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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
RiverGlades Family Offices
Naples,
Florida
| US$ 109 mi | +US$ 16,8 mil | +0% | 5,77% | – | 83 | 19,28% | 3 |
|
| 6127 |
6127
Onyx Financial Advisors
Idaho Falls,
Idaho
| US$ 109 mi | +US$ 8,26 mi | +8% | 4,77% | 57,8% | 10 | 0% | 0,3 |
|
| 6128 |
6128
Jupiter Wealth Management
Glendale,
Colorado
| US$ 109 mi | +US$ 5,27 mi | +5% | 6,37% | 99,2% | 70 | 24,29% | 2,4 |
|
| 6129 |
6129
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$ 109 mi | -US$ 3,36 mi | -3% | 3,86% | 79% | 99 | 9,09% | 1,1 |
|
| 6130 |
6130
JDM Financial Group
Austin,
Texas
| US$ 109 mi | +US$ 4,05 mi | +4% | 7,03% | 56,7% | 233 | 13,73% | 0,2 |
|
| 6131 |
6131
Midwest Financial Group
Overland Park,
Kansas
| US$ 109 mi | – | – | 6,85% | 103% | 90 | – | 0 |
|
| 6132 |
AIM
6132
AHL Investment Management
Winter Park,
Florida
| US$ 108 mi | +US$ 855 mil | +0,8% | 2,18% | 57,7% | 65 | 10,77% | 1 |
|
| 6133 |
6133
V-Square Quantitative Management
Chicago,
Illinois
| US$ 108 mi | – | – | 13,3% | 111% | 140 | – | 0 |
|
| 6134 |
6134
KM Capital Management
Austin,
Texas
| US$ 108 mi | +US$ 7,9 mi | +8% | 5,85% | 60,8% | 49 | 18,37% | 0,2 |
|
| 6135 |
6135
Valley Brook Capital Group
Venetia,
Pennsylvania
| US$ 108 mi | +US$ 4,14 mi | +4% | 5,28% | 122% | 113 | 8,85% | 2 |
|
| 6136 |
6136
Milestone Advisory Partners
Southern Pines,
North Carolina
| US$ 108 mi | -US$ 26 mi | -19% | 2,96% | 19,7% | 72 | 9,72% | 2,7 |
|
| 6137 |
RCA
6137
Reitz Capital Advisors
Freeland,
Michigan
| US$ 108 mi | +US$ 3,35 mi | +3% | 3,89% | 11% | 52 | 5,77% | 2,1 |
|
| 6138 |
6138
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$ 108 mi | +US$ 5,74 mi | +6% | 2,86% | 65,5% | 47 | 17,02% | 1,3 |
|
| 6139 |
6139
AFG Fiduciary Services
Hingham,
Massachusetts
| US$ 108 mi | +US$ 2,02 mi | +2% | 10,8% | 72,4% | 90 | 28,89% | 0,8 |
|
| 6140 |
6140
Founders Circle Capital
Campbell,
California
| US$ 108 mi | -US$ 34,1 mi | -24% | 2,47% | 28% | 11 | 18,18% | 1,4 |
|
| 6141 |
6141
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 108 mi | +US$ 7,36 mi | +7% | 8,21% | 84,1% | 55 | 7,27% | 1,1 |
|
| 6142 |
6142
Millington Financial Advisors
Naperville,
Illinois
| US$ 108 mi | +US$ 5,66 mi | +6% | 6,24% | 77,5% | 70 | 1,43% | 0,3 |
|
| 6143 |
6143
Zeit Capital
Greenwood Village,
Colorado
| US$ 108 mi | +US$ 5,14 mi | +5% | 5,88% | 56,5% | 33 | 9,09% | 1,9 |
|
| 6144 |
6144
Capital Square
Chattanooga,
Tennessee
| US$ 108 mi | -US$ 2,58 mi | -2% | 2,3% | 62,5% | 159 | 18,24% | 2 |
|
| 6145 |
6145
VERITY Wealth Advisors
Sausalito,
United States
| US$ 108 mi | +US$ 5,93 mi | +6% | 5,8% | 59,9% | 74 | 2,7% | 2,8 |
|
| 6146 |
6146
Greycroft
New York
| US$ 108 mi | +US$ 7,46 mi | +7% | 21,4% | 20% | 3 | 33,33% | 1,1 |
|
| 6147 |
6147
Signature Wealth Management Partners
Montvale,
New Jersey
| US$ 108 mi | +US$ 6,26 mi | +6% | 8,83% | 97,9% | 111 | 10,81% | 1,8 |
|
| 6148 |
6148
Brooklyn FI
New York
| US$ 108 mi | -US$ 32 mi | -23% | 4,43% | 60,4% | 48 | 29,17% | 1 |
|
| 6149 |
6149
Shearwater Capital
Denver,
Colorado
| US$ 108 mi | +US$ 8,68 mi | +9% | 10,2% | 74,4% | 41 | 14,63% | 1,1 |
|
| 6150 |
6150
Whitefort Capital Management
New York
| US$ 108 mi | -US$ 21,1 mi | -16% | 7,3% | 243% | 21 | 23,81% | 0,7 |
|