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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
Phraction Management
Colchester,
Connecticut
| US$ 375 mi | +US$ 28,8 mi | +8% | 6,43% | 106% | 73 | 17,81% | 2,4 |
|
| 4352 |
4352
Snider Financial Group
Bellevue,
Washington
| US$ 375 mi | +US$ 8,63 mi | +2% | 2,87% | 87% | 121 | 15,7% | 1,9 |
|
| 4353 |
4353
Prism Advisors
Studio City,
California
| US$ 375 mi | +US$ 5,02 mi | +1% | 1,97% | 54,6% | 79 | 8,86% | 3,1 |
|
| 4354 |
4354
Winmill & Co
Walpole,
New Hampshire
| US$ 375 mi | -US$ 37,5 mi | -9% | 5,84% | 146% | 60 | 15% | 3,4 |
|
| 4355 |
4355
Prasad Wealth Partners
Independence,
Ohio
| US$ 375 mi | +US$ 16,1 mi | +4% | 2,75% | – | 153 | 13,73% | 0,8 |
|
| 4356 |
4356
Daybright Advisory Services
Miami,
Florida
| US$ 375 mi | – | – | 2,56% | – | 133 | – | 0 |
|
| 4357 |
4357
New Republic Capital
Charlotte,
North Carolina
| US$ 375 mi | +US$ 48,4 mi | +15% | 4,36% | 91,4% | 392 | 38,52% | 1,4 |
|
| 4358 |
LWMM
4358
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$ 375 mi | +US$ 42,3 mi | +13% | 2,82% | 105% | 102 | 9,8% | 3,3 |
|
| 4359 |
PWMG
4359
Private Wealth Management Group
Princeton,
New Jersey
| US$ 374 mi | +US$ 11,1 mi | +3% | 1,98% | 63,2% | 1.561 | 11,27% | 1,6 |
|
| 4360 |
4360
BOCHK Asset Management
Hong Kong
| US$ 374 mi | -US$ 4,92 mi | -1% | 3,17% | 503% | 118 | 58,47% | 0,5 |
|
| 4361 |
4361
BWM Planning
The Woodlands,
Texas
| US$ 374 mi | +US$ 38,2 mi | +11% | 3,16% | – | 100 | 16% | 1 |
|
| 4362 |
TM
4362
Tikvah Management
Charlotte,
North Carolina
| US$ 374 mi | +US$ 35,5 mi | +10% | 26,7% | 169% | 24 | 8,33% | 5 |
|
| 4363 |
4363
Bell Asset Management
Melbourne,
Australia
| US$ 374 mi | +US$ 8,25 mi | +2% | 0,67% | 45,3% | 69 | 23,19% | 3,4 |
|
| 4364 |
FFG
4364
Fortem Financial Group
Palm Desert,
California
| US$ 374 mi | +US$ 25,9 mi | +7% | 3,37% | 183% | 190 | 21,05% | 2,4 |
|
| 4365 |
4365
Tiger Pacific Capital
New York
| US$ 374 mi | -US$ 21,5 mi | -5% | 10,7% | 84,5% | 17 | 58,82% | 2,1 |
|
| 4366 |
4366
CGC Financial Services
Lake Oswego,
Oregon
| US$ 374 mi | +US$ 11,1 mi | +3% | 1,76% | 46% | 354 | 7,06% | 2,1 |
|
| 4367 |
4367
BOS Asset Management
Springfield,
Illinois
| US$ 374 mi | +US$ 18,7 mi | +5% | 3,61% | 70,3% | 200 | 8% | 1,9 |
|
| 4368 |
4368
Revisor Wealth Management
Akron,
Ohio
| US$ 374 mi | +US$ 83,8 mi | +29% | 2,36% | 72% | 342 | 25,73% | 1,1 |
|
| 4369 |
4369
First American Financial Corporation
Santa Ana,
California
| US$ 373 mi | +US$ 68,3 mi | +22% | 1,31% | – | 3 | 0% | 2 |
|
| 4370 |
4370
Retail Employees Superannuation Trust
Sydney,
| US$ 373 mi | – | – | 3,55% | – | 29 | – | 0 |
|
| 4371 |
4371
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$ 373 mi | +US$ 12,6 mi | +3% | 6,54% | 92% | 158 | 5,06% | 5,2 |
|
| 4372 |
4372
Diametric Capital
Boston,
Massachusetts
| US$ 373 mi | +US$ 103 mi | +38% | 1,13% | 175% | 547 | 64,72% | 0,4 |
|
| 4373 |
4373
Vision Retirement
Ridgewood,
New Jersey
| US$ 373 mi | – | – | 2,77% | – | 598 | – | 0 |
|
| 4374 |
DA
4374
DCF Advisers
Greenwich,
Connecticut
| US$ 373 mi | +US$ 61,6 mi | +20% | 23,7% | 379% | 126 | 50% | 2,1 |
|
| 4375 |
4375
Physicians Financial Services
Raleigh,
North Carolina
| US$ 373 mi | +US$ 6,41 mi | +2% | 5,1% | 116% | 109 | 2,75% | 6,9 |
|