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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
High Note Wealth
Deephaven,
Minnesota
| US$ 242 mi | -US$ 3,41 mi | -1% | 2,74% | 82,8% | 97 | 12,37% | 2 |
|
| 4202 |
WA
4202
WP Advisors
San Francisco,
California
| US$ 242 mi | -US$ 8,07 mi | -3% | 1,54% | 113% | 104 | 8,65% | 3,5 |
|
| 4203 |
4203
Nikulski Financial
Bettendorf,
Iowa
| US$ 242 mi | -US$ 190 mil | -0,1% | 2,77% | 107% | 134 | 13,43% | 3,4 |
|
| 4204 |
SSI
4204
Scott & Selber Inc
Houston,
Texas
| US$ 242 mi | -US$ 14,1 mi | -6% | 3,65% | 202% | 103 | 4,85% | 4 |
|
| 4205 |
4205
Bard Associates
Chicago,
Illinois
| US$ 242 mi | -US$ 16,2 mi | -6% | 4,81% | 241% | 190 | 4,21% | 4,9 |
|
| 4206 |
4206
Mach-1 Financial Group
Rogers,
Arkansas
| US$ 241 mi | -US$ 112 mi | -32% | 2,06% | 85,3% | 268 | 55,6% | 0,6 |
|
| 4207 |
4207
Golden Gate Private Equity
San Francisco,
California
| US$ 241 mi | +US$ 41,8 mi | +21% | 21,4% | 8,72% | 3 | 33,33% | 2,5 |
|
| 4208 |
4208
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$ 241 mi | +US$ 7,95 mi | +3% | 5,14% | 90,8% | 93 | 7,53% | 2,1 |
|
| 4209 |
4209
Three Bridge Wealth Advisors
Los Altos,
California
| US$ 241 mi | +US$ 4,75 mi | +2% | 4,11% | 162% | 95 | 4,21% | 1,2 |
|
| 4210 |
4210
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$ 241 mi | +US$ 73,2 mi | +44% | 0,75% | 106% | 146 | 17,81% | 1,6 |
|
| 4211 |
4211
US Financial Advisors
Braintree,
Massachusetts
| US$ 241 mi | +US$ 5,41 mi | +2% | 3,42% | 12,6% | 75 | 12% | 2,5 |
|
| 4212 |
4212
KFA Private Wealth Group
Tysons,
Virginia
| US$ 241 mi | -US$ 550 mil | -0,2% | 2,94% | 62,8% | 78 | 5,13% | 2,6 |
|
| 4213 |
4213
Artia Global Partners
Miami,
Florida
| US$ 241 mi | -US$ 49,5 mi | -17% | 5,43% | 725% | 34 | 20,59% | 0,6 |
|
| 4214 |
4214
Buckhead Capital Management
Atlanta,
Georgia
| US$ 240 mi | -US$ 179 mi | -43% | 1,73% | 76,1% | 129 | 19,38% | 4,9 |
|
| 4215 |
4215
Humankind Investments
New York
| US$ 240 mi | -US$ 15,6 mi | -6% | 3,89% | 62,5% | 123 | 7,32% | 1,8 |
|
| 4216 |
4216
BCS Wealth Management
Johnson City,
Tennessee
| US$ 240 mi | +US$ 103 mi | +75% | 2,62% | 51% | 203 | 46,8% | 0,9 |
|
| 4217 |
RG
4217
Retirement Group
San Diego,
California
| US$ 240 mi | -US$ 284 mil | -0,1% | 0,62% | 33,7% | 841 | 11,77% | 2 |
|
| 4218 |
4218
Symetra Investment Management
Farmington,
Connecticut
| US$ 240 mi | +US$ 15 mi | +7% | 3,57% | 37,3% | 4 | 25% | 1,5 |
|
| 4219 |
AWA
4219
Aquire Wealth Advisors
South Jordan,
Utah
| US$ 240 mi | -US$ 10,8 mi | -4% | 3,57% | 60,2% | 39 | 0% | 1,5 |
|
| 4220 |
4220
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$ 240 mi | -US$ 13,9 mi | -5% | 3,18% | 74,9% | 155 | 5,16% | 4,5 |
|
| 4221 |
4221
Mandatum Life Insurance Company
Helsinki,
Finland
| US$ 240 mi | -US$ 2,12 mi | -0,9% | 2,25% | 108% | 74 | 8,11% | 4,8 |
|
| 4222 |
4222
Investment Management Associates
Greenwood Village,
Colorado
| US$ 240 mi | -US$ 35,1 mi | -13% | 2,51% | 50,4% | 41 | 26,83% | 2 |
|
| 4223 |
4223
Hollow Brook Wealth Management
Katonah,
New York
| US$ 240 mi | +US$ 8,3 mi | +4% | 0,62% | 97,8% | 89 | 8,99% | 3,2 |
|
| 4224 |
4224
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$ 240 mi | -US$ 5,62 mi | -2% | 3,74% | 67,5% | 108 | 25,93% | 1,8 |
|
| 4225 |
4225
Unique Wealth
Clearwater,
Florida
| US$ 240 mi | +US$ 10,6 mi | +5% | 2,68% | 68,5% | 86 | 16,28% | 0,5 |
|