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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Independent Family Office
Albany,
New York
| US$ 177 mi | +US$ 16,7 mi | +10% | 11,6% | 68,4% | 75 | 13,33% | 2,5 |
|
| 5352 |
5352
Red Tortoise LLC
Atlanta,
Georgia
| US$ 177 mi | +US$ 27,5 mi | +18% | 8,96% | 43,7% | 607 | 22,73% | 1 |
|
| 5353 |
5353
Denver Wealth Management
Denver,
Colorado
| US$ 177 mi | +US$ 22,1 mi | +14% | 9,64% | 64,4% | 78 | 12,82% | 1,6 |
|
| 5354 |
5354
Waterfall Asset Management
New York
| US$ 177 mi | – | – | 1,22% | – | 7 | – | 0 |
|
| 5355 |
5355
EnerVest
Houston,
Texas
| US$ 177 mi | -US$ 13,4 mi | -7% | 7,07% | 20,5% | 1 | 0% | 5 |
|
| 5356 |
5356
Retirement Financial Solutions
Knoxville,
Tennessee
| US$ 177 mi | +US$ 28,2 mi | +19% | 9,7% | 52,5% | 47 | 19,15% | 0,6 |
|
| 5357 |
5357
Next Level Private
Harrison,
New York
| US$ 176 mi | +US$ 25,7 mi | +17% | 10,5% | 95,9% | 111 | 11,71% | 0,9 |
|
| 5358 |
5358
Cooper/Haims Advisors
Victor,
New York
| US$ 176 mi | +US$ 47,9 mi | +37% | 8,39% | 58,8% | 86 | 17,44% | 3,4 |
|
| 5359 |
5359
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 176 mi | +US$ 68,7 mi | +64% | 12,7% | 62,3% | 61 | 27,87% | 1,7 |
|
| 5360 |
5360
Union Savings Bank
Litchfield,
Connecticut
| US$ 176 mi | +US$ 15,9 mi | +10% | 9,58% | – | 312 | 6,09% | 0,5 |
|
| 5361 |
5361
Aragon Global Management
Miami,
Florida
| US$ 176 mi | – | – | 17,6% | – | 15 | – | 0 |
|
| 5362 |
5362
Lavaca Capital
Houston,
Texas
| US$ 176 mi | -US$ 121 mi | -41% | 10,9% | 46,5% | 149 | 42,28% | 2,4 |
|
| 5363 |
5363
Warren Street Wealth Advisors
Newport Beach,
California
| US$ 176 mi | +US$ 25 mi | +17% | 8,49% | 84,6% | 90 | 11,11% | 1,3 |
|
| 5364 |
5364
Private Wealth Group
Tampa,
Florida
| US$ 176 mi | +US$ 23,6 mi | +15% | 8,7% | 52,9% | 56 | 8,93% | 2,8 |
|
| 5365 |
5365
IRON Financial
Northbrook,
Illinois
| US$ 176 mi | +US$ 3,93 mi | +2% | 7,5% | 60,6% | 103 | 10,68% | 3 |
|
| 5366 |
PCMK
5366
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 176 mi | +US$ 6,12 mi | +4% | 10% | 87,5% | 58 | 15,52% | 6,3 |
|
| 5367 |
5367
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$ 176 mi | +US$ 7,65 mi | +5% | 10,6% | 82,3% | 151 | 7,28% | 2,7 |
|
| 5368 |
5368
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| US$ 176 mi | – | – | 10,9% | 151% | 256 | – | 0 |
|
| 5369 |
5369
BCK Partners
Corning,
New York
| US$ 176 mi | +US$ 15,8 mi | +10% | 8,7% | 46% | 28 | 0% | 2,4 |
|
| 5370 |
5370
F/M Investments
Washington,
District of Columbia
| US$ 176 mi | +US$ 42 mi | +31% | 11,3% | 101% | 99 | 36,36% | 0,7 |
|
| 5371 |
5371
DB Wealth Management Group
San Diego,
California
| US$ 176 mi | +US$ 17,6 mi | +11% | 10,7% | 19% | 387 | 8,53% | 2,1 |
|
| 5372 |
5372
Lindenwold Advisors
Reading,
Pennsylvania
| US$ 176 mi | +US$ 15,4 mi | +10% | 10,6% | 75% | 122 | 15,57% | 1,6 |
|
| 5373 |
5373
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 176 mi | +US$ 20,7 mi | +13% | 10,9% | 332% | 116 | 36,21% | 1,5 |
|
| 5374 |
5374
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 176 mi | +US$ 14,5 mi | +9% | 10,4% | 64,1% | 45 | 13,33% | 4,4 |
|
| 5375 |
5375
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$ 176 mi | +US$ 23,7 mi | +16% | 7,48% | 62,5% | 12 | 8,33% | 3,4 |
|