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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
Optimize Financial
Laguna Hills,
California
| US$ 203 mi | +US$ 4,76 mi | +2% | 8,88% | – | 484 | 72,52% | 0,3 |
|
| 6102 |
TBBL
6102
True Blue (BVI) Ltd
Road Town, Tortola,
| US$ 203 mi | -US$ 29,4 mi | -13% | 8,09% | – | 4 | 25% | 1,3 |
|
| 6103 |
6103
Visionary Horizons
Knoxville,
Tennessee
| US$ 203 mi | +US$ 9,7 mi | +5% | 0,34% | 69,2% | 140 | 27,86% | 1,2 |
|
| 6104 |
6104
Olistico Wealth
Tulsa,
Oklahoma
| US$ 203 mi | -US$ 2,01 mi | -1% | 1,8% | 108% | 359 | 10,03% | 1 |
|
| 6105 |
6105
Riverstone Advisors
New Braunfels,
Texas
| US$ 203 mi | -US$ 9,44 mi | -4% | 2,51% | 116% | 76 | 26,32% | 2,4 |
|
| 6106 |
6106
Trevian Wealth Management
Weston,
Massachusetts
| US$ 203 mi | -US$ 8,11 mi | -4% | 3,47% | 103% | 51 | 17,65% | 1,6 |
|
| 6107 |
6107
iSAM Funds (UK)
London,
United Kingdom
| US$ 203 mi | -US$ 75,6 mi | -27% | 3,96% | 53,7% | 476 | 76,68% | 0,2 |
|
| 6108 |
6108
Sharp Financial Services
Horsham,
Pennsylvania
| US$ 203 mi | +US$ 3,79 mi | +2% | 0,91% | – | 131 | 22,14% | 1,3 |
|
| 6109 |
6109
Arta Finance Wealth Management
Mountain View,
California
| US$ 202 mi | +US$ 6,4 mi | +3% | 3,31% | – | 104 | 22,12% | 0,2 |
|
| 6110 |
6110
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$ 202 mi | +US$ 894 mil | +0,4% | 0,58% | 51,7% | 72 | 11,11% | 3,7 |
|
| 6111 |
6111
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| US$ 202 mi | -US$ 92,6 mi | -31% | 21,8% | – | 6 | 33,33% | 0,4 |
|
| 6112 |
6112
4Thought Financial Group
Syosset,
New York
| US$ 202 mi | +US$ 294 mil | +0,1% | 1,79% | 40,8% | 101 | 12,87% | 3,6 |
|
| 6113 |
6113
tru Independence
Portland,
Oregon
| US$ 202 mi | -US$ 194 mi | -49% | 1,35% | 67,4% | 139 | 31,65% | 2,8 |
|
| 6114 |
6114
Nipun Capital
Foster City,
California
| US$ 202 mi | -US$ 17 mi | -8% | 6,66% | 30,2% | 11 | 27,27% | 1,5 |
|
| 6115 |
6115
Brendel Financial Advisors
Hanover,
New Hampshire
| US$ 202 mi | -US$ 1,26 mi | -0,6% | 4,04% | 139% | 125 | 44% | 1,8 |
|
| 6116 |
SPAS
6116
Spectrum Planning & Advisory Services
San Diego,
California
| US$ 202 mi | +US$ 7,66 mi | +4% | 1,24% | – | 124 | 16,94% | 1,7 |
|
| 6117 |
PCMK
6117
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 202 mi | +US$ 4,62 mi | +2% | 5,49% | 95,5% | 61 | 9,84% | 6,9 |
|
| 6118 |
6118
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| US$ 202 mi | -US$ 158 mi | -44% | 3,27% | – | 265 | 43,4% | 1,4 |
|
| 6119 |
6119
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$ 202 mi | +US$ 334 mil | +0,2% | 0,23% | 62,6% | 163 | 11,66% | 5,7 |
|
| 6120 |
6120
Bull Street Advisors
Savannah,
Georgia
| US$ 202 mi | -US$ 13,2 mi | -6% | 2,21% | 48,5% | 95 | 4,21% | 5,7 |
|
| 6121 |
6121
Marmo Financial Group
Johnson City,
Tennessee
| US$ 202 mi | -US$ 9,39 mi | -4% | 3,36% | 47,5% | 40 | 10% | 1,7 |
|
| 6122 |
6122
ARWA LLC
Fort Worth,
Texas
| US$ 202 mi | +US$ 30,6 mi | +18% | 1,29% | – | 158 | 27,22% | 0,2 |
|
| 6123 |
6123
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 202 mi | +US$ 9,8 mi | +5% | 2,34% | 100% | 31 | 6,45% | 3,3 |
|
| 6124 |
6124
Griffith & Werner
Canton,
Georgia
| US$ 202 mi | +US$ 5,43 mi | +3% | 0,47% | – | 74 | 8,11% | 1,1 |
|
| 6125 |
6125
Brown Financial Advisory
Fairhope,
Alabama
| US$ 202 mi | +US$ 3,79 mi | +2% | 1,12% | 73,2% | 58 | 18,97% | 2,6 |
|