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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 109 mi | -US$ 5,45 mi | -5% | 14,7% | 72% | 1.322 | 91,3% | 0,3 |
|
| 5527 |
STC
5527
Sarah T. Connolly
| US$ 109 mi | – | – | 11,5% | 35% | 88 | – | 0 |
|
| 5528 |
5528
Boardman Bay Capital Management
New York
| US$ 109 mi | +US$ 11,9 mi | +12% | 35,4% | 145% | 87 | 58,62% | 0,8 |
|
| 5529 |
5529
Mosaic Advisors
Houston,
Texas
| US$ 109 mi | – | – | 12,6% | 50,9% | 29 | – | 0 |
|
| 5530 |
5530
Financial Gravity Asset Management
Lakeway,
Texas
| US$ 109 mi | – | – | 12,3% | – | 727 | – | 1,9 |
|
| 5531 |
5531
Round Rock Advisors
Wilton,
Connecticut
| US$ 109 mi | – | – | 15,2% | 94,6% | 55 | – | 0 |
|
| 5532 |
5532
Millennium TVP Management
New York
| US$ 109 mi | -US$ 18,2 mi | -14% | 9,8% | – | 5 | 0% | 4,9 |
|
| 5533 |
5533
LifeSteps Financial
Claremont,
California
| US$ 109 mi | +US$ 14,2 mi | +15% | 13,2% | 98,4% | 87 | 13,79% | 0,8 |
|
| 5534 |
FIG
5534
Freed Investment Group
Boston,
Massachusetts
| US$ 109 mi | – | – | 13,6% | – | 16 | – | 0 |
|
| 5535 |
NED
5535
Nancy E. Dempze
| US$ 109 mi | +US$ 10,3 mi | +10% | 12,2% | 94,5% | 67 | 5,97% | 3,8 |
|
| 5536 |
5536
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$ 109 mi | – | – | 22,8% | 234% | 145 | – | 1,4 |
|
| 5537 |
5537
McGinn Penninger Investment Management
Alexandria,
Virginia
| US$ 109 mi | – | – | 16,8% | 71,6% | 33 | – | 0 |
|
| 5538 |
5538
Everhart Financial Group
Dublin,
Ohio
| US$ 108 mi | – | – | 15,4% | 123% | 80 | – | 0 |
|
| 5539 |
5539
High Pines Wealth Management
Duxbury,
Massachusetts
| US$ 108 mi | – | – | 12,5% | 28,3% | 40 | – | 0 |
|
| 5540 |
EL
5540
EQ LLC
Bellevue,
Washington
| US$ 108 mi | – | – | 14,6% | 80% | 48 | – | 0 |
|
| 5541 |
5541
Chicago Wealth Management
Chicago,
Illinois
| US$ 108 mi | +US$ 19,6 mi | +22% | 17,9% | 134% | 32 | 31,25% | 0,5 |
|
| 5542 |
5542
Nierenberg Investment Management Company
Camas,
Washington
| US$ 108 mi | – | – | 29,7% | 127% | 32 | – | 0,4 |
|
| 5543 |
FA
5543
Financial Advantage
Columbia,
Maryland
| US$ 108 mi | +US$ 2,7 mi | +3% | 15,2% | 24,3% | 123 | 13,82% | 2,2 |
|
| 5544 |
5544
Element Wealth
Ridgeland,
Mississippi
| US$ 108 mi | +US$ 14,4 mi | +15% | 16,4% | 64,5% | 160 | 17,5% | 0,7 |
|
| 5545 |
5545
AllGen Financial Advisors
Orlando,
Florida
| US$ 108 mi | – | – | 7,73% | 39,7% | 32 | – | 0 |
|
| 5546 |
CM
5546
CM Management
Gulf Breeze,
Florida
| US$ 108 mi | – | – | 38,2% | 107% | 80 | – | 0 |
|
| 5547 |
5547
HPS Investment Partners
New York
| US$ 108 mi | – | – | 41,4% | 55,9% | 8 | – | 0,4 |
|
| 5548 |
5548
Sterling Manor Financial
Saratoga Springs,
New York
| US$ 108 mi | – | – | 20,3% | – | 74 | – | 0 |
|
| 5549 |
5549
Sloane Robinson
London,
United Kingdom
| US$ 108 mi | -US$ 36 mi | -25% | 11,8% | 175% | 23 | 47,83% | 1,2 |
|
| 5550 |
ECT
5550
Ebor Charitable Trust
Jackson,
Wyoming
| US$ 108 mi | +US$ 11,1 mi | +12% | 14,7% | 66,1% | 2 | 0% | 1 |
|