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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Vannoy Advisory Group
Austin,
Texas
| US$ 128 mi | +US$ 6,45 mi | +5% | 5,41% | 52,5% | 28 | 3,57% | 0,3 |
|
| 6477 |
6477
Values Added Financial
Washington,
District of Columbia
| US$ 128 mi | +US$ 6,06 mi | +5% | 6,11% | 65,9% | 86 | 6,98% | 0,7 |
|
| 6478 |
BFS
6478
Burr Financial Services
Pleasant Hill,
California
| US$ 128 mi | -US$ 2,61 mi | -2% | 46,3% | 478% | 35 | 8,57% | 0,2 |
|
| 6479 |
6479
SRN Advisors
Huntingdon Valley,
Pennsylvania
| US$ 128 mi | +US$ 16,7 mi | +15% | 16,9% | 146% | 92 | 3,26% | 1,8 |
|
| 6480 |
6480
Northern Financial Advisors
Bloomfield Hills,
Michigan
| US$ 128 mi | +US$ 9,31 mi | +8% | 11,5% | 120% | 118 | 6,78% | 1,1 |
|
| 6481 |
6481
Traction Financial Partners
Encampment,
Wyoming
| US$ 128 mi | -US$ 21 mi | -14% | 6,96% | 56,7% | 64 | 18,75% | 0,2 |
|
| 6482 |
6482
Andina Capital Management
Lehi,
Utah
| US$ 128 mi | +US$ 11,8 mi | +10% | 3,76% | 38,9% | 141 | 66,67% | 0,1 |
|
| 6483 |
PBK
6483
Peoples Bank (Kansas)
Pratt,
Kansas
| US$ 128 mi | +US$ 3,09 mi | +2% | 8,57% | 74,5% | 281 | 8,19% | 0,5 |
|
| 6484 |
LFGH
6484
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$ 128 mi | +US$ 10,4 mi | +9% | 8,68% | 12,9% | 31 | 12,9% | 2,2 |
|
| 6485 |
6485
Petiole USA
New York
| US$ 128 mi | -US$ 7,47 mi | -6% | 2,17% | 105% | 40 | 7,5% | 1,8 |
|
| 6486 |
6486
BlueSky Wealth Advisors
New Bern,
North Carolina
| US$ 128 mi | -US$ 410 mi | -76% | 3,7% | 45,9% | 72 | 55,56% | 4,3 |
|
| 6487 |
6487
Cambridge Capital Management
O'fallon,
Illinois
| US$ 128 mi | +US$ 9,6 mi | +8% | 6,08% | 55,9% | 33 | 3,03% | 0,2 |
|
| 6488 |
6488
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| US$ 128 mi | +US$ 32,3 mi | +34% | 57% | 740% | 2 | 0% | 2,3 |
|
| 6489 |
6489
Masterton Capital Management
New York
| US$ 128 mi | +US$ 11,9 mi | +10% | 1,12% | 1,94% | 17 | 35,29% | 0,6 |
|
| 6490 |
6490
Darden Wealth Group
Ann Arbor,
Michigan
| US$ 128 mi | +US$ 23,6 mi | +23% | 22,1% | 243% | 115 | 18,26% | 0,2 |
|
| 6491 |
6491
SFI Advisors
Montclair,
New Jersey
| US$ 128 mi | +US$ 10,4 mi | +9% | 5,48% | 95,9% | 103 | 36,89% | 1,4 |
|
| 6492 |
6492
Erickson Financial Group
Allentown,
Pennsylvania
| US$ 128 mi | +US$ 7,19 mi | +6% | 6,89% | 69,3% | 23 | 0% | 2 |
|
| 6493 |
6493
Bain Capital Public Equity
Boston,
Massachusetts
| US$ 128 mi | -US$ 5,73 mi | -4% | 19,6% | 169% | 35 | 34,29% | 0,5 |
|
| 6494 |
6494
Martin Capital Advisors
San Antonio,
Texas
| US$ 127 mi | +US$ 9,06 mi | +8% | 11,5% | 140% | 67 | 0% | 1,9 |
|
| 6495 |
6495
MB Generational Wealth
Spokane,
Washington
| US$ 127 mi | +US$ 20,9 mi | +20% | 7,65% | 68,9% | 62 | 24,19% | 0,2 |
|
| 6496 |
6496
In-Depth Partners
Miami,
Florida
| US$ 127 mi | +US$ 12,9 mi | +11% | 10,3% | 157% | 12 | 0% | 2,2 |
|
| 6497 |
RCWM
6497
Royal Capital Wealth Management
Carmel,
Indiana
| US$ 127 mi | +US$ 11,8 mi | +10% | 11,8% | 83,8% | 99 | 12,12% | 1,7 |
|
| 6498 |
6498
McAlister Sweet & Associates
Houston,
Texas
| US$ 127 mi | +US$ 19,6 mi | +18% | 10,3% | 83,6% | 34 | 11,76% | 1,4 |
|
| 6499 |
6499
Main Line Retirement Advisors
Whitefish,
Montana
| US$ 127 mi | +US$ 12,1 mi | +11% | 4,82% | 47,6% | 38 | 7,89% | 0,6 |
|
| 6500 |
GIM
6500
Greenwich Investment Management
Norwalk,
Connecticut
| US$ 127 mi | -US$ 6,03 mi | -5% | 2,86% | – | 40 | 10% | 4,3 |
|