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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 |
7776
Ahara Advisors
Jersey City,
New Jersey
| US$ 120 mi | +US$ 9,6 mi | +9% | 9,44% | – | 56 | 16,07% | 0,2 |
|
| 7777 |
CM
7777
CM Management
Gulf Breeze,
Florida
| US$ 120 mi | +US$ 996 mil | +0,8% | 2,99% | 107% | 79 | 31,65% | 1,9 |
|
| 7778 |
7778
Commons Capital
Needham,
Massachusetts
| US$ 120 mi | -US$ 29,6 mi | -20% | 1,39% | 148% | 126 | 43,65% | 2 |
|
| 7779 |
7779
Yorktown Management & Research Company
Forest,
Virginia
| US$ 120 mi | -US$ 5,54 mi | -4% | 5,86% | 211% | 254 | 29,53% | 1,6 |
|
| 7780 |
7780
Integrated Wealthcare
Durham,
North Carolina
| US$ 120 mi | +US$ 594 mil | +0,5% | 1,28% | – | 29 | 6,9% | 0,2 |
|
| 7781 |
7781
Ball & Co Wealth Management
Franklin,
Tennessee
| US$ 120 mi | -US$ 35,8 mi | -23% | 2,36% | – | 90 | 26,67% | 1 |
|
| 7782 |
7782
WealthPoint Financial
Cramerton,
North Carolina
| US$ 119 mi | +US$ 4,54 mi | +4% | 0,76% | – | 129 | 15,5% | 0,2 |
|
| 7783 |
7783
Clio Asset Management
Charlottesville,
Virginia
| US$ 119 mi | -US$ 9,44 mi | -7% | 0,81% | 60,6% | 19 | 42,11% | 1,6 |
|
| 7784 |
7784
Lubar & Co
Milwaukee,
Wisconsin
| US$ 119 mi | -US$ 15,2 mi | -11% | 10,9% | – | 3 | 0% | 8,6 |
|
| 7785 |
7785
Commerce Advisors
Memphis,
Tennessee
| US$ 119 mi | – | – | 0,04% | – | 122 | – | 0 |
|
| 7786 |
7786
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 119 mi | -US$ 2,13 mi | -2% | 0,56% | 38,5% | 64 | 4,69% | 3,5 |
|
| 7787 |
7787
Marrick Wealth
Irvine,
California
| US$ 119 mi | -US$ 3,25 mi | -3% | 0,04% | – | 58 | 15,52% | 0,2 |
|
| 7788 |
7788
Valor Advisors
Miami,
Florida
| US$ 119 mi | -US$ 1,11 mi | -0,9% | 3,02% | – | 36 | 2,78% | 0,3 |
|
| 7789 |
7789
Harbor Asset Planning
Belmont,
Massachusetts
| US$ 119 mi | +US$ 1,86 mi | +2% | 1,17% | – | 455 | 10,33% | 0,7 |
|
| 7790 |
TCM
7790
Tao Capital Management
San Francisco,
California
| US$ 119 mi | +US$ 2,65 mi | +2% | 9,59% | 286% | 8 | 0% | 4,9 |
|
| 7791 |
SF
7791
Schaeffer Financial
Rockville,
Maryland
| US$ 119 mi | +US$ 4,21 mi | +4% | 0,57% | 52,2% | 25 | 16% | 2,3 |
|
| 7792 |
7792
M Wealth Management LLC
San Diego,
California
| US$ 119 mi | +US$ 3,89 mi | +3% | 0,68% | – | 56 | 16,07% | 1 |
|
| 7793 |
7793
McCartney Wealth Management
Clayton,
Missouri
| US$ 119 mi | +US$ 2,89 mi | +2% | 1,39% | – | 65 | 6,15% | 0,2 |
|
| 7794 |
HPM
7794
Hudson Portfolio Management
Garrison,
New York
| US$ 119 mi | +US$ 2,57 mi | +2% | 1,69% | – | 113 | 6,19% | 3,6 |
|
| 7795 |
7795
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| US$ 119 mi | -US$ 18 mi | -13% | 3,79% | 111% | 96 | 22,92% | 2,5 |
|
| 7796 |
7796
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
| US$ 119 mi | +US$ 3,07 mi | +3% | 0,06% | – | 178 | 17,98% | 0,2 |
|
| 7797 |
7797
Kane Co Wealth Management
Johnston,
Iowa
| US$ 119 mi | +US$ 5,19 mi | +5% | 1,54% | – | 54 | 12,96% | 0,2 |
|
| 7798 |
KL
7798
Keenan LLC
Boston,
Massachusetts
| US$ 119 mi | +US$ 4,81 mi | +4% | 2,45% | – | 42 | 2,38% | 0,2 |
|
| 7799 |
7799
ClientFirst Wealth Management
Little Rock,
Arkansas
| US$ 118 mi | -US$ 6,07 mi | -5% | 4,62% | – | 52 | 7,69% | 2,8 |
|
| 7800 |
7800
Worldly Partners Management
Needham,
Massachusetts
| US$ 118 mi | -US$ 15,7 mi | -12% | 3,01% | 19,2% | 3 | 0% | 3,3 |
|