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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$ 118 mi | +US$ 6,9 mi | +6% | 7,33% | 78% | 78 | 7,69% | 0,7 |
|
| 5827 |
5827
Montis Financial
Waltham,
Massachusetts
| US$ 118 mi | +US$ 14,3 mi | +14% | 8,09% | 53,8% | 65 | 18,46% | 1,7 |
|
| 5828 |
5828
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 118 mi | -US$ 7,36 mi | -6% | 8,13% | 121% | 112 | 12,5% | 3,7 |
|
| 5829 |
5829
Melone Private Wealth
Auburn Hills,
Michigan
| US$ 118 mi | +US$ 3,53 mi | +3% | 5,69% | 30,4% | 56 | 7,14% | 1 |
|
| 5830 |
5830
Brainard Capital Management
Austin,
Texas
| US$ 118 mi | – | – | 0,98% | – | 108 | – | 0 |
|
| 5831 |
5831
Tilt Investment Management Holdings
New York
| US$ 118 mi | – | – | 8,86% | – | 138 | – | 0 |
|
| 5832 |
5832
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 118 mi | +US$ 20,6 mi | +21% | 8,31% | 58,3% | 41 | 17,07% | 1,8 |
|
| 5833 |
BWIA
5833
Bryant Woods Investment Advisors
Getzville,
New York
| US$ 118 mi | +US$ 11,8 mi | +11% | 7,9% | 74,4% | 42 | 9,52% | 0,8 |
|
| 5834 |
5834
Mosaic Advisors
Houston,
Texas
| US$ 118 mi | -US$ 7,12 mi | -6% | 8,04% | 50,9% | 17 | 17,65% | 1,4 |
|
| 5835 |
5835
Retirement Financial Solutions
Knoxville,
Tennessee
| US$ 118 mi | – | – | 5,8% | 52,5% | 277 | – | 0 |
|
| 5836 |
BCM
5836
BlueMar Capital Management
Miami,
Florida
| US$ 118 mi | -US$ 18,3 mi | -13% | 11,6% | 27,4% | 36 | 58,33% | 2 |
|
| 5837 |
5837
E Fund Management (HK)
Central,
Hong Kong
| US$ 118 mi | -US$ 8,3 mi | -7% | 20,6% | 137% | 33 | 36,36% | 2 |
|
| 5838 |
5838
Affinia Financial Group
Burlington,
Massachusetts
| US$ 118 mi | +US$ 29 mi | +33% | 7,81% | 37,5% | 35 | 34,29% | 1,8 |
|
| 5839 |
5839
Resolute Financial
Newburyport,
Massachusetts
| US$ 118 mi | +US$ 12,2 mi | +12% | 7,52% | – | 118 | 19,49% | 0,8 |
|
| 5840 |
5840
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| US$ 118 mi | -US$ 26 mi | -18% | 9,64% | 61,4% | 9 | 33,33% | 1,4 |
|
| 5841 |
5841
Parker Financial
Silverdale,
Washington
| US$ 118 mi | – | – | 6,3% | 49,7% | 40 | – | 0 |
|
| 5842 |
WFA
5842
WMG Financial Advisors
Knoxville,
Tennessee
| US$ 117 mi | +US$ 6,43 mi | +6% | 8,19% | 73,8% | 152 | 19,08% | 0,8 |
|
| 5843 |
FAG
5843
Fortitude Advisory Group
Gig Harbor,
Washington
| US$ 117 mi | +US$ 12,1 mi | +12% | 7,28% | 142% | 232 | 18,1% | 0,8 |
|
| 5844 |
5844
Tilson Financial Group
New Providence,
New Jersey
| US$ 117 mi | – | – | 6,17% | 42,9% | 59 | – | 0 |
|
| 5845 |
5845
Hartree Partners
New York
| US$ 117 mi | -US$ 9,5 mi | -7% | 18,5% | 138% | 69 | 46,38% | 0,4 |
|
| 5846 |
5846
Palo Alto Wealth Advisors
Palo Alto,
California
| US$ 117 mi | – | – | 4,61% | 108% | 43 | – | 0 |
|
| 5847 |
5847
Penbrook Management
New York
| US$ 117 mi | +US$ 1,13 mi | +1% | 12,5% | 107% | 100 | 6% | 5,2 |
|
| 5848 |
5848
Consilium Wealth Advisory
Richardson,
Texas
| US$ 117 mi | +US$ 27,6 mi | +31% | 9,47% | 126% | 76 | 13,16% | 0,8 |
|
| 5849 |
AFC
5849
AFT Forsyth & Company
West Palm Beach,
Florida
| US$ 117 mi | +US$ 5,18 mi | +5% | 10,1% | 135% | 136 | 8,09% | 5,9 |
|
| 5850 |
5850
Social Capital Group
Menlo Park,
California
| US$ 117 mi | – | – | 24% | – | 4 | – | 0 |
|