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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
CFG
7251
Chapman Financial Group
Kailua,
Hawaii
| US$ 147 mi | +US$ 2,09 mi | +1% | 3,99% | – | 277 | 10,47% | 0,8 |
|
| 7252 |
7252
Columbia Advisory Partners
Spokane,
Washington
| US$ 147 mi | +US$ 2,17 mi | +2% | 3,04% | 69,7% | 100 | 20% | 1,6 |
|
| 7253 |
7253
Integrity Wealth Advisors
Ventura,
California
| US$ 147 mi | -US$ 132 mi | -47% | 1,92% | – | 100 | 45% | 0,6 |
|
| 7254 |
7254
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$ 147 mi | -US$ 2,21 mil | -0% | 2,65% | – | 82 | 15,85% | 0,8 |
|
| 7255 |
7255
Oppenheimer & Close
New York
| US$ 147 mi | -US$ 1,3 mi | -0,9% | 6,89% | 148% | 60 | 13,33% | 4,5 |
|
| 7256 |
7256
Walnut Level Capital
Denver,
Colorado
| US$ 147 mi | -US$ 20,4 mi | -12% | 6,12% | – | 41 | 19,51% | 1,3 |
|
| 7257 |
KSCM
7257
Kamunting Street Capital Management
Miami Beach,
Florida
| US$ 147 mi | +US$ 12,2 mi | +9% | 2,23% | 7,47% | 24 | 54,17% | 1,1 |
|
| 7258 |
7258
Unifi Asset Management
New York
| US$ 147 mi | – | – | 3,17% | – | 77 | – | 0 |
|
| 7259 |
RPGNY
7259
Retirement Planning Group (New York)
Malta,
New York
| US$ 147 mi | +US$ 12,9 mi | +10% | 1,79% | – | 91 | 8,79% | 0,8 |
|
| 7260 |
7260
Custos Family Office
Austin,
Texas
| US$ 147 mi | -US$ 30,4 mi | -17% | 1,69% | 57,4% | 68 | 16,18% | 1,9 |
|
| 7261 |
7261
Paladin Wealth
Arden Hills,
Minnesota
| US$ 146 mi | +US$ 8,57 mi | +6% | 1,48% | – | 124 | 13,71% | 0,9 |
|
| 7262 |
7262
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$ 146 mi | +US$ 7,14 mi | +5% | 3,02% | 62,6% | 91 | 9,89% | 1,6 |
|
| 7263 |
7263
Mosaic Financial Group
Chicago,
Illinois
| US$ 146 mi | +US$ 5,92 mi | +4% | 3,01% | – | 128 | 8,59% | 1,4 |
|
| 7264 |
7264
Abbington Investment Group
Westport,
Connecticut
| US$ 146 mi | +US$ 29,6 mi | +25% | 10,6% | – | 55 | 23,64% | 0,2 |
|
| 7265 |
LWM
7265
Lighthouse Wealth Management
Ashland,
Ohio
| US$ 146 mi | +US$ 23,2 mi | +19% | 1,25% | – | 46 | 10,87% | 0,9 |
|
| 7266 |
7266
Macroview Investment Management
Bethesda,
Maryland
| US$ 146 mi | +US$ 12,2 mi | +9% | 2,57% | 76,6% | 102 | 13,73% | 4,7 |
|
| 7267 |
7267
Elevate Wealth Advisory
Athens,
Georgia
| US$ 146 mi | +US$ 8,65 mi | +6% | 2,08% | 49,5% | 129 | 11,63% | 1,7 |
|
| 7268 |
7268
Affinity Wealth
Canton,
Ohio
| US$ 146 mi | +US$ 14,6 mi | +11% | 2,4% | – | 86 | 46,51% | 0,4 |
|
| 7269 |
7269
Hemming & Wealth Management
Traverse City,
Michigan
| US$ 146 mi | – | – | 2,22% | – | 15 | – | 0 |
|
| 7270 |
7270
Strategic Value Bank Partners
Cleveland,
Ohio
| US$ 146 mi | +US$ 5,48 mi | +4% | 8,16% | 80,8% | 14 | 14,29% | 3 |
|
| 7271 |
7271
Bitterroot Capital Advisors
Bozeman,
Montana
| US$ 146 mi | – | – | 1,43% | – | 51 | – | 0 |
|
| 7272 |
7272
Jordan Park Trust
Portsmouth,
New Hampshire
| US$ 146 mi | +US$ 43 mi | +42% | 4,25% | – | 17 | 17,65% | 0,8 |
|
| 7273 |
7273
Genesis Wealth Advisors
Braintree,
Massachusetts
| US$ 146 mi | +US$ 4,13 mi | +3% | 2,21% | – | 67 | 13,43% | 6,2 |
|
| 7274 |
7274
Immersion
Aventura,
Florida
| US$ 146 mi | -US$ 16 mi | -10% | 9,21% | – | 9 | 33,33% | 0,6 |
|
| 7275 |
7275
Nova Wealth Management
Bonita Springs,
Florida
| US$ 146 mi | +US$ 3,88 mi | +3% | 1,67% | – | 609 | 8,54% | 0,8 |
|