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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$ 184 mi | -US$ 22,7 mi | -11% | 4,62% | 59,6% | 113 | 18,58% | 1 |
|
| 4802 |
4802
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$ 184 mi | -US$ 2,81 mi | -2% | 3,99% | 7,8% | 191 | 52,36% | 0,6 |
|
| 4803 |
4803
Curated Wealth Partners
El Segundo,
California
| US$ 184 mi | +US$ 20,9 mi | +13% | 14,3% | 39,9% | 152 | 12,5% | 0,4 |
|
| 4804 |
4804
Adalta Capital Management
New York
| US$ 184 mi | +US$ 10,3 mi | +6% | 5,48% | 80,4% | 103 | 12,62% | 1,9 |
|
| 4805 |
4805
PBMares Wealth Management
Williamsburg,
Virginia
| US$ 184 mi | +US$ 61,1 mi | +50% | 4,58% | 67,7% | 153 | 11,11% | 1 |
|
| 4806 |
MCM
4806
McMillion Capital Management
Greensboro,
North Carolina
| US$ 184 mi | +US$ 12,6 mi | +7% | 7,13% | 59,3% | 86 | 8,14% | 4,4 |
|
| 4807 |
RP
4807
RBS Partners
Bay Harbor Islands,
Florida
| US$ 183 mi | +US$ 34,2 mi | +23% | 30,5% | 210% | 3 | 33,33% | 5 |
|
| 4808 |
4808
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 183 mi | +US$ 15,2 mi | +9% | 6,94% | 107% | 151 | 8,61% | 0,7 |
|
| 4809 |
4809
KFA Private Wealth Group
Tysons,
Virginia
| US$ 183 mi | +US$ 11,8 mi | +7% | 5,6% | 62,8% | 80 | 15% | 1,1 |
|
| 4810 |
4810
Oldfather Financial Services
Kearney,
Nebraska
| US$ 183 mi | +US$ 9,14 mi | +5% | 5,91% | 60,8% | 63 | 7,94% | 1,3 |
|
| 4811 |
4811
Strategic Vision Investment
Hong Kong
| US$ 183 mi | +US$ 121 mi | +194% | 9,87% | 95,6% | 23 | 56,52% | 0,3 |
|
| 4812 |
4812
Michael & Susan Dell Foundation
New York
| US$ 183 mi | +US$ 34,5 mi | +23% | 22,8% | 238% | 3 | 0% | 0,8 |
|
| 4813 |
4813
Matrix Private Capital Group
New York
| US$ 183 mi | +US$ 16,5 mi | +10% | 7% | 62,5% | 258 | 12,4% | 1 |
|
| 4814 |
KMWM
4814
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$ 183 mi | +US$ 10,3 mi | +6% | 7,71% | – | 179 | 12,85% | 1,7 |
|
| 4815 |
4815
Nationwide Asset Management
Columbus,
Ohio
| US$ 183 mi | +US$ 39,3 mi | +27% | 4% | 8,56% | 18 | 50% | 0,7 |
|
| 4816 |
ITIM
4816
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 183 mi | -US$ 4,64 mi | -2% | 3,52% | 114% | 119 | 5,88% | 5,9 |
|
| 4817 |
4817
Verity Asset Management
Durham,
North Carolina
| US$ 183 mi | +US$ 14,9 mi | +9% | 5,75% | 87% | 259 | 30,12% | 1,3 |
|
| 4818 |
4818
Salem Capital Management
Woburn,
Massachusetts
| US$ 182 mi | +US$ 14,5 mi | +9% | 5,64% | 32,3% | 78 | 8,97% | 5 |
|
| 4819 |
WFA
4819
Wade Financial Advisory
Campbell,
California
| US$ 182 mi | +US$ 24,2 mi | +15% | 6,13% | 15,9% | 71 | 4,23% | 1,3 |
|
| 4820 |
4820
Spark Investment Management
New York
| US$ 182 mi | +US$ 33,2 mi | +22% | 19,8% | 459% | 46 | 13,04% | 0,8 |
|
| 4821 |
4821
Truvestments Capital
Sarasota,
Florida
| US$ 182 mi | +US$ 5,25 mi | +3% | 5,99% | 131% | 715 | 18,88% | 0,9 |
|
| 4822 |
4822
General Industrial Partners
London,
United Kingdom
| US$ 182 mi | -US$ 5,03 mi | -3% | 3,47% | – | 16 | 75% | 0,2 |
|
| 4823 |
4823
Palmer Knight Company
Jacksonville,
Florida
| US$ 182 mi | +US$ 8,24 mi | +5% | 9,54% | 78,9% | 28 | 3,57% | 2 |
|
| 4824 |
4824
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$ 182 mi | -US$ 5,65 mi | -3% | 12,5% | 200% | 533 | 80,11% | 0,9 |
|
| 4825 |
4825
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$ 182 mi | +US$ 11,6 mi | +7% | 5,82% | 81,9% | 117 | 11,11% | 1,4 |
|