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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Kozak & Associates
Highlands Ranch,
Colorado
| US$ 513 mi | -US$ 4,7 mi | -0,9% | 4,82% | 111% | 462 | 10,82% | 2,9 |
|
| 3577 |
3577
GoalVest Advisory
New York
| US$ 512 mi | -US$ 10,1 mi | -2% | 1,84% | 94,8% | 557 | 28,01% | 2,1 |
|
| 3578 |
3578
Cedar Mountain Advisors
Lake Oswego,
Oregon
| US$ 511 mi | -US$ 7,02 mi | -1% | 1,81% | 57,7% | 1.217 | 43,14% | 1,4 |
|
| 3579 |
3579
Manhattan West Asset Management
Los Angeles,
California
| US$ 511 mi | +US$ 22,6 mi | +5% | 2,73% | 75,7% | 155 | 12,9% | 2,6 |
|
| 3580 |
3580
ABLE Financial Group
Scottsdale,
Arizona
| US$ 511 mi | +US$ 18,8 mi | +4% | 1,66% | 64,2% | 231 | 19,91% | 1,8 |
|
| 3581 |
CTAF
3581
Call To Action Foundation
Salt Lake City,
Utah
| US$ 511 mi | -US$ 23,6 mi | -4% | 4,72% | – | 1 | 0% | 2,3 |
|
| 3582 |
3582
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 511 mi | -US$ 13,9 mi | -3% | 2,59% | 56,9% | 136 | 11,76% | 3,6 |
|
| 3583 |
3583
HughesLittle Investment Management
Vancouver,
| US$ 511 mi | -US$ 92,9 mi | -15% | 8,32% | 113% | 14 | 0% | 6 |
|
| 3584 |
3584
Nalanda India Equity Fund
Mauritius
| US$ 510 mi | -US$ 131 mi | -20% | 20,4% | 13,6% | 1 | 0% | 7,3 |
|
| 3585 |
3585
JSF Financial
Los Angeles,
California
| US$ 510 mi | +US$ 27,6 mi | +6% | 1,96% | 91% | 139 | 14,39% | 3,1 |
|
| 3586 |
3586
BetterWealth
San Jose,
California
| US$ 510 mi | +US$ 71,2 mi | +16% | 0,27% | 63,3% | 86 | 19,77% | 1,9 |
|
| 3587 |
3587
Paloma Partners
Greenwich,
Connecticut
| US$ 510 mi | -US$ 39,6 mi | -7% | 3,19% | 314% | 83 | 61,45% | 0,5 |
|
| 3588 |
3588
Prestige Wealth Management Group
Flemington,
New Jersey
| US$ 509 mi | -US$ 14,8 mi | -3% | 1,3% | 55,8% | 1.182 | 19,63% | 4,4 |
|
| 3589 |
3589
High Note Wealth
Deephaven,
Minnesota
| US$ 509 mi | -US$ 1,88 mi | -0,4% | 1,88% | 82,8% | 1.012 | 17,09% | 1,2 |
|
| 3590 |
HPC
3590
Hobart Private Capital
Charlotte,
North Carolina
| US$ 509 mi | -US$ 3,71 mi | -0,7% | 1,64% | 60% | 146 | 21,23% | 1,6 |
|
| 3591 |
3591
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 509 mi | +US$ 33 mi | +7% | 0,39% | 78,7% | 306 | 20,59% | 1,4 |
|
| 3592 |
3592
Oasis Advisors
Forest City,
Iowa
| US$ 509 mi | +US$ 320 mi | +170% | 0,99% | – | 240 | 81,25% | 0,1 |
|
| 3593 |
3593
Machina Capital
Paris,
France
| US$ 508 mi | -US$ 15,5 mi | -3% | 0,67% | 42,5% | 471 | 52,65% | 0,5 |
|
| 3594 |
3594
Wealth Dimensions Group
Cincinnati,
Ohio
| US$ 508 mi | +US$ 4,35 mi | +0,9% | 0,19% | 63,6% | 179 | 10,06% | 3,6 |
|
| 3595 |
3595
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$ 508 mi | +US$ 35 mi | +7% | 1,49% | 68,6% | 94 | 17,02% | 2,6 |
|
| 3596 |
3596
ORG Wealth Partners
Dallas,
Texas
| US$ 508 mi | +US$ 82,5 mi | +19% | 2,87% | – | 716 | 18,44% | 1 |
|
| 3597 |
3597
Bricktown Capital
Detroit,
Michigan
| US$ 508 mi | -US$ 86,1 mi | -15% | 2,61% | 46,2% | 32 | 21,88% | 1,8 |
|
| 3598 |
3598
Maltese Capital Management
New York
| US$ 508 mi | -US$ 55,6 mi | -10% | 0,82% | 114% | 116 | 18,1% | 3,1 |
|
| 3599 |
3599
WESCAP Management Group
Glendale,
California
| US$ 508 mi | +US$ 14,2 mi | +3% | 2,5% | 50,6% | 108 | 3,7% | 5,4 |
|
| 3600 |
3600
BCM Advisors
Lafayette,
Louisiana
| US$ 507 mi | -US$ 15 mi | -3% | 2,8% | 66,3% | 79 | 8,86% | 4,6 |
|