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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 |
7501
Vested Financial Planning
San Carlos,
California
| US$ 131 mi | +US$ 1,39 mi | +1% | 1,07% | – | 30 | 10% | 1,2 |
|
| 7502 |
7502
Alcosta Capital Management
San Ramon,
California
| US$ 131 mi | -US$ 27,7 mi | -17% | 6,96% | 175% | 26 | 15,38% | 2,4 |
|
| 7503 |
7503
Stanich Group
Montauk,
New York
| US$ 131 mi | -US$ 1,43 mi | -1% | 3,51% | – | 50 | 12% | 1 |
|
| 7504 |
7504
AFBI
Miami Beach,
Florida
| US$ 131 mi | – | – | 4,72% | – | 1 | – | 1 |
|
| 7505 |
7505
Partnership Wealth Management
Towson,
Maryland
| US$ 131 mi | -US$ 7,8 mi | -6% | 0,1% | 67,6% | 69 | 5,8% | 2,1 |
|
| 7506 |
7506
Collier Financial
Denver,
Colorado
| US$ 131 mi | -US$ 2 mi | -2% | 1,47% | – | 139 | 8,63% | 1 |
|
| 7507 |
CAG
7507
Cypress Advisory Group
Scottsdale,
Arizona
| US$ 131 mi | -US$ 5,11 mi | -4% | 2,13% | – | 79 | 11,39% | 1 |
|
| 7508 |
7508
Schrum Private Wealth Management
St. Augustine,
Florida
| US$ 131 mi | -US$ 4,15 mi | -3% | 2,07% | 60,9% | 130 | 9,23% | 3 |
|
| 7509 |
7509
Jordan Park Trust
Portsmouth,
New Hampshire
| US$ 131 mi | -US$ 15 mi | -10% | 9,87% | – | 16 | 12,5% | 1,1 |
|
| 7510 |
7510
Life Planning Partners
Jacksonville,
Florida
| US$ 131 mi | +US$ 458 mil | +0,4% | 0,4% | 50,3% | 69 | 5,8% | 3,3 |
|
| 7511 |
7511
Legacy Advisory Services
Exton,
Pennsylvania
| US$ 131 mi | -US$ 2,04 mi | -2% | 1,8% | 59,4% | 65 | 47,69% | 1,2 |
|
| 7512 |
7512
Capital Squared Financial
Rockville,
Maryland
| US$ 131 mi | +US$ 2,75 mi | +2% | 1,89% | – | 88 | 10,23% | 0,6 |
|
| 7513 |
EWP
7513
Evergreen Wealth Partners
Kalispell,
Montana
| US$ 131 mi | +US$ 12,2 mi | +10% | 2,63% | – | 87 | 12,64% | 0,2 |
|
| 7514 |
7514
LTG Capital
Newton,
Massachusetts
| US$ 131 mi | +US$ 2,57 mi | +2% | 1,72% | 59% | 25 | 8% | 4,1 |
|
| 7515 |
7515
ABS Direct Equity Fund
Stamford,
Connecticut
| US$ 131 mi | +US$ 46,8 mi | +56% | 2,14% | – | 117 | 76,07% | 0,3 |
|
| 7516 |
7516
Aldebaran Capital
Carmel,
Indiana
| US$ 131 mi | +US$ 19,3 mi | +17% | 13,1% | 80,4% | 43 | 18,6% | 2 |
|
| 7517 |
7517
Castlefield Investment Partners
Manchester,
| US$ 131 mi | +US$ 1,12 mi | +0,9% | 4,68% | – | 36 | 2,78% | 0,3 |
|
| 7518 |
7518
Emmett Investment Management
New York
| US$ 131 mi | +US$ 962 mil | +0,7% | 1,45% | – | 29 | 41,38% | 0,8 |
|
| 7519 |
7519
Nightview Capital
Austin,
Texas
| US$ 131 mi | -US$ 95,1 mi | -42% | 12,7% | 170% | 22 | 68,18% | 1,3 |
|
| 7520 |
7520
Financial Life Planners
Tempe,
Arizona
| US$ 130 mi | -US$ 8,86 mi | -6% | 5,91% | – | 368 | 82,07% | 0,2 |
|
| 7521 |
NMCM
7521
Nicholson Meyer Capital Management
Kansas City,
Missouri
| US$ 130 mi | -US$ 1,8 mi | -1% | 1,49% | – | 46 | 10,87% | 0,9 |
|
| 7522 |
7522
Clarendon Private
Boston,
Massachusetts
| US$ 130 mi | +US$ 12,2 mi | +10% | 2,51% | – | 126 | 23,81% | 0,9 |
|
| 7523 |
7523
Oder Investment Management
Woodland Hills,
California
| US$ 130 mi | -US$ 7,89 mi | -6% | 4,85% | 115% | 104 | 5,77% | 3,2 |
|
| 7524 |
7524
Eddie Patel Inc
Chicago,
Illinois
| US$ 130 mi | -US$ 4,02 mi | -3% | 6,78% | – | 133 | 50,38% | 0,2 |
|
| 7525 |
7525
Cushing Capital Partners
Delafield,
Wisconsin
| US$ 130 mi | -US$ 4,88 mi | -4% | 0,69% | – | 107 | 28,04% | 0,9 |
|