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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Wall Capital Group
Phoenix,
Arizona
| US$ 233 mi | +US$ 8,27 mi | +4% | 8,72% | – | 20 | 25% | 2,9 |
|
| 3527 |
3527
Meridian Wealth Advisors
Austin,
Texas
| US$ 233 mi | +US$ 16,3 mi | +8% | 8,33% | 79,9% | 177 | 15,25% | 1,2 |
|
| 3528 |
SGH
3528
Sivik Global Healthcare
Greenwich,
Connecticut
| US$ 232 mi | -US$ 69,4 mi | -23% | 13,3% | 83,8% | 63 | 58,73% | 1,1 |
|
| 3529 |
LFG
3529
LifePlan Financial Group
Dayton,
Ohio
| US$ 232 mi | +US$ 12,9 mi | +6% | 5,57% | 20,2% | 612 | 6,37% | 2,7 |
|
| 3530 |
3530
Concentric Wealth Management
Lafayette,
California
| US$ 232 mi | +US$ 19,2 mi | +9% | 8,56% | 33,4% | 120 | 5% | 2,6 |
|
| 3531 |
WA
3531
WealthTrust Axiom
Wayne,
Pennsylvania
| US$ 232 mi | +US$ 4,96 mi | +2% | 6,12% | 125% | 219 | 10,96% | 4,6 |
|
| 3532 |
3532
Smart Money Group
Eastland,
Texas
| US$ 232 mi | +US$ 63 mi | +37% | 5,67% | 58,9% | 96 | 22,92% | 1,1 |
|
| 3533 |
3533
JT Stratford LLC
Gainesville,
Georgia
| US$ 232 mi | +US$ 37,7 mi | +19% | 7,97% | 103% | 177 | 28,81% | 1,6 |
|
| 3534 |
3534
Glade Brook Capital Partners
Greenwich,
Connecticut
| US$ 232 mi | +US$ 31,5 mi | +16% | 16,3% | – | 2 | 0% | 1,4 |
|
| 3535 |
3535
VisionPoint Advisory Group
Dallas,
Texas
| US$ 232 mi | -US$ 15,2 mi | -6% | 5,59% | 79,3% | 132 | 24,24% | 0,8 |
|
| 3536 |
3536
Peak Financial Management
Wellesley,
Massachusetts
| US$ 232 mi | +US$ 18,7 mi | +9% | 6,49% | 58,2% | 61 | 13,11% | 2,6 |
|
| 3537 |
3537
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$ 231 mi | +US$ 22,2 mi | +11% | 6,14% | 40,2% | 75 | 22,67% | 2,9 |
|
| 3538 |
3538
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| US$ 231 mi | -US$ 3,02 mi | -1% | 7,56% | 75,1% | 681 | 34,8% | 1,4 |
|
| 3539 |
APSP
3539
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$ 231 mi | -US$ 567 mil | -0,2% | 6,6% | 62,1% | 84 | 9,52% | 4 |
|
| 3540 |
3540
Oakcliff Capital Partners
New York
| US$ 231 mi | +US$ 42,8 mi | +23% | 24,9% | 133% | 11 | 9,09% | 2,3 |
|
| 3541 |
3541
Rice Partnership
Honolulu,
Hawaii
| US$ 230 mi | +US$ 35,5 mi | +18% | 14,1% | 135% | 100 | 23% | 1,7 |
|
| 3542 |
3542
NKCFO LLC
Geneva,
Illinois
| US$ 230 mi | +US$ 82,4 mi | +56% | 3,75% | 237% | 129 | 62,02% | 0,4 |
|
| 3543 |
3543
Crossvault Capital Management
San Antonio,
Texas
| US$ 230 mi | +US$ 14,6 mi | +7% | 10,8% | 56,4% | 73 | 6,85% | 3,7 |
|
| 3544 |
3544
Holloway Wealth Management
Gainesville,
Florida
| US$ 230 mi | +US$ 14,4 mi | +7% | 5,29% | 50,7% | 244 | 0% | 1,7 |
|
| 3545 |
3545
BT Wealth Management
Atlanta,
Georgia
| US$ 230 mi | +US$ 32,8 mi | +17% | 9,08% | 34,8% | 64 | 21,88% | 1,1 |
|
| 3546 |
3546
Frisch Financial Group
Melville,
New York
| US$ 230 mi | +US$ 18,1 mi | +9% | 6,83% | 66,6% | 108 | 12,96% | 1,3 |
|
| 3547 |
3547
Day & Ennis
Macon,
Georgia
| US$ 230 mi | +US$ 27,3 mi | +13% | 5,94% | 15,2% | 103 | 12,62% | 2,5 |
|
| 3548 |
3548
Ninepoint Partners
Toronto,
Ontario, Canada
| US$ 230 mi | -US$ 19,7 mi | -8% | 9,5% | 82,6% | 76 | 43,42% | 0,8 |
|
| 3549 |
3549
Harrell Investment Partners
Austin,
Texas
| US$ 229 mi | +US$ 33 mi | +17% | 8,84% | 121% | 87 | 19,54% | 0,6 |
|
| 3550 |
3550
Wilsey Asset Management
San Diego,
California
| US$ 229 mi | -US$ 12 mi | -5% | 9,38% | 66,9% | 24 | 29,17% | 2,8 |
|