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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Steginsky Capital
Port Washington,
New York
| US$ 593 mi | +US$ 48,8 mi | +9% | 8,88% | 99,4% | 8 | 0% | 7,8 |
|
| 3302 |
3302
Brickley Wealth Management
San Mateo,
California
| US$ 593 mi | +US$ 19,5 mi | +3% | 2,93% | 75,9% | 56 | 7,14% | 4,1 |
|
| 3303 |
3303
Principal Street Partners
Memphis,
Tennessee
| US$ 593 mi | -US$ 33,7 mi | -5% | 3,58% | 91% | 282 | 17,38% | 3,1 |
|
| 3304 |
3304
D.L. Carlson Investment Group
Concord,
New Hampshire
| US$ 593 mi | -US$ 3,04 mi | -0,5% | 3,07% | 113% | 145 | 11,72% | 4,6 |
|
| 3305 |
3305
West Financial Advisors
Des Moines,
Iowa
| US$ 593 mi | -US$ 12,3 mi | -2% | 1,54% | 49,1% | 242 | 22,73% | 2,2 |
|
| 3306 |
3306
Scarborough Advisors
Annapolis,
Maryland
| US$ 592 mi | +US$ 25,5 mi | +5% | 2,23% | 63,3% | 490 | 9,8% | 0,7 |
|
| 3307 |
3307
Abundance Wealth Counselors
State College,
Pennsylvania
| US$ 592 mi | +US$ 8,76 mi | +2% | 0,41% | 107% | 183 | 18,58% | 1,9 |
|
| 3308 |
3308
SOA Wealth Advisors
New York
| US$ 592 mi | +US$ 8,95 mi | +2% | 2,33% | 94,4% | 918 | 8,06% | 3,8 |
|
| 3309 |
3309
Huntleigh Advisors
St. Louis,
Missouri
| US$ 592 mi | +US$ 5,82 mi | +1% | 5,17% | – | 303 | 19,14% | 0,8 |
|
| 3310 |
3310
Brasada Capital Management
Houston,
Texas
| US$ 592 mi | -US$ 1,64 mi | -0,3% | 1,4% | 76,5% | 159 | 22,01% | 2,7 |
|
| 3311 |
3311
North Point Portfolio Managers
Orange Village,
Ohio
| US$ 591 mi | -US$ 14 mi | -2% | 1,15% | 72,8% | 78 | 11,54% | 4,8 |
|
| 3312 |
3312
Longbow Finance
Lutry,
Switzerland
| US$ 591 mi | -US$ 423 mi | -42% | 5,16% | 162% | 77 | 29,87% | 1,2 |
|
| 3313 |
3313
Partners in Financial Planning
Salem,
Virginia
| US$ 591 mi | +US$ 12,1 mi | +2% | 1,06% | 42% | 119 | 6,72% | 3,4 |
|
| 3314 |
KFS
3314
Kurt F. Somerville
| US$ 590 mi | -US$ 15,5 mi | -3% | 5,25% | 92,9% | 116 | 15,52% | 7 |
|
| 3315 |
3315
Retirement Income Solutions
Ann Arbor,
Michigan
| US$ 590 mi | +US$ 4,8 mi | +0,8% | 2,36% | 67,6% | 174 | 7,47% | 3,7 |
|
| 3316 |
3316
Ironwood Financial
Tucson,
Arizona
| US$ 590 mi | +US$ 25,2 mi | +4% | 2,69% | 54,1% | 173 | 8,09% | 5,5 |
|
| 3317 |
3317
MIG Capital
Newport Beach,
California
| US$ 589 mi | -US$ 99 mi | -14% | 3,49% | 118% | 47 | 14,89% | 1,1 |
|
| 3318 |
3318
Canvas Wealth Advisors
Shawnee,
Kansas
| US$ 589 mi | +US$ 39 mi | +7% | 2,01% | 133% | 232 | 12,07% | 2 |
|
| 3319 |
FCM
3319
Fieldview Capital Management
Niles,
Michigan
| US$ 589 mi | -US$ 22,8 mi | -4% | 1,62% | – | 684 | 75% | 0,2 |
|
| 3320 |
3320
Almanack Investment Partners
Wayne,
Pennsylvania
| US$ 589 mi | -US$ 58,1 mi | -9% | 1,98% | 82,2% | 218 | 31,19% | 2,6 |
|
| 3321 |
3321
Clifford Capital Partners
Alpine,
Utah
| US$ 588 mi | +US$ 9,9 mi | +2% | 2,78% | 77,3% | 45 | 11,11% | 2,5 |
|
| 3322 |
3322
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$ 588 mi | +US$ 30,9 mi | +6% | 3,89% | 65% | 122 | 13,11% | 2,3 |
|
| 3323 |
3323
Peak Asset Management
Louisville,
Colorado
| US$ 587 mi | +US$ 14,6 mi | +3% | 2,95% | 70,1% | 159 | 8,81% | 5,9 |
|
| 3324 |
3324
GenWealth Group
Maplewood,
New Jersey
| US$ 586 mi | +US$ 49,4 mi | +9% | 2,21% | 73,9% | 83 | 9,64% | 4,6 |
|
| 3325 |
3325
Maia Wealth
Denver,
Colorado
| US$ 586 mi | -US$ 7,9 mi | -1% | 2,28% | – | 376 | 19,15% | 1,2 |
|