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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
UFA
7526
Uptown Financial Advisors
Dallas,
Texas
| US$ 98 mi | +US$ 5,25 mi | +6% | 1,77% | – | 71 | 9,86% | 0,2 |
|
| 7527 |
PCMN
7527
Paradigm Capital Management (Nevada)
Reno,
Nevada
| US$ 97,8 mi | -US$ 9,16 mi | -9% | 2,82% | – | 60 | 13,33% | 2,3 |
|
| 7528 |
7528
Affinity Wealth
Canton,
Ohio
| US$ 97,8 mi | -US$ 398 mil | -0,4% | 5,37% | – | 53 | 30,19% | 0,2 |
|
| 7529 |
MPEM
7529
Marathon Partners Equity Management
New York
| US$ 97,7 mi | -US$ 17,4 mi | -15% | 1,61% | – | 29 | 44,83% | 1,4 |
|
| 7530 |
7530
Crescent Sterling
Metairie,
Louisiana
| US$ 97,5 mi | +US$ 49,6 mil | +0,1% | 1,32% | 68,6% | 81 | 14,81% | 1,9 |
|
| 7531 |
7531
AG Asset Advisory
Los Angeles,
California
| US$ 97,5 mi | -US$ 2,76 mi | -3% | 2,43% | – | 23 | 4,35% | 0,3 |
|
| 7532 |
7532
Pitti Group Wealth Management
Victor,
New York
| US$ 97,5 mi | -US$ 1,19 mi | -1% | 1,58% | 65,3% | 79 | 15,19% | 2,2 |
|
| 7533 |
7533
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| US$ 97,5 mi | -US$ 11,7 mi | -11% | 14,8% | – | 12 | 33,33% | 0,2 |
|
| 7534 |
7534
StepStone Group
La Jolla,
California
| US$ 97,4 mi | -US$ 17 mi | -15% | 8,38% | 107% | 19 | 42,11% | 1,9 |
|
| 7535 |
7535
Talisman Wealth Advisors
Mountainside,
New Jersey
| US$ 97,4 mi | +US$ 3,1 mi | +3% | 1,22% | 70,8% | 110 | 13,64% | 1,7 |
|
| 7536 |
YF
7536
Yu Fan
| US$ 97,3 mi | +US$ 44,1 mi | +83% | 4,25% | 42,7% | 9 | 22,22% | 0,7 |
|
| 7537 |
7537
LWM Advisors
El Dorado Hills,
California
| US$ 97,3 mi | -US$ 2,36 mi | -2% | 2,05% | – | 28 | 21,43% | 0,2 |
|
| 7538 |
7538
Shepherd Wealth Management
Cincinnati,
Ohio
| US$ 97,3 mi | -US$ 4,44 mi | -4% | 4,53% | – | 52 | 48,08% | 0,2 |
|
| 7539 |
7539
Lattice Capital Management
Kirkland,
Washington
| US$ 97,3 mi | -US$ 24,1 mi | -20% | 11,8% | 242% | 29 | 24,14% | 1,7 |
|
| 7540 |
7540
Velan Capital Investment Management
Alpharetta,
Georgia
| US$ 97,2 mi | -US$ 18,7 mi | -16% | 5,48% | 2.395% | 55 | 32,73% | 0,5 |
|
| 7541 |
7541
Panoramic Capital Partners
Lake Oswego,
Oregon
| US$ 97 mi | -US$ 16,8 mi | -15% | 4,93% | – | 69 | 39,13% | 0,2 |
|
| 7542 |
7542
Flight Deck Capital
San Francisco,
California
| US$ 96,9 mi | +US$ 6,96 mi | +8% | 5,58% | 379% | 16 | 37,5% | 0,8 |
|
| 7543 |
7543
Scratch Capital
Boise,
Idaho
| US$ 96,9 mi | +US$ 15 mi | +18% | 1,11% | – | 36 | 16,67% | 0,2 |
|
| 7544 |
7544
Bingham Private Wealth
San Francisco,
California
| US$ 96,7 mi | +US$ 2,76 mi | +3% | 0,31% | – | 155 | 10,32% | 0,2 |
|
| 7545 |
7545
Accel Leaders 4 Associates
Palo Alto,
California
| US$ 96,7 mi | -US$ 30,2 mi | -24% | 23,8% | – | 1 | 0% | 0,3 |
|
| 7546 |
7546
Safe Harbor Fiduciary
Pensacola,
Florida
| US$ 96,7 mi | -US$ 1,43 mi | -1% | 3,4% | – | 233 | 17,17% | 0,4 |
|
| 7547 |
WA
7547
Wilmar Advisors
Juno Beach,
Florida
| US$ 96,6 mi | -US$ 11,5 mi | -11% | 7,38% | – | 16 | 0% | 0,3 |
|
| 7548 |
7548
Rolek Wealth Management
Berwyn,
Pennsylvania
| US$ 96,6 mi | -US$ 31 mi | -24% | 7,26% | – | 14 | 21,43% | 0,2 |
|
| 7549 |
7549
QSV Equity Investors
Naperville,
Illinois
| US$ 96,6 mi | -US$ 7,4 mi | -7% | 5,03% | – | 95 | 18,95% | 1 |
|
| 7550 |
7550
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| US$ 96,5 mi | -US$ 2,12 mi | -2% | 0,66% | – | 129 | 37,98% | 0,2 |
|