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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
CA
3901
Crumly & Associates
Springfield,
Illinois
| US$ 362 mi | -US$ 5,03 mi | -1% | 2,37% | 58,1% | 169 | 9,47% | 2,2 |
|
| 3902 |
3902
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$ 362 mi | -US$ 5,5 mi | -1% | 1,03% | 116% | 368 | 13,32% | 2,9 |
|
| 3903 |
3903
Waypoint Wealth Partners
Mill Valley,
California
| US$ 362 mi | -US$ 4,94 mi | -1% | 1,24% | 52,1% | 73 | 10,96% | 2,5 |
|
| 3904 |
3904
Landaas & Company
Milwaukee,
Wisconsin
| US$ 362 mi | +US$ 537 mil | +0,1% | 2,88% | 68,3% | 99 | 15,15% | 3,5 |
|
| 3905 |
LCM
3905
Lionstone Capital Management
New York
| US$ 362 mi | -US$ 29,1 mi | -7% | 6,87% | 74,1% | 11 | 0% | 5,2 |
|
| 3906 |
3906
AXS Investments
Port Chester,
New York
| US$ 362 mi | +US$ 2,44 mi | +0,7% | 0,83% | 107% | 243 | 27,98% | 2 |
|
| 3907 |
3907
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$ 361 mi | -US$ 86,1 mi | -19% | 0,9% | 304% | 313 | 44,41% | 3,1 |
|
| 3908 |
3908
Arjuna Capital
Durham,
North Carolina
| US$ 361 mi | -US$ 14,5 mi | -4% | 2,98% | 118% | 124 | 29,03% | 2,3 |
|
| 3909 |
3909
Wolff Financial Management
Kalamazoo,
Michigan
| US$ 361 mi | +US$ 647 mil | +0,2% | 0,32% | 56,7% | 99 | 7,07% | 2,1 |
|
| 3910 |
DI
3910
DDFG Inc
Thousand Oaks,
California
| US$ 361 mi | +US$ 14,3 mi | +4% | 0,18% | 56,3% | 79 | 5,06% | 1,9 |
|
| 3911 |
3911
Clarity Wealth Advisors
San Jose,
California
| US$ 361 mi | -US$ 6,25 mi | -2% | 3,11% | 94,1% | 96 | 3,13% | 3,2 |
|
| 3912 |
3912
Ashton Thomas Securities
Rochester,
New York
| US$ 361 mi | -US$ 3,66 mi | -1% | 0,9% | – | 280 | 13,57% | 0,6 |
|
| 3913 |
3913
FTV Management Company
San Francisco,
California
| US$ 360 mi | +US$ 26,3 mi | +8% | 8,25% | 15,1% | 1 | 0% | 3,3 |
|
| 3914 |
CWAG
3914
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$ 360 mi | -US$ 27,1 mi | -7% | 1,72% | 76,1% | 110 | 28,18% | 4,3 |
|
| 3915 |
3915
Milestone Investment Advisors
Middleton,
Wisconsin
| US$ 360 mi | -US$ 7,86 mi | -2% | 2,42% | 56,9% | 137 | 13,14% | 1,9 |
|
| 3916 |
3916
Evergreen Advisors
Chattanooga,
Tennessee
| US$ 360 mi | -US$ 5,58 mi | -2% | 0,63% | – | 20 | 15% | 4 |
|
| 3917 |
3917
Precedent Wealth Partners
Houston,
Texas
| US$ 360 mi | +US$ 53,7 mi | +18% | 1,48% | 61,1% | 164 | 15,24% | 1 |
|
| 3918 |
3918
Fruth Investment Management
Houston,
Texas
| US$ 360 mi | -US$ 2,88 mi | -0,8% | 1,17% | 79,4% | 223 | 6,28% | 8,2 |
|
| 3919 |
3919
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$ 360 mi | -US$ 4,17 mi | -1% | 1,41% | 46,1% | 51 | 11,76% | 3,2 |
|
| 3920 |
3920
Blue Zone Wealth Advisors
Los Angeles,
California
| US$ 360 mi | +US$ 13,1 mi | +4% | 1,16% | 91,1% | 109 | 10,09% | 2,7 |
|
| 3921 |
3921
Monarch Capital Management
Fort Wayne,
Indiana
| US$ 360 mi | -US$ 5,35 mi | -1% | 0,97% | 77% | 117 | 4,27% | 8,6 |
|
| 3922 |
3922
Outlook Wealth Advisors
Shenandoah,
Texas
| US$ 359 mi | +US$ 11,2 mi | +3% | 2,16% | 76% | 272 | 12,5% | 2 |
|
| 3923 |
3923
Sollinda Capital Management
Miami,
Florida
| US$ 359 mi | -US$ 4,43 mi | -1% | 0,65% | 37,4% | 76 | 22,37% | 0,9 |
|
| 3924 |
3924
Rockline Wealth Management
Plainview,
New York
| US$ 359 mi | -US$ 14,9 mi | -4% | 4,95% | 176% | 103 | 10,68% | 1,1 |
|
| 3925 |
3925
EPG Wealth Management
Atlanta,
Georgia
| US$ 359 mi | -US$ 20,2 mi | -5% | 2,18% | 108% | 446 | 11,66% | 0,5 |
|