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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Proquility Private Wealth Partners
Las Vegas,
Nevada
| US$ 293 mi | +US$ 1,2 mi | +0,4% | 0,03% | 19,4% | 89 | 7,87% | 2,5 |
|
| 4252 |
4252
WT Wealth Management
Scottsdale,
Arizona
| US$ 293 mi | +US$ 13,1 mi | +5% | 3,28% | 72% | 131 | 22,14% | 2 |
|
| 4253 |
4253
Pineridge Advisors
St. Charles,
Missouri
| US$ 293 mi | +US$ 8,83 mi | +3% | 1,54% | – | 686 | 19,1% | 0,4 |
|
| 4254 |
4254
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$ 293 mi | -US$ 2,78 mi | -0,9% | 1,9% | 63% | 197 | 17,26% | 3,6 |
|
| 4255 |
4255
MBM Wealth Consultants
Chesterfield,
Missouri
| US$ 293 mi | +US$ 8,76 mi | +3% | 1,96% | 57,1% | 107 | 4,67% | 3,2 |
|
| 4256 |
4256
Roberts Wealth Advisors
Palo Alto,
California
| US$ 293 mi | +US$ 25,4 mi | +10% | 3,87% | 81,1% | 95 | 6,32% | 1,5 |
|
| 4257 |
4257
Seafarer Capital Partners
Larkspur,
California
| US$ 293 mi | -US$ 49,1 mi | -14% | 15% | 61,3% | 6 | 0% | 2,9 |
|
| 4258 |
4258
Enterprise Bank & Trust
Lowell,
Massachusetts
| US$ 293 mi | +US$ 1,49 mi | +0,5% | 4,16% | 65,9% | 126 | 5,56% | 3 |
|
| 4259 |
4259
Defender Capital
Charlotte,
North Carolina
| US$ 293 mi | -US$ 1,27 mi | -0,4% | 0,35% | 101% | 39 | 17,95% | 2,7 |
|
| 4260 |
4260
Chapin Davis
Baltimore,
Maryland
| US$ 293 mi | +US$ 18,8 mi | +7% | 7,09% | 339% | 250 | 16% | 1,1 |
|
| 4261 |
4261
Prosperity Planning
Kansas City,
Missouri
| US$ 293 mi | +US$ 3,79 mi | +1% | 0,21% | 43,5% | 103 | 28,16% | 2,2 |
|
| 4262 |
4262
Tillman Hartley LLC
Denver,
Colorado
| US$ 293 mi | +US$ 2,07 mi | +0,7% | 0,43% | 48,7% | 84 | 8,33% | 1,3 |
|
| 4263 |
4263
TrueMark Investments
Chicago,
Illinois
| US$ 293 mi | +US$ 184 mi | +168% | 1,53% | 87,7% | 227 | 64,32% | 0,2 |
|
| 4264 |
4264
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 292 mi | +US$ 32,7 mi | +13% | 9,9% | 221% | 39 | 17,95% | 3,3 |
|
| 4265 |
4265
Sea Cliff Partners Management
San Francisco,
California
| US$ 292 mi | -US$ 12,2 mi | -4% | 7,48% | – | 17 | 29,41% | 0,4 |
|
| 4266 |
4266
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$ 292 mi | +US$ 13,4 mi | +5% | 4,94% | 167% | 212 | 14,15% | 1,1 |
|
| 4267 |
4267
Sequent Planning
Omaha,
Nebraska
| US$ 292 mi | +US$ 15,9 mi | +6% | 2,59% | – | 150 | 14% | 0,2 |
|
| 4268 |
4268
Silverleafe Capital Partners
Germantown,
Tennessee
| US$ 292 mi | +US$ 42,1 mi | +17% | 1,32% | 87,7% | 84 | 30,95% | 2 |
|
| 4269 |
4269
Triune Financial Partners
Overland Park,
Kansas
| US$ 292 mi | +US$ 3,82 mi | +1% | 0,29% | 66,6% | 34 | 5,88% | 2,1 |
|
| 4270 |
AFS
4270
Aft Forsyth & Sober
Valrico,
Florida
| US$ 292 mi | +US$ 7,97 mi | +3% | 4,02% | 107% | 83 | 7,23% | 3,5 |
|
| 4271 |
4271
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$ 292 mi | -US$ 2,49 mi | -0,8% | 1,79% | 59,7% | 262 | 79,77% | 2,5 |
|
| 4272 |
4272
Oak Family Advisors
Chicago,
Illinois
| US$ 292 mi | +US$ 31,6 mi | +12% | 2,67% | 81,9% | 136 | 19,85% | 2,1 |
|
| 4273 |
4273
Inclusive Capital Partners
San Francisco,
California
| US$ 292 mi | -US$ 38,6 mi | -12% | 14,4% | 14,3% | 3 | 0% | 2,4 |
|
| 4274 |
4274
Meritech Capital Associates V
Palo Alto,
California
| US$ 292 mi | -US$ 7,4 mi | -2% | 0,93% | 133% | 3 | 0% | 3,4 |
|
| 4275 |
4275
Detalus Advisors
St. Louis,
Missouri
| US$ 292 mi | +US$ 11,1 mi | +4% | 2,93% | 75,7% | 156 | 9,62% | 2,7 |
|