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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Bridge Generations Wealth Management
South Miami,
Florida
| US$ 162 mi | +US$ 11 mi | +7% | 1,37% | – | 134 | 3,73% | 0,9 |
|
| 6952 |
6952
MGO Private Wealth
Irvine,
California
| US$ 162 mi | -US$ 5,26 mi | -3% | 1,46% | 58,3% | 69 | 5,8% | 2,1 |
|
| 6953 |
6953
BayBridge Capital Group
Pleasanton,
California
| US$ 161 mi | +US$ 4,57 mi | +3% | 2,78% | 78,5% | 100 | 9% | 1,3 |
|
| 6954 |
6954
FFG Retirement Advisors
Centennial,
Colorado
| US$ 161 mi | +US$ 78,8 mil | +0% | 1,08% | 43,4% | 45 | 2,22% | 1,8 |
|
| 6955 |
6955
Peoples Bank (Ohio)
Marietta,
Ohio
| US$ 161 mi | -US$ 1,55 mi | -0,9% | 1,78% | 78,9% | 100 | 9% | 6 |
|
| 6956 |
6956
VERITY Wealth Advisors
Sausalito,
United States
| US$ 161 mi | +US$ 2,83 mi | +2% | 2% | 68,4% | 83 | 7,23% | 4,4 |
|
| 6957 |
6957
Spahn Wealth & Retirement
Scottsdale,
Arizona
| US$ 161 mi | -US$ 7,55 mi | -4% | 1,24% | – | 40 | 15% | 0,7 |
|
| 6958 |
6958
Kultura Capital Management
Park City,
Utah
| US$ 161 mi | – | – | 8,94% | – | 49 | – | 0 |
|
| 6959 |
6959
Manuka Financial
Richmond,
Virginia
| US$ 161 mi | +US$ 272 mil | +0,2% | 1,92% | – | 59 | 5,08% | 0,9 |
|
| 6960 |
6960
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| US$ 161 mi | +US$ 17,8 mi | +12% | 3,47% | – | 158 | 17,09% | 0,8 |
|
| 6961 |
6961
Peregrine Investment Management
Toronto,
Ontario, Canada
| US$ 161 mi | -US$ 42,5 mi | -21% | 10% | – | 25 | 32% | 0,7 |
|
| 6962 |
BRWM
6962
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| US$ 161 mi | +US$ 330 mil | +0,2% | 1,78% | – | 113 | 12,39% | 0,8 |
|
| 6963 |
6963
Orleans Capital Management
Mandeville,
Louisiana
| US$ 161 mi | +US$ 6,25 mi | +4% | 2,48% | 107% | 126 | 21,43% | 2,6 |
|
| 6964 |
6964
Rayburn West Financial Services
Nashville,
Tennessee
| US$ 161 mi | – | – | 4,08% | – | 80 | – | 0 |
|
| 6965 |
6965
Cox Capital Management
Andover,
Massachusetts
| US$ 161 mi | +US$ 7,72 mi | +5% | 6,65% | 106% | 66 | 12,12% | 3,2 |
|
| 6966 |
6966
7G Capital Management
New York
| US$ 161 mi | +US$ 4,81 mi | +3% | 10,6% | 137% | 13 | 38,46% | 1,8 |
|
| 6967 |
6967
Moon Capital Management
New York
| US$ 161 mi | +US$ 24,8 mi | +18% | 12,4% | 76,3% | 14 | 42,86% | 4 |
|
| 6968 |
TA
6968
TPG Advisors
Northfield,
Illinois
| US$ 161 mi | +US$ 8,65 mi | +6% | 2,07% | – | 113 | 13,27% | 1,2 |
|
| 6969 |
6969
Investment Partners Asset Management
Metuchen,
New Jersey
| US$ 161 mi | +US$ 8,87 mi | +6% | 2,89% | 86,1% | 171 | 14,62% | 1,6 |
|
| 6970 |
6970
New Mountain Capital
New York
| US$ 160 mi | -US$ 14,3 mi | -8% | 8,17% | 36,9% | 1 | 0% | 3,3 |
|
| 6971 |
6971
Cyr Financial
Hennepin,
Illinois
| US$ 160 mi | +US$ 14 mi | +10% | 1,79% | – | 72 | 31,94% | 0,9 |
|
| 6972 |
6972
Sterling Manor Financial
Saratoga Springs,
New York
| US$ 160 mi | +US$ 1,68 mi | +1% | 0,79% | – | 35 | 0% | 1,9 |
|
| 6973 |
6973
Pacific Park Financial
Lagina Hills,
California
| US$ 160 mi | – | – | 2,21% | – | 74 | – | 0 |
|
| 6974 |
6974
Flywheel Private Wealth
Los Altos,
California
| US$ 160 mi | +US$ 32,1 mi | +25% | 2,36% | – | 87 | 10,34% | 0,9 |
|
| 6975 |
6975
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 160 mi | +US$ 1,57 mi | +1% | 6,94% | 121% | 91 | 12,09% | 4,9 |
|