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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Shore Point Advisors
Brielle,
New Jersey
| US$ 120 mi | – | – | 3,47% | 54,6% | 214 | – | 0 |
|
| 6177 |
6177
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$ 120 mi | – | – | 8,38% | 59,6% | 7 | – | 0 |
|
| 6178 |
6178
Fort Henry Capital
Wheeling,
West Virginia
| US$ 120 mi | +US$ 6,27 mi | +6% | 5,13% | 39,3% | 13 | 0% | 0,8 |
|
| 6179 |
BBHBI
6179
B, B, H, & B Inc
Birmingham,
Alabama
| US$ 120 mi | +US$ 10,2 mi | +9% | 6,74% | – | 35 | 11,43% | 0,8 |
|
| 6180 |
6180
University of Massachusetts Foundation
Newton,
Massachusetts
| US$ 120 mi | +US$ 5,98 mi | +5% | 4,47% | 53,6% | 5 | 0% | 1,4 |
|
| 6181 |
6181
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 120 mi | – | – | 7,64% | 56,5% | 112 | – | 0 |
|
| 6182 |
6182
Warner Financial
Bethesda,
Maryland
| US$ 120 mi | – | – | 7% | 69,2% | 84 | – | 0 |
|
| 6183 |
6183
Divisadero Street Capital Management
Miami,
Florida
| US$ 120 mi | – | – | 24,3% | 718% | 51 | – | 0 |
|
| 6184 |
6184
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$ 120 mi | – | – | 2,72% | 31,9% | 21 | – | 0 |
|
| 6185 |
6185
Euclidean Technologies Management
Seattle,
Washington
| US$ 120 mi | +US$ 4,51 mi | +4% | 7,71% | 124% | 96 | 20,83% | 1 |
|
| 6186 |
TCM
6186
TORQ Capital Management
Hong Kong
| US$ 119 mi | -US$ 60,8 mi | -34% | 0,54% | – | 10 | 70% | 0,3 |
|
| 6187 |
6187
Next Level Private
Harrison,
New York
| US$ 119 mi | – | – | 9,16% | 95,9% | 85 | – | 0 |
|
| 6188 |
6188
Chemistry Wealth Management
New York
| US$ 119 mi | – | – | 9,16% | 77,1% | 85 | – | 0 |
|
| 6189 |
6189
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$ 119 mi | -US$ 1,44 mi | -1% | 13% | 206% | 318 | 26,1% | 2,2 |
|
| 6190 |
6190
Navis Wealth Advisors
Rye Brook,
New York
| US$ 119 mi | -US$ 24,4 mi | -17% | 4,98% | 107% | 130 | 23,85% | 0,9 |
|
| 6191 |
6191
Teca Partners
Austin,
Texas
| US$ 119 mi | – | – | 10,2% | 66% | 15 | – | 0 |
|
| 6192 |
6192
4J Wealth Management
Alexandria,
Virginia
| US$ 119 mi | +US$ 3,77 mi | +3% | 6,98% | 74,7% | 79 | 6,33% | 0,9 |
|
| 6193 |
6193
Sandy Cove Advisors
Hingham,
Massachusetts
| US$ 119 mi | – | – | 7,63% | 78% | 394 | – | 0 |
|
| 6194 |
6194
Better Money Decisions
Santa Fe,
New Mexico
| US$ 119 mi | -US$ 2,55 mi | -2% | 4,53% | 32,7% | 642 | 90,03% | 0,7 |
|
| 6195 |
6195
Harrison & Co Wealth Management
Roanoke,
Virginia
| US$ 119 mi | – | – | 9,57% | – | 82 | – | 0 |
|
| 6196 |
HFAS
6196
Hummer Financial Advisory Services
Chicago,
Illinois
| US$ 119 mi | +US$ 10,4 mi | +10% | 13,9% | 71,8% | 107 | 5,61% | 1,7 |
|
| 6197 |
6197
LTG Capital
Newton,
Massachusetts
| US$ 118 mi | – | – | 9,1% | 59% | 27 | – | 0 |
|
| 6198 |
6198
Essex Private Wealth Management
Topsfield,
Massachusetts
| US$ 118 mi | +US$ 8,3 mi | +8% | 7,95% | 29,3% | 67 | 10,45% | 1,6 |
|
| 6199 |
6199
Crew Capital Management
Cincinnati,
Ohio
| US$ 118 mi | +US$ 10,7 mi | +10% | 10,1% | 111% | 116 | 15,52% | 0,6 |
|
| 6200 |
JKSF
6200
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$ 118 mi | – | – | 10,7% | 30,8% | 3 | – | 0 |
|