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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| US$ 570 mi | +US$ 49,6 mi | +10% | 4,41% | 58,9% | 424 | 14,62% | 0,8 |
|
| 2502 |
2502
Means Investment Company
Bangor,
Maine
| US$ 569 mi | +US$ 70,3 mi | +14% | 10,8% | 106% | 198 | 5,56% | 3 |
|
| 2503 |
2503
Valley National Advisers
Bethlehem,
Pennsylvania
| US$ 569 mi | +US$ 11 mi | +2% | 5,5% | 87,2% | 1.007 | 7,45% | 4,4 |
|
| 2504 |
2504
Barton Investment Management
West Conshohocken,
Pennsylvania
| US$ 568 mi | +US$ 59,8 mi | +12% | 18,4% | 124% | 44 | 6,82% | 6,8 |
|
| 2505 |
2505
Hardy Reed
Tupelo,
Mississippi
| US$ 568 mi | +US$ 39,3 mi | +7% | 6,28% | 77,5% | 115 | 8,7% | 2,2 |
|
| 2506 |
2506
Cornercap Investment Counsel
Atlanta,
Georgia
| US$ 568 mi | -US$ 9,41 mi | -2% | 0,77% | 55,4% | 680 | 35,29% | 1,4 |
|
| 2507 |
2507
Robotti Robert
| US$ 568 mi | +US$ 66,2 mi | +13% | 18,4% | 107% | 65 | 9,23% | 4,5 |
|
| 2508 |
2508
Barber Financial Group
Lenexa,
Kansas
| US$ 567 mi | +US$ 206 mi | +57% | 6,27% | 39% | 157 | 18,47% | 2,7 |
|
| 2509 |
2509
Sirios Capital Management
Boston,
Massachusetts
| US$ 567 mi | +US$ 24,5 mi | +5% | 4,68% | 177% | 68 | 35,29% | 1,4 |
|
| 2510 |
2510
Mattern Capital Management
Lakewood,
Colorado
| US$ 567 mi | +US$ 26 mi | +5% | 2,44% | 39,8% | 127 | 11,02% | 2,6 |
|
| 2511 |
2511
Winthrop Advisory Group
Boston,
Massachusetts
| US$ 567 mi | +US$ 39,3 mi | +7% | 7,48% | 78,3% | 134 | 12,69% | 3 |
|
| 2512 |
RIA
2512
RPG Investment Advisory
Pleasanton,
California
| US$ 567 mi | +US$ 48,1 mi | +9% | 14% | 186% | 91 | 13,19% | 3,7 |
|
| 2513 |
2513
ORIX Corp
Tokyo,
Japan
| US$ 566 mi | -US$ 11,4 mi | -2% | 1,98% | 11,7% | 1 | 0% | 5,3 |
|
| 2514 |
2514
GDS Wealth Management
Flower Mound,
Texas
| US$ 566 mi | +US$ 42,2 mi | +8% | 3,89% | 95,1% | 123 | 15,45% | 1 |
|
| 2515 |
2515
Wealth Architects
Mountain View,
California
| US$ 565 mi | +US$ 36,2 mi | +7% | 5,97% | 85,1% | 191 | 7,33% | 4,4 |
|
| 2516 |
2516
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| US$ 564 mi | +US$ 10,5 mi | +2% | 3,52% | 74,8% | 208 | 10,58% | 4,5 |
|
| 2517 |
2517
Cahill Financial Advisors
Edina,
Minnesota
| US$ 564 mi | +US$ 43,3 mi | +8% | 5,43% | 55,9% | 240 | 9,17% | 4,1 |
|
| 2518 |
2518
Certified Advisory Corp
Altamonte Springs,
Florida
| US$ 563 mi | +US$ 56,6 mi | +11% | 4,99% | 62,9% | 286 | 23,08% | 2,9 |
|
| 2519 |
2519
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$ 562 mi | +US$ 33,6 mi | +6% | 3,42% | 108% | 156 | 19,23% | 2,1 |
|
| 2520 |
CBT
2520
Central Bank & Trust
Lexington,
Kentucky
| US$ 562 mi | +US$ 32 mi | +6% | 10,8% | 118% | 456 | 32,89% | 4,2 |
|
| 2521 |
2521
Syntegra Private Wealth Group
Chesterfield,
Missouri
| US$ 562 mi | +US$ 63 mi | +13% | 5,77% | 56,9% | 122 | 15,57% | 0,2 |
|
| 2522 |
2522
Advance Capital Management
Southfield,
Michigan
| US$ 562 mi | -US$ 194 mi | -26% | 3,5% | 54,4% | 115 | 15,65% | 0,9 |
|
| 2523 |
2523
Stanley-Laman Group
Berwyn,
Pennsylvania
| US$ 562 mi | +US$ 36,9 mi | +7% | 7,06% | 114% | 265 | 32,83% | 1,7 |
|
| 2524 |
2524
Greatmark Investment Partners
Columbus,
Georgia
| US$ 561 mi | +US$ 14,1 mi | +3% | 5,31% | 72,5% | 129 | 8,53% | 5,5 |
|
| 2525 |
TCOT
2525
Trust Company of Toledo
Holland,
Ohio
| US$ 561 mi | +US$ 31 mi | +6% | 5,33% | 109% | 211 | 12,8% | 6,4 |
|