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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Choice Wealth Advisors
Waterville,
Maine
| US$ 126 mi | -US$ 9,9 mi | -7% | 4,24% | 60,3% | 26 | 15,38% | 1 |
|
| 5927 |
5927
Lokken Investment Group
Lewes,
Delaware
| US$ 126 mi | -US$ 14,2 mi | -10% | 2,74% | 65,3% | 145 | 20,69% | 1 |
|
| 5928 |
5928
Richelieu Gestion
Paris,
France
| US$ 126 mi | – | – | 7,74% | – | 74 | – | 0 |
|
| 5929 |
5929
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 126 mi | -US$ 13,6 mi | -10% | 6,24% | 72% | 123 | 15,45% | 1,3 |
|
| 5930 |
5930
Nauset Wealth Management
Westport,
Connecticut
| US$ 126 mi | +US$ 20,8 mi | +20% | 3,14% | – | 234 | 75,21% | 0,1 |
|
| 5931 |
5931
Dravo Bay
Rehoboth Beach,
Delaware
| US$ 125 mi | +US$ 9,11 mi | +8% | 5,57% | 45,2% | 173 | 78,61% | 0,1 |
|
| 5932 |
EVP
5932
Evergreen Venture Partners
Tel Aviv,
Israel
| US$ 125 mi | -US$ 63,6 mi | -34% | 33,7% | 88,4% | 1 | 0% | 0,3 |
|
| 5933 |
5933
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$ 125 mi | -US$ 8,24 mi | -6% | 5,57% | 46,9% | 115 | 10,43% | 1,1 |
|
| 5934 |
5934
Sterling Manor Financial
Saratoga Springs,
New York
| US$ 125 mi | -US$ 3,08 mi | -2% | 5,75% | – | 102 | 47,06% | 0,6 |
|
| 5935 |
5935
Invesco Senior Secured Management
New York
| US$ 125 mi | -US$ 17,3 mi | -12% | 3,41% | 18,1% | 15 | 33,33% | 1,9 |
|
| 5936 |
5936
Masso Torrence Wealth Management
Marlton,
New Jersey
| US$ 125 mi | -US$ 18,1 mi | -13% | 4,36% | 130% | 405 | 80,99% | 0,2 |
|
| 5937 |
BI
5937
Blooom Inc
Overland Park,
Kansas
| US$ 125 mi | -US$ 7,97 mi | -6% | 1,67% | – | 51 | 15,69% | 1 |
|
| 5938 |
5938
Silverhawk Asset Management
Scottsdale,
Arizona
| US$ 125 mi | +US$ 332 mil | +0,3% | 5,16% | – | 32 | 21,88% | 0,2 |
|
| 5939 |
5939
TKG Advisors
Valparaiso,
Indiana
| US$ 125 mi | -US$ 1,88 mi | -1% | 1,83% | 116% | 99 | 35,35% | 0,2 |
|
| 5940 |
5940
Cassia Capital Partners
Winston Salem,
North Carolina
| US$ 125 mi | -US$ 24,1 mi | -16% | 1,57% | 59,9% | 65 | 12,31% | 0,3 |
|
| 5941 |
5941
St. James Investment Advisors
Port Jefferson,
New York
| US$ 125 mi | -US$ 10,6 mi | -8% | 6,05% | – | 105 | 32,38% | 0,2 |
|
| 5942 |
5942
Chico Wealth RIA
Chico,
California
| US$ 125 mi | – | – | 5,83% | 74,7% | 23 | – | 0 |
|
| 5943 |
5943
Prostatis Group
Hanover,
Maryland
| US$ 125 mi | -US$ 38,3 mi | -24% | 6,49% | 72,9% | 111 | 43,24% | 1,2 |
|
| 5944 |
5944
Walker Asset Management
Verona,
Missouri
| US$ 125 mi | +US$ 10,4 mi | +9% | 5,26% | 87,6% | 99 | 26,26% | 0,2 |
|
| 5945 |
WPEP
5945
Walnut Private Equity Partners
Omaha,
Nebraska
| US$ 125 mi | +US$ 14,6 mi | +13% | 8,91% | 48% | 16 | 6,25% | 5,7 |
|
| 5946 |
5946
Ribbit Capital GP IV
Palo Alto,
California
| US$ 125 mi | -US$ 42,2 mi | -25% | 23,3% | – | 2 | 0% | 0,3 |
|
| 5947 |
5947
WorthPointe
La Jolla,
California
| US$ 124 mi | +US$ 11,9 mi | +11% | 3,74% | 59,7% | 59 | 49,15% | 0,2 |
|
| 5948 |
5948
Gitterman Wealth Management
Edison,
New Jersey
| US$ 124 mi | -US$ 10,6 mi | -8% | 4,42% | 33% | 124 | 45,16% | 0,6 |
|
| 5949 |
5949
Capitol Family Office
Beaverton,
Oregon
| US$ 124 mi | -US$ 21,5 mi | -15% | 6,66% | 72% | 26 | 26,92% | 0,2 |
|
| 5950 |
5950
Cynosure Group
Salt Lake City,
Utah
| US$ 124 mi | -US$ 8,4 mi | -6% | 0,83% | 63% | 25 | 12% | 1,9 |
|