 | 7,84% | 5,8 |
|
| 4104 |
4104
Second Line Capital
Metairie,
Louisiana
| US$ 308 mi | +US$ 58,4 mi | +23% | 8,19% | 68,4% | 123 | 24,39% | 0,2 |
|
| 4105 |
4105
Collective Family Office
York,
Pennsylvania
| US$ 308 mi | +US$ 23,7 mi | +8% | 5,73% | 52,5% | 186 | 11,29% | 2 |
|
| 4106 |
4106
St. Clair Advisors
Mayfield Hts,
Ohio
| US$ 308 mi | +US$ 17,8 mi | +6% | 8,8% | 77,5% | 82 | 7,32% | 1,9 |
|
| 4107 |
4107
ValueWorks
New York
| US$ 308 mi | +US$ 13,4 mi | +5% | 7,39% | 161% | 33 | 0% | 5,2 |
|
| 4108 |
4108
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$ 308 mi | +US$ 25,4 mi | +9% | 6,65% | 47,2% | 69 | 13,04% | 1,9 |
|
| 4109 |
4109
Keystone Wealth Services
Palm Desert,
California
| US$ 308 mi | +US$ 16 mi | +5% | 7,53% | 91,1% | 229 | 9,17% | 1,5 |
|
| 4110 |
4110
West Michigan Advisors
Holland,
Michigan
| US$ 308 mi | +US$ 43,8 mi | +17% | 10,3% | 97,4% | 184 | 20,65% | 1,3 |
|
| 4111 |
4111
Landaas & Company
Milwaukee,
Wisconsin
| US$ 307 mi | +US$ 37,9 mi | +14% | 8,04% | 68,3% | 90 | 16,67% | 3,1 |
|
| 4112 |
CG
4112
Cutler Group
San Francisco,
California
| US$ 307 mi | -US$ 811 mi | -73% | 17,2% | 57,7% | 3.982 | 51,18% | 2,5 |
|
| 4113 |
4113
Gavilan Investment Partners
Burlingame,
California
| US$ 307 mi | +US$ 38,1 mi | +14% | 16,7% | 113% | 13 | 0% | 1,2 |
|
| 4114 |
4114
High Note Wealth
Deephaven,
Minnesota
| US$ 307 mi | +US$ 41,3 mi | +16% | 8,77% | 82,8% | 97 | 11,34% | 2,3 |
|
| 4115 |
4115
Fourthstone LLC
St Louis,
Missouri
| US$ 307 mi | -US$ 187 mi | -38% | 13,3% | 93,6% | 66 | 57,58% | 1,8 |
|
| 4116 |
4116
BetterWealth
San Jose,
California
| US$ 307 mi | +US$ 14,5 mi | +5% | 4,77% | 63,3% | 67 | 14,93% | 1,3 |
|
| 4117 |
4117
Safeguard Financial
Minocqua,
Wisconsin
| US$ 307 mi | +US$ 42,8 mi | +16% | 8,76% | 21,9% | 86 | 13,95% | 1,3 |
|
| 4118 |
4118
Birinyi Associates
Westport,
Connecticut
| US$ 307 mi | +US$ 25,2 mi | +9% | 10,4% | 134% | 60 | 15% | 6,4 |
|
| 4119 |
4119
Capital Planning
Bellevue,
Washington
| US$ 307 mi | +US$ 25,4 mi | +9% | 7,78% | 81,2% | 85 | 17,65% | 2,1 |
|
| 4120 |
4120
Guidance Point Advisors
Wellesley,
Massachusetts
| US$ 307 mi | +US$ 36,1 mi | +13% | 9,42% | 71,8% | 86 | 20,93% | 3 |
|
| 4121 |
4121
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$ 306 mi | +US$ 22,4 mi | +8% | 7,26% | 73,9% | 589 | 11,21% | 2,4 |
|
| 4122 |
4122
Whitener Capital Management
Rocky Mount,
North Carolina
| US$ 305 mi | +US$ 29,1 mi | +11% | 11,1% | 113% | 163 | 12,27% | 4 |
|
| 4123 |
4123
SG Capital Management
Chicago,
Illinois
| US$ 305 mi | -US$ 31,6 mi | -9% | 10,3% | 175% | 76 | 75% | 0,2 |
|
| 4124 |
4124
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$ 305 mi | +US$ 25,6 mi | +9% | 10,8% | 92% | 150 | 11,33% | 4,4 |
|
| 4125 |
4125
Roanoke Asset Management
Jersey City,
New Jersey
| US$ 305 mi | +US$ 35,2 mi | +13% | 15,4% | 50,3% | 108 | 6,48% | 6,5 |
|