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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
8276
Ballast Financial Advisors
West Chester,
Pennsylvania
| US$ 97,5 mi | +US$ 413 mil | +0,4% | 0,24% | – | 72 | 8,33% | 0,2 |
|
| 8277 |
JKSF
8277
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$ 97,5 mi | -US$ 31 mi | -24% | 21,8% | 30,8% | 4 | 0% | 3,3 |
|
| 8278 |
8278
Cogent Strategic Wealth
Chicago,
Illinois
| US$ 97,3 mi | +US$ 5,58 mi | +6% | 1,7% | – | 57 | 17,54% | 0,2 |
|
| 8279 |
8279
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| US$ 97,3 mi | +US$ 6,27 mi | +7% | 12,9% | 136% | 67 | 7,46% | 1,5 |
|
| 8280 |
8280
Strategic Financial Group
Grand Haven,
Michigan
| US$ 97,1 mi | – | – | 0,18% | – | 18 | – | 0 |
|
| 8281 |
8281
Arrington Capital Management
Miami,
Florida
| US$ 97,1 mi | -US$ 9,5 mi | -9% | 2,53% | – | 37 | 45,95% | 0,2 |
|
| 8282 |
8282
Partners Wealth Management
Carmel By The Sea,
California
| US$ 97 mi | +US$ 1,31 mi | +1% | 1,94% | – | 116 | 13,79% | 1 |
|
| 8283 |
YF
8283
Yu Fan
| US$ 97 mi | +US$ 4,74 mi | +5% | 19,5% | 42,7% | 8 | 37,5% | 0,7 |
|
| 8284 |
SFO
8284
Standard Family Office
Sioux Falls,
South Dakota
| US$ 96,8 mi | +US$ 2,64 mi | +3% | 4,03% | 67,6% | 31 | 6,45% | 2 |
|
| 8285 |
8285
truNorth Financial Services
Chambersburg,
Pennsylvania
| US$ 96,7 mi | +US$ 4,49 mi | +5% | 3,11% | – | 50 | 6% | 0,2 |
|
| 8286 |
8286
Ramsey Quantitative Systems
Louisville,
Kentucky
| US$ 96,6 mi | -US$ 13,3 mi | -12% | 4,98% | 51,1% | 20 | 65% | 0,7 |
|
| 8287 |
8287
Fullerton Advisors
Danville,
California
| US$ 96,6 mi | -US$ 3,56 mi | -4% | 2,16% | – | 55 | 5,45% | 0,2 |
|
| 8288 |
8288
Watershed Asset Management
San Francisco,
California
| US$ 96,5 mi | -US$ 10,6 mi | -10% | 1,18% | – | 157 | 49,68% | 0,5 |
|
| 8289 |
8289
Samara Investment Management
Beaverton,
Oregon
| US$ 96,5 mi | – | – | 3,21% | – | 72 | – | 0 |
|
| 8290 |
8290
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| US$ 96,5 mi | -US$ 3,52 mi | -4% | 3,29% | – | 36 | 5,56% | 0,3 |
|
| 8291 |
8291
Steel Partners Holdings
New York
| US$ 96,4 mi | -US$ 28,6 mi | -23% | 5,95% | – | 10 | 0% | 0,9 |
|
| 8292 |
8292
Unify Financial Advisors
Clearwater,
Florida
| US$ 96,4 mi | +US$ 397 mil | +0,4% | 1,02% | – | 99 | 15,15% | 0,2 |
|
| 8293 |
8293
Professional Financial Management
Appleton,
Wisconsin
| US$ 96,1 mi | +US$ 7,86 mi | +9% | 1,15% | – | 26 | 30,77% | 0,2 |
|
| 8294 |
8294
American Wealth Advisors
Johns Creek,
Georgia
| US$ 96 mi | -US$ 5,87 mi | -6% | 1,58% | – | 133 | 69,17% | 0,5 |
|
| 8295 |
8295
E6 Portfolios
Midvale,
Utah
| US$ 95,9 mi | +US$ 8,48 mi | +10% | 0,47% | – | 61 | 11,48% | 0,2 |
|
| 8296 |
8296
Orchard Capital Management
Chicago,
Illinois
| US$ 95,9 mi | -US$ 19,3 mi | -17% | 8,48% | 140% | 49 | 16,33% | 2,5 |
|
| 8297 |
8297
Oregon Pacific Wealth Management
Medford,
Oregon
| US$ 95,8 mi | -US$ 953 mil | -1% | 1,1% | – | 136 | 37,5% | 0,8 |
|
| 8298 |
8298
IFC & Insurance Marketing
Auburn,
California
| US$ 95,8 mi | -US$ 5,03 mi | -5% | 0,65% | – | 766 | 91,51% | 0,2 |
|
| 8299 |
8299
Fortress Financial Solutions
Tucson,
Arizona
| US$ 95,7 mi | -US$ 2,03 mi | -2% | 0,91% | – | 65 | 23,08% | 0,9 |
|
| 8300 |
8300
Red Reef Advisors
Boca Raton,
Florida
| US$ 95,5 mi | -US$ 2,66 mi | -3% | 2,61% | – | 186 | 12,37% | 0,2 |
|