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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Calixto Global Investors
Coral Gables,
Florida
| US$ 183 mi | -US$ 28,9 mi | -14% | 4,83% | 180% | 14 | 50% | 0,8 |
|
| 5177 |
5177
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$ 183 mi | -US$ 1,03 mi | -0,6% | 8,33% | 60,9% | 67 | 25,37% | 1 |
|
| 5178 |
5178
Red Spruce Capital
Berwyn,
Pennsylvania
| US$ 183 mi | +US$ 11,9 mi | +7% | 8,26% | 98,4% | 90 | 3,33% | 1,7 |
|
| 5179 |
5179
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$ 183 mi | +US$ 7,12 mi | +4% | 4,89% | 81,9% | 122 | 19,67% | 1,8 |
|
| 5180 |
5180
Townsend & Associates
Westminster,
Colorado
| US$ 183 mi | -US$ 19,9 mi | -10% | 6,95% | 58% | 79 | 20,25% | 2,2 |
|
| 5181 |
5181
SCF Partners
Houston,
Texas
| US$ 183 mi | -US$ 22,6 mi | -11% | 4,85% | 2,1% | 4 | 0% | 4,9 |
|
| 5182 |
5182
Davidson Capital Management
Corpus Christi,
Texas
| US$ 183 mi | -US$ 15,8 mi | -8% | 10,4% | 79,4% | 97 | 19,59% | 1,3 |
|
| 5183 |
5183
Exeter Financial
Scottsdale,
Arizona
| US$ 183 mi | +US$ 15,2 mi | +9% | 9,65% | 59,1% | 83 | 4,82% | 3,2 |
|
| 5184 |
5184
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 183 mi | +US$ 405 mil | +0,2% | 4,8% | 40,3% | 100 | 10% | 1,5 |
|
| 5185 |
5185
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 183 mi | – | – | 5,73% | 46,6% | 196 | – | 0,7 |
|
| 5186 |
5186
CNB Bank
Clearfield,
Pennsylvania
| US$ 183 mi | +US$ 16 mi | +10% | 11,1% | 106% | 492 | 20,53% | 2,4 |
|
| 5187 |
5187
First Capital Advisors Group
Little Silver,
New Jersey
| US$ 182 mi | – | – | 7,74% | – | 63 | – | 2 |
|
| 5188 |
5188
Loveless Wealth Management
Billings,
Montana
| US$ 182 mi | +US$ 17,8 mi | +11% | 10,1% | – | 136 | 9,56% | 1,6 |
|
| 5189 |
5189
Maven Ventures Partners II
Palo Alto,
California
| US$ 182 mi | – | – | 12,8% | – | 2 | – | 0 |
|
| 5190 |
KCM
5190
Knoll Capital Management
Miami,
Florida
| US$ 182 mi | -US$ 18,6 mi | -9% | 5,27% | 258% | 42 | 14,29% | 1,8 |
|
| 5191 |
5191
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 181 mi | +US$ 14,5 mi | +9% | 9,68% | 105% | 326 | 12,88% | 1,5 |
|
| 5192 |
5192
Teramo Advisors
Naples,
Florida
| US$ 181 mi | – | – | 3,66% | 72,1% | 16 | – | 0 |
|
| 5193 |
5193
SC&H Financial Advisors
Sparks,
Maryland
| US$ 181 mi | – | – | 9,43% | 66,2% | 151 | – | 0 |
|
| 5194 |
5194
RS Crum Inc
Newport Beach,
California
| US$ 181 mi | – | – | 4,91% | 54,2% | 69 | – | 0 |
|
| 5195 |
5195
Baugh & Associates
Atlanta,
Georgia
| US$ 181 mi | +US$ 17,7 mi | +11% | 14,2% | 98,8% | 42 | 4,76% | 3,2 |
|
| 5196 |
5196
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$ 181 mi | +US$ 13,4 mi | +8% | 8,07% | 75,1% | 13 | 0% | 1,6 |
|
| 5197 |
5197
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$ 181 mi | +US$ 24,2 mi | +15% | 9,86% | 62,5% | 21 | 0% | 2 |
|
| 5198 |
5198
Yorktown Energy Partners IX
New York
| US$ 181 mi | +US$ 10,1 mi | +6% | 6,87% | 67,3% | 2 | 0% | 2,5 |
|
| 5199 |
5199
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$ 181 mi | +US$ 15,6 mi | +9% | 9,66% | 64,8% | 70 | 7,14% | 1,9 |
|
| 5200 |
5200
Stone House Capital Management
Bay Harbor Islands,
Florida
| US$ 180 mi | -US$ 63,5 mi | -26% | 19,5% | 151% | 2 | 50% | 0,3 |
|