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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 |
6401
Farrell Financial
Orchard Park,
New York
| US$ 142 mi | +US$ 13,2 mi | +10% | 6,14% | 57,8% | 71 | 11,27% | 0,7 |
|
| 6402 |
6402
SIG Growth Equity Funds Partnership
Wilmington,
Delaware
| US$ 142 mi | +US$ 37,4 mi | +36% | 35,9% | – | 1 | 0% | 0,8 |
|
| 6403 |
RCWM
6403
Royal Capital Wealth Management
Carmel,
Indiana
| US$ 142 mi | +US$ 8,76 mi | +7% | 6,36% | 83,8% | 99 | 13,13% | 2 |
|
| 6404 |
6404
Sheridan Capital Management
San Rafael,
California
| US$ 142 mi | +US$ 6,98 mi | +5% | 4,85% | – | 27 | 11,11% | 0,7 |
|
| 6405 |
6405
Promethium Advisors
Bethesda,
Maryland
| US$ 142 mi | – | – | 8,87% | – | 133 | – | 0 |
|
| 6406 |
MSK
6406
Melissa S. Kampmann
| US$ 141 mi | +US$ 4,51 mi | +3% | 5,87% | 82,1% | 41 | 2,44% | 1 |
|
| 6407 |
6407
Whalen Wealth Management
Las Vegas,
Nevada
| US$ 141 mi | +US$ 15,2 mi | +12% | 4,51% | 90,2% | 146 | 54,11% | 0,3 |
|
| 6408 |
6408
Brown Financial Advisory
Fairhope,
Alabama
| US$ 141 mi | +US$ 11,3 mi | +9% | 7,67% | 73,2% | 37 | 16,22% | 2,4 |
|
| 6409 |
6409
RF&L Wealth Management
Acton,
Massachusetts
| US$ 141 mi | +US$ 9,9 mi | +8% | 6,37% | 73,8% | 59 | 6,78% | 1,5 |
|
| 6410 |
6410
Avid Wealth Partners
San Antonio,
Texas
| US$ 141 mi | +US$ 12,6 mi | +10% | 4,68% | 93,7% | 46 | 21,74% | 0,5 |
|
| 6411 |
6411
Counterweight Ventures
Wilmington,
North Carolina
| US$ 141 mi | +US$ 8,86 mi | +7% | 5,78% | – | 70 | 10% | 0,7 |
|
| 6412 |
6412
LAM Group
Lake Oswego,
Oregon
| US$ 141 mi | +US$ 22,6 mi | +19% | 8,11% | 61,8% | 133 | 2,26% | 1,5 |
|
| 6413 |
6413
Fortune 45 LLC
Gonzales,
Louisiana
| US$ 141 mi | +US$ 10,1 mi | +8% | 4,6% | 85,2% | 27 | 18,52% | 2,1 |
|
| 6414 |
6414
S.R. Schill & Associates
Mercer Island,
Washington
| US$ 141 mi | -US$ 87,1 mi | -38% | 7,48% | 42,7% | 86 | 61,63% | 3,8 |
|
| 6415 |
BFS
6415
Burr Financial Services
Pleasant Hill,
California
| US$ 141 mi | -US$ 2,03 mi | -1% | 1,97% | 478% | 30 | 13,33% | 0,7 |
|
| 6416 |
PP
6416
Pingora Partners
Wilson,
Wyoming
| US$ 141 mi | -US$ 51,4 mil | -0% | 12,6% | – | 237 | 8,02% | 0,7 |
|
| 6417 |
RCP
6417
RPM Capital Partners
New York
| US$ 141 mi | +US$ 20,8 mi | +17% | 17,3% | 8,37% | 1 | 0% | 0,8 |
|
| 6418 |
6418
Andrews Lucia Wealth Management
Danville,
California
| US$ 141 mi | -US$ 1,99 mi | -1% | 6,52% | 64% | 27 | 0% | 2,2 |
|
| 6419 |
6419
Leibman Financial Services
Louisville,
Nebraska
| US$ 141 mi | +US$ 6,22 mi | +5% | 4,85% | 59,2% | 63 | 20,63% | 0,6 |
|
| 6420 |
HWMC
6420
Heritage Wealth Management (California)
San Diego,
California
| US$ 141 mi | +US$ 4,79 mi | +4% | 5,57% | 78,5% | 130 | 10,77% | 0,7 |
|
| 6421 |
6421
InTrack Investment Management
South Burlington,
Vermont
| US$ 141 mi | +US$ 479 mil | +0,3% | 5,64% | 99,2% | 134 | 12,69% | 2 |
|
| 6422 |
6422
Better Money Decisions
Santa Fe,
New Mexico
| US$ 141 mi | +US$ 8,07 mi | +6% | 5,49% | 32,7% | 67 | 7,46% | 2,5 |
|
| 6423 |
6423
University of Maryland Foundation
Adelphi,
Maryland
| US$ 141 mi | +US$ 47,1 mi | +50% | 6,63% | 54,9% | 7 | 14,29% | 3,7 |
|
| 6424 |
6424
Starwood Capital Group Management
Miami Beach,
Florida
| US$ 141 mi | +US$ 101 mi | +249% | 11,5% | 16,2% | 7 | 57,14% | 0,5 |
|
| 6425 |
6425
Mosaic Financial Group
Chicago,
Illinois
| US$ 141 mi | +US$ 1,61 mi | +1% | 6,34% | – | 137 | 17,52% | 0,5 |
|