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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
BSWA
5851
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| US$ 162 mi | +US$ 14,1 mi | +10% | 5,89% | – | 104 | 4,81% | 1,8 |
|
| 5852 |
5852
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 162 mi | +US$ 10,7 mi | +7% | 7,42% | 83,4% | 162 | 6,79% | 5,5 |
|
| 5853 |
5853
Onyx Financial Advisors
Idaho Falls,
Idaho
| US$ 162 mi | +US$ 24,8 mi | +18% | 7,09% | 57,8% | 15 | 13,33% | 0,8 |
|
| 5854 |
5854
MN Wealth Advisors
Overland Park,
Kansas
| US$ 162 mi | +US$ 16,5 mi | +11% | 7,45% | 68,3% | 101 | 13,86% | 0,2 |
|
| 5855 |
5855
Herbst Group
Westport,
Connecticut
| US$ 162 mi | +US$ 5,66 mi | +4% | 13,6% | 142% | 68 | 17,65% | 1,7 |
|
| 5856 |
5856
Boulder Wealth Advisors
Boulder,
Colorado
| US$ 161 mi | – | – | 10,4% | – | 23 | – | 0,8 |
|
| 5857 |
5857
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 161 mi | +US$ 25,8 mi | +19% | 7,62% | 110% | 623 | 16,37% | 2,6 |
|
| 5858 |
5858
Family CFO
Los Altos,
California
| US$ 161 mi | +US$ 6,37 mi | +4% | 5,5% | 89,6% | 66 | 3,03% | 1,9 |
|
| 5859 |
5859
Penbrook Management
New York
| US$ 161 mi | +US$ 12,5 mi | +8% | 12,6% | 107% | 107 | 8,41% | 5,5 |
|
| 5860 |
5860
Kessler Investment Group
Columbus,
Indiana
| US$ 161 mi | -US$ 2,07 mi | -1% | 11,2% | 251% | 213 | 32,39% | 2,3 |
|
| 5861 |
IFS
5861
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$ 161 mi | +US$ 18,3 mi | +13% | 12,3% | 63,5% | 86 | 11,63% | 1,9 |
|
| 5862 |
5862
Maryland Capital Advisors
Chester,
Maryland
| US$ 161 mi | +US$ 9,8 mi | +6% | 3,62% | – | 237 | 10,97% | 1,9 |
|
| 5863 |
5863
Eagle Bluffs Wealth Management
Columbia,
Missouri
| US$ 161 mi | +US$ 14,3 mi | +10% | 8,59% | 95,5% | 70 | 7,14% | 1,7 |
|
| 5864 |
5864
Eight 31 Financial
Midland,
Texas
| US$ 161 mi | -US$ 2,18 mi | -1% | 6,57% | 31,6% | 88 | 18,18% | 0,2 |
|
| 5865 |
5865
Econ Financial Services
Harrisburg,
Pennsylvania
| US$ 161 mi | +US$ 19 mi | +13% | 3,74% | 16,9% | 102 | 51,96% | 0,5 |
|
| 5866 |
5866
Woodward Diversified Capital
Bakersfield,
California
| US$ 161 mi | +US$ 1,83 mi | +1% | 7,37% | 118% | 166 | 14,46% | 2 |
|
| 5867 |
5867
Indus Capital Partners
New York
| US$ 161 mi | +US$ 10 mi | +7% | 8,99% | 117% | 6 | 16,67% | 2,3 |
|
| 5868 |
KCM
5868
Knoll Capital Management
Miami,
Florida
| US$ 161 mi | +US$ 40 mi | +33% | 34,2% | 258% | 37 | 21,62% | 1,6 |
|
| 5869 |
5869
Column Group
San Francisco,
California
| US$ 161 mi | +US$ 9,16 mi | +6% | 43,6% | 95,1% | 7 | 14,29% | 2,6 |
|
| 5870 |
5870
Emory University
Atlanta,
Georgia
| US$ 160 mi | -US$ 1,25 mi | -0,8% | 1,27% | 60,2% | 9 | 33,33% | 0,9 |
|
| 5871 |
CAS
5871
CTC Alternative Strategies
Chicago,
Illinois
| US$ 160 mi | +US$ 112 mi | +233% | 13,6% | 111% | 196 | 96,94% | 0 |
|
| 5872 |
5872
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$ 160 mi | +US$ 12,8 mi | +9% | 8,16% | 92,9% | 109 | 27,52% | 1,4 |
|
| 5873 |
5873
Aryeh Capital Management
Toronto,
Ontario, Canada
| US$ 160 mi | -US$ 5,09 mi | -3% | 10,9% | 87,7% | 10 | 20% | 1,2 |
|
| 5874 |
5874
Family Asset Management
Charleston,
South Carolina
| US$ 160 mi | +US$ 10,3 mi | +7% | 6,18% | – | 197 | 9,64% | 1 |
|
| 5875 |
5875
Shared Vision Wealth Group
Carlsbad,
United States
| US$ 160 mi | +US$ 10,5 mi | +7% | 2,87% | 65% | 84 | 19,05% | 0,2 |
|