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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Mudita Advisors
London,
United Kingdom
| US$ 183 mi | -US$ 12,6 mi | -6% | 3,48% | 143% | 19 | 15,79% | 1,9 |
|
| 5727 |
5727
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 183 mi | +US$ 3,9 mi | +2% | 7,21% | 81,9% | 175 | 12,57% | 2,6 |
|
| 5728 |
5728
Global Assets Advisory
Orlando,
Florida
| US$ 183 mi | +US$ 120 mi | +191% | 4,55% | 95,9% | 174 | 69,54% | 0,2 |
|
| 5729 |
5729
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 183 mi | +US$ 16,5 mi | +10% | 8,26% | 110% | 624 | 10,74% | 2,8 |
|
| 5730 |
5730
First Affirmative Financial Network
Colorado Springs,
Colorado
| US$ 183 mi | +US$ 38,6 mi | +27% | 6,39% | – | 303 | 20,13% | 1,5 |
|
| 5731 |
5731
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 183 mi | +US$ 8,47 mi | +5% | 4,85% | 135% | 197 | 9,14% | 3,1 |
|
| 5732 |
5732
Forge First Asset Management
Toronto, Ontario,
Canada
| US$ 183 mi | -US$ 52,9 mi | -22% | 7,68% | 112% | 51 | 60,78% | 0,6 |
|
| 5733 |
5733
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 182 mi | +US$ 12,5 mi | +7% | 8,71% | 72,5% | 101 | 6,93% | 5,8 |
|
| 5734 |
5734
My Personal CFO LLC
Vancouver,
Washington
| US$ 182 mi | -US$ 4,93 mi | -3% | 3,66% | 83,4% | 102 | 14,71% | 2 |
|
| 5735 |
5735
Onyx Financial Advisors
Idaho Falls,
Idaho
| US$ 182 mi | +US$ 15,2 mi | +9% | 6,14% | 57,8% | 16 | 18,75% | 1 |
|
| 5736 |
5736
RedJay Asset Management
Toronto,
Ontario, Canada
| US$ 182 mi | +US$ 24,5 mi | +16% | 8,62% | – | 27 | 48,15% | 0,5 |
|
| 5737 |
5737
Regency Capital Management
Honolulu,
Hawaii
| US$ 182 mi | +US$ 26,6 mi | +17% | 7,3% | 92,1% | 54 | 27,78% | 1,5 |
|
| 5738 |
5738
Lakeridge Wealth Management
Mentor,
Ohio
| US$ 182 mi | +US$ 15,6 mi | +9% | 8,34% | – | 156 | 8,97% | 0,6 |
|
| 5739 |
LAI
5739
Legal Advantage Investments
Los Altos Hills,
California
| US$ 182 mi | +US$ 8,33 mi | +5% | 7,45% | 116% | 101 | 8,91% | 2,2 |
|
| 5740 |
5740
Hidden Lake Asset Management
New York
| US$ 182 mi | +US$ 52,9 mi | +41% | 20,6% | 849% | 48 | 83,33% | 0,2 |
|
| 5741 |
5741
Cooper/Haims Advisors
Victor,
New York
| US$ 182 mi | +US$ 3,58 mi | +2% | 7,76% | 58,8% | 90 | 13,33% | 3,8 |
|
| 5742 |
5742
Adams Street Partners
Chicago,
Illinois
| US$ 182 mi | -US$ 61 mi | -25% | 22,9% | 399% | 9 | 33,33% | 6,4 |
|
| 5743 |
5743
Elyxium Wealth
San Mateo,
California
| US$ 182 mi | – | – | 7,16% | – | 120 | – | 0 |
|
| 5744 |
IFS
5744
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$ 182 mi | +US$ 19,1 mi | +12% | 9,46% | 63,5% | 82 | 1,22% | 2,3 |
|
| 5745 |
5745
Cascades Capital Asset Management
Greensboro,
North Carolina
| US$ 182 mi | – | – | 6,14% | – | 101 | – | 0 |
|
| 5746 |
5746
Duncan Williams Asset Management
Memphis,
Tennessee
| US$ 181 mi | +US$ 62,9 mi | +53% | 6,25% | – | 130 | 52,31% | 0,2 |
|
| 5747 |
5747
Roubaix Capital
Denver,
Colorado
| US$ 181 mi | +US$ 23,2 mi | +15% | 15,1% | 174% | 66 | 60,61% | 0,7 |
|
| 5748 |
5748
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$ 181 mi | +US$ 18 mi | +11% | 7,47% | – | 141 | 12,06% | 0,7 |
|
| 5749 |
5749
Sightline Wealth Advisors
Groton,
Connecticut
| US$ 181 mi | +US$ 20,8 mi | +13% | 6,47% | 48,5% | 88 | 12,5% | 2 |
|
| 5750 |
KHCM
5750
Kirtland Hills Capital Management
Bratenahl,
Ohio
| US$ 181 mi | +US$ 61,2 mi | +51% | 6,96% | – | 140 | 20,71% | 0,4 |
|