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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
RPGNY
7776
Retirement Planning Group (New York)
Malta,
New York
| US$ 90,9 mi | – | – | 0,92% | – | 65 | – | 0 |
|
| 7777 |
7777
M.E. Allison & Co
San Antonio,
Texas
| US$ 90,7 mi | – | – | 4,47% | – | 143 | – | 0 |
|
| 7778 |
7778
First Financial Group
Raleigh,
North Carolina
| US$ 90,4 mi | – | – | 1,11% | – | 66 | – | 0 |
|
| 7779 |
7779
Yost Capital Management
Houston,
Texas
| US$ 90 mi | -US$ 6,78 mi | -7% | 6,32% | 125% | 18 | 33,33% | 1,1 |
|
| 7780 |
7780
Flight Deck Capital
San Francisco,
California
| US$ 89,9 mi | +US$ 4,41 mi | +5% | 17,7% | 379% | 17 | 52,94% | 0,9 |
|
| 7781 |
PWM
7781
Pinnacle Wealth Management
Roseville,
California
| US$ 89,8 mi | +US$ 6,21 mi | +7% | 24% | 194% | 43 | 34,88% | 1,2 |
|
| 7782 |
7782
Grantvest Financial Group
Matawan,
New Jersey
| US$ 89,5 mi | – | – | 1,69% | – | 121 | – | 0 |
|
| 7783 |
7783
IronOak Wealth
Cedar Park,
Texas
| US$ 89,3 mi | – | – | 11,5% | – | 64 | – | 0 |
|
| 7784 |
7784
Verus Wealth Management
De Pere,
Wisconsin
| US$ 89,2 mi | – | – | 1,77% | – | 53 | – | 0 |
|
| 7785 |
7785
City Center Advisors LLC
Troy,
Michigan
| US$ 89,1 mi | -US$ 872 mil | -1% | 1,38% | – | 190 | 36,84% | 0,5 |
|
| 7786 |
7786
Birch Financial Group
Keene,
New Hampshire
| US$ 88,9 mi | – | – | 3,87% | – | 85 | – | 0 |
|
| 7787 |
7787
Navigation Wealth Management
Fort Collins,
Colorado
| US$ 88,8 mi | -US$ 3,87 mi | -4% | 1,54% | 46,5% | 7 | 28,57% | 0,6 |
|
| 7788 |
7788
Signify Wealth
Saint Louis,
Missouri
| US$ 88,6 mi | +US$ 6,98 mi | +9% | 5,61% | 36,7% | 31 | 19,35% | 1,4 |
|
| 7789 |
7789
Sulzberger Capital Advisors
Miami,
Florida
| US$ 88,4 mi | – | – | 2,71% | – | 59 | – | 0 |
|
| 7790 |
7790
Unified Investment Management
Atlanta,
Georgia
| US$ 88 mi | – | – | 0,69% | – | 112 | – | 0 |
|
| 7791 |
CCA
7791
Covey Capital Advisors
Atlanta,
Georgia
| US$ 88 mi | -US$ 2,59 mi | -3% | 7,33% | 118% | 37 | 8,11% | 4,1 |
|
| 7792 |
7792
Massar Capital Management
Stamford,
Connecticut
| US$ 87,9 mi | – | – | 6,2% | – | 47 | – | 0 |
|
| 7793 |
7793
Partners Wealth Management
Carmel By The Sea,
California
| US$ 87,9 mi | – | – | 1,64% | – | 112 | – | 0 |
|
| 7794 |
7794
Advanced Portfolio Management
New York
| US$ 87,6 mi | -US$ 9,6 mi | -10% | 1,68% | 19,8% | 80 | 86,25% | 0,2 |
|
| 7795 |
7795
Hobbs Wealth Management
Zionsville,
Indiana
| US$ 87,5 mi | – | – | 0,52% | – | 41 | – | 0 |
|
| 7796 |
7796
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$ 87,4 mi | -US$ 5,11 mi | -6% | 0,13% | 206% | 168 | 14,29% | 4,6 |
|
| 7797 |
7797
DRH Investments
Thousand Oaks,
California
| US$ 87,1 mi | -US$ 9 mi | -9% | 0,47% | 81,2% | 16 | 31,25% | 2,5 |
|
| 7798 |
7798
Brooklands Fund Management
London,
United Kingdom
| US$ 86,9 mi | – | – | – | – | 62 | – | 0 |
|
| 7799 |
7799
Mountain Lake Investment Management
Boca Raton,
Florida
| US$ 86,8 mi | -US$ 8,27 mi | -9% | 5,57% | 64% | 32 | 31,25% | 1,7 |
|
| 7800 |
7800
Versant Venture Management
San Francisco,
California
| US$ 86,7 mi | +US$ 23,2 mi | +36% | 0,13% | 409% | 8 | 37,5% | 2 |
|