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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Chan Zuckerberg Initiative
Redwood City,
California
| US$ 118 mi | -US$ 254 mi | -68% | 5,42% | 59% | 3 | 33,33% | 1,5 |
|
| 7102 |
7102
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$ 118 mi | -US$ 161 mi | -58% | 7,59% | 44,2% | 162 | 45,68% | 1,5 |
|
| 7103 |
BIO
7103
Blue Investment Opportunities
Miami Beach,
Florida
| US$ 118 mi | – | – | 14,8% | – | 1 | – | 0 |
|
| 7104 |
7104
Sky-Mountain Capital Management
Ketchum,
Idaho
| US$ 118 mi | – | – | 0,09% | – | 32 | – | 0 |
|
| 7105 |
7105
Stage Harbor Financial
Westwood,
Massachusetts
| US$ 118 mi | +US$ 3,18 mi | +3% | 1,83% | 56,4% | 63 | 14,29% | 0,9 |
|
| 7106 |
7106
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| US$ 118 mi | +US$ 9,05 mi | +8% | 3,18% | – | 49 | 14,29% | 0,2 |
|
| 7107 |
7107
1858 Wealth Management
Akron,
Ohio
| US$ 118 mi | -US$ 8,2 mi | -6% | 2,15% | – | 135 | 23,7% | 0,9 |
|
| 7108 |
BRWM
7108
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| US$ 118 mi | +US$ 22,9 mi | +24% | 3,07% | – | 98 | 31,63% | 0,2 |
|
| 7109 |
7109
Eagle Bay Advisors
New York
| US$ 118 mi | -US$ 41 mi | -26% | 1,65% | 85% | 1.001 | 88,61% | 3,2 |
|
| 7110 |
7110
Stone House Capital Management
Bay Harbor Islands,
Florida
| US$ 118 mi | -US$ 50,8 mi | -30% | 13,3% | 151% | 3 | 0% | 2 |
|
| 7111 |
AI
7111
Axecap Investments
Mason,
Ohio
| US$ 118 mi | -US$ 14,8 mi | -11% | 2,57% | – | 93 | 49,46% | 0,3 |
|
| 7112 |
7112
University of Wisconsin Foundation
Madison,
Wisconsin
| US$ 118 mi | -US$ 19,7 mi | -14% | 8,42% | 142% | 8 | 12,5% | 1,2 |
|
| 7113 |
7113
Partnership Wealth Management
Towson,
Maryland
| US$ 118 mi | -US$ 2,34 mi | -2% | 0,4% | 67,6% | 76 | 10,53% | 1,1 |
|
| 7114 |
MCM
7114
Monimus Capital Management
Woodbridge,
New Jersey
| US$ 118 mi | +US$ 11,7 mi | +11% | 8,33% | – | 66 | 50% | 0,2 |
|
| 7115 |
7115
Muirfield Wealth Advisors
Charlotte,
North Carolina
| US$ 118 mi | -US$ 3,56 mi | -3% | 1,89% | – | 69 | 5,8% | 1 |
|
| 7116 |
7116
Oder Investment Management
Woodland Hills,
California
| US$ 118 mi | -US$ 2,32 mi | -2% | 3,1% | 115% | 97 | 9,28% | 2,8 |
|
| 7117 |
7117
Richwood Investment Advisors
Cincinnati,
Ohio
| US$ 118 mi | -US$ 2,31 mi | -2% | 0,78% | 71,9% | 103 | 8,74% | 3 |
|
| 7118 |
7118
Ridgeline Wealth
Mesa,
Arizona
| US$ 118 mi | -US$ 5,08 mi | -4% | 1,63% | – | 56 | 5,36% | 0,2 |
|
| 7119 |
7119
Collier Financial
Denver,
Colorado
| US$ 118 mi | +US$ 5,66 mi | +5% | 0,8% | – | 130 | 16,92% | 0,2 |
|
| 7120 |
7120
Fingerlakes Wealth Management
Ithaca,
New York
| US$ 118 mi | -US$ 6,33 mi | -5% | 5,59% | 92,1% | 89 | 6,74% | 2,8 |
|
| 7121 |
7121
Accuvest Global Advisors
Provo,
Utah
| US$ 117 mi | +US$ 46 mi | +64% | 1,38% | 163% | 68 | 77,94% | 0,5 |
|
| 7122 |
7122
FSA Investment Group
Pensacola,
Florida
| US$ 117 mi | +US$ 2,61 mi | +2% | 4,63% | – | 23 | 13,04% | 0,2 |
|
| 7123 |
7123
Basso Capital Management
Stamford,
Connecticut
| US$ 117 mi | +US$ 1,88 mi | +2% | 0,52% | 89% | 81 | 18,52% | 1,5 |
|
| 7124 |
7124
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$ 117 mi | -US$ 8 mi | -6% | 6,15% | 160% | 38 | 13,16% | 1,1 |
|
| 7125 |
7125
Acuitas Investments
Seattle,
Washington
| US$ 117 mi | -US$ 4,38 mi | -4% | 6,4% | 120% | 79 | 36,71% | 1,3 |
|