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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 379 mi | +US$ 23,8 mi | +7% | 2,08% | 57,3% | 149 | 10,74% | 1,7 |
|
| 4277 |
CSWG
4277
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| US$ 379 mi | -US$ 3,46 mi | -0,9% | 2,15% | 76% | 65 | 12,31% | 3,9 |
|
| 4278 |
4278
BWM Planning
The Woodlands,
Texas
| US$ 379 mi | +US$ 4,88 mi | +1% | 2,79% | – | 98 | 15,31% | 1,3 |
|
| 4279 |
NICM
4279
Neo Ivy Capital Management
New York
| US$ 379 mi | -US$ 254 mi | -40% | 3,24% | – | 527 | 76,47% | 0,3 |
|
| 4280 |
KFS
4280
Kurt F. Somerville
| US$ 379 mi | -US$ 211 mi | -36% | 1,53% | 92,9% | 107 | 18,69% | 7,3 |
|
| 4281 |
4281
Carr Financial Group
Worcester,
Massachusetts
| US$ 379 mi | +US$ 2,86 mi | +0,8% | 1,29% | 71,6% | 200 | 19,5% | 2,3 |
|
| 4282 |
4282
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$ 379 mi | -US$ 10 mi | -3% | 2,08% | 80% | 90 | 6,67% | 5,1 |
|
| 4283 |
4283
Fairway Wealth
Independence,
Ohio
| US$ 379 mi | +US$ 8,17 mi | +2% | 0,68% | 51,5% | 272 | 43,01% | 1,2 |
|
| 4284 |
4284
Progressive Investment Management
Lake Oswego,
Oregon
| US$ 379 mi | -US$ 39,2 mi | -9% | 4,17% | 139% | 63 | 20,63% | 4,6 |
|
| 4285 |
4285
Highland Financial Advisors
Wayne,
New Jersey
| US$ 379 mi | +US$ 18 mi | +5% | 2,22% | 70% | 73 | 17,81% | 2,3 |
|
| 4286 |
LFGO
4286
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| US$ 378 mi | -US$ 3 mi | -0,8% | 0,7% | 64,2% | 96 | 9,38% | 2,3 |
|
| 4287 |
4287
Morton Brown Family Wealth
Allentown,
Pennsylvania
| US$ 378 mi | +US$ 11,2 mi | +3% | 0,21% | 54,5% | 304 | 7,24% | 2,4 |
|
| 4288 |
4288
Bare Financial Services
Gap,
Pennsylvania
| US$ 378 mi | +US$ 18,8 mi | +5% | 0,63% | 53,6% | 1.915 | 29,61% | 0,7 |
|
| 4289 |
4289
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$ 378 mi | +US$ 19,1 mi | +5% | 1,01% | 60,6% | 144 | 17,36% | 2,2 |
|
| 4290 |
IFS
4290
Ifrah Financial Services
Little Rock,
Arkansas
| US$ 378 mi | -US$ 11,1 mi | -3% | 1,32% | 64,1% | 214 | 8,88% | 5,7 |
|
| 4291 |
4291
Vista Investment Partners
Oklahoma City,
Oklahoma
| US$ 378 mi | -US$ 4,5 mi | -1% | 4,51% | 112% | 184 | 18,48% | 1,6 |
|
| 4292 |
4292
Anchorage Capital Advisors
New York
| US$ 378 mi | -US$ 429 mi | -53% | 14,7% | – | 7 | 42,86% | 0,8 |
|
| 4293 |
4293
Alta Fox Capital Management
Fort Worth,
Texas
| US$ 378 mi | -US$ 87 mi | -19% | 1,24% | 261% | 16 | 62,5% | 0,8 |
|
| 4294 |
4294
Delta Air Lines
Atlanta,
Georgia
| US$ 378 mi | -US$ 65,2 mi | -15% | 20,5% | 5,3% | 3 | 0% | 2,6 |
|
| 4295 |
4295
Wakefield Asset Management
Englewood,
Colorado
| US$ 377 mi | +US$ 8,78 mi | +2% | 6,46% | 147% | 253 | 37,15% | 1,3 |
|
| 4296 |
4296
Fivespan Partners
San Francisco,
California
| US$ 377 mi | +US$ 12,5 mi | +3% | 18,1% | – | 6 | 33,33% | 0,3 |
|
| 4297 |
4297
Cliffwater
Marina Del Rey,
California
| US$ 377 mi | -US$ 99 mi | -21% | 4,6% | 29,4% | 22 | 9,09% | 4,8 |
|
| 4298 |
4298
TrueFG
Cedar Park,
Texas
| US$ 377 mi | +US$ 4,59 mi | +1% | 0,02% | 54,2% | 72 | 5,56% | 3,3 |
|
| 4299 |
4299
EnRich Financial Partners
Madison,
Wisconsin
| US$ 377 mi | +US$ 10,2 mi | +3% | 1,33% | 50,7% | 64 | 1,56% | 1,9 |
|
| 4300 |
4300
Global View Capital Management
Waukesha,
Wisconsin
| US$ 377 mi | -US$ 160 mi | -30% | 0,61% | – | 167 | 34,13% | 0,8 |
|