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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
Valley Brook Capital Group
Venetia,
Pennsylvania
| US$ 149 mi | -US$ 1,96 mi | -1% | 1,54% | 122% | 123 | 11,38% | 3,9 |
|
| 7102 |
7102
Forthright Family Wealth Advisory
Houston,
Texas
| US$ 149 mi | -US$ 10 mi | -6% | 2,33% | 60,2% | 78 | 58,97% | 1,1 |
|
| 7103 |
7103
Rainier Family Wealth
Tacoma,
Washington
| US$ 149 mi | +US$ 16,4 mi | +12% | 1,09% | – | 104 | 23,08% | 0,9 |
|
| 7104 |
7104
Mainstream Capital Management
Los Angeles,
California
| US$ 149 mi | -US$ 3,69 mi | -2% | 2,61% | – | 93 | 10,75% | 1,3 |
|
| 7105 |
7105
Systrade
Vaduz,
Liechtenstein
| US$ 149 mi | -US$ 14,9 mi | -9% | 2,04% | 152% | 15 | 26,67% | 1,1 |
|
| 7106 |
7106
Cathy Pareto & Associates
Coral Gables,
Florida
| US$ 149 mi | +US$ 4,93 mi | +3% | 0,38% | – | 98 | 8,16% | 1 |
|
| 7107 |
7107
Graphene Investments SAS
Paris,
France
| US$ 149 mi | -US$ 10,5 mi | -7% | 1,35% | 103% | 44 | 0% | 2,3 |
|
| 7108 |
7108
Atala Financial
Calabasas,
California
| US$ 149 mi | -US$ 7,87 mi | -5% | 3,64% | – | 131 | 17,56% | 1,1 |
|
| 7109 |
ACM
7109
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| US$ 149 mi | -US$ 150 mi | -50% | 95,1% | 2.106% | 25 | 84% | 0,3 |
|
| 7110 |
7110
Northeast Planning Associates NH
Bedford,
New Hampshire
| US$ 149 mi | +US$ 7,37 mi | +5% | 1,52% | – | 58 | 15,52% | 0,9 |
|
| 7111 |
7111
Rockbridge Capital Management
Alexandria,
Virginia
| US$ 149 mi | -US$ 16,7 mi | -10% | 7,7% | – | 32 | 18,75% | 1 |
|
| 7112 |
7112
Clark Wealth Partners
O'fallon,
Illinois
| US$ 149 mi | -US$ 15,3 mi | -9% | 1,43% | – | 654 | 22,17% | 0,9 |
|
| 7113 |
7113
Dutch Asset Corp
Selkirk,
New York
| US$ 149 mi | +US$ 19 mi | +15% | 1,49% | – | 102 | 23,53% | 0,2 |
|
| 7114 |
7114
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$ 149 mi | +US$ 2 mi | +1% | 2,76% | – | 87 | 24,14% | 0,9 |
|
| 7115 |
7115
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| US$ 149 mi | +US$ 1,84 mi | +1% | 1,84% | – | 58 | 6,9% | 1 |
|
| 7116 |
7116
KM Capital Management
Austin,
Texas
| US$ 149 mi | -US$ 47,1 mi | -24% | 2,13% | 60,8% | 96 | 71,88% | 0,8 |
|
| 7117 |
7117
Flavin Financial Services
Melbourne,
Florida
| US$ 149 mi | +US$ 2,73 mi | +2% | 0,54% | – | 72 | 4,17% | 1,1 |
|
| 7118 |
7118
McAlvany Wealth Management
Durango,
Colorado
| US$ 148 mi | +US$ 17,7 mi | +14% | 17% | – | 44 | 15,91% | 0,2 |
|
| 7119 |
PWM
7119
Pinnacle Wealth Management
Roseville,
California
| US$ 148 mi | -US$ 18,4 mil | -0% | 1,99% | 194% | 42 | 47,62% | 1,9 |
|
| 7120 |
7120
Hopwood Financial Services
Reston,
Virginia
| US$ 148 mi | +US$ 6,38 mi | +4% | 0,3% | – | 92 | 11,96% | 1,2 |
|
| 7121 |
7121
Bannerman Wealth Management Group
Lewisville,
Texas
| US$ 148 mi | +US$ 7,35 mi | +5% | 0,55% | – | 34 | 8,82% | 1,1 |
|
| 7122 |
7122
Clark & Stuart Inc
Portland,
Maine
| US$ 148 mi | +US$ 3,29 mi | +2% | 4,33% | – | 53 | 11,32% | 1,1 |
|
| 7123 |
BTC
7123
Bank & Trust Company
Litchfield,
Illinois
| US$ 148 mi | +US$ 6,78 mi | +5% | 5,23% | – | 304 | 2,63% | 1,6 |
|
| 7124 |
BAWM
7124
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$ 148 mi | +US$ 4,09 mi | +3% | 1,61% | 51% | 66 | 28,79% | 1,2 |
|
| 7125 |
MCM
7125
Magnolia Capital Management
Cold Spring,
New York
| US$ 148 mi | +US$ 13,9 mi | +10% | 1,65% | 85,9% | 76 | 3,95% | 4,2 |
|