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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
Exome Asset Management
New York
| US$ 112 mi | -US$ 20,6 mi | -15% | 6,45% | – | 84 | 59,52% | 0,4 |
|
| 7227 |
7227
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$ 112 mi | -US$ 6,64 mi | -6% | 0,58% | 65,5% | 66 | 16,67% | 1,7 |
|
| 7228 |
7228
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| US$ 112 mi | +US$ 12,5 mi | +12% | 1,73% | – | 89 | 14,61% | 0,8 |
|
| 7229 |
7229
Summit Investment Advisors
Hunt Valley,
Maryland
| US$ 112 mi | -US$ 81,1 mil | -0,1% | 1,85% | – | 59 | 13,56% | 0,2 |
|
| 7230 |
7230
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$ 112 mi | +US$ 1,71 mi | +2% | 0,09% | – | 26 | 46,15% | 0,6 |
|
| 7231 |
7231
Barden Capital Management
Austin,
Texas
| US$ 112 mi | -US$ 4,18 mi | -4% | 1,24% | 80,1% | 63 | 9,52% | 2,4 |
|
| 7232 |
7232
Birch Financial Group
Keene,
New Hampshire
| US$ 112 mi | +US$ 23,4 mi | +26% | 1,21% | – | 109 | 24,77% | 0,2 |
|
| 7233 |
7233
Emeth Value Capital
New Orleans,
Louisiana
| US$ 112 mi | -US$ 11,8 mi | -10% | 3,41% | – | 6 | 16,67% | 0,3 |
|
| 7234 |
7234
Square Peg Capital
Surry Hills, NSW,
Australia
| US$ 112 mi | +US$ 3,17 mi | +3% | 6,45% | – | 10 | 20% | 0,2 |
|
| 7235 |
7235
Trace Wealth Advisors
Los Angeles,
California
| US$ 112 mi | +US$ 620 mil | +0,6% | 1,2% | – | 59 | 8,47% | 0,2 |
|
| 7236 |
7236
NVP Associates
Menlo Park,
California
| US$ 112 mi | -US$ 74,8 mi | -40% | 16,3% | 953% | 7 | 14,29% | 1,7 |
|
| 7237 |
7237
Silver Oak Wealth Advisors Services
Los Angeles,
California
| US$ 112 mi | -US$ 3,45 mi | -3% | 0,33% | – | 40 | 22,5% | 0,3 |
|
| 7238 |
7238
Arbor Wealth Advisors
Troy,
Michigan
| US$ 112 mi | -US$ 123 mil | -0,1% | 0,57% | 58,7% | 52 | 7,69% | 1,1 |
|
| 7239 |
7239
Norwood Investment Partners
Mill Valley,
California
| US$ 112 mi | -US$ 28 mi | -20% | 9,44% | 25,2% | 16 | 37,5% | 1,6 |
|
| 7240 |
7240
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 112 mi | -US$ 7,86 mi | -7% | 1,96% | 27,1% | 109 | 24,77% | 1,3 |
|
| 7241 |
7241
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$ 112 mi | -US$ 4 mi | -3% | 1,24% | – | 81 | 9,88% | 0,5 |
|
| 7242 |
7242
Cyr Financial
Hennepin,
Illinois
| US$ 112 mi | +US$ 2,26 mi | +2% | 0,66% | – | 57 | 10,53% | 0,5 |
|
| 7243 |
7243
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| US$ 112 mi | -US$ 490 mil | -0,4% | 2,55% | – | 124 | 12,1% | 0,2 |
|
| 7244 |
7244
Orca Wealth Management
New Port Richey,
Florida
| US$ 112 mi | +US$ 642 mil | +0,6% | 1,84% | – | 67 | 10,45% | 0,2 |
|
| 7245 |
7245
Soviero Asset Management
New York
| US$ 112 mi | -US$ 48,1 mi | -30% | 8,45% | 676% | 82 | 78,05% | 0,4 |
|
| 7246 |
7246
Catherine Avery Investment Management
Longboat Key,
Florida
| US$ 112 mi | -US$ 1,67 mi | -1% | 1,44% | – | 187 | 19,25% | 0,2 |
|
| 7247 |
7247
Pacific Asset Management
Gig Harbor,
Washington
| US$ 112 mi | +US$ 5,17 mi | +5% | 1,06% | – | 53 | 15,09% | 0,2 |
|
| 7248 |
7248
Hartmann Taylor Wealth Management
Dallas,
Texas
| US$ 112 mi | – | – | 1,47% | – | 51 | – | 0 |
|
| 7249 |
7249
E Fund Management (HK)
Central,
Hong Kong
| US$ 112 mi | -US$ 13,8 mi | -11% | 11,1% | 163% | 189 | 30,16% | 0,9 |
|
| 7250 |
7250
Seven Six Capital Management
New York
| US$ 111 mi | -US$ 3,61 mi | -3% | 9,01% | – | 30 | 23,33% | 0,2 |
|