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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Strait & Sound Wealth Management
San Francisco,
California
| US$ 101 mi | +US$ 8,98 mi | +10% | 15,8% | 74% | 114 | 4,39% | 0,2 |
|
| 6277 |
6277
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| US$ 101 mi | – | – | 12,8% | – | 77 | – | 2,7 |
|
| 6278 |
6278
Little Harbor Advisors
Marblehead,
Massachusetts
| US$ 100 mi | -US$ 22,5 mi | -18% | 6,23% | 59% | 4 | 50% | 0,7 |
|
| 6279 |
KA
6279
Kearns & Associates
Palos Verdes Estates,
California
| US$ 100 mi | +US$ 5,48 mi | +6% | 6,88% | 78,7% | 42 | 2,38% | 0,6 |
|
| 6280 |
6280
Nalls Sherbakoff Group
Knoxville,
Tennessee
| US$ 100 mi | – | – | 4,86% | – | 517 | – | 2,2 |
|
| 6281 |
6281
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$ 100 mi | +US$ 14 mi | +16% | 15% | 234% | 134 | 19,4% | 2,5 |
|
| 6282 |
6282
Pillar Wealth Advisors
West Chester,
Pennsylvania
| US$ 100 mi | -US$ 3,37 mi | -3% | 5,44% | 21,9% | 69 | 15,94% | 1 |
|
| 6283 |
6283
Richwood Investment Advisors
Cincinnati,
Ohio
| US$ 100 mi | +US$ 856 mil | +0,9% | 2,64% | 71,9% | 107 | 5,61% | 1,2 |
|
| 6284 |
6284
Advanced Portfolio Management
New York
| US$ 100 mi | – | – | 2,28% | 19,8% | 70 | – | 0 |
|
| 6285 |
6285
Buttonwood Financial Group
Kansas City,
Missouri
| US$ 100 mi | -US$ 9,8 mi | -9% | 7,36% | 77,9% | 35 | 54,29% | 0,5 |
|
| 6286 |
6286
Growth Interface Management
Orlando,
Florida
| US$ 100 mi | +US$ 16,4 mi | +20% | 13,8% | 12% | 10 | 30% | 1,1 |
|
| 6287 |
6287
Mendota Financial Group
Madison,
Wisconsin
| US$ 100 mi | +US$ 21,7 mi | +28% | 7,47% | 50,1% | 367 | 31,61% | 0,2 |
|
| 6288 |
6288
Melfa Wealth Management
Westborough,
Massachusetts
| US$ 100 mi | +US$ 4,35 mi | +5% | 2,81% | 49,9% | 142 | 7,04% | 0,2 |
|
| 6289 |
6289
Hofer & Associates
Thousand Oaks,
California
| US$ 100 mi | -US$ 343 mil | -0,3% | 4,68% | 61,7% | 52 | 0% | 1,1 |
|
| 6290 |
6290
North Ridge Wealth Advisors
Beaverton,
Oregon
| US$ 100 mi | – | – | 5,81% | 29,5% | 40 | – | 0 |
|
| 6291 |
6291
Waycross Investment Management
Bellingham,
Washington
| US$ 100 mi | +US$ 900 mil | +0,9% | 3,92% | 49,6% | 54 | 5,56% | 0,2 |
|
| 6292 |
6292
EDMP Inc
Lutz,
Florida
| US$ 100 mi | -US$ 1,71 mi | -2% | 0,31% | 78% | 63 | 14,29% | 3,9 |
|
| 6293 |
6293
Seldon Capital
San Francisco,
California
| US$ 100 mi | -US$ 15,8 mi | -14% | 11,1% | 604% | 262 | 83,59% | 1,1 |
|
| 6294 |
6294
MY Wealth Management
Germantown,
Maryland
| US$ 100 mi | +US$ 34,2 mi | +52% | 6,83% | 41,2% | 28 | 21,43% | 0,9 |
|
| 6295 |
6295
Brewster Financial Planning
Brooklyn,
New York
| US$ 100 mi | +US$ 5,32 mi | +6% | 5,21% | 44,3% | 13 | 0% | 1,2 |
|
| 6296 |
6296
Moon Capital Management
New York
| US$ 100 mi | -US$ 46,9 mi | -32% | 8,48% | 76,3% | 18 | 27,78% | 2,3 |
|
| 6297 |
6297
SFI Advisors
Montclair,
New Jersey
| US$ 100 mi | +US$ 7,56 mi | +8% | 7,6% | 95,9% | 94 | 30,85% | 0,9 |
|
| 6298 |
6298
Beam Wealth Advisors
Covington,
Louisiana
| US$ 100 mi | +US$ 3,69 mi | +4% | 3,85% | 69,2% | 103 | 5,83% | 2,1 |
|
| 6299 |
6299
Core Wealth Partners
Santa Rosa,
California
| US$ 100 mi | +US$ 10,7 mi | +12% | 6,1% | 75,7% | 145 | 55,17% | 0,2 |
|
| 6300 |
6300
Sustainable Insight Capital Management
New York
| US$ 100 mi | +US$ 10,8 mi | +12% | 12,1% | 168% | 123 | 47,97% | 1,6 |
|