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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7851 |
7851
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$ 120 mi | +US$ 5,05 mi | +4% | 1,26% | – | 36 | 2,78% | 0,9 |
|
| 7852 |
7852
Semitam Bonam
Goshen,
New York
| US$ 120 mi | +US$ 8,27 mi | +7% | 1,36% | – | 48 | 10,42% | 0,4 |
|
| 7853 |
7853
Valor Advisors
Miami,
Florida
| US$ 120 mi | – | – | 2,05% | – | 36 | – | 0 |
|
| 7854 |
7854
Alterna Wealth Management
Houston,
Texas
| US$ 120 mi | -US$ 1,52 mi | -1% | 2,28% | 52,9% | 113 | 24,78% | 2,6 |
|
| 7855 |
7855
Vista Cima Wealth Management
Surprise,
Arizona
| US$ 120 mi | -US$ 71,8 mil | -0,1% | 1,6% | – | 79 | 40,51% | 0,9 |
|
| 7856 |
7856
Global Strategic Management
San Juan,
Puerto Rico
| US$ 120 mi | – | – | 10,6% | – | 27 | – | 4 |
|
| 7857 |
CCM
7857
Clutterbuck Capital Management
Cleveland,
Ohio
| US$ 120 mi | – | – | 19,5% | – | 8 | – | 0 |
|
| 7858 |
7858
Saber Capital Management
Fuquay Varina,
North Carolina
| US$ 120 mi | – | – | 0,94% | – | 31 | – | 1,4 |
|
| 7859 |
MH
7859
Mishpacha Holdings
Road Town,
| US$ 120 mi | – | – | 10,1% | – | 13 | – | 0 |
|
| 7860 |
7860
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$ 120 mi | -US$ 5,53 mi | -4% | 1,31% | 46,8% | 6 | 0% | 7,2 |
|
| 7861 |
7861
Frisco Financial Planning
Frisco,
Texas
| US$ 120 mi | +US$ 2,46 mi | +2% | 0,7% | – | 27 | 7,41% | 0,8 |
|
| 7862 |
7862
Wiregrass Investment Management
Thomasville,
Georgia
| US$ 120 mi | – | – | 2,63% | – | 98 | – | 0 |
|
| 7863 |
7863
Peak Wealth Management
Nashua,
New Hampshire
| US$ 120 mi | – | – | 2,77% | – | 51 | – | 0 |
|
| 7864 |
7864
CDKV Holdings
Denver,
Colorado
| US$ 120 mi | – | – | 2,41% | – | 277 | – | 0 |
|
| 7865 |
7865
Nest Investments
Conshohocken,
Pennsylvania
| US$ 120 mi | – | – | 0,48% | – | 30 | – | 0 |
|
| 7866 |
7866
Bretton Capital Management
San Francisco,
California
| US$ 119 mi | +US$ 865 mil | +0,7% | 3,74% | – | 19 | 5,26% | 1,3 |
|
| 7867 |
7867
Chesapeake Capital Corp
Tampa,
Florida
| US$ 119 mi | +US$ 8,07 mi | +7% | 7,35% | – | 180 | 28,89% | 0,7 |
|
| 7868 |
7868
Delta Wealth Advisors
Indianapolis,
Indiana
| US$ 119 mi | -US$ 8,34 mi | -7% | 1,82% | – | 52 | 21,15% | 1,2 |
|
| 7869 |
7869
R.H. Investment Group
Scottsdale,
Arizona
| US$ 119 mi | +US$ 4,22 mi | +4% | 5,56% | – | 34 | 5,88% | 0,9 |
|
| 7870 |
7870
MRP Capital Investments
Alpharetta,
Georgia
| US$ 119 mi | +US$ 2,87 mi | +2% | 1,95% | 222% | 226 | 20,35% | 1,4 |
|
| 7871 |
7871
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| US$ 119 mi | -US$ 2,89 mi | -2% | 2,3% | 58,2% | 78 | 10,26% | 2,2 |
|
| 7872 |
7872
Cauble & Harre Wealth Management
Saint Louis,
Missouri
| US$ 119 mi | – | – | 4,2% | – | 70 | – | 0 |
|
| 7873 |
MJPC
7873
Michael J. Porro & Co
Old Tappan,
New Jersey
| US$ 119 mi | – | – | 8,32% | – | 130 | – | 0 |
|
| 7874 |
7874
Investment Management Corporation
Roanoke,
Virginia
| US$ 119 mi | +US$ 2,88 mi | +2% | 1,83% | – | 57 | 21,05% | 0,8 |
|
| 7875 |
7875
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| US$ 119 mi | -US$ 5,21 mi | -4% | 0,63% | 62,7% | 108 | 7,41% | 2,5 |
|