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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
Register Financial Advisors
Atlanta,
Georgia
| US$ 257 mi | +US$ 2,57 mi | +1% | 2,24% | 130% | 368 | 12,77% | 2 |
|
| 5477 |
5477
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$ 257 mi | -US$ 1,08 mi | -0,4% | 2,81% | 96,9% | 274 | 45,99% | 0,9 |
|
| 5478 |
5478
Cora Capital Advisors
Marlton,
New Jersey
| US$ 257 mi | +US$ 21,6 mi | +9% | 2,74% | 80,3% | 137 | 16,79% | 1,8 |
|
| 5479 |
5479
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$ 257 mi | -US$ 3,35 mi | -1% | 1,55% | – | 45 | 13,33% | 3,4 |
|
| 5480 |
5480
Meramec Financial Planners
Saint Louis,
Missouri
| US$ 257 mi | – | – | 1,51% | – | 518 | – | 0 |
|
| 5481 |
5481
EntryPoint Capital
New York
| US$ 256 mi | -US$ 1,88 mi | -0,7% | 2,17% | – | 889 | 55,79% | 0,4 |
|
| 5482 |
5482
Trueblood Wealth Management
Lima,
Ohio
| US$ 256 mi | -US$ 199 mil | -0,1% | 1,63% | 89,9% | 266 | 9,77% | 1,6 |
|
| 5483 |
HCC
5483
Hatch Cove Capital
Chicago,
Illinois
| US$ 256 mi | – | – | 20,8% | – | 22 | – | 0 |
|
| 5484 |
5484
Sellwood Investment Partners
Portland,
Oregon
| US$ 256 mi | +US$ 4,87 mi | +2% | 1,32% | – | 107 | 44,86% | 0,8 |
|
| 5485 |
5485
New England Capital Financial Advisors
Meriden,
Connecticut
| US$ 256 mi | +US$ 20,7 mi | +9% | 1,5% | 58,3% | 443 | 9,93% | 2,3 |
|
| 5486 |
BIA
5486
Bigelow Investment Advisors
Portland,
Maine
| US$ 256 mi | +US$ 7,95 mi | +3% | 3,29% | 75,7% | 154 | 6,49% | 5,1 |
|
| 5487 |
5487
TCFG Wealth Management
Laguna Niguel,
California
| US$ 256 mi | +US$ 1,5 mi | +0,6% | 4,9% | – | 290 | 17,24% | 0,9 |
|
| 5488 |
5488
Waterford Advisors
Orchard Park,
New York
| US$ 256 mi | -US$ 33,2 mi | -11% | 1,91% | 50,5% | 63 | 38,1% | 2 |
|
| 5489 |
5489
Grunden Financial Advisory
Denton,
Texas
| US$ 256 mi | +US$ 10 mi | +4% | 1,93% | – | 35 | 11,43% | 1,4 |
|
| 5490 |
AG
5490
ASO Group
Road Town,
| US$ 256 mi | – | – | 6,25% | – | 55 | – | 0 |
|
| 5491 |
5491
HFM Investment Advisors
Glassboro,
New Jersey
| US$ 256 mi | +US$ 9,32 mi | +4% | 2,07% | – | 1.342 | 10,28% | 0,7 |
|
| 5492 |
SP
5492
Saranac Partners
London,
| US$ 256 mi | -US$ 296 mi | -54% | 3,4% | 69% | 237 | 70,46% | 1 |
|
| 5493 |
5493
Trellis Wealth Advisors
San Luis Obispo,
California
| US$ 256 mi | +US$ 10 mi | +4% | 2,58% | 62,2% | 44 | 13,64% | 1,8 |
|
| 5494 |
5494
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 256 mi | +US$ 9,41 mi | +4% | 4,47% | 105% | 80 | 8,75% | 5,2 |
|
| 5495 |
5495
Pavaki Capital Management
Pueblo,
Colorado
| US$ 255 mi | – | – | 12,3% | – | 131 | – | 0 |
|
| 5496 |
5496
NVP Associates
Menlo Park,
California
| US$ 255 mi | +US$ 89,2 mi | +54% | 33,3% | 953% | 6 | 16,67% | 1,5 |
|
| 5497 |
5497
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$ 255 mi | +US$ 38,6 mi | +18% | 1,81% | 65% | 36 | 11,11% | 3,5 |
|
| 5498 |
5498
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 255 mi | +US$ 3,08 mi | +1% | 1,35% | 62,3% | 99 | 31,31% | 1,7 |
|
| 5499 |
5499
TRV GP IV
Boston,
Massachusetts
| US$ 255 mi | -US$ 18,8 mi | -7% | 44,9% | 1.102% | 2 | 0% | 2,5 |
|
| 5500 |
5500
Wealth Analytics Partners
San Diego,
California
| US$ 255 mi | – | – | 1,79% | – | 47 | – | 0 |
|