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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Natural Investments
Windsor,
California
| US$ 403 mi | +US$ 16,7 mi | +4% | 7,24% | – | 296 | 33,45% | 0,6 |
|
| 4052 |
4052
Safeguard Investment Advisory Group
Corona,
California
| US$ 403 mi | +US$ 2,46 mi | +0,6% | 8,47% | 84,3% | 160 | 16,25% | 2,4 |
|
| 4053 |
4053
MBM Wealth Consultants
Chesterfield,
Missouri
| US$ 403 mi | +US$ 29,2 mi | +8% | 5,51% | 57,1% | 111 | 6,31% | 3,9 |
|
| 4054 |
4054
Milestone Investment Advisors
Middleton,
Wisconsin
| US$ 403 mi | +US$ 19,2 mi | +5% | 5,41% | 56,9% | 127 | 3,94% | 2,3 |
|
| 4055 |
4055
Arjuna Capital
Durham,
North Carolina
| US$ 402 mi | +US$ 22,9 mi | +6% | 7,49% | 118% | 129 | 27,13% | 2,5 |
|
| 4056 |
4056
Uncommon Cents Investing
Janesville,
Wisconsin
| US$ 402 mi | +US$ 28,5 mi | +8% | 10,5% | 91,4% | 211 | 4,27% | 4,7 |
|
| 4057 |
4057
Elevated Capital Advisors
Sandy,
Utah
| US$ 402 mi | +US$ 45,2 mi | +13% | 6,07% | 50,2% | 263 | 6,08% | 2,3 |
|
| 4058 |
4058
Goodman Advisory Group
Needham,
Massachusetts
| US$ 402 mi | +US$ 108 mi | +37% | 8,56% | 101% | 211 | 42,65% | 0,7 |
|
| 4059 |
4059
Sentry LLC
Memphis,
Tennessee
| US$ 402 mi | -US$ 100 mi | -20% | 5,39% | 52,6% | 132 | 6,06% | 2,2 |
|
| 4060 |
4060
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 402 mi | +US$ 58,6 mi | +17% | 5,98% | 31,6% | 100 | 23% | 2,1 |
|
| 4061 |
4061
Outlook Wealth Advisors
Shenandoah,
Texas
| US$ 401 mi | +US$ 12,5 mi | +3% | 6,74% | 76% | 329 | 30,09% | 2,1 |
|
| 4062 |
TPWM
4062
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 401 mi | +US$ 29,8 mi | +8% | 7,53% | 56,8% | 201 | 10,95% | 2,7 |
|
| 4063 |
4063
Operose Advisors
Milwaukee,
Wisconsin
| US$ 401 mi | +US$ 46,5 mi | +13% | 7,32% | 75,4% | 472 | 19,07% | 2,2 |
|
| 4064 |
4064
Eldred Rock Partners
San Antonio,
Texas
| US$ 401 mi | +US$ 71,9 mi | +22% | 9,12% | 109% | 30 | 3,33% | 1,5 |
|
| 4065 |
4065
Hill Island Financial
Grand Rapids,
Michigan
| US$ 401 mi | +US$ 42 mi | +12% | 7,72% | 78,3% | 80 | 10% | 1,9 |
|
| 4066 |
4066
Montanaro Asset Management
London,
United Kingdom
| US$ 400 mi | +US$ 12,5 mi | +3% | 1,98% | 59,3% | 42 | 9,52% | 3 |
|
| 4067 |
4067
Kelleher Financial Advisors
New York
| US$ 400 mi | +US$ 112 mi | +39% | 6,4% | 80,3% | 667 | 81,11% | 0,9 |
|
| 4068 |
4068
Frontier Asset Management
Sheridan,
Wyoming
| US$ 400 mi | +US$ 33 mi | +9% | 7,33% | 57,1% | 77 | 7,79% | 2 |
|
| 4069 |
4069
Globe Life
Mckinney,
Texas
| US$ 400 mi | +US$ 35,2 mi | +10% | 7,06% | 67,5% | 2 | 0% | 5,4 |
|
| 4070 |
4070
MSA Advisors
Santa Monica,
California
| US$ 400 mi | +US$ 1,5 mi | +0,4% | 3,15% | – | 30 | 6,67% | 1,3 |
|
| 4071 |
CA
4071
Clune & Associates
Chicago,
Illinois
| US$ 400 mi | +US$ 34,8 mi | +10% | 6,38% | – | 162 | 5,56% | 0,7 |
|
| 4072 |
4072
Monument Capital Management
Alexandria,
Virginia
| US$ 400 mi | +US$ 16,1 mi | +4% | 9,48% | 170% | 259 | 28,19% | 2,1 |
|
| 4073 |
4073
Oak Family Advisors
Chicago,
Illinois
| US$ 400 mi | +US$ 82,7 mi | +26% | 8,79% | 81,9% | 119 | 21,85% | 2,2 |
|
| 4074 |
4074
Kimmeridge Energy Management
New York
| US$ 400 mi | -US$ 674 mi | -63% | 14,1% | 9,48% | 4 | 50% | 1,3 |
|
| 4075 |
4075
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$ 400 mi | +US$ 50,9 mi | +15% | 9,54% | 81% | 143 | 21,68% | 3,2 |
|