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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Accel Wealth Management
Waverly,
Iowa
| US$ 180 mi | -US$ 2,14 mi | -1% | 2,77% | 82,4% | 183 | 15,3% | 2,3 |
|
| 4927 |
4927
Bullseye Asset Management
Denver,
Colorado
| US$ 179 mi | -US$ 19,7 mi | -10% | 6,29% | 81% | 76 | 11,84% | 2,8 |
|
| 4928 |
4928
Sea Otter Advisors
Miami,
Florida
| US$ 179 mi | -US$ 1,19 mi | -0,7% | 6,97% | – | 319 | 36,05% | 0,4 |
|
| 4929 |
4929
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 179 mi | -US$ 3,2 mi | -2% | 1,08% | 73,4% | 75 | 40% | 3,1 |
|
| 4930 |
4930
Providence First Trust
Scottsdale,
Arizona
| US$ 179 mi | -US$ 2,57 mi | -1% | 3,27% | 68,4% | 94 | 11,7% | 3,1 |
|
| 4931 |
4931
Brown Miller Wealth Management
Mclean,
Virginia
| US$ 179 mi | -US$ 6,22 mi | -3% | 4,43% | 121% | 127 | 11,81% | 2,1 |
|
| 4932 |
LAM
4932
Lountzis Asset Management
Wyomissing,
Pennsylvania
| US$ 179 mi | -US$ 2,11 mi | -1% | 2,57% | 124% | 45 | 2,22% | 2,1 |
|
| 4933 |
4933
Stone House Capital Management
Bay Harbor Islands,
Florida
| US$ 179 mi | -US$ 20,4 mi | -10% | 6,68% | 151% | 4 | 25% | 1,3 |
|
| 4934 |
SC
4934
Steph & Co
Marinette,
Wisconsin
| US$ 179 mi | -US$ 4,08 mi | -2% | 3,4% | 61,6% | 298 | 21,14% | 2,3 |
|
| 4935 |
4935
Level Financial Advisors
East Amherst,
New York
| US$ 179 mi | -US$ 230 mil | -0,1% | 2,79% | 44% | 301 | 11,3% | 1,3 |
|
| 4936 |
4936
Waterford Advisors
Orchard Park,
New York
| US$ 179 mi | -US$ 29 mi | -14% | 3,99% | 50,5% | 56 | 23,21% | 0,6 |
|
| 4937 |
4937
FSA Wealth Management
Needham,
Massachusetts
| US$ 179 mi | -US$ 6,53 mi | -4% | 4,22% | – | 51 | 9,8% | 1,8 |
|
| 4938 |
4938
Yorktown Energy Partners XI
New York
| US$ 179 mi | +US$ 11,6 mi | +7% | 9,54% | 105% | 5 | 0% | 2,4 |
|
| 4939 |
4939
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$ 179 mi | +US$ 21,8 mi | +14% | 2,03% | 66% | 199 | 19,1% | 1,2 |
|
| 4940 |
4940
Wick Capital Partners
Wayne,
Pennsylvania
| US$ 179 mi | +US$ 9,6 mi | +6% | 3,74% | 60% | 70 | 35,71% | 0,9 |
|
| 4941 |
4941
Channel Wealth
Santa Barbara,
California
| US$ 179 mi | +US$ 4,66 mi | +3% | 2,7% | 68,1% | 200 | 19,5% | 0,4 |
|
| 4942 |
4942
Machina Capital
Paris,
France
| US$ 179 mi | +US$ 2,22 mi | +1% | 6,25% | 42,5% | 380 | 69,21% | 0,3 |
|
| 4943 |
4943
CNA Financial
Chicago,
Illinois
| US$ 178 mi | +US$ 11,8 mi | +7% | 0,97% | 48,6% | 20 | 40% | 2 |
|
| 4944 |
4944
Silverlake Wealth Management
Williston,
Vermont
| US$ 178 mi | -US$ 1,76 mi | -1% | 3,56% | 73,3% | 244 | 13,93% | 1,4 |
|
| 4945 |
BIMC
4945
Benson Investment Management Company
Roanoke,
Virginia
| US$ 178 mi | -US$ 2,06 mi | -1% | 2,64% | 99,8% | 55 | 34,55% | 1,8 |
|
| 4946 |
4946
Newlight Partners
New York
| US$ 178 mi | -US$ 65,1 mi | -27% | 9,43% | 92,8% | 2 | 0% | 2,9 |
|
| 4947 |
MAM
4947
Mystic Asset Management
Warwick,
Rhode Island
| US$ 178 mi | -US$ 8,56 mi | -5% | 3,64% | 114% | 148 | 8,11% | 1,5 |
|
| 4948 |
4948
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$ 178 mi | -US$ 3,95 mi | -2% | 3,44% | 60,3% | 25 | 12% | 1,3 |
|
| 4949 |
SP
4949
Saranac Partners
London,
| US$ 178 mi | -US$ 10,7 mi | -6% | 3,01% | 69% | 96 | 18,75% | 0,6 |
|
| 4950 |
4950
Radcliff Management
New York
| US$ 178 mi | -US$ 46,4 mi | -21% | 20,4% | 47,6% | 2 | 0% | 1,8 |
|