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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
SMART Wealth
Omaha,
Nebraska
| US$ 255 mi | +US$ 7,92 mi | +3% | 5,44% | 83,6% | 166 | 40,36% | 0,7 |
|
| 4802 |
4802
Westwood Wealth Management
Los Angeles,
California
| US$ 255 mi | -US$ 13,2 mi | -5% | 0,93% | 495% | 44 | 9,09% | 1,8 |
|
| 4803 |
4803
Letson Investment Management
Atlanta,
Georgia
| US$ 255 mi | +US$ 28,7 mi | +13% | 10,3% | 56,7% | 91 | 3,3% | 0,7 |
|
| 4804 |
4804
Cypress Point Wealth Management
Dallas,
Texas
| US$ 255 mi | +US$ 43,4 mi | +21% | 16% | 255% | 77 | 9,09% | 1,3 |
|
| 4805 |
4805
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| US$ 255 mi | +US$ 54,3 mi | +27% | 5,57% | 61,9% | 220 | 30,45% | 0,8 |
|
| 4806 |
4806
Your Advocates Ltd
Houston,
Texas
| US$ 255 mi | +US$ 16,3 mi | +7% | 6,41% | 53,6% | 249 | 10,84% | 2,5 |
|
| 4807 |
4807
Forager Capital Management
Birmingham,
Alabama
| US$ 254 mi | +US$ 20,8 mi | +9% | 11,4% | 52,6% | 14 | 7,14% | 2,3 |
|
| 4808 |
4808
Allred Capital Management
Dallas,
Texas
| US$ 254 mi | -US$ 6,66 mi | -3% | 6,38% | 85,2% | 179 | 13,97% | 4 |
|
| 4809 |
4809
David Kennon
Sarasota,
Florida
| US$ 254 mi | +US$ 15,9 mi | +7% | 5,94% | 52,4% | 34 | 0% | 1,5 |
|
| 4810 |
4810
Sweeney & Michel
Chico,
California
| US$ 254 mi | +US$ 19,2 mi | +8% | 6,56% | – | 123 | 10,57% | 1,2 |
|
| 4811 |
4811
Main Street Group
Glen Allen,
Virginia
| US$ 254 mi | +US$ 13,1 mi | +5% | 4,02% | 98,3% | 937 | 17,18% | 0,7 |
|
| 4812 |
4812
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$ 254 mi | +US$ 20,4 mi | +9% | 6,66% | 203% | 87 | 13,79% | 1,7 |
|
| 4813 |
AC
4813
ASB Consultores
Aventura,
Florida
| US$ 254 mi | -US$ 25 mi | -9% | 4,94% | 91% | 226 | 21,24% | 1,1 |
|
| 4814 |
4814
Eclectic Associates
Fullerton,
California
| US$ 253 mi | +US$ 28,5 mi | +13% | 6,86% | 53,8% | 104 | 16,35% | 2,4 |
|
| 4815 |
4815
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$ 253 mi | +US$ 35,1 mi | +16% | 14,2% | 0,74% | 3 | 0% | 1,3 |
|
| 4816 |
GWM
4816
Gray Wealth Management
Bangor,
Maine
| US$ 253 mi | +US$ 21,5 mi | +9% | 6,28% | 22,1% | 144 | 9,72% | 3 |
|
| 4817 |
4817
Bear Mountain Capital
Seattle,
Washington
| US$ 253 mi | +US$ 7,48 mi | +3% | 6,57% | 43% | 192 | 14,06% | 0,7 |
|
| 4818 |
4818
My Legacy Advisors
Bend,
Oregon
| US$ 253 mi | -US$ 59,6 mi | -19% | 6,91% | 49,1% | 212 | 10,85% | 1,8 |
|
| 4819 |
PWMG
4819
Private Wealth Management Group
Princeton,
New Jersey
| US$ 253 mi | +US$ 22,4 mi | +10% | 7,4% | 63,2% | 1.564 | 8,57% | 0,7 |
|
| 4820 |
BIMC
4820
Benson Investment Management Company
Roanoke,
Virginia
| US$ 253 mi | +US$ 11,3 mi | +5% | 7,32% | 99,8% | 62 | 43,55% | 1,6 |
|
| 4821 |
4821
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| US$ 253 mi | +US$ 119 mi | +88% | 88,4% | 943% | 1 | 0% | 2,8 |
|
| 4822 |
4822
Carnegie Lake Advisors
Princeton,
New Jersey
| US$ 253 mi | – | – | 9,81% | – | 157 | – | 0 |
|
| 4823 |
4823
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 253 mi | +US$ 15,9 mi | +7% | 5,81% | 62,5% | 887 | 6,76% | 1,2 |
|
| 4824 |
4824
Sachetta
Lynnfield,
Massachusetts
| US$ 253 mi | +US$ 22,8 mi | +10% | 6,34% | – | 1.316 | 13,91% | 0,7 |
|
| 4825 |
4825
Fortitude Family Office
Scottsdale,
Arizona
| US$ 253 mi | +US$ 76,3 mi | +43% | 7,91% | 81,1% | 1.298 | 32,97% | 0,5 |
|