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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
BC
6001
Bowman & Company
Oshkosh,
Wisconsin
| US$ 130 mi | – | – | 9,34% | 59,7% | 80 | – | 0 |
|
| 6002 |
6002
R.W. Roge & Company
Bohemia,
New York
| US$ 130 mi | -US$ 39 mi | -23% | 8,42% | 76,3% | 45 | 13,33% | 1,5 |
|
| 6003 |
6003
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 130 mi | +US$ 7,15 mi | +6% | 4,78% | 58,3% | 12 | 0% | 5,4 |
|
| 6004 |
6004
Peak Financial Advisors
Denver,
Colorado
| US$ 130 mi | +US$ 16 mi | +14% | 7,3% | 39,1% | 93 | 43,01% | 0,5 |
|
| 6005 |
6005
Leverty Financial Group
Hudson,
Wisconsin
| US$ 130 mi | – | – | 6,88% | 57,3% | 133 | – | 0 |
|
| 6006 |
6006
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$ 129 mi | – | – | 12,8% | 44,1% | 46 | – | 0 |
|
| 6007 |
DA
6007
DSC Advisors
Chicago,
Illinois
| US$ 129 mi | +US$ 31 mi | +31% | 9,3% | 3,18% | 83 | 28,92% | 1,9 |
|
| 6008 |
6008
Pinnacle Financial Group
Western Springs,
Illinois
| US$ 129 mi | – | – | 8,18% | 59,1% | 65 | – | 0 |
|
| 6009 |
6009
Monetta Financial Services
Wheaton,
Illinois
| US$ 129 mi | +US$ 5,84 mi | +5% | 13,8% | 275% | 59 | 57,63% | 1,9 |
|
| 6010 |
CSNH
6010
Crow's Nest Holdings
Richmond,
Virginia
| US$ 129 mi | – | – | 2,11% | 103% | 10 | – | 0 |
|
| 6011 |
6011
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$ 129 mi | – | – | 7,2% | 79% | 108 | – | 0 |
|
| 6012 |
6012
Treasure Coast Financial Planning
Vero Beach,
Florida
| US$ 129 mi | – | – | 3,27% | 35,5% | 32 | – | 0 |
|
| 6013 |
6013
VCU Investment Management
Richmond,
Virginia
| US$ 129 mi | -US$ 39,1 mi | -23% | 1,6% | – | 7 | 0% | 3 |
|
| 6014 |
6014
MRA Advisory Group
Parsippany,
New Jersey
| US$ 129 mi | +US$ 11,5 mi | +10% | 7,19% | 86,8% | 138 | 23,91% | 0,7 |
|
| 6015 |
6015
Wick Capital Partners
Wayne,
Pennsylvania
| US$ 129 mi | – | – | 7,69% | 60% | 59 | – | 0 |
|
| 6016 |
6016
Global Retirement Partners
San Rafael,
California
| US$ 129 mi | -US$ 882 mi | -87% | 8,27% | – | 2.050 | 88,05% | 2,6 |
|
| 6017 |
6017
LCM Capital Management
Chicago,
Illinois
| US$ 129 mi | +US$ 10,9 mi | +9% | 9,35% | 128% | 100 | 16% | 0,8 |
|
| 6018 |
6018
Caprin Asset Management
Henrico,
Virginia
| US$ 129 mi | -US$ 943 mil | -0,7% | 0,19% | 7,87% | 17 | 0% | 4,7 |
|
| 6019 |
OTL
6019
Oak Thistle LLC
New York
| US$ 129 mi | – | – | 3,14% | 58,3% | 290 | – | 0 |
|
| 6020 |
6020
Refined Wealth Management
Salt Lake City,
Utah
| US$ 129 mi | +US$ 5,48 mi | +4% | 3,69% | 99,4% | 23 | 8,7% | 0,4 |
|
| 6021 |
6021
Blodgett Wealth Advisors
Concord,
California
| US$ 129 mi | – | – | 11,9% | 150% | 85 | – | 0 |
|
| 6022 |
VFG
6022
V2 Financial group
Naperville,
Illinois
| US$ 129 mi | +US$ 12,9 mi | +11% | 5,98% | 63,3% | 74 | 21,62% | 0,8 |
|
| 6023 |
6023
Consilio Wealth Advisors
Bellevue,
Washington
| US$ 129 mi | – | – | 5,71% | 66,4% | 40 | – | 0 |
|
| 6024 |
6024
Velan Capital Investment Management
Alpharetta,
Georgia
| US$ 129 mi | – | – | 4,38% | 2.395% | 27 | – | 0 |
|
| 6025 |
6025
Fairfield University
Fairfield,
Connecticut
| US$ 129 mi | – | – | 7,08% | 70,6% | 4 | – | 4,6 |
|