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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
CastleKeep Investment Advisors
Westport,
Connecticut
| US$ 214 mi | +US$ 9,36 mi | +5% | 5,03% | – | 89 | 4,49% | 1,3 |
|
| 5827 |
5827
Old North State Wealth Management
Wilmington,
North Carolina
| US$ 214 mi | +US$ 21,8 mi | +11% | 9,29% | 91,5% | 129 | 11,63% | 2,1 |
|
| 5828 |
5828
Kieckhefer Group
Mequon,
Wisconsin
| US$ 214 mi | +US$ 29,2 mi | +16% | 18,8% | – | 57 | 21,05% | 0,6 |
|
| 5829 |
5829
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$ 214 mi | +US$ 19,1 mi | +10% | 11,7% | – | 136 | 20,59% | 1,3 |
|
| 5830 |
5830
FCG Investment Company
Germantown,
Tennessee
| US$ 214 mi | +US$ 21,9 mi | +11% | 16,3% | – | 98 | 16,33% | 0,9 |
|
| 5831 |
5831
Forge Financial Services
Edmond,
Oklahoma
| US$ 213 mi | +US$ 80,2 mi | +60% | 5,66% | – | 22 | 9,09% | 0,7 |
|
| 5832 |
5832
Southern Capital Advisors
Jackson,
Tennessee
| US$ 213 mi | +US$ 17,9 mi | +9% | 7,11% | 66,8% | 84 | 5,95% | 2,4 |
|
| 5833 |
5833
Napa Wealth Management
Napa,
California
| US$ 213 mi | +US$ 4,3 mi | +2% | 10,4% | – | 181 | 45,3% | 0,7 |
|
| 5834 |
AFT
5834
Alpha Family Trust
Los Angeles,
California
| US$ 213 mi | +US$ 11,3 mi | +6% | 12,6% | 215% | 205 | 14,63% | 1,7 |
|
| 5835 |
5835
Leslie Global Wealth
Itasca,
Illinois
| US$ 213 mi | +US$ 26,1 mi | +14% | 7,79% | – | 81 | 19,75% | 0,9 |
|
| 5836 |
5836
Rings Capital Management
Chicago,
Illinois
| US$ 213 mi | +US$ 6,27 mi | +3% | 6,9% | 40,9% | 7 | 0% | 3,2 |
|
| 5837 |
5837
Inlight Wealth Management
Atlanta,
Georgia
| US$ 213 mi | +US$ 19,8 mi | +10% | 9,21% | – | 257 | 7,78% | 0,5 |
|
| 5838 |
5838
Battery Global Advisors
Boston,
Massachusetts
| US$ 213 mi | +US$ 9,9 mi | +5% | 3,65% | 76,5% | 152 | 9,21% | 1 |
|
| 5839 |
5839
StepStone Group
La Jolla,
California
| US$ 213 mi | +US$ 162 mi | +322% | 11,5% | 107% | 21 | 57,14% | 1,6 |
|
| 5840 |
5840
Steinberganna Wealth Management
Huntington,
New York
| US$ 213 mi | – | – | 10,3% | – | 133 | – | 0 |
|
| 5841 |
5841
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$ 213 mi | +US$ 14,6 mi | +7% | 5,28% | 48,4% | 46 | 6,52% | 1,4 |
|
| 5842 |
5842
First Affirmative Financial Network
Colorado Springs,
Colorado
| US$ 213 mi | +US$ 18 mi | +9% | 6,95% | – | 311 | 15,11% | 2,1 |
|
| 5843 |
5843
Lloyd Advisory Services
Suwanee,
Georgia
| US$ 212 mi | +US$ 5,54 mi | +3% | 5,45% | 51,1% | 122 | 37,7% | 0,9 |
|
| 5844 |
5844
Versant Venture Management
San Francisco,
California
| US$ 212 mi | +US$ 130 mi | +159% | 55,8% | 409% | 9 | 11,11% | 2,2 |
|
| 5845 |
5845
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 212 mi | +US$ 11,8 mi | +6% | 6,95% | 156% | 126 | 7,94% | 2 |
|
| 5846 |
5846
PACK Private Wealth
Wayzata,
Minnesota
| US$ 212 mi | +US$ 23,6 mi | +12% | 7,81% | 52,8% | 55 | 12,73% | 2,4 |
|
| 5847 |
5847
22NW LP
Seattle,
Washington
| US$ 212 mi | +US$ 53,5 mi | +34% | 43,2% | 138% | 23 | 17,39% | 1,9 |
|
| 5848 |
5848
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 212 mi | +US$ 13,5 mi | +7% | 9,16% | 111% | 105 | 17,14% | 3 |
|
| 5849 |
CWM
5849
CCG Wealth Management
San Diego,
California
| US$ 212 mi | +US$ 22,4 mi | +12% | 9,4% | 82,6% | 88 | 12,5% | 3,2 |
|
| 5850 |
5850
Kilter Group
Rhinebeck,
New York
| US$ 212 mi | -US$ 7,8 mi | -4% | 8,02% | – | 1.330 | 21,43% | 0,2 |
|