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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Somerset Group
Wayzata,
Minnesota
| US$ 110 mi | +US$ 451 mil | +0,4% | 2,08% | 84,6% | 64 | 6,25% | 6,9 |
|
| 7302 |
7302
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$ 110 mi | -US$ 24 mi | -18% | 0,56% | – | 96 | 35,42% | 0,8 |
|
| 7303 |
7303
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| US$ 110 mi | -US$ 5,65 mi | -5% | 6,27% | – | 30 | 13,33% | 0,9 |
|
| 7304 |
7304
Flywheel Private Wealth
Los Altos,
California
| US$ 110 mi | +US$ 922 mil | +0,8% | 0,57% | – | 87 | 11,49% | 0,2 |
|
| 7305 |
7305
Allium Financial Advisors
Lake Oswego,
Oregon
| US$ 110 mi | – | – | 0,37% | – | 85 | – | 0 |
|
| 7306 |
7306
Wulff, Hansen & Co
San Rafael,
California
| US$ 110 mi | +US$ 3,98 mi | +4% | 1,28% | 94,7% | 102 | 11,76% | 2,4 |
|
| 7307 |
7307
Everest Management Corp
Cupertino,
California
| US$ 110 mi | -US$ 3,86 mi | -3% | 6,76% | – | 56 | 19,64% | 0,2 |
|
| 7308 |
7308
LTG Capital
Newton,
Massachusetts
| US$ 110 mi | -US$ 9,6 mi | -8% | 6,26% | 59% | 26 | 0% | 3,1 |
|
| 7309 |
7309
Bey-Douglas LLC
Marietta,
Georgia
| US$ 110 mi | -US$ 6,43 mi | -6% | 4,12% | – | 46 | 21,74% | 1 |
|
| 7310 |
CAG
7310
Cypress Advisory Group
Scottsdale,
Arizona
| US$ 110 mi | +US$ 918 mil | +0,8% | 0,68% | – | 64 | 10,94% | 0,2 |
|
| 7311 |
7311
Emmett Investment Management
New York
| US$ 109 mi | -US$ 1,83 mi | -2% | 4,09% | – | 29 | 31,03% | 0,2 |
|
| 7312 |
7312
Integrity Investment Advisors
Fort Collins,
Colorado
| US$ 109 mi | – | – | 3,3% | – | 45 | – | 0 |
|
| 7313 |
7313
Womack Financial
Dallas,
Texas
| US$ 109 mi | -US$ 3,44 mi | -3% | 2,88% | – | 66 | 4,55% | 0,2 |
|
| 7314 |
7314
Kraft Asset Management
Nashville,
Tennessee
| US$ 109 mi | -US$ 20,3 mi | -16% | 1,92% | 41% | 53 | 15,09% | 2,1 |
|
| 7315 |
7315
Breakout Capital Partners
New York
| US$ 109 mi | +US$ 11,8 mi | +12% | 11,1% | – | 9 | 33,33% | 0,9 |
|
| 7316 |
7316
Stadium Capital Management
New Canaan,
Connecticut
| US$ 109 mi | -US$ 8,83 mi | -7% | 19,9% | 10,9% | 11 | 27,27% | 1,4 |
|
| 7317 |
LWM
7317
Lighthouse Wealth Management
Ashland,
Ohio
| US$ 109 mi | -US$ 94,1 mil | -0,1% | 1,18% | – | 38 | 5,26% | 0,2 |
|
| 7318 |
7318
Astra Wealth Partners
Jersey City,
New Jersey
| US$ 109 mi | +US$ 1,68 mi | +2% | 0,85% | – | 80 | 16,25% | 0,2 |
|
| 7319 |
7319
Fairman Group
Chesterbrook,
Pennsylvania
| US$ 109 mi | -US$ 12,4 mi | -10% | 0,05% | 46,8% | 350 | 27,71% | 1,2 |
|
| 7320 |
7320
Commons Capital
Needham,
Massachusetts
| US$ 109 mi | -US$ 1,71 mi | -2% | 5,63% | 166% | 123 | 44,72% | 1,4 |
|
| 7321 |
7321
RoundAngle Advisors
Red Bank,
New Jersey
| US$ 109 mi | +US$ 3,87 mi | +4% | 0,33% | – | 60 | 8,33% | 0,2 |
|
| 7322 |
7322
J2 Capital Management
Troy,
Michigan
| US$ 109 mi | +US$ 2,2 mi | +2% | 2,12% | – | 127 | 33,86% | 1,6 |
|
| 7323 |
7323
Flavin Financial Services
Melbourne,
Florida
| US$ 109 mi | +US$ 3,65 mi | +3% | 1,32% | – | 69 | 4,35% | 0,2 |
|
| 7324 |
7324
Atlantic Family Wealth
Coral Gables,
Florida
| US$ 109 mi | +US$ 24,2 mi | +29% | 0,43% | – | 49 | 18,37% | 0,2 |
|
| 7325 |
NMCM
7325
Nicholson Meyer Capital Management
Kansas City,
Missouri
| US$ 109 mi | – | – | 1,64% | – | 45 | – | 0 |
|