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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
7626
Virtue Asset Management
Barrington,
Illinois
| US$ 126 mi | +US$ 217 mil | +0,2% | 1,55% | – | 109 | 14,68% | 0,4 |
|
| 7627 |
7627
Cauble & Harre Wealth Management
Saint Louis,
Missouri
| US$ 126 mi | +US$ 6,25 mi | +5% | 2,5% | – | 81 | 22,22% | 0,2 |
|
| 7628 |
7628
Lauer Wealth
Valparaiso,
Indiana
| US$ 126 mi | -US$ 9,14 mi | -7% | 4,55% | 89,4% | 74 | 24,32% | 1 |
|
| 7629 |
7629
Redstone Wealth Management
Oklahoma City,
Oklahoma
| US$ 125 mi | -US$ 1,07 mi | -0,8% | 1,46% | – | 43 | 9,3% | 0,2 |
|
| 7630 |
7630
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$ 125 mi | +US$ 5,32 mi | +4% | 1,95% | – | 37 | 2,7% | 1,1 |
|
| 7631 |
7631
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$ 125 mi | -US$ 1,91 mi | -1% | 0,72% | – | 36 | 55,56% | 0,8 |
|
| 7632 |
7632
Mueller Wealth
Mishicot,
Wisconsin
| US$ 125 mi | +US$ 4,57 mi | +4% | 2,1% | – | 17 | 11,76% | 0,2 |
|
| 7633 |
AF
7633
ASL Financial
Los Gatos,
California
| US$ 125 mi | -US$ 2,12 mi | -2% | 1,38% | – | 96 | 7,29% | 0,2 |
|
| 7634 |
7634
Challenger Wealth Management
Aliso Viejo,
California
| US$ 125 mi | -US$ 5,94 mi | -5% | 0,33% | – | 63 | 7,94% | 1,2 |
|
| 7635 |
7635
Carbahal Olsen Financial Services Group
Davis,
California
| US$ 125 mi | -US$ 5,16 mi | -4% | 2,93% | – | 44 | 20,45% | 1,1 |
|
| 7636 |
7636
Finward Bancorp
Munster,
Indiana
| US$ 125 mi | -US$ 3,69 mi | -3% | 1,64% | – | 107 | 5,61% | 1,1 |
|
| 7637 |
7637
PCG Asset Management
Gladstone,
New Jersey
| US$ 125 mi | -US$ 317 mil | -0,3% | 1,62% | – | 80 | 5% | 1,2 |
|
| 7638 |
7638
Freestate Advisors
Overland Park,
Kansas
| US$ 125 mi | +US$ 2,01 mi | +2% | 0,27% | – | 44 | 11,36% | 1,5 |
|
| 7639 |
7639
Whitebark Investors
Incline Village,
Nevada
| US$ 125 mi | -US$ 40,9 mi | -25% | 27,1% | – | 9 | 0% | 1 |
|
| 7640 |
7640
P.A.W. Capital
Greenwich,
Connecticut
| US$ 125 mi | +US$ 79 mi | +172% | 3,82% | 54,6% | 66 | 71,21% | 1,3 |
|
| 7641 |
7641
Sentinel Wealth Management
Reston,
Virginia
| US$ 125 mi | +US$ 4,42 mi | +4% | 1,33% | – | 39 | 2,56% | 0,7 |
|
| 7642 |
7642
Broussard Financial Group
Kaplan,
Louisiana
| US$ 125 mi | +US$ 1,65 mi | +1% | 1,37% | – | 36 | 25% | 0,2 |
|
| 7643 |
7643
Campbell Deegan Wealth Management
Richmond,
Virginia
| US$ 125 mi | +US$ 1,06 mi | +0,9% | 2,34% | – | 56 | 23,21% | 0,9 |
|
| 7644 |
ACM
7644
Appalachian Capital Management
St Clairsville,
Ohio
| US$ 125 mi | +US$ 100 mil | +0,1% | 1,7% | – | 47 | 14,89% | 0,2 |
|
| 7645 |
7645
Sandro Wealth Management
Fairfield,
New Jersey
| US$ 125 mi | +US$ 4,09 mi | +3% | 0,39% | – | 102 | 11,76% | 0,2 |
|
| 7646 |
7646
Robert Wood Johnson Foundation
Princeton,
New Jersey
| US$ 125 mi | +US$ 937 mil | +0,8% | 1,77% | 3,79% | 2 | 0% | 3,3 |
|
| 7647 |
7647
Prosperity Bancshares
Houston,
Texas
| US$ 125 mi | +US$ 13,9 mi | +13% | 0,56% | – | 429 | 11,19% | 0,2 |
|
| 7648 |
7648
Blue Water Life Science Advisors
Larkspur,
California
| US$ 125 mi | -US$ 34,6 mi | -22% | 0,23% | 503% | 11 | 27,27% | 1,8 |
|
| 7649 |
7649
Allium Financial Advisors
Lake Oswego,
Oregon
| US$ 125 mi | -US$ 1,44 mi | -1% | 2,49% | – | 81 | 4,94% | 0,9 |
|
| 7650 |
7650
Kite Lake Capital Management (UK)
London,
United Kingdom
| US$ 125 mi | +US$ 65 mi | +109% | 11,6% | 337% | 10 | 70% | 0,4 |
|