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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 |
5851
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 189 mi | +US$ 6,53 mi | +4% | 2,21% | 135% | 216 | 19,44% | 3,2 |
|
| 5852 |
LAI
5852
Legal Advantage Investments
Los Altos Hills,
California
| US$ 189 mi | +US$ 7,24 mi | +4% | 6,86% | 116% | 108 | 12,96% | 2,3 |
|
| 5853 |
5853
Silver Oak Advisory Group
Portland,
Oregon
| US$ 189 mi | -US$ 5,91 mi | -3% | 2,58% | 28,9% | 70 | 10% | 2,4 |
|
| 5854 |
5854
GSI Capital Advisors
Newport Beach,
California
| US$ 189 mi | -US$ 10,7 mi | -5% | 5,61% | 39,7% | 34 | 20,59% | 1,8 |
|
| 5855 |
5855
Dogwood Wealth Management
Lenexa,
Kansas
| US$ 189 mi | +US$ 15,2 mi | +9% | 0,28% | 57,9% | 294 | 34,69% | 0,7 |
|
| 5856 |
5856
Delphi Financial Group
Wilmington,
Delaware
| US$ 189 mi | +US$ 11,9 mi | +7% | 5,69% | 66,3% | 28 | 39,29% | 2 |
|
| 5857 |
5857
Pacific Wealth Management
San Diego,
California
| US$ 189 mi | -US$ 26,1 mi | -12% | 0,25% | 72,8% | 21 | 14,29% | 1,9 |
|
| 5858 |
5858
MRA Advisory Group
Parsippany,
New Jersey
| US$ 189 mi | +US$ 5,82 mi | +3% | 3,02% | 86,8% | 140 | 27,14% | 1,9 |
|
| 5859 |
5859
Lipe & Dalton
Syracuse,
New York
| US$ 189 mi | -US$ 9,41 mi | -5% | 1,32% | 101% | 104 | 11,54% | 5,9 |
|
| 5860 |
5860
FOCUS Wealth Advisors
Houston,
Texas
| US$ 189 mi | -US$ 12 mi | -6% | 1,33% | 68,7% | 65 | 20% | 2,2 |
|
| 5861 |
5861
Forte Asset Management
Bedford,
New York
| US$ 188 mi | +US$ 854 mil | +0,5% | 1,04% | 57,7% | 65 | 10,77% | 1,7 |
|
| 5862 |
5862
Peninsula Asset Management
Bradenton,
Florida
| US$ 188 mi | -US$ 10,1 mi | -5% | 2,1% | 54,2% | 44 | 2,27% | 8,4 |
|
| 5863 |
WPEP
5863
Walnut Private Equity Partners
Omaha,
Nebraska
| US$ 188 mi | +US$ 20,1 mi | +12% | 8,77% | 48% | 16 | 31,25% | 6,1 |
|
| 5864 |
5864
Threadgill Financial
Spring,
Texas
| US$ 188 mi | +US$ 20 mi | +12% | 0,84% | 49,3% | 50 | 18% | 1,4 |
|
| 5865 |
5865
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$ 188 mi | -US$ 805 mil | -0,4% | 0,86% | – | 62 | 12,9% | 0,2 |
|
| 5866 |
5866
RCS Financial Planning
Annapolis,
Maryland
| US$ 188 mi | +US$ 7,87 mi | +4% | 2,02% | 48,2% | 78 | 14,1% | 1,4 |
|
| 5867 |
5867
First City Capital Management
Savannah,
Georgia
| US$ 188 mi | -US$ 6,56 mi | -3% | 1,4% | 86,4% | 169 | 13,02% | 6,2 |
|
| 5868 |
SIA
5868
Schear Investment Advisers
Cincinnati,
Ohio
| US$ 188 mi | +US$ 26,2 mi | +16% | 5,34% | 241% | 90 | 8,89% | 1,6 |
|
| 5869 |
5869
One68 Global Capital
New York
| US$ 188 mi | – | – | 4,06% | – | 94 | – | 0 |
|
| 5870 |
PC
5870
Panoramic Capital
Larkspur,
California
| US$ 188 mi | – | – | 13,5% | – | 43 | – | 0 |
|
| 5871 |
5871
Headwater Capital
Hong Kong,
China
| US$ 188 mi | – | – | 4,28% | – | 10 | – | 0 |
|
| 5872 |
5872
Cascades Capital Asset Management
Greensboro,
North Carolina
| US$ 188 mi | +US$ 5,98 mi | +3% | 1,2% | – | 112 | 15,18% | 0,2 |
|
| 5873 |
5873
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 187 mi | +US$ 22,5 mi | +14% | 12,6% | 131% | 119 | 13,45% | 1,5 |
|
| 5874 |
5874
Carl Stuart Investment Advisor
Austin,
Texas
| US$ 187 mi | +US$ 9,5 mi | +5% | 1,01% | 84,4% | 20 | 25% | 1,6 |
|
| 5875 |
5875
Master's Wealth Management
Lancaster,
Pennsylvania
| US$ 187 mi | – | – | 2,71% | – | 40 | – | 0 |
|