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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Avalon Capital Management
Port Of Redwood City,
California
| US$ 310 mi | -US$ 20,3 mi | -6% | 6,43% | 163% | 153 | 29,41% | 1,5 |
|
| 4352 |
4352
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$ 310 mi | +US$ 8,12 mi | +3% | 3,4% | 167% | 198 | 4,55% | 1,5 |
|
| 4353 |
4353
Northcape Wealth Management
Williamsville,
New York
| US$ 310 mi | +US$ 4,31 mi | +1% | 0,94% | 74% | 146 | 14,38% | 1,9 |
|
| 4354 |
4354
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$ 309 mi | +US$ 10,5 mi | +4% | 0% | 84,3% | 199 | 23,62% | 2,6 |
|
| 4355 |
4355
Prasad Wealth Partners
Independence,
Ohio
| US$ 309 mi | – | – | 3,39% | – | 113 | – | 0 |
|
| 4356 |
4356
Claar Advisors
New York
| US$ 309 mi | +US$ 11,9 mi | +4% | 2,81% | 65,5% | 22 | 18,18% | 4,1 |
|
| 4357 |
4357
Winmill & Co
Walpole,
New Hampshire
| US$ 309 mi | +US$ 11,8 mi | +4% | 0,76% | 146% | 57 | 8,77% | 3 |
|
| 4358 |
4358
CWS Financial Advisors
Kalamazoo,
Michigan
| US$ 309 mi | +US$ 26,6 mi | +9% | 0,19% | 55,7% | 133 | 14,29% | 3,2 |
|
| 4359 |
4359
Integral Investment Advisors
Turlock,
California
| US$ 309 mi | +US$ 10,2 mi | +3% | 1,87% | 69% | 161 | 8,7% | 1,6 |
|
| 4360 |
4360
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| US$ 309 mi | +US$ 21,4 mi | +7% | 1,84% | 71,1% | 119 | 38,66% | 1,1 |
|
| 4361 |
4361
First International Bank & Trust
Watford City,
North Dakota
| US$ 309 mi | -US$ 3,28 mi | -1% | 0,67% | 38,6% | 75 | 8% | 2,3 |
|
| 4362 |
4362
Long Path Partners
Stamford,
Connecticut
| US$ 309 mi | +US$ 313 mil | +0,1% | 9,57% | 9,18% | 12 | 25% | 1,7 |
|
| 4363 |
4363
Court Place Advisors
Ellicott City,
Maryland
| US$ 308 mi | -US$ 34,6 mi | -10% | 1,25% | 92% | 168 | 13,69% | 7,5 |
|
| 4364 |
AFS
4364
Aft Forsyth & Sober
Valrico,
Florida
| US$ 308 mi | +US$ 4,29 mi | +1% | 3,64% | 94,6% | 81 | 7,41% | 4 |
|
| 4365 |
4365
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 308 mi | +US$ 1,95 mi | +0,6% | 1,66% | 52,9% | 194 | 22,16% | 2,4 |
|
| 4366 |
4366
O'Brien Greene & Co
Media,
Pennsylvania
| US$ 308 mi | -US$ 13,1 mi | -4% | 0,39% | 90,9% | 143 | 11,19% | 3,9 |
|
| 4367 |
FP
4367
Fiduciary Planning
Englewood,
Florida
| US$ 308 mi | +US$ 13,3 mi | +5% | 1,42% | 71,4% | 76 | 21,05% | 1,6 |
|
| 4368 |
4368
Wright Investors Service
Shelton,
Connecticut
| US$ 308 mi | -US$ 74,1 mi | -19% | 4,28% | 161% | 146 | 15,07% | 4,5 |
|
| 4369 |
4369
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$ 308 mi | +US$ 21,9 mi | +8% | 0,31% | 59,6% | 145 | 15,17% | 2,5 |
|
| 4370 |
4370
AMI Investment Management
Kendallville,
Indiana
| US$ 308 mi | +US$ 12,3 mi | +4% | 0,63% | 52% | 72 | 11,11% | 5,7 |
|
| 4371 |
4371
Total Clarity Wealth Management
St. Charles,
Illinois
| US$ 308 mi | -US$ 3,13 mi | -1% | 1,01% | 73,2% | 299 | 23,75% | 1,6 |
|
| 4372 |
4372
NIA Impact Advisors
Berkeley,
California
| US$ 308 mi | +US$ 6,34 mi | +2% | 3,37% | – | 120 | 15,83% | 1,5 |
|
| 4373 |
4373
Pinnacle Bancorp
Beatrice,
Nebraska
| US$ 307 mi | -US$ 66,6 mi | -18% | 0,38% | 72,9% | 910 | 7,47% | 4,3 |
|
| 4374 |
4374
Beacon Financial Advisory
Cleveland,
Ohio
| US$ 307 mi | +US$ 13,4 mi | +5% | 0,94% | 76,8% | 313 | 9,27% | 2,3 |
|
| 4375 |
4375
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| US$ 307 mi | +US$ 21,3 mi | +7% | 2,95% | 83,8% | 149 | 18,79% | 3 |
|