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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$ 225 mi | -US$ 32,6 mi | -13% | 5,73% | 80% | 72 | 6,94% | 4,1 |
|
| 4202 |
4202
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$ 225 mi | +US$ 11,4 mi | +5% | 13,6% | 245% | 397 | 52,64% | 0,7 |
|
| 4203 |
4203
Capital Planning
Bellevue,
Washington
| US$ 225 mi | +US$ 48,5 mi | +27% | 8,06% | 81,2% | 79 | 24,05% | 1,3 |
|
| 4204 |
4204
Hendley & Co
Zanesville,
Ohio
| US$ 225 mi | +US$ 8,07 mi | +4% | 11,3% | 64,9% | 57 | 7,02% | 5,5 |
|
| 4205 |
4205
Princeton Capital Management
Red Bank,
New Jersey
| US$ 225 mi | -US$ 3,45 mi | -2% | 6,03% | 206% | 99 | 14,14% | 4,5 |
|
| 4206 |
4206
Financial Management Network
Mission Viejo,
California
| US$ 225 mi | +US$ 22,3 mi | +11% | 8,92% | 62,5% | 144 | 17,36% | 1,4 |
|
| 4207 |
H2CM
4207
H/2 Credit Manager
Stamford,
Connecticut
| US$ 225 mi | +US$ 35 mi | +18% | 13,9% | 97,4% | 13 | 7,69% | 1,4 |
|
| 4208 |
4208
Baldrige Asset Management
Allentown,
Pennsylvania
| US$ 225 mi | +US$ 14,6 mi | +7% | 7,27% | 43,5% | 331 | 9,67% | 1,8 |
|
| 4209 |
4209
TMD Wealth Management
Scottsdale,
Arizona
| US$ 225 mi | +US$ 2,34 mi | +1% | 6,05% | 2,41% | 54 | 44,44% | 1,1 |
|
| 4210 |
TFA
4210
Triad Financial Advisors
Greensboro,
North Carolina
| US$ 224 mi | +US$ 40,4 mi | +22% | 7,12% | – | 116 | 18,1% | 0,8 |
|
| 4211 |
4211
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 224 mi | -US$ 4,57 mi | -2% | 9,54% | 97% | 173 | 6,94% | 3,5 |
|
| 4212 |
4212
Castle Rock Wealth Management
Walnut Creek,
California
| US$ 224 mi | +US$ 25,3 mi | +13% | 7,69% | 115% | 235 | 22,55% | 1,7 |
|
| 4213 |
WA
4213
WP Advisors
San Francisco,
California
| US$ 224 mi | +US$ 2,83 mi | +1% | 7,24% | 113% | 111 | 14,41% | 2,9 |
|
| 4214 |
PH
4214
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 224 mi | +US$ 10,1 mi | +5% | 10,5% | 79,6% | 231 | 14,72% | 4,4 |
|
| 4215 |
4215
Mokosak Advisory Group
Urbandale,
Iowa
| US$ 224 mi | +US$ 20,5 mi | +10% | 7,69% | 59,2% | 26 | 15,38% | 3,1 |
|
| 4216 |
4216
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$ 224 mi | +US$ 5,1 mi | +2% | 7,23% | 119% | 62 | 22,58% | 1,6 |
|
| 4217 |
4217
272 Capital
Dallas,
Texas
| US$ 223 mi | +US$ 37,3 mi | +20% | 7,44% | 222% | 88 | 52,27% | 0,4 |
|
| 4218 |
4218
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
| US$ 223 mi | +US$ 55,4 mi | +33% | 4,72% | – | 72 | 37,5% | 0,5 |
|
| 4219 |
4219
Shoker Investment Counsel
Oxford,
Ohio
| US$ 223 mi | +US$ 32,4 mi | +17% | 13,2% | 88,9% | 91 | 9,89% | 5,1 |
|
| 4220 |
4220
Bessemer Securities
New York
| US$ 223 mi | -US$ 54,9 mi | -20% | 10,6% | 45% | 138 | 15,22% | 2,3 |
|
| 4221 |
RFG
4221
RFP Financial Group
Atlanta,
Georgia
| US$ 223 mi | – | – | 7,52% | 63,4% | 915 | – | 0 |
|
| 4222 |
4222
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 223 mi | +US$ 10,9 mi | +5% | 5,72% | 52,9% | 213 | 16,9% | 2 |
|
| 4223 |
MP
4223
Mediatel Partners
Fort Worth,
Texas
| US$ 223 mi | +US$ 35,3 mi | +19% | 18,9% | 11,6% | 3 | 0% | 6,5 |
|
| 4224 |
4224
Perseverance Asset Management International
George Town,
Cayman Islands
| US$ 223 mi | +US$ 56,8 mi | +34% | 13,9% | 101% | 18 | 22,22% | 1 |
|
| 4225 |
IBOK
4225
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$ 223 mi | +US$ 19,9 mi | +10% | 9,83% | 94,3% | 459 | 13,73% | 3,3 |
|