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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 280 mi | +US$ 43,8 mi | +19% | 8,06% | 67,6% | 68 | 27,94% | 2,4 |
|
| 4327 |
4327
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$ 280 mi | +US$ 20 mi | +8% | 12,6% | 245% | 385 | 47,53% | 0,9 |
|
| 4328 |
4328
BBJS Financial Advisors
Seattle,
Washington
| US$ 280 mi | -US$ 7,46 mi | -3% | 0,99% | – | 143 | 15,38% | 1 |
|
| 4329 |
4329
HighVista Strategies
Boston,
Massachusetts
| US$ 280 mi | +US$ 4,87 mi | +2% | 15,2% | 622% | 166 | 45,18% | 0,7 |
|
| 4330 |
4330
HGC Investment Management
Toronto,
Ontario, Canada
| US$ 280 mi | -US$ 64,3 mi | -19% | 2,14% | 33,2% | 118 | 36,44% | 0,8 |
|
| 4331 |
4331
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$ 280 mi | +US$ 21,7 mi | +8% | 8,05% | 67,5% | 112 | 19,64% | 2 |
|
| 4332 |
4332
Shoker Investment Counsel
Oxford,
Ohio
| US$ 280 mi | +US$ 21,5 mi | +8% | 9,2% | 88,9% | 101 | 9,9% | 5,3 |
|
| 4333 |
4333
WT Wealth Management
Scottsdale,
Arizona
| US$ 280 mi | +US$ 27 mi | +11% | 6,35% | 72% | 115 | 7,83% | 2 |
|
| 4334 |
4334
Hilltop Partners
Mishawaka,
Indiana
| US$ 280 mi | +US$ 25,8 mi | +10% | 6,85% | 64,9% | 105 | 13,33% | 0,9 |
|
| 4335 |
4335
Hendley & Co
Zanesville,
Ohio
| US$ 280 mi | +US$ 22,8 mi | +9% | 7,17% | 64,9% | 56 | 7,14% | 5,8 |
|
| 4336 |
4336
Coyle Financial Counsel
Glenview,
Illinois
| US$ 280 mi | +US$ 19,4 mi | +7% | 6,93% | 67,3% | 80 | 21,25% | 2,9 |
|
| 4337 |
WHAM
4337
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| US$ 279 mi | +US$ 108 mi | +63% | 12,1% | 98,1% | 41 | 41,46% | 1,2 |
|
| 4338 |
RG
4338
Retirement Group
San Diego,
California
| US$ 279 mi | +US$ 31,5 mi | +13% | 9,73% | 33,7% | 884 | 10,29% | 2,2 |
|
| 4339 |
4339
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| US$ 279 mi | +US$ 53 mi | +23% | 10,2% | 102% | 970 | 30,93% | 0,3 |
|
| 4340 |
4340
Park Place Capital
Homewood,
Alabama
| US$ 279 mi | +US$ 28,1 mi | +11% | 7,83% | 67,9% | 928 | 11,1% | 1,1 |
|
| 4341 |
4341
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$ 279 mi | +US$ 25,9 mi | +10% | 12,3% | 116% | 449 | 7,8% | 2,7 |
|
| 4342 |
4342
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$ 279 mi | +US$ 34,8 mi | +14% | 10% | 167% | 209 | 19,14% | 0,9 |
|
| 4343 |
4343
ForthRight Wealth Management
Alpharetta,
Georgia
| US$ 279 mi | +US$ 20,5 mi | +8% | 6,69% | 50,4% | 66 | 10,61% | 2 |
|
| 4344 |
4344
BCGM Wealth Management
Lafayette,
Indiana
| US$ 279 mi | +US$ 33 mi | +13% | 6,56% | 58,3% | 147 | 10,2% | 1,8 |
|
| 4345 |
4345
Gateway Wealth Partners
Appleton,
Wisconsin
| US$ 279 mi | +US$ 30,3 mi | +12% | 7,38% | 58,9% | 257 | 21,4% | 0,8 |
|
| 4346 |
4346
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 278 mi | +US$ 16,8 mi | +6% | 5,31% | 52,9% | 185 | 16,76% | 2,3 |
|
| 4347 |
4347
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$ 278 mi | +US$ 15,5 mi | +6% | 7,18% | 65,4% | 98 | 1,02% | 0,7 |
|
| 4348 |
4348
Family Legacy Inc
Greenville,
South Carolina
| US$ 278 mi | +US$ 16,2 mi | +6% | 9,51% | 89% | 119 | 1,68% | 4,7 |
|
| 4349 |
4349
Bard Associates
Chicago,
Illinois
| US$ 278 mi | +US$ 14,8 mi | +6% | 11% | 241% | 184 | 10,33% | 5,3 |
|
| 4350 |
4350
Westmount Partners
Los Angeles,
California
| US$ 278 mi | +US$ 33,1 mi | +14% | 10,8% | 101% | 219 | 10,5% | 1 |
|