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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
7576
Sage Investment Advisers
Wappingers Falls,
New York
| US$ 133 mi | – | – | 3,54% | – | 86 | – | 2,3 |
|
| 7577 |
7577
Orcam Financial Group
Encinitas,
California
| US$ 133 mi | +US$ 9,5 mi | +8% | 1,66% | 40% | 59 | 8,47% | 2,3 |
|
| 7578 |
7578
Intrinsic Value Partners
Phoenix,
Arizona
| US$ 133 mi | +US$ 9,8 mi | +8% | 6,75% | 134% | 70 | 5,71% | 2,7 |
|
| 7579 |
7579
Raffles Associates
New York
| US$ 133 mi | +US$ 25,9 mi | +24% | 1,67% | 50% | 62 | 33,87% | 2,8 |
|
| 7580 |
7580
Dorato Capital Management
Denver,
Colorado
| US$ 133 mi | – | – | 1,56% | – | 256 | – | 0 |
|
| 7581 |
7581
Collier Financial
Denver,
Colorado
| US$ 133 mi | +US$ 168 mil | +0,1% | 1,36% | – | 135 | 6,67% | 0,9 |
|
| 7582 |
7582
AGH Wealth Advisors
Wichita,
Kansas
| US$ 133 mi | -US$ 3,32 mi | -2% | 3,53% | – | 128 | 13,28% | 0,9 |
|
| 7583 |
7583
Gilbert Capital Group
North Yarmouth,
Maine
| US$ 133 mi | +US$ 3,76 mi | +3% | 2,55% | – | 58 | 20,69% | 0,4 |
|
| 7584 |
7584
Lionshead Wealth Management
New York
| US$ 133 mi | +US$ 6,96 mi | +6% | 2,26% | – | 109 | 8,26% | 0,8 |
|
| 7585 |
7585
Westwood Wealth Management
Los Angeles,
California
| US$ 133 mi | -US$ 140 mi | -51% | 2,26% | 495% | 134 | 86,57% | 0,5 |
|
| 7586 |
7586
Joel Adams & Associates
Asheville,
North Carolina
| US$ 133 mi | +US$ 9,05 mi | +7% | 1,78% | – | 66 | 9,09% | 0,9 |
|
| 7587 |
7587
Legacy Advisory Services
Exton,
Pennsylvania
| US$ 133 mi | +US$ 180 mil | +0,1% | 1,22% | 59,4% | 52 | 5,77% | 1,5 |
|
| 7588 |
7588
Demming Financial Services
Aurora,
Ohio
| US$ 133 mi | – | – | 3,2% | – | 35 | – | 0 |
|
| 7589 |
7589
Lexington Hill Partners
Dallas,
Texas
| US$ 133 mi | – | – | 2,32% | – | 67 | – | 0 |
|
| 7590 |
SIM
7590
Summitas Investment Management
Mckinney,
Texas
| US$ 133 mi | – | – | 3,72% | – | 10 | – | 0 |
|
| 7591 |
7591
Farnam Financial
Phoenix,
Arizona
| US$ 133 mi | +US$ 4,18 mi | +3% | 1,87% | – | 55 | 10,91% | 1 |
|
| 7592 |
7592
Williams & Novak
Westlake Village,
California
| US$ 133 mi | +US$ 2,84 mi | +2% | 4,34% | 61,6% | 159 | 23,27% | 1,2 |
|
| 7593 |
7593
Topor & Co Korea
Seoul,
| US$ 133 mi | – | – | 2,76% | – | 15 | – | 0 |
|
| 7594 |
7594
Rainier Family Wealth
Tacoma,
Washington
| US$ 133 mi | +US$ 20,5 mi | +18% | 2,36% | – | 93 | 25,81% | 0,7 |
|
| 7595 |
7595
Somerset Group
Wayzata,
Minnesota
| US$ 133 mi | +US$ 6,46 mi | +5% | 5,19% | 84,6% | 64 | 14,06% | 7,3 |
|
| 7596 |
7596
Sunrise Financial Services
Burien,
Washington
| US$ 133 mi | – | – | 1,78% | – | 532 | – | 0 |
|
| 7597 |
7597
Stanich Group
Montauk,
New York
| US$ 133 mi | -US$ 30,7 mi | -19% | 2,32% | – | 59 | 25,42% | 0,8 |
|
| 7598 |
7598
Boreal Capital Management
Miami,
Florida
| US$ 133 mi | +US$ 8,39 mi | +7% | 1,33% | – | 535 | 12,34% | 0,4 |
|
| 7599 |
7599
Fairway Financial
Casselberry,
Florida
| US$ 132 mi | +US$ 5,63 mi | +4% | 1,28% | – | 22 | 0% | 1 |
|
| 7600 |
7600
Atlantic Family Wealth
Coral Gables,
Florida
| US$ 132 mi | +US$ 3,02 mi | +2% | 0,83% | – | 57 | 7,02% | 0,8 |
|