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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| US$ 109 mi | -US$ 130 mi | -55% | 1,18% | 111% | 110 | 33,64% | 2,1 |
|
| 7327 |
7327
Connective Capital Management
Palo Alto,
California
| US$ 109 mi | +US$ 22,7 mi | +26% | 8,59% | 188% | 90 | 72,22% | 0,9 |
|
| 7328 |
7328
Cannon Advisors
Charlotte,
North Carolina
| US$ 109 mi | -US$ 9,1 mi | -8% | 5,59% | – | 66 | 18,18% | 0,4 |
|
| 7329 |
C
7329
Croban
Fremont,
Ohio
| US$ 109 mi | +US$ 6,69 mi | +7% | 1,53% | – | 78 | 12,82% | 1,1 |
|
| 7330 |
7330
Innovative Wealth Building
California,
Maryland
| US$ 109 mi | -US$ 2,03 mi | -2% | 3,25% | – | 55 | 14,55% | 0,2 |
|
| 7331 |
7331
Bonfire Financial
Colorado Springs,
Colorado
| US$ 108 mi | -US$ 2,04 mi | -2% | 1,21% | – | 53 | 11,32% | 0,2 |
|
| 7332 |
7332
Winnow Wealth
Waco,
Texas
| US$ 108 mi | +US$ 7,61 mi | +8% | 0,93% | – | 647 | 5,72% | 0,2 |
|
| 7333 |
7333
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$ 108 mi | -US$ 14 mi | -11% | 6,78% | 47,6% | 24 | 8,33% | 4,1 |
|
| 7334 |
7334
Mission Financial Group
Las Vegas,
Nevada
| US$ 108 mi | – | – | 1,5% | – | 146 | – | 2,6 |
|
| 7335 |
7335
Amara Financial
San Francisco,
California
| US$ 108 mi | -US$ 139 mil | -0,1% | 1,36% | – | 50 | 16% | 0,5 |
|
| 7336 |
7336
Willner & Heller
Encino,
California
| US$ 108 mi | -US$ 5,97 mi | -5% | 3,89% | 131% | 158 | 10,13% | 2,3 |
|
| 7337 |
7337
Elevate Capital Advisors
Eagle,
Colorado
| US$ 108 mi | -US$ 5,42 mi | -5% | 3,71% | – | 73 | 31,51% | 0,2 |
|
| 7338 |
7338
Copia Wealth Management
Bend,
Oregon
| US$ 108 mi | +US$ 3,04 mi | +3% | 1,39% | – | 480 | 17,5% | 0,2 |
|
| 7339 |
7339
Forefront Wealth Management
Malvern,
Pennsylvania
| US$ 108 mi | -US$ 508 mil | -0,5% | 1,74% | – | 53 | 16,98% | 1,6 |
|
| 7340 |
7340
Farley Capital
New York
| US$ 108 mi | -US$ 9,41 mi | -8% | 0,01% | 116% | 18 | 16,67% | 5,4 |
|
| 7341 |
SHC
7341
SALT Holding Corp
Wilmington,
Delaware
| US$ 108 mi | +US$ 26,4 mi | +32% | 0% | – | 14 | 21,43% | 0,2 |
|
| 7342 |
7342
Woodside Wealth Management
Framingham,
Massachusetts
| US$ 108 mi | – | – | 2,86% | – | 76 | – | 0 |
|
| 7343 |
7343
AtlasMark Financial
Austin,
Texas
| US$ 108 mi | -US$ 1000 mil | -0,9% | 3,32% | – | 39 | 0% | 4,1 |
|
| 7344 |
7344
Summit Financial Consulting
Sterling Heights,
Michigan
| US$ 108 mi | – | – | 1,96% | – | 42 | – | 0 |
|
| 7345 |
7345
Profit Investment Management
North Bethesda,
Maryland
| US$ 108 mi | -US$ 16,9 mi | -14% | 7,97% | 101% | 81 | 12,35% | 6,7 |
|
| 7346 |
7346
OneAscent Family Office
Birmingham,
Alabama
| US$ 107 mi | +US$ 52,4 mi | +95% | 0,46% | – | 123 | 39,02% | 0,2 |
|
| 7347 |
SBCM
7347
Silverberg Bernstein Capital Management
Armonk,
New York
| US$ 107 mi | -US$ 6,17 mi | -5% | 15,4% | 133% | 63 | 15,87% | 1 |
|
| 7348 |
7348
M Wealth Management LLC
San Diego,
California
| US$ 107 mi | -US$ 2,2 mi | -2% | 0,02% | – | 48 | 12,5% | 0,2 |
|
| 7349 |
ASM
7349
AI-Squared Management
Hong Kong
| US$ 107 mi | +US$ 9,18 mi | +9% | 5,24% | – | 28 | 71,43% | 0,3 |
|
| 7350 |
7350
WPG Advisers
Baltimore,
Maryland
| US$ 107 mi | -US$ 376 mil | -0,3% | 1,04% | – | 1.550 | 14% | 0,2 |
|