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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$ 254 mi | +US$ 8,95 mi | +4% | 0,38% | 60,9% | 130 | 16,92% | 1,8 |
|
| 5402 |
5402
1776 Wealth
Atlanta,
Georgia
| US$ 254 mi | -US$ 11,3 mi | -4% | 7,27% | 90,4% | 149 | 7,38% | 3,2 |
|
| 5403 |
TSM
5403
Two Star Manager
Miami Beach,
Florida
| US$ 254 mi | -US$ 34,5 mi | -12% | 13,8% | – | 13 | 15,38% | 1,4 |
|
| 5404 |
5404
Beach Point Capital Management
Santa Monica,
California
| US$ 254 mi | -US$ 4,4 mi | -2% | 13,1% | 84,1% | 19 | 57,89% | 1,5 |
|
| 5405 |
5405
Wealth Quarterback
Toms River,
New Jersey
| US$ 254 mi | -US$ 23,7 mi | -9% | 0,24% | 109% | 167 | 11,98% | 2,8 |
|
| 5406 |
LI
5406
LHM Inc
Sandy,
Utah
| US$ 254 mi | -US$ 14,8 mi | -6% | 2,75% | – | 22 | 0% | 1,4 |
|
| 5407 |
5407
Selby Wealth Management
Emeryville,
California
| US$ 254 mi | +US$ 5,85 mi | +2% | 1,62% | – | 84 | 3,57% | 0,3 |
|
| 5408 |
MAS
5408
Madden Advisory Services
Jacksonville,
Florida
| US$ 254 mi | +US$ 5,2 mi | +2% | 1,06% | 52,3% | 112 | 9,82% | 5,7 |
|
| 5409 |
5409
Sellwood Investment Partners
Portland,
Oregon
| US$ 254 mi | -US$ 2,27 mi | -0,9% | 1,92% | – | 60 | 3,33% | 1 |
|
| 5410 |
5410
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$ 254 mi | -US$ 21,3 mi | -8% | 0,38% | 103% | 53 | 15,09% | 4,2 |
|
| 5411 |
5411
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$ 254 mi | -US$ 146 mi | -37% | 0,1% | 67,5% | 124 | 27,42% | 3,1 |
|
| 5412 |
5412
TL Private Wealth
Southlake,
Texas
| US$ 253 mi | -US$ 6,43 mi | -2% | 1,89% | 50,6% | 46 | 4,35% | 4,4 |
|
| 5413 |
5413
Shore Point Advisors
Brielle,
New Jersey
| US$ 253 mi | +US$ 16,9 mi | +7% | 1,65% | 54,6% | 79 | 8,86% | 2,6 |
|
| 5414 |
5414
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$ 253 mi | -US$ 6,81 mi | -3% | 1,43% | 68,8% | 131 | 6,87% | 3,1 |
|
| 5415 |
5415
5T Wealth
Napa,
California
| US$ 253 mi | +US$ 2,72 mi | +1% | 1,25% | – | 138 | 14,49% | 0,9 |
|
| 5416 |
5416
Avos Capital Management
Seattle,
Washington
| US$ 253 mi | +US$ 24,2 mi | +11% | 3,61% | – | 68 | 61,76% | 1 |
|
| 5417 |
5417
Jupiter Wealth Management
Glendale,
Colorado
| US$ 253 mi | +US$ 28,4 mi | +13% | 2,65% | 99,2% | 95 | 16,84% | 3,1 |
|
| 5418 |
5418
DLK Investment Management
Solana Beach,
California
| US$ 253 mi | -US$ 15,8 mi | -6% | 3,1% | 80,4% | 103 | 25,24% | 1,6 |
|
| 5419 |
5419
Naspers
South Africa
| US$ 253 mi | -US$ 210 mi | -45% | 0,97% | 88,2% | 3 | 0% | 4,3 |
|
| 5420 |
5420
Shira Ridge Wealth Management
Larkspur,
California
| US$ 253 mi | +US$ 3,78 mi | +2% | 2,61% | 72,8% | 85 | 9,41% | 2,4 |
|
| 5421 |
FP
5421
FFG Partners
Fort Lauderdale,
Florida
| US$ 253 mi | -US$ 92,2 mi | -27% | 0,87% | 277% | 50 | 50% | 1,1 |
|
| 5422 |
ORC
5422
O'Rourke & Company
Boston,
Massachusetts
| US$ 253 mi | -US$ 4,48 mi | -2% | 2,28% | 71,9% | 177 | 8,47% | 2,9 |
|
| 5423 |
5423
Stonehearth Capital Management
Danvers,
Massachusetts
| US$ 252 mi | -US$ 17,8 mi | -7% | 2,17% | 87,5% | 103 | 13,59% | 3,4 |
|
| 5424 |
5424
Ruggaard & Associates
Hudson,
Ohio
| US$ 252 mi | -US$ 1,61 mi | -0,6% | 0,46% | 47,6% | 126 | 7,14% | 2,3 |
|
| 5425 |
5425
Lodestone Wealth Management
Spokane,
Washington
| US$ 252 mi | +US$ 6,77 mi | +3% | 1,89% | 87,1% | 825 | 8,85% | 0,7 |
|