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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 |
3901
Addison Advisors
Middlebury,
Vermont
| US$ 445 mi | +US$ 13,9 mi | +3% | 1,82% | 54,5% | 946 | 11,42% | 2,9 |
|
| 3902 |
3902
GR Financial Group
Tucson,
Arizona
| US$ 445 mi | +US$ 12,5 mi | +3% | 1,63% | 75,4% | 30 | 16,67% | 1,4 |
|
| 3903 |
3903
AMI Investment Management
Kendallville,
Indiana
| US$ 445 mi | +US$ 14 mi | +3% | 1,6% | 52% | 75 | 6,67% | 5,7 |
|
| 3904 |
3904
Financial & Tax Architects
St Louis,
Missouri
| US$ 445 mi | -US$ 8,12 mi | -2% | 1,05% | 50,2% | 120 | 27,5% | 2,1 |
|
| 3905 |
3905
Bank of New Hampshire
Laconia,
New Hampshire
| US$ 445 mi | +US$ 10,6 mi | +2% | 3,34% | 96,5% | 473 | 5,07% | 3,4 |
|
| 3906 |
3906
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$ 445 mi | +US$ 11 mi | +3% | 1,24% | 43,8% | 94 | 7,45% | 4,4 |
|
| 3907 |
3907
Wolff Financial Management
Kalamazoo,
Michigan
| US$ 445 mi | +US$ 13,9 mi | +3% | 2,08% | 56,7% | 102 | 1,96% | 2,8 |
|
| 3908 |
3908
Founders Grove Wealth Partners
Richmond,
Virginia
| US$ 445 mi | +US$ 19,1 mi | +4% | 3,32% | – | 157 | 15,92% | 0,8 |
|
| 3909 |
3909
MIO Partners
New York
| US$ 444 mi | – | – | 2,36% | – | 8 | – | 0 |
|
| 3910 |
TPWM
3910
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 444 mi | +US$ 42,9 mi | +11% | 4,73% | 56,8% | 206 | 12,14% | 2,7 |
|
| 3911 |
VM
3911
Venator Management
Pittsburgh,
Pennsylvania
| US$ 444 mi | +US$ 24 mi | +6% | 4,92% | 101% | 30 | 26,67% | 2,5 |
|
| 3912 |
3912
AXQ Capital
Jersey City,
New Jersey
| US$ 443 mi | +US$ 182 mi | +70% | 1,78% | 35,5% | 973 | 71,33% | 0,2 |
|
| 3913 |
3913
Archer Investment Corporation
Carmel,
Indiana
| US$ 443 mi | +US$ 281 mil | +0,1% | 2,75% | 76,1% | 1.272 | 11,79% | 3,3 |
|
| 3914 |
3914
Longfellow Investment Management
Boston,
Massachusetts
| US$ 443 mi | +US$ 21,5 mi | +5% | 1,23% | 45,9% | 279 | 23,66% | 2,4 |
|
| 3915 |
3915
Delta Air Lines
Atlanta,
Georgia
| US$ 443 mi | -US$ 220 mi | -33% | 32,7% | 5,3% | 3 | 33,33% | 2,3 |
|
| 3916 |
3916
Grace & Mercy Foundation
New York
| US$ 443 mi | -US$ 27 mi | -6% | 2,53% | 67,6% | 18 | 5,56% | 2,4 |
|
| 3917 |
3917
CM Wealth Advisors
Beachwood,
Ohio
| US$ 443 mi | +US$ 63,3 mi | +17% | 3,15% | 64,7% | 144 | 42,36% | 1,4 |
|
| 3918 |
GWM
3918
GSB Wealth Management
Guilford,
Connecticut
| US$ 442 mi | +US$ 896 mil | +0,2% | 3,01% | 69,8% | 243 | 5,76% | 3,5 |
|
| 3919 |
3919
Outlook Wealth Advisors
Shenandoah,
Texas
| US$ 442 mi | +US$ 40,8 mi | +10% | 1,97% | 76% | 313 | 12,14% | 2,2 |
|
| 3920 |
3920
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 442 mi | +US$ 40,6 mi | +10% | 0,96% | 31,6% | 100 | 18% | 2 |
|
| 3921 |
AA
3921
Ancient Art
Austin,
Texas
| US$ 442 mi | +US$ 26 mi | +6% | 13,1% | 168% | 12 | 8,33% | 3,5 |
|
| 3922 |
3922
Waterway Wealth Management
The Woodlands,
Texas
| US$ 442 mi | +US$ 22,6 mi | +5% | 1,57% | 52,2% | 95 | 27,37% | 1 |
|
| 3923 |
MAM
3923
Mystic Asset Management
Warwick,
Rhode Island
| US$ 442 mi | -US$ 1,05 mi | -0,2% | 2,37% | 114% | 229 | 6,99% | 2,7 |
|
| 3924 |
3924
Park Edge Advisors
Cleveland,
Ohio
| US$ 442 mi | +US$ 8,76 mi | +2% | 2,43% | 61,1% | 162 | 16,67% | 1,9 |
|
| 3925 |
3925
Compton Financial Group
Towson,
Maryland
| US$ 442 mi | +US$ 26,3 mi | +6% | 1,39% | 37,7% | 69 | 34,78% | 2,1 |
|