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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
Charles Schwab Trust Bank
Henderson,
Nevada
| US$ 147 mi | – | – | 5,91% | – | 1 | – | 0 |
|
| 6127 |
6127
Trevian Wealth Management
Weston,
Massachusetts
| US$ 147 mi | +US$ 18,2 mi | +14% | 9,43% | 103% | 32 | 15,63% | 0,9 |
|
| 6128 |
6128
Granite Harbor Advisors
Houston,
Texas
| US$ 147 mi | +US$ 13,5 mi | +10% | 8,3% | 70,1% | 83 | 13,25% | 1,1 |
|
| 6129 |
6129
Successful Portfolios
Clearwater,
Florida
| US$ 147 mi | +US$ 12,8 mi | +10% | 11,8% | 110% | 177 | 7,34% | 4,1 |
|
| 6130 |
VFG
6130
V2 Financial group
Naperville,
Illinois
| US$ 147 mi | +US$ 2,78 mi | +2% | 5,75% | 63,3% | 75 | 12% | 2,1 |
|
| 6131 |
6131
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$ 147 mi | -US$ 97 mi | -40% | 6,88% | 167% | 27 | 40,74% | 2 |
|
| 6132 |
6132
Salvus Wealth Management
Red Bank,
New Jersey
| US$ 146 mi | +US$ 5,78 mi | +4% | 10,7% | 108% | 108 | 1,85% | 2,4 |
|
| 6133 |
6133
Concorde Asset Management
Ann Arbor,
Michigan
| US$ 146 mi | -US$ 689 mil | -0,5% | 7,89% | – | 179 | 34,08% | 1,9 |
|
| 6134 |
WFG
6134
Wormser Freres Gestion
Paris,
France
| US$ 146 mi | +US$ 22,8 mi | +19% | 9,76% | 67,4% | 44 | 6,82% | 0,2 |
|
| 6135 |
6135
Barnett & Company
Chattanooga,
Tennessee
| US$ 146 mi | +US$ 12,8 mi | +10% | 7,47% | 65,9% | 84 | 10,71% | 3,9 |
|
| 6136 |
BMMM
6136
Boston Mountain Money Management
Bentonville,
Arkansas
| US$ 146 mi | – | – | 8,47% | – | 62 | – | 0 |
|
| 6137 |
6137
Robocap Asset Management
London,
United Kingdom
| US$ 146 mi | +US$ 14,9 mi | +11% | 16,8% | 274% | 26 | 11,54% | 0,9 |
|
| 6138 |
6138
Dover Advisors
Richmond,
Virginia
| US$ 146 mi | +US$ 69,9 mi | +92% | 8,19% | 65% | 115 | 31,3% | 0,8 |
|
| 6139 |
6139
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$ 146 mi | +US$ 12,4 mi | +9% | 9,19% | 63,6% | 34 | 8,82% | 1,9 |
|
| 6140 |
6140
Guardian Financial Partners
Orange,
California
| US$ 146 mi | +US$ 24 mi | +20% | 6,34% | 53,9% | 49 | 18,37% | 0,8 |
|
| 6141 |
6141
W Advisors LLC
Germantown,
Tennessee
| US$ 146 mi | +US$ 10,9 mi | +8% | 9,58% | 88,7% | 117 | 11,97% | 1,7 |
|
| 6142 |
IF
6142
Integrity Financial
Cheyenne,
Wyoming
| US$ 146 mi | +US$ 7,83 mi | +6% | 7,58% | 66,3% | 216 | 12,04% | 1,8 |
|
| 6143 |
BCM
6143
BluePointe Capital Management
Menlo Park,
California
| US$ 146 mi | +US$ 13,9 mi | +11% | 9,75% | – | 90 | 6,67% | 0,2 |
|
| 6144 |
6144
Waterfall Asset Management
New York
| US$ 146 mi | -US$ 31,1 mi | -18% | 2,86% | – | 5 | 0% | 0,3 |
|
| 6145 |
6145
CMG Global Holdings
Plano,
Texas
| US$ 146 mi | +US$ 7,8 mi | +6% | 8,26% | 80,8% | 93 | 4,3% | 2,4 |
|
| 6146 |
6146
Keener Financial Planning
Keller,
Texas
| US$ 145 mi | +US$ 16,1 mi | +12% | 7,04% | 70,5% | 216 | 28,24% | 0,2 |
|
| 6147 |
6147
Harbert Fund Advisors
Birmingham,
Alabama
| US$ 145 mi | -US$ 580 mil | -0,4% | 9,84% | 70,8% | 99 | 47,47% | 0,9 |
|
| 6148 |
6148
Piper Sandler & Co
Minneapolis,
Minnesota
| US$ 145 mi | +US$ 12,8 mi | +10% | 1,06% | 0,05% | 24 | 20,83% | 0,5 |
|
| 6149 |
6149
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| US$ 145 mi | +US$ 24,9 mi | +21% | 10% | 133% | 122 | 4,1% | 1,5 |
|
| 6150 |
6150
Mainsail Financial Group
Bellevue,
Washington
| US$ 145 mi | +US$ 16,1 mi | +12% | 6,77% | 61,9% | 53 | 3,77% | 1 |
|