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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$ 169 mi | +US$ 12,5 mi | +8% | 9,39% | 42,7% | 49 | 6,12% | 3,1 |
|
| 5477 |
5477
Acute Investment Advisory
Mesa,
Arizona
| US$ 169 mi | +US$ 2,63 mi | +2% | 1,72% | 15% | 13 | 0% | 1 |
|
| 5478 |
5478
Ridgewood Investments
Springfield,
New Jersey
| US$ 169 mi | +US$ 16,7 mi | +11% | 8,21% | – | 201 | 13,93% | 2,9 |
|
| 5479 |
5479
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 169 mi | – | – | 11,7% | 89,7% | 124 | – | 1,9 |
|
| 5480 |
5480
Proathlete Wealth Management
Boca Raton,
Florida
| US$ 169 mi | – | – | 11,3% | 73,9% | 53 | – | 0 |
|
| 5481 |
5481
Camelot Portfolios
Maumee,
Ohio
| US$ 169 mi | +US$ 64,4 mi | +62% | 8,66% | 47,2% | 214 | 36,92% | 2,7 |
|
| 5482 |
5482
Crestwood Capital Management
New York
| US$ 169 mi | +US$ 36,9 mi | +28% | 20,6% | 203% | 17 | 29,41% | 2,4 |
|
| 5483 |
5483
McNaughton Wealth Management
San Diego,
California
| US$ 169 mi | +US$ 18,5 mi | +12% | 8,58% | 55,6% | 54 | 7,41% | 3,1 |
|
| 5484 |
DRD
5484
Dennis R. Delaney
| US$ 169 mi | +US$ 13,6 mi | +9% | 9,25% | 84,3% | 45 | 6,67% | 6,3 |
|
| 5485 |
5485
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 169 mi | +US$ 18,4 mi | +12% | 8,88% | 58,8% | 197 | 13,2% | 3,1 |
|
| 5486 |
5486
Strategic Financial Concepts
San Antonio,
Texas
| US$ 169 mi | -US$ 127 mi | -43% | 7,55% | 56,8% | 283 | 53,71% | 0,6 |
|
| 5487 |
5487
Newlight Partners
New York
| US$ 169 mi | -US$ 9,44 mi | -5% | 33% | 92,8% | 2 | 0% | 3,1 |
|
| 5488 |
5488
IA Venture Strategies Fund II
New York
| US$ 169 mi | +US$ 58,3 mi | +53% | 53% | 375% | 3 | 0% | 1,4 |
|
| 5489 |
5489
Sterling Financial Group
Pasadena,
California
| US$ 169 mi | +US$ 9,32 mi | +6% | 8,55% | 49,6% | 65 | 10,77% | 0,7 |
|
| 5490 |
5490
Alhambra Investment Management
Palmetto Bay,
Florida
| US$ 169 mi | +US$ 16,6 mi | +11% | 9,17% | 67,7% | 163 | 14,11% | 2,5 |
|
| 5491 |
5491
Mosaic Advisors
Houston,
Texas
| US$ 169 mi | +US$ 59,2 mi | +54% | 5,96% | 50,9% | 19 | 36,84% | 1,6 |
|
| 5492 |
5492
Fluent Financial
Dallas,
Texas
| US$ 168 mi | -US$ 17,6 mi | -9% | 8,97% | 46,9% | 87 | 21,84% | 1,6 |
|
| 5493 |
PCG
5493
PFC Capital Group
Los Angeles,
California
| US$ 168 mi | – | – | 13,3% | 118% | 67 | – | 0 |
|
| 5494 |
5494
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$ 168 mi | +US$ 37,9 mi | +29% | 11,1% | 173% | 58 | 48,28% | 0,9 |
|
| 5495 |
5495
Miller Value Partners
Sarasota,
Florida
| US$ 168 mi | +US$ 9,26 mi | +6% | 15,1% | 133% | 48 | 16,67% | 1,8 |
|
| 5496 |
5496
Wisconsin Capital Management
Madison,
Wisconsin
| US$ 168 mi | +US$ 16,9 mi | +11% | 12,7% | 153% | 48 | 14,58% | 4,6 |
|
| 5497 |
5497
Blue Barn Wealth
Orem,
Utah
| US$ 168 mi | +US$ 16 mi | +11% | 10,1% | 46,4% | 139 | 24,46% | 1,6 |
|
| 5498 |
5498
Colonial River Investments
Midlothian,
Virginia
| US$ 168 mi | +US$ 15,1 mi | +10% | 10,1% | 156% | 210 | 32,86% | 1,2 |
|
| 5499 |
5499
Montis Financial
Waltham,
Massachusetts
| US$ 168 mi | +US$ 18,9 mi | +13% | 9,51% | 53,8% | 78 | 21,79% | 1,7 |
|
| 5500 |
5500
Northstar Advisory Group
Northfield,
New Jersey
| US$ 168 mi | +US$ 30,9 mi | +23% | 11,6% | 141% | 111 | 29,73% | 1,1 |
|