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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
Northern Capital Management (Washington)
Spokane,
Washington
| US$ 189 mi | +US$ 4,95 mi | +3% | 2,42% | 90,9% | 52 | 11,54% | 2,8 |
|
| 6402 |
6402
Gouws Capital LLC
Charlotte,
North Carolina
| US$ 189 mi | +US$ 7,32 mi | +4% | 9,37% | 114% | 56 | 3,57% | 2,8 |
|
| 6403 |
6403
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$ 189 mi | +US$ 6,03 mi | +3% | 6,85% | 164% | 33 | 6,06% | 4,8 |
|
| 6404 |
6404
Envision Financial
Brookfield,
Wisconsin
| US$ 189 mi | +US$ 14,7 mi | +8% | 1,62% | – | 43 | 2,33% | 0,9 |
|
| 6405 |
6405
Strive Financial Group
Carmel,
Indiana
| US$ 189 mi | – | – | 3,02% | – | 729 | – | 0 |
|
| 6406 |
6406
DAG Ventures
Palo Alto,
California
| US$ 189 mi | – | – | 4,27% | – | 3 | – | 1,3 |
|
| 6407 |
PS
6407
Pennant Select
Summit,
New Jersey
| US$ 189 mi | +US$ 30 mi | +19% | 17,5% | – | 13 | 7,69% | 1,5 |
|
| 6408 |
6408
Bradley & Co Private Wealth Management
Miami,
Florida
| US$ 189 mi | +US$ 8,32 mi | +5% | 5,73% | – | 227 | 14,98% | 3 |
|
| 6409 |
6409
MB Generational Wealth
Spokane,
Washington
| US$ 189 mi | +US$ 31,5 mi | +20% | 3,08% | 68,9% | 71 | 12,68% | 1,4 |
|
| 6410 |
6410
Hofer & Associates
Thousand Oaks,
California
| US$ 189 mi | +US$ 14,1 mi | +8% | 1,76% | 61,7% | 66 | 9,09% | 2,5 |
|
| 6411 |
6411
Oasis Advisors
Forest City,
Iowa
| US$ 189 mi | – | – | 0,88% | – | 75 | – | 0 |
|
| 6412 |
6412
Harbour Investment Management
Edmonds,
Washington
| US$ 189 mi | -US$ 41,4 mi | -18% | 1,73% | 58,8% | 109 | 11,93% | 6,6 |
|
| 6413 |
KTC
6413
Kentucky Trust Company
Danville,
Kentucky
| US$ 189 mi | +US$ 3,8 mi | +2% | 2,8% | – | 310 | 7,1% | 0,9 |
|
| 6414 |
6414
Rachor Investment Advisory Services
Linden,
Michigan
| US$ 188 mi | – | – | 1,56% | – | 429 | – | 0 |
|
| 6415 |
6415
Accel Leaders 3 Associates
Palo Alto,
California
| US$ 188 mi | – | – | 25,4% | – | 1 | – | 0 |
|
| 6416 |
6416
Granville Capital
Greensboro,
North Carolina
| US$ 188 mi | – | – | 1,81% | – | 84 | – | 0 |
|
| 6417 |
6417
Treasure Coast Financial Planning
Vero Beach,
Florida
| US$ 188 mi | +US$ 8,99 mi | +5% | 1,65% | 35,5% | 47 | 8,51% | 2,4 |
|
| 6418 |
6418
Stegner Investment Associates
Louisville,
Kentucky
| US$ 188 mi | +US$ 5,81 mi | +3% | 1,6% | 84,8% | 34 | 14,71% | 3,4 |
|
| 6419 |
6419
Spectrum Strategic Capital Management
Corvallis,
Oregon
| US$ 188 mi | -US$ 7 mi | -4% | 1,79% | 85,6% | 82 | 52,44% | 0,7 |
|
| 6420 |
6420
Lantern Wealth Advisors
Melville,
New York
| US$ 188 mi | -US$ 719 mil | -0,4% | 2,72% | – | 175 | 16,57% | 1,3 |
|
| 6421 |
6421
Buttonwood Financial Group
Kansas City,
Missouri
| US$ 188 mi | -US$ 43,5 mi | -19% | 2,11% | 77,9% | 34 | 11,76% | 1,7 |
|
| 6422 |
6422
Yardley Wealth Management
Yardley,
Pennsylvania
| US$ 188 mi | +US$ 9,13 mi | +5% | 2,89% | – | 37 | 5,41% | 1,2 |
|
| 6423 |
6423
Andrews Advisory Associates
Honolulu,
Hawaii
| US$ 188 mi | – | – | 1,06% | – | 81 | – | 0 |
|
| 6424 |
6424
First Bancorp
Damariscotta,
Maine
| US$ 188 mi | +US$ 151 mil | +0,1% | 2,7% | 80,3% | 134 | 8,21% | 3,6 |
|
| 6425 |
6425
LSP Investment Advisors
New York
| US$ 188 mi | +US$ 21,7 mi | +13% | 5,2% | 79,5% | 22 | 4,55% | 3,5 |
|