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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Revolution Growth Management Company
Washington,
District of Columbia
| US$ 124 mi | -US$ 78,8 mi | -39% | 10,5% | 23,5% | 4 | 25% | 1,3 |
|
| 5702 |
5702
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$ 124 mi | – | – | 6,57% | 111% | 94 | – | 0 |
|
| 5703 |
5703
Sandy Cove Advisors
Hingham,
Massachusetts
| US$ 124 mi | +US$ 12,9 mi | +12% | 8,48% | 78% | 85 | 16,47% | 0,8 |
|
| 5704 |
5704
Sturgeon Ventures
London,
United Kingdom
| US$ 124 mi | -US$ 6,34 mi | -5% | 7,11% | 85,9% | 44 | 29,55% | 1,6 |
|
| 5705 |
5705
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$ 124 mi | +US$ 28,3 mi | +30% | 8,79% | 114% | 81 | 18,52% | 0,6 |
|
| 5706 |
5706
GoalFusion Wealth Management
Austin,
Texas
| US$ 124 mi | +US$ 18,3 mi | +17% | 5,67% | 47,6% | 22 | 22,73% | 0,7 |
|
| 5707 |
5707
Lodestone Wealth Management
Spokane,
Washington
| US$ 124 mi | – | – | 10,8% | 87,1% | 119 | – | 0 |
|
| 5708 |
MFG
5708
Monumental Financial Group
Rockville,
Maryland
| US$ 124 mi | +US$ 18,3 mi | +17% | 6,32% | 18,2% | 57 | 57,89% | 0,7 |
|
| 5709 |
SM
5709
Scoggin Management
New York
| US$ 124 mi | -US$ 17,3 mi | -12% | 2,66% | 889% | 69 | 69,57% | 0,8 |
|
| 5710 |
5710
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 124 mi | +US$ 27,2 mi | +28% | 8,42% | 56,5% | 148 | 20,95% | 0,7 |
|
| 5711 |
5711
Lakewood Asset Management
Naperville,
Illinois
| US$ 124 mi | – | – | 9,88% | 69,3% | 315 | – | 0 |
|
| 5712 |
5712
Herbst Group
Westport,
Connecticut
| US$ 124 mi | +US$ 1,8 mi | +1% | 8,59% | 142% | 76 | 10,53% | 0,9 |
|
| 5713 |
5713
Praetorian Capital Management
Coral Gables,
Florida
| US$ 124 mi | – | – | 22,7% | – | 18 | – | 0 |
|
| 5714 |
5714
Omnia Family Wealth
Aventura,
Florida
| US$ 124 mi | +US$ 1,9 mi | +2% | 8,58% | 80,6% | 73 | 20,55% | 3,9 |
|
| 5715 |
5715
Briaud Financial Planning
College Station,
Texas
| US$ 124 mi | +US$ 11,1 mi | +10% | 9,72% | 113% | 28 | 14,29% | 1,8 |
|
| 5716 |
5716
Alpine Peaks Capital
New York
| US$ 124 mi | +US$ 12,1 mi | +11% | 7,81% | 24,3% | 25 | 8% | 0,9 |
|
| 5717 |
5717
Roubaix Capital
Denver,
Colorado
| US$ 124 mi | +US$ 11,2 mi | +10% | 9,27% | 159% | 64 | 65,63% | 0,5 |
|
| 5718 |
5718
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$ 124 mi | +US$ 8,86 mi | +8% | 13,3% | 98,3% | 20 | 10% | 2,5 |
|
| 5719 |
5719
Bancreek Capital Management
Santa Monica,
California
| US$ 123 mi | +US$ 7,36 mi | +6% | 8,66% | 33,6% | 27 | 14,81% | 0,9 |
|
| 5720 |
5720
Nixon Peabody Trust
Boston,
Massachusetts
| US$ 123 mi | +US$ 5,35 mi | +5% | 8,83% | 101% | 70 | 11,43% | 4,3 |
|
| 5721 |
5721
True Capital Management
San Francisco,
California
| US$ 123 mi | – | – | 2,32% | – | 121 | – | 0 |
|
| 5722 |
5722
Catalyst Private Wealth
San Mateo,
California
| US$ 123 mi | -US$ 9,4 mi | -7% | 8,58% | 120% | 78 | 20,51% | 1,6 |
|
| 5723 |
5723
Little Harbor Advisors
Marblehead,
Massachusetts
| US$ 123 mi | +US$ 1,02 mi | +0,8% | 6,33% | 59% | 4 | 50% | 0,5 |
|
| 5724 |
5724
Financial Guidance Group
Palm Harbor,
Florida
| US$ 123 mi | -US$ 1,85 mi | -1% | 8,23% | 58,7% | 53 | 13,21% | 0,6 |
|
| 5725 |
5725
Horizon Wealth Management
La Grange,
Illinois
| US$ 123 mi | -US$ 13,7 mi | -10% | 4,08% | 109% | 74 | 10,81% | 0,9 |
|