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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
San Luis Wealth Advisors
San Luis Obispo,
California
| US$ 155 mi | – | – | 25,9% | 65% | 122 | – | 0 |
|
| 4827 |
4827
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$ 155 mi | +US$ 20,5 mi | +15% | 16,8% | 98,3% | 19 | 0% | 1,6 |
|
| 4828 |
4828
Selective Wealth Management
Forest,
Virginia
| US$ 155 mi | +US$ 27,4 mi | +21% | 16,3% | 74,4% | 387 | 20,93% | 0,9 |
|
| 4829 |
4829
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 155 mi | +US$ 27,8 mi | +22% | 12,1% | 78,7% | 122 | 14,75% | 0,7 |
|
| 4830 |
4830
Ayrshire Capital Management
Westport,
Connecticut
| US$ 155 mi | +US$ 18,3 mi | +13% | 10,3% | 84,8% | 60 | 6,67% | 0,9 |
|
| 4831 |
4831
Oregon Health & Science University
Portland,
Oregon
| US$ 155 mi | – | – | 13,5% | – | 1 | – | 0 |
|
| 4832 |
4832
Helikon Investments
London,
United Kingdom
| US$ 155 mi | – | – | 29,9% | 272% | 4 | – | 0 |
|
| 4833 |
4833
New World Advisors
Hingham,
Massachusetts
| US$ 155 mi | -US$ 1,99 mi | -1% | 20,8% | 66,5% | 30 | 3,33% | 1,2 |
|
| 4834 |
4834
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 154 mi | +US$ 17,8 mi | +13% | 6,99% | 63,9% | 90 | 12,22% | 0,6 |
|
| 4835 |
4835
Curated Wealth Partners
El Segundo,
California
| US$ 154 mi | – | – | 35% | 39,9% | 134 | – | 0 |
|
| 4836 |
4836
Woodward Diversified Capital
Bakersfield,
California
| US$ 154 mi | – | – | 14,5% | 118% | 161 | – | 0 |
|
| 4837 |
4837
Client 1st Advisory Group
Dunedin,
Florida
| US$ 154 mi | +US$ 11,3 mi | +8% | 8,26% | 64,5% | 59 | 6,78% | 0,7 |
|
| 4838 |
4838
AlpInvest Partners
Amsterdam,
Netherlands
| US$ 154 mi | +US$ 91,7 mi | +147% | 22,9% | 178% | 14 | 78,57% | 0,4 |
|
| 4839 |
4839
Acuitas Investments
Seattle,
Washington
| US$ 154 mi | +US$ 11,2 mi | +8% | 52,9% | 120% | 74 | 25,68% | 0,3 |
|
| 4840 |
4840
Beacon Financial Advisory
Cleveland,
Ohio
| US$ 154 mi | +US$ 38,8 mi | +34% | 11,7% | 76,8% | 204 | 16,67% | 0,6 |
|
| 4841 |
4841
Centerpoint Advisors
Needham,
Massachusetts
| US$ 154 mi | +US$ 20,9 mi | +16% | 16,6% | 82,6% | 266 | 12,41% | 2,1 |
|
| 4842 |
4842
Chapman Investment Management
San Anselmo,
California
| US$ 154 mi | +US$ 18,4 mi | +14% | 13,3% | 57,3% | 39 | 10,26% | 0,9 |
|
| 4843 |
LFWA
4843
LBJ Family Wealth Advisors
Austin,
Texas
| US$ 154 mi | +US$ 21,5 mi | +16% | 17,3% | 64,9% | 19 | 0% | 5,4 |
|
| 4844 |
4844
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$ 154 mi | – | – | 17,4% | 80,3% | 71 | – | 0 |
|
| 4845 |
4845
Consolidated Planning Corp
Atlanta,
Georgia
| US$ 153 mi | +US$ 19,2 mi | +14% | 12,3% | 84,6% | 53 | 13,21% | 0,7 |
|
| 4846 |
4846
Leisure Capital Management
Costa Mesa,
California
| US$ 153 mi | +US$ 19,8 mi | +15% | 14% | 111% | 138 | 16,67% | 2,8 |
|
| 4847 |
4847
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| US$ 153 mi | – | – | 10,1% | 70,4% | 122 | – | 0 |
|
| 4848 |
ACMH
4848
Andar Capital Management (HK)
Hong Kong
| US$ 153 mi | – | – | 57,6% | 863% | 17 | – | 0 |
|
| 4849 |
4849
Aristotle Pacific Capital
Newport Beach,
California
| US$ 153 mi | – | – | 14,1% | 1,84% | 22 | – | 0 |
|
| 4850 |
4850
RFG Holdings
Argyle,
Texas
| US$ 153 mi | – | – | 12,2% | 74,2% | 28 | – | 0 |
|