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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 345 mi | +US$ 28,6 mi | +9% | 7,91% | 52,9% | 1.315 | 15,51% | 0,6 |
|
| 4252 |
4252
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$ 345 mi | +US$ 26,4 mi | +8% | 6,11% | 60,6% | 113 | 15,04% | 2,1 |
|
| 4253 |
4253
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$ 345 mi | +US$ 29,7 mi | +9% | 17,8% | 40,5% | 6 | 16,67% | 1,2 |
|
| 4254 |
4254
United Wealth Management
Charlottesville,
Virginia
| US$ 344 mi | +US$ 25,1 mi | +8% | 6,81% | – | 24 | 12,5% | 0,4 |
|
| 4255 |
4255
Cypress Capital
Franklin,
Tennessee
| US$ 344 mi | -US$ 2,58 mi | -0,7% | 4,22% | 43,6% | 89 | 11,24% | 2,5 |
|
| 4256 |
DL
4256
DOHJ LLC
Seattle,
Washington
| US$ 344 mi | -US$ 93,6 mi | -21% | 6,71% | 51,5% | 174 | 32,18% | 2,6 |
|
| 4257 |
4257
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$ 344 mi | +US$ 12,1 mi | +4% | 8,89% | 92% | 162 | 14,2% | 4,9 |
|
| 4258 |
4258
Hollow Brook Wealth Management
Katonah,
New York
| US$ 344 mi | +US$ 3,29 mi | +1% | 8,81% | 97,8% | 94 | 14,89% | 4 |
|
| 4259 |
4259
Silverlake Wealth Management
Williston,
Vermont
| US$ 344 mi | +US$ 79,4 mi | +30% | 7,75% | 73,3% | 326 | 22,09% | 2 |
|
| 4260 |
4260
CWS Financial Advisors
Kalamazoo,
Michigan
| US$ 344 mi | +US$ 27 mi | +9% | 7,65% | 55,7% | 141 | 12,77% | 3,4 |
|
| 4261 |
4261
James T. Borello
East Dundee,
Illinois
| US$ 343 mi | +US$ 31,5 mi | +10% | 8,1% | 71,2% | 292 | 24,32% | 0,9 |
|
| 4262 |
4262
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 343 mi | +US$ 57,6 mi | +20% | 5,97% | 31,6% | 104 | 23,08% | 1,9 |
|
| 4263 |
4263
Windsor Capital Management
Phoenix,
Arizona
| US$ 343 mi | +US$ 17,2 mi | +5% | 6,51% | 49,1% | 122 | 4,92% | 6,5 |
|
| 4264 |
4264
LPWM LLC
Minneapolis,
Minnesota
| US$ 343 mi | +US$ 32,4 mi | +10% | 8,22% | 59,4% | 87 | 8,05% | 3,4 |
|
| 4265 |
4265
Mach-1 Financial Group
Rogers,
Arkansas
| US$ 342 mi | +US$ 8,94 mi | +3% | 11,2% | 85,3% | 317 | 56,78% | 0,5 |
|
| 4266 |
4266
Roberts, Glore & Co
Deerfield,
Illinois
| US$ 342 mi | +US$ 14,4 mi | +4% | 6,25% | 72,3% | 213 | 8,92% | 6,6 |
|
| 4267 |
4267
Siena Capital Partners
Chicago,
Illinois
| US$ 342 mi | +US$ 5,39 mi | +2% | 2,64% | 42,5% | 100 | 5% | 4,4 |
|
| 4268 |
4268
Birinyi Associates
Westport,
Connecticut
| US$ 342 mi | +US$ 32,3 mi | +10% | 11,4% | 134% | 58 | 8,62% | 7 |
|
| 4269 |
HH
4269
HWG Holdings
Houston,
Texas
| US$ 342 mi | +US$ 118 mi | +52% | 23,2% | – | 146 | 73,29% | 2,3 |
|
| 4270 |
4270
Prasad Wealth Partners
Independence,
Ohio
| US$ 342 mi | +US$ 35,3 mi | +12% | 9,78% | – | 130 | 16,92% | 0,4 |
|
| 4271 |
MKC
4271
M. Kraus & Co
Shelburne,
Vermont
| US$ 341 mi | +US$ 11,8 mi | +4% | 7,91% | 65,9% | 85 | 8,24% | 6,1 |
|
| 4272 |
4272
Integrated Quantitative Investments
Bellevue,
Washington
| US$ 340 mi | +US$ 138 mi | +68% | 14,9% | – | 456 | 59,65% | 0,2 |
|
| 4273 |
4273
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$ 340 mi | +US$ 23,3 mi | +7% | 7,19% | 76,5% | 112 | 7,14% | 6,3 |
|
| 4274 |
4274
ArchPoint Investors
Coral Gables,
Florida
| US$ 340 mi | +US$ 36,2 mi | +12% | 11,8% | 111% | 74 | 13,51% | 4 |
|
| 4275 |
4275
RIA Advisory Group
Des Moines,
Iowa
| US$ 340 mi | +US$ 32,8 mi | +11% | 10,7% | – | 158 | 29,75% | 1 |
|