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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
CAG
7501
Cypress Advisory Group
Scottsdale,
Arizona
| US$ 136 mi | +US$ 1,09 mi | +0,8% | 3,24% | – | 74 | 12,16% | 0,8 |
|
| 7502 |
7502
Sacks & Associates
Warren,
New Jersey
| US$ 136 mi | – | – | 1,99% | – | 79 | – | 0 |
|
| 7503 |
7503
Michels Family Financial
Fort Worth,
Texas
| US$ 136 mi | +US$ 7,7 mi | +6% | 2,43% | – | 138 | 4,35% | 0,9 |
|
| 7504 |
7504
Haven Global Partners
Atlanta,
Georgia
| US$ 136 mi | -US$ 3,44 mi | -2% | 7,64% | – | 11 | 9,09% | 0,9 |
|
| 7505 |
7505
Redpoint Management
Woodside,
California
| US$ 136 mi | -US$ 30,2 mi | -18% | 9,61% | 20,6% | 5 | 40% | 2,7 |
|
| 7506 |
7506
Axos Invest
Las Vegas,
Nevada
| US$ 136 mi | +US$ 2,54 mi | +2% | 1,94% | – | 24 | 16,67% | 1 |
|
| 7507 |
7507
Pollock Investment Advisors
Ann Arbor,
Michigan
| US$ 136 mi | +US$ 8,32 mi | +7% | 1,05% | – | 41 | 2,44% | 1 |
|
| 7508 |
7508
Kennondale Capital Management
Richmond,
Virginia
| US$ 136 mi | +US$ 5,32 mi | +4% | 4,37% | – | 88 | 12,5% | 0,9 |
|
| 7509 |
7509
Barrier Capital Management
San Francisco,
California
| US$ 136 mi | +US$ 837 mil | +0,6% | 3,03% | 216% | 20 | 65% | 0,7 |
|
| 7510 |
7510
Seneschal Advisors
Tacoma,
Washington
| US$ 136 mi | -US$ 1,97 mi | -1% | 1,27% | – | 619 | 9,53% | 0,3 |
|
| 7511 |
7511
Vantus Wealth
Lancaster,
Pennsylvania
| US$ 136 mi | – | – | 3,16% | – | 196 | – | 0 |
|
| 7512 |
7512
Accuvest Global Advisors
Provo,
Utah
| US$ 136 mi | -US$ 24,7 mi | -15% | 4,84% | 163% | 102 | 50% | 0,8 |
|
| 7513 |
7513
Littlejohn Financial Services
Roseburg,
Oregon
| US$ 136 mi | -US$ 1,45 mi | -1% | 1,7% | – | 68 | 25% | 0,7 |
|
| 7514 |
7514
Soapstone Management
Bethesda,
Maryland
| US$ 136 mi | -US$ 11,6 mi | -8% | 5,46% | 30,3% | 15 | 26,67% | 2,9 |
|
| 7515 |
7515
Wallace Hart
Lexington,
Kentucky
| US$ 136 mi | -US$ 270 mil | -0,2% | 2,74% | – | 65 | 41,54% | 0,5 |
|
| 7516 |
7516
Center for Wealth Management Advisory
Milford,
Ohio
| US$ 136 mi | – | – | 2,57% | – | 61 | – | 0 |
|
| 7517 |
7517
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$ 136 mi | +US$ 7,48 mi | +6% | 4,37% | – | 95 | 36,84% | 1,4 |
|
| 7518 |
7518
Networth Advisors
Canonsburg,
Pennsylvania
| US$ 135 mi | – | – | 1,84% | – | 385 | – | 0 |
|
| 7519 |
7519
Fortress Financial Group
Rochester,
Minnesota
| US$ 135 mi | +US$ 5,03 mi | +4% | 2,45% | – | 87 | 12,64% | 0,8 |
|
| 7520 |
7520
Clearwave Capital
Upland,
California
| US$ 135 mi | – | – | 3,31% | – | 138 | – | 0 |
|
| 7521 |
BGI
7521
B Group Inc
Dallas,
Texas
| US$ 135 mi | -US$ 514 mil | -0,4% | 85,2% | – | 22 | 36,36% | 0,8 |
|
| 7522 |
7522
Womack Financial
Dallas,
Texas
| US$ 135 mi | +US$ 3,66 mi | +3% | 3,61% | – | 70 | 8,57% | 0,9 |
|
| 7523 |
7523
Winnow Wealth
Waco,
Texas
| US$ 135 mi | +US$ 7,64 mi | +6% | 1,25% | – | 662 | 24,62% | 0,3 |
|
| 7524 |
7524
Platt Investment Counsel
Lake Mary,
Florida
| US$ 135 mi | +US$ 8,36 mi | +7% | 1,34% | 62,9% | 13 | 15,38% | 2,6 |
|
| 7525 |
7525
CVS Health
Woonsocket,
Rhode Island
| US$ 135 mi | +US$ 32,4 mi | +32% | 1,72% | 50% | 9 | 66,67% | 1,2 |
|