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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$ 175 mi | +US$ 9,37 mi | +6% | 2,21% | 76,3% | 84 | 15,48% | 2,2 |
|
| 6677 |
6677
Lepercq De Neuflize Asset Management
New York
| US$ 175 mi | +US$ 1,6 mi | +0,9% | 2,45% | – | 19 | 63,16% | 0,3 |
|
| 6678 |
QAM
6678
QSM Asset Management
London,
United Kingdom
| US$ 175 mi | +US$ 34,8 mi | +25% | 3,11% | – | 22 | 13,64% | 0,7 |
|
| 6679 |
6679
LAM Group
Lake Oswego,
Oregon
| US$ 175 mi | +US$ 13,4 mi | +8% | 2,76% | 61,8% | 75 | 5,33% | 2,7 |
|
| 6680 |
6680
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$ 175 mi | +US$ 4,07 mi | +2% | 2,49% | 70,9% | 506 | 2,37% | 0,5 |
|
| 6681 |
6681
4J Wealth Management
Alexandria,
Virginia
| US$ 175 mi | +US$ 4,5 mi | +3% | 2,19% | 74,7% | 102 | 11,76% | 3 |
|
| 6682 |
6682
Thor Investment Management
Cincinnati,
Ohio
| US$ 175 mi | +US$ 8,37 mi | +5% | 7,03% | 122% | 48 | 6,25% | 1,6 |
|
| 6683 |
MBWA
6683
Marin Bay Wealth Advisors
San Anselmo,
California
| US$ 175 mi | – | – | 2,63% | – | 120 | – | 0 |
|
| 6684 |
6684
Arcadia Wealth Management (New York)
Smithtown,
New York
| US$ 174 mi | +US$ 9,7 mi | +6% | 2,31% | – | 61 | 11,48% | 0,9 |
|
| 6685 |
6685
Equitec Proprietary Markets
Chicago,
Illinois
| US$ 174 mi | -US$ 266 mi | -60% | 46,3% | 352% | 114 | 60,53% | 0,8 |
|
| 6686 |
6686
Shearwater Capital
Denver,
Colorado
| US$ 174 mi | +US$ 5,68 mi | +3% | 3,2% | 74,4% | 53 | 5,66% | 3 |
|
| 6687 |
6687
Oak Wealth Advisors
Northbrook,
Illinois
| US$ 174 mi | +US$ 2,08 mi | +1% | 2,93% | – | 61 | 6,56% | 0,9 |
|
| 6688 |
6688
Harbourvest Partners
Boston,
Massachusetts
| US$ 174 mi | -US$ 30,9 mi | -15% | 14,4% | 8,96% | 11 | 54,55% | 2 |
|
| 6689 |
6689
Prospect Financial Services
Melville,
New York
| US$ 174 mi | +US$ 253 mil | +0,1% | 1,48% | 104% | 114 | 17,54% | 1,4 |
|
| 6690 |
6690
ROI Financial Advisors
Beaverton,
Oregon
| US$ 174 mi | +US$ 6,62 mi | +4% | 6,6% | 165% | 69 | 8,7% | 1,5 |
|
| 6691 |
6691
Farrow Financial
Randolph,
Vermont
| US$ 174 mi | +US$ 1,71 mi | +1% | 2,42% | 79,9% | 56 | 10,71% | 1,6 |
|
| 6692 |
6692
Stephens Greth Foundation
Dallas,
Texas
| US$ 174 mi | – | – | 2,41% | – | 4 | – | 0 |
|
| 6693 |
KCM
6693
KRS Capital Management
Bloomfield,
Michigan
| US$ 174 mi | +US$ 8,32 mi | +5% | 5,43% | 272% | 121 | 12,4% | 2,7 |
|
| 6694 |
6694
Coordinated Financial Services
Denver,
Colorado
| US$ 174 mi | +US$ 17,9 mi | +11% | 1,86% | – | 185 | 15,68% | 1,2 |
|
| 6695 |
6695
Runnymede Capital Advisors
Dublin,
Ohio
| US$ 174 mi | +US$ 52,2 mi | +43% | 1,91% | – | 125 | 84,8% | 0,2 |
|
| 6696 |
6696
Trivant Custom Portfolio Group
San Diego,
California
| US$ 174 mi | -US$ 20,9 mi | -11% | 1,91% | 103% | 87 | 18,39% | 1,9 |
|
| 6697 |
6697
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| US$ 174 mi | +US$ 4,64 mi | +3% | 1,42% | 42,8% | 75 | 6,67% | 1,7 |
|
| 6698 |
TCM
6698
Thoma Capital Management
Towson,
Maryland
| US$ 174 mi | -US$ 509 mil | -0,3% | 1,32% | – | 62 | 8,06% | 0,9 |
|
| 6699 |
6699
Financial Planning Hawaii
Honolulu,
Hawaii
| US$ 174 mi | – | – | 3,03% | – | 128 | – | 0 |
|
| 6700 |
6700
Melfa Wealth Management
Westborough,
Massachusetts
| US$ 174 mi | +US$ 2,95 mi | +2% | 1,3% | 49,9% | 207 | 8,21% | 2,3 |
|