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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
SWP
6401
Semus Wealth Partners
Boca Raton,
Florida
| US$ 122 mi | +US$ 14,7 mi | +14% | 10,2% | 107% | 133 | 15,79% | 0,8 |
|
| 6402 |
6402
Core Wealth Partners
Santa Rosa,
California
| US$ 122 mi | +US$ 12 mi | +11% | 8,98% | 75,7% | 121 | 13,22% | 0,8 |
|
| 6403 |
6403
Guardian Financial Partners
Orange,
California
| US$ 122 mi | +US$ 15,5 mi | +15% | 7,89% | 53,9% | 45 | 11,11% | 0,6 |
|
| 6404 |
6404
Vannoy Advisory Group
Austin,
Texas
| US$ 122 mi | – | – | 9,81% | 52,5% | 28 | – | 0 |
|
| 6405 |
6405
Priebe Wealth Holdings
Maple Grove,
Minnesota
| US$ 122 mi | – | – | 11,9% | – | 64 | – | 0 |
|
| 6406 |
6406
Private Client Services
Louisville,
Kentucky
| US$ 122 mi | – | – | 8,55% | 72% | 135 | – | 0 |
|
| 6407 |
6407
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$ 122 mi | +US$ 11,9 mi | +11% | 9,62% | 64,3% | 98 | 4,08% | 1,9 |
|
| 6408 |
AMAL
6408
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$ 122 mi | +US$ 15 mi | +14% | 13,1% | 125% | 18 | 22,22% | 4 |
|
| 6409 |
6409
Taylor Financial Group
Roanoke,
Virginia
| US$ 122 mi | – | – | 13,3% | 79% | 89 | – | 0 |
|
| 6410 |
RFMS
6410
RWQ Financial Management Services
Naples,
Florida
| US$ 122 mi | +US$ 29,4 mi | +32% | 17,7% | 446% | 28 | 50% | 1,2 |
|
| 6411 |
6411
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$ 121 mi | +US$ 14,4 mi | +13% | 11% | 79% | 131 | 29,01% | 1,3 |
|
| 6412 |
6412
Rosalind Advisors
Toronto,
Ontario, Canada
| US$ 121 mi | – | – | 40,6% | – | 30 | – | 0 |
|
| 6413 |
OM
6413
OV Management
Minneapolis,
Minnesota
| US$ 121 mi | – | – | 13,9% | 44,8% | 59 | – | 0 |
|
| 6414 |
6414
Paladin Advisory Group
Clive,
Iowa
| US$ 121 mi | +US$ 2,49 mi | +2% | 9,92% | 78,7% | 262 | 14,12% | 0,7 |
|
| 6415 |
6415
MWA Asset Management
Lexington,
Massachusetts
| US$ 121 mi | +US$ 17,5 mi | +17% | 14,6% | 183% | 118 | 9,32% | 0,2 |
|
| 6416 |
6416
SFM LLC
Manchester,
New Hampshire
| US$ 121 mi | – | – | 10,3% | 67,5% | 57 | – | 0 |
|
| 6417 |
6417
Mainsail Management Company
Austin,
Texas
| US$ 121 mi | +US$ 25,1 mi | +26% | 26,4% | 55% | 2 | 0% | 1 |
|
| 6418 |
6418
Penney Financial
Houston,
Texas
| US$ 121 mi | – | – | 10,1% | 54,8% | 31 | – | 0 |
|
| 6419 |
6419
Data Collective IV
Palo Alto,
California
| US$ 121 mi | +US$ 15,2 mi | +14% | 16,5% | 317% | 5 | 0% | 1,8 |
|
| 6420 |
6420
Diker Management
New York
| US$ 121 mi | +US$ 8,9 mi | +8% | 11,6% | 210% | 41 | 26,83% | 2,6 |
|
| 6421 |
6421
ROI Financial Advisors
Beaverton,
Oregon
| US$ 121 mi | – | – | 13% | 165% | 62 | – | 0 |
|
| 6422 |
6422
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$ 121 mi | +US$ 11 mi | +10% | 10,2% | 78% | 66 | 7,58% | 1,6 |
|
| 6423 |
6423
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| US$ 121 mi | – | – | 8,85% | 55,4% | 50 | – | 0 |
|
| 6424 |
CWM
6424
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$ 121 mi | +US$ 11,4 mi | +10% | 11,1% | 108% | 60 | 10% | 0,8 |
|
| 6425 |
6425
Tikehau Investment Management
Paris,
France
| US$ 121 mi | -US$ 2,07 mi | -2% | 14,7% | 102% | 15 | 0% | 2,5 |
|