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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
U.S. Wealth Group
Woodbury,
New York
| US$ 132 mi | – | – | 0,23% | – | 40 | – | 0 |
|
| 6902 |
6902
Golden Road Advisors
Tampa,
Florida
| US$ 132 mi | +US$ 4,53 mi | +4% | 2,45% | – | 42 | 16,67% | 0,9 |
|
| 6903 |
6903
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 132 mi | -US$ 3,13 mi | -2% | 1,4% | 121% | 85 | 9,41% | 4,5 |
|
| 6904 |
6904
Pinney & Scofield
Cambridge,
Massachusetts
| US$ 132 mi | – | – | 2,78% | – | 225 | – | 0 |
|
| 6905 |
6905
Brewster Financial Planning
Brooklyn,
New York
| US$ 132 mi | +US$ 3,05 mi | +2% | 2,5% | 44,3% | 27 | 29,63% | 1,6 |
|
| 6906 |
6906
Hopwood Financial Services
Reston,
Virginia
| US$ 132 mi | – | – | 0,41% | – | 310 | – | 0 |
|
| 6907 |
6907
1620 Investment Advisors
Plymouth,
Massachusetts
| US$ 132 mi | -US$ 6,76 mi | -5% | 0,67% | 71,4% | 793 | 22,82% | 0,7 |
|
| 6908 |
6908
Incline Global Management
New York
| US$ 132 mi | -US$ 93,2 mi | -41% | 5,29% | 40,1% | 32 | 40,63% | 1,9 |
|
| 6909 |
6909
Broadway Wealth Solutions
San Antonio,
Texas
| US$ 132 mi | – | – | 0,88% | – | 92 | – | 0 |
|
| 6910 |
6910
English Capital Management
Bloomfield Hills,
Michigan
| US$ 132 mi | -US$ 5,01 mi | -4% | 0,61% | – | 32 | 9,38% | 0,9 |
|
| 6911 |
6911
Sharp Financial Services
Horsham,
Pennsylvania
| US$ 132 mi | +US$ 2,22 mi | +2% | 0,79% | – | 106 | 18,87% | 0,8 |
|
| 6912 |
6912
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| US$ 132 mi | – | – | 1,92% | – | 103 | – | 0 |
|
| 6913 |
CWA
6913
Clearview Wealth Advisors
Salem,
Oregon
| US$ 132 mi | +US$ 1,8 mi | +1% | 1,06% | 45,2% | 99 | 8,08% | 2,7 |
|
| 6914 |
6914
OEP Capital Advisors
New York
| US$ 132 mi | -US$ 23,6 mi | -15% | 15,2% | 23,2% | 1 | 0% | 4 |
|
| 6915 |
6915
Moon Capital Management
New York
| US$ 132 mi | -US$ 7,55 mi | -5% | 5,7% | 76,3% | 26 | 61,54% | 2,5 |
|
| 6916 |
6916
Primoris Wealth Advisors
North Palm Beach,
Florida
| US$ 131 mi | -US$ 6,26 mi | -5% | 2,97% | 206% | 111 | 26,13% | 1,8 |
|
| 6917 |
6917
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$ 131 mi | -US$ 8,33 mi | -6% | 1,79% | 42,3% | 38 | 15,79% | 0,8 |
|
| 6918 |
6918
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| US$ 131 mi | +US$ 16,3 mi | +14% | 0,04% | – | 479 | 87,47% | 0,1 |
|
| 6919 |
6919
Refined Wealth Management
Salt Lake City,
Utah
| US$ 131 mi | +US$ 1,69 mi | +1% | 4,47% | 99,4% | 28 | 7,14% | 2,6 |
|
| 6920 |
6920
Cravens & Co Advisors
Cookeville,
Tennessee
| US$ 131 mi | +US$ 1,84 mi | +1% | 0,93% | 70,4% | 67 | 17,91% | 1,6 |
|
| 6921 |
6921
Asset Planning Inc
Cypress,
California
| US$ 131 mi | – | – | 0,63% | – | 315 | – | 0 |
|
| 6922 |
6922
Terra Nova Asset Management
New York
| US$ 131 mi | -US$ 3,42 mi | -3% | 2,5% | 172% | 87 | 6,9% | 3,3 |
|
| 6923 |
6923
Charter Research & Investment Group
Southport,
Connecticut
| US$ 131 mi | -US$ 4,31 mi | -3% | 1,28% | 82,3% | 84 | 5,95% | 7 |
|
| 6924 |
6924
Clifford Group
Wayland,
Massachusetts
| US$ 131 mi | +US$ 2,6 mi | +2% | 1,98% | 67,9% | 78 | 8,97% | 1,6 |
|
| 6925 |
6925
Taika Capital
Sunny Isles Beach,
Florida
| US$ 131 mi | -US$ 1,56 mi | -1% | 7,04% | 68,3% | 100 | 81% | 0,2 |
|