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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Lodestone Wealth Management
Spokane,
Washington
| US$ 246 mi | +US$ 23,1 mi | +10% | 2,94% | 87,1% | 798 | 78,32% | 0,5 |
|
| 5602 |
5602
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$ 246 mi | +US$ 7,16 mi | +3% | 1,44% | 60,9% | 119 | 8,4% | 1,7 |
|
| 5603 |
5603
Metavasi Capital
Larchmont,
New York
| US$ 245 mi | -US$ 85,6 mi | -26% | 8,45% | 840% | 45 | 62,22% | 1 |
|
| 5604 |
5604
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 245 mi | +US$ 18,2 mi | +8% | 10,6% | 110% | 667 | 21,29% | 3,1 |
|
| 5605 |
5605
Tumwater Wealth Management
Boise,
Idaho
| US$ 245 mi | +US$ 20,2 mi | +9% | 2,97% | – | 36 | 11,11% | 0,9 |
|
| 5606 |
SWMG
5606
Signature Wealth Management Group
Atlanta,
Georgia
| US$ 245 mi | -US$ 12,4 mi | -5% | 0,24% | – | 120 | 16,67% | 3,7 |
|
| 5607 |
5607
Financial Symmetry
Raleigh,
North Carolina
| US$ 245 mi | +US$ 22,2 mi | +10% | 3,22% | 68,4% | 62 | 16,13% | 1,3 |
|
| 5608 |
AAG
5608
Avalon Advisory Group
Wexford,
Pennsylvania
| US$ 245 mi | -US$ 1,65 mi | -0,7% | 1,38% | 46% | 18 | 27,78% | 3,8 |
|
| 5609 |
5609
Bayshore Asset Management
Coral Gables,
Florida
| US$ 245 mi | +US$ 11,8 mi | +5% | 3,09% | 66,1% | 41 | 2,44% | 2,9 |
|
| 5610 |
5610
Dopkins Wealth Management
Williamsville,
New York
| US$ 245 mi | +US$ 7,77 mi | +3% | 2,93% | 68,8% | 82 | 4,88% | 2 |
|
| 5611 |
5611
Elevation Capital Advisory
Bend,
Oregon
| US$ 245 mi | -US$ 5,59 mi | -2% | 1,02% | – | 86 | 56,98% | 0,5 |
|
| 5612 |
5612
Bull Oak Capital
San Diego,
California
| US$ 245 mi | +US$ 9,34 mi | +4% | 1,52% | 62,1% | 37 | 16,22% | 1,2 |
|
| 5613 |
5613
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$ 245 mi | +US$ 56,1 mi | +30% | 0,08% | 7,8% | 128 | 28,91% | 1,2 |
|
| 5614 |
5614
Family Office Research
Bethesda,
Maryland
| US$ 245 mi | +US$ 16 mi | +7% | 6,42% | – | 79 | 11,39% | 0,8 |
|
| 5615 |
5615
Financial Guidance Group
Palm Harbor,
Florida
| US$ 244 mi | +US$ 21,4 mi | +10% | 1,65% | 58,7% | 91 | 8,79% | 2,3 |
|
| 5616 |
5616
WealthCollab
Bellevue,
Washington
| US$ 244 mi | +US$ 26,5 mi | +12% | 1,01% | – | 1.113 | 20,58% | 1,4 |
|
| 5617 |
5617
CNB Bank
Clearfield,
Pennsylvania
| US$ 244 mi | +US$ 4,32 mi | +2% | 3,28% | 106% | 523 | 6,69% | 4,5 |
|
| 5618 |
SM
5618
Salzhauer Michael
| US$ 244 mi | +US$ 35,9 mi | +17% | 6,99% | 98% | 106 | 23,58% | 4 |
|
| 5619 |
5619
Financial Avengers
Oakland,
California
| US$ 244 mi | +US$ 11,5 mi | +5% | 6,29% | 108% | 148 | 7,43% | 3,8 |
|
| 5620 |
5620
Fiduciary Wealth Partners
Boston,
Massachusetts
| US$ 244 mi | +US$ 5,71 mi | +2% | 2,6% | – | 96 | 12,5% | 1,2 |
|
| 5621 |
5621
Porter White Investment Advisors
Birmingham,
Alabama
| US$ 244 mi | +US$ 10,9 mi | +5% | 2,71% | 58% | 36 | 2,78% | 2,4 |
|
| 5622 |
5622
Aristotle Pacific Capital
Newport Beach,
California
| US$ 244 mi | +US$ 38,4 mi | +19% | 0,47% | 1,84% | 6 | 16,67% | 3,8 |
|
| 5623 |
5623
Glass Wealth Management
San Antonio,
Texas
| US$ 244 mi | +US$ 19,4 mi | +9% | 8,69% | – | 58 | 5,17% | 1,6 |
|
| 5624 |
5624
Verisail Partners
Chamblee,
Georgia
| US$ 243 mi | +US$ 7,71 mi | +3% | 1,72% | – | 24 | 8,33% | 0,9 |
|
| 5625 |
5625
Ananym Capital Management
New York
| US$ 243 mi | -US$ 17 mi | -7% | 0,92% | – | 10 | 20% | 0,9 |
|