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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 193 mi | +US$ 371 mil | +0,2% | 6,18% | 135% | 200 | 16% | 3,8 |
|
| 6102 |
6102
Tenret Company
Tampa,
Florida
| US$ 193 mi | +US$ 9,9 mi | +5% | 5,18% | – | 36 | 2,78% | 3,2 |
|
| 6103 |
6103
Beacon Financial Planning
Hyannis,
Massachusetts
| US$ 193 mi | +US$ 14 mi | +8% | 7,87% | 74,3% | 54 | 9,26% | 1,8 |
|
| 6104 |
6104
Griffith & Werner
Canton,
Georgia
| US$ 193 mi | – | – | 7,54% | – | 71 | – | 0,7 |
|
| 6105 |
PCA
6105
Prospect Capital Advisors
Sausalito,
California
| US$ 193 mi | +US$ 27 mi | +16% | 20% | 202% | 29 | 13,79% | 3,5 |
|
| 6106 |
6106
Kerrisdale Advisers
Miami,
Florida
| US$ 193 mi | +US$ 1,14 mi | +0,6% | 14,5% | 78,8% | 76 | 14,47% | 1,8 |
|
| 6107 |
6107
Soviero Asset Management
New York
| US$ 193 mi | +US$ 27,4 mi | +17% | 30,5% | 676% | 83 | 57,83% | 0,3 |
|
| 6108 |
6108
RHS Financial
San Francisco,
California
| US$ 193 mi | +US$ 16,7 mi | +10% | 7,53% | 65,6% | 142 | 14,08% | 2,3 |
|
| 6109 |
6109
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$ 192 mi | +US$ 5,83 mi | +3% | 6,65% | 51,7% | 357 | 80,67% | 3,5 |
|
| 6110 |
6110
Rye Brook Capital
Greenwich,
Connecticut
| US$ 192 mi | +US$ 96,4 mi | +101% | 14,8% | 77,2% | 31 | 22,58% | 1 |
|
| 6111 |
6111
FACT Capital
New York
| US$ 192 mi | -US$ 18,1 mi | -9% | 11,3% | 227% | 20 | 25% | 1,2 |
|
| 6112 |
6112
Mill Road Capital Management
Greenwich,
Connecticut
| US$ 192 mi | +US$ 35,9 mi | +23% | 27,1% | 85,1% | 26 | 11,54% | 3,1 |
|
| 6113 |
6113
Optimize Financial
Laguna Hills,
California
| US$ 192 mi | +US$ 28,6 mi | +17% | 9,79% | – | 458 | 79,04% | 0,2 |
|
| 6114 |
6114
Brighton Securities
Rochester,
New York
| US$ 192 mi | +US$ 9 mi | +5% | 5,71% | – | 65 | 15,38% | 0,6 |
|
| 6115 |
6115
Peak Planning Group
Centennial,
Colorado
| US$ 192 mi | +US$ 35,7 mi | +23% | 9,43% | 105% | 99 | 14,14% | 2,2 |
|
| 6116 |
AIM
6116
Athena Investment Management
Orinda,
California
| US$ 192 mi | +US$ 13,1 mi | +7% | 8,28% | 80,6% | 159 | 5,03% | 2,9 |
|
| 6117 |
6117
True Vision MN
Woodbury,
Minnesota
| US$ 192 mi | +US$ 11,1 mi | +6% | 6,53% | – | 117 | 19,66% | 1,1 |
|
| 6118 |
6118
Richmond Hill Investments
New York
| US$ 192 mi | -US$ 2,7 mi | -1% | 0,23% | 55,2% | 3 | 0% | 6,8 |
|
| 6119 |
6119
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 192 mi | +US$ 13,9 mi | +8% | 7,96% | 58,3% | 53 | 7,55% | 3 |
|
| 6120 |
6120
Prepared Retirement Institute
Lansdale,
Pennsylvania
| US$ 192 mi | +US$ 22,1 mi | +13% | 5,74% | – | 91 | 13,19% | 1,3 |
|
| 6121 |
6121
Landing Point Financial Group
Avon,
Ohio
| US$ 192 mi | +US$ 33,2 mi | +21% | 8,15% | – | 90 | 27,78% | 0,5 |
|
| 6122 |
6122
ELCO Management
New York
| US$ 192 mi | +US$ 904 mil | +0,5% | 5,12% | 98,3% | 171 | 12,87% | 3,9 |
|
| 6123 |
6123
NBZ Investment Advisors
Knoxville,
Tennessee
| US$ 192 mi | +US$ 16 mi | +9% | 7,61% | – | 72 | 22,22% | 0,6 |
|
| 6124 |
6124
Tejara Capital
London,
United Kingdom
| US$ 192 mi | -US$ 24 mi | -11% | 9,09% | 7,93% | 77 | 48,05% | 1,4 |
|
| 6125 |
6125
Planning Directions
Glen Mills,
Pennsylvania
| US$ 192 mi | +US$ 13,9 mi | +8% | 5,13% | 46,3% | 93 | 8,6% | 3,3 |
|