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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
8176
Town Lane Management
New York
| US$ 105 mi | – | – | 12,7% | – | 4 | – | 0 |
|
| 8177 |
8177
Kassira Wealth Management
Knoxville,
Tennessee
| US$ 105 mi | +US$ 1,6 mi | +2% | 3,9% | – | 58 | 13,79% | 0,2 |
|
| 8178 |
8178
OFC Financial Planning
Short Hills,
New Jersey
| US$ 105 mi | +US$ 4,34 mi | +4% | 3,67% | – | 57 | 5,26% | 0,9 |
|
| 8179 |
8179
SPWM Advisors
Traverse City,
Michigan
| US$ 105 mi | – | – | 3,21% | – | 92 | – | 0 |
|
| 8180 |
8180
Financial Management Inc
Little Rock,
Arkansas
| US$ 105 mi | – | – | 1,46% | – | 40 | – | 0 |
|
| 8181 |
LLI
8181
LTS Liquid Investments
Nassau,
| US$ 105 mi | – | – | 0,53% | – | 8 | – | 0 |
|
| 8182 |
8182
Board of the Pension Protection Fund
Croydon,
United Kingdom
| US$ 105 mi | +US$ 2,93 mi | +3% | 2,03% | – | 278 | 57,91% | 0,2 |
|
| 8183 |
8183
Baer Investment Advisory
Corte Madera,
California
| US$ 105 mi | -US$ 11,6 mi | -10% | 1,1% | – | 46 | 32,61% | 0,6 |
|
| 8184 |
8184
Alpine Peaks Capital
New York
| US$ 105 mi | -US$ 10,1 mi | -9% | 3,4% | 24,3% | 24 | 12,5% | 3 |
|
| 8185 |
8185
Belleair Asset Management
Belleair Bluffs,
Florida
| US$ 105 mi | – | – | 2,57% | – | 79 | – | 0 |
|
| 8186 |
8186
Wall Capital Group
Phoenix,
Arizona
| US$ 105 mi | – | – | 1,2% | – | 25 | – | 2,5 |
|
| 8187 |
8187
Ares Financial Consulting
Calabasas,
California
| US$ 105 mi | – | – | 1,94% | – | 895 | – | 0 |
|
| 8188 |
GH
8188
GLP Holdings
Cumming,
Georgia
| US$ 105 mi | – | – | 6,73% | – | 4 | – | 0 |
|
| 8189 |
8189
BFI Wealth Solutions
Dallas,
Texas
| US$ 105 mi | – | – | 2,03% | – | 73 | – | 0 |
|
| 8190 |
8190
Eagle Point Credit Management
Greenwich,
Connecticut
| US$ 105 mi | – | – | 2,97% | – | 15 | – | 0 |
|
| 8191 |
8191
Gritstone Asset Management
Bethesda,
Maryland
| US$ 105 mi | +US$ 7,56 mi | +8% | 1,82% | – | 168 | 38,1% | 0,5 |
|
| 8192 |
8192
Kilner Capital Advisors
Gaithersburg,
Maryland
| US$ 105 mi | – | – | 3,76% | – | 20 | – | 0 |
|
| 8193 |
8193
HighRoad Wealth Advisors
Coos Bay,
Oregon
| US$ 105 mi | – | – | 2,37% | – | 35 | – | 0 |
|
| 8194 |
8194
Toronado Partners
San Francisco,
California
| US$ 105 mi | -US$ 46,2 mi | -31% | 5,37% | 158% | 13 | 23,08% | 2,6 |
|
| 8195 |
8195
Montchanin Asset Management
Montchanin,
Delaware
| US$ 105 mi | +US$ 3,43 mi | +3% | 4,46% | 120% | 57 | 17,54% | 2,3 |
|
| 8196 |
8196
Fulcrum Equity Management
Plano,
Texas
| US$ 104 mi | +US$ 5,76 mi | +6% | 3,66% | 116% | 128 | 35,16% | 1,3 |
|
| 8197 |
8197
Signet Private Wealth
Chicago,
Illinois
| US$ 104 mi | – | – | 2,99% | – | 117 | – | 0 |
|
| 8198 |
8198
Heffernan Advisory
Flagstaff,
Arizona
| US$ 104 mi | – | – | 0,27% | – | 27 | – | 0 |
|
| 8199 |
8199
Connecticut Capital Management Group
Milford,
Connecticut
| US$ 104 mi | – | – | 2,47% | – | 107 | – | 0 |
|
| 8200 |
8200
Sunstone Asset Management
New York
| US$ 104 mi | – | – | 1,49% | – | 59 | – | 0 |
|