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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7826 |
7826
Midwestern Financial
Iowa City,
Iowa
| US$ 121 mi | +US$ 4,39 mi | +4% | 1,44% | – | 54 | 3,7% | 0,5 |
|
| 7827 |
7827
Evolution Wealth Management
Fort Myers,
Florida
| US$ 121 mi | +US$ 23,4 mi | +24% | 1,75% | – | 790 | 30,63% | 0,3 |
|
| 7828 |
7828
Sandro Wealth Management
Fairfield,
New Jersey
| US$ 121 mi | – | – | 5,01% | – | 93 | – | 0 |
|
| 7829 |
7829
Mueller Wealth
Mishicot,
Wisconsin
| US$ 121 mi | – | – | 1,25% | – | 15 | – | 0 |
|
| 7830 |
7830
Sierra Ocean
Ripon,
California
| US$ 121 mi | +US$ 1,78 mi | +1% | 1,19% | – | 68 | 17,65% | 0,9 |
|
| 7831 |
7831
NorthAvenue LLC
Columbus,
Ohio
| US$ 121 mi | – | – | 2,89% | – | 375 | – | 0 |
|
| 7832 |
7832
Eagle Harbor Asset Management
Seattle,
Washington
| US$ 121 mi | +US$ 5,56 mi | +5% | 4,46% | 76,2% | 136 | 7,35% | 2,6 |
|
| 7833 |
7833
Hestia Capital Management
Cranberry Township,
Pennsylvania
| US$ 121 mi | -US$ 37,1 mi | -23% | 6,3% | – | 22 | 22,73% | 0,4 |
|
| 7834 |
7834
Explore Capital Management
Wilmington,
Delaware
| US$ 121 mi | -US$ 41,1 mi | -25% | 5,86% | – | 19 | 47,37% | 0,3 |
|
| 7835 |
7835
Sentinel Wealth Management
Reston,
Virginia
| US$ 121 mi | +US$ 5,46 mi | +5% | 2,29% | – | 38 | 0% | 0,5 |
|
| 7836 |
7836
Elm3 Financial Group
Alpharetta,
Georgia
| US$ 121 mi | -US$ 1,4 mi | -1% | 2,74% | – | 128 | 25% | 0,8 |
|
| 7837 |
7837
Strategic Advisory Partners
Greensboro,
North Carolina
| US$ 121 mi | – | – | 2,3% | – | 36 | – | 0 |
|
| 7838 |
7838
NDVR Inc
Boston,
Massachusetts
| US$ 121 mi | +US$ 556 mil | +0,5% | 2,7% | – | 147 | 39,46% | 1 |
|
| 7839 |
7839
Rangeley Capital
New Canaan,
Connecticut
| US$ 120 mi | +US$ 4,84 mi | +4% | 18,1% | – | 176 | 57,95% | 0,3 |
|
| 7840 |
7840
Linden Rose Investment
Sugar Land,
Texas
| US$ 120 mi | – | – | 5,6% | – | 7 | – | 2 |
|
| 7841 |
7841
URS Advisory
Jupiter,
Florida
| US$ 120 mi | – | – | 3,68% | – | 44 | – | 0 |
|
| 7842 |
7842
Alexander Randolph Advisory
Mclean,
Virginia
| US$ 120 mi | -US$ 1 mi | -0,8% | 2,16% | 56% | 56 | 8,93% | 1,9 |
|
| 7843 |
7843
Vigil Wealth Management
Ponte Vedra Beach,
Florida
| US$ 120 mi | – | – | 2,63% | – | 77 | – | 0 |
|
| 7844 |
7844
Ferguson Johnson Wealth Management
Rockville,
Maryland
| US$ 120 mi | – | – | 1,26% | – | 35 | – | 0 |
|
| 7845 |
7845
Davis Wealth Advisors
Salem,
New Hampshire
| US$ 120 mi | +US$ 8,82 mi | +8% | 1,81% | – | 72 | 6,94% | 0,8 |
|
| 7846 |
7846
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$ 120 mi | +US$ 5,05 mi | +4% | 1,26% | – | 36 | 2,78% | 0,9 |
|
| 7847 |
7847
Semitam Bonam
Goshen,
New York
| US$ 120 mi | +US$ 8,27 mi | +7% | 1,36% | – | 48 | 10,42% | 0,4 |
|
| 7848 |
7848
Valor Advisors
Miami,
Florida
| US$ 120 mi | – | – | 2,05% | – | 36 | – | 0 |
|
| 7849 |
7849
Alterna Wealth Management
Houston,
Texas
| US$ 120 mi | -US$ 1,52 mi | -1% | 2,28% | 52,9% | 113 | 24,78% | 2,6 |
|
| 7850 |
7850
Vista Cima Wealth Management
Surprise,
Arizona
| US$ 120 mi | -US$ 71,8 mil | -0,1% | 1,6% | – | 79 | 40,51% | 0,9 |
|