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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$ 219 mi | +US$ 15,5 mi | +8% | 0,28% | 106% | 151 | 18,54% | 1,3 |
|
| 4377 |
4377
ForthRight Wealth Management
Alpharetta,
Georgia
| US$ 218 mi | +US$ 22,9 mi | +12% | 3,81% | 50,4% | 59 | 16,95% | 1,4 |
|
| 4378 |
4378
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$ 218 mi | -US$ 154 mi | -41% | 18,2% | 76,7% | 46 | 26,09% | 2,9 |
|
| 4379 |
4379
Weaver Consulting Group
Huntington Beach,
California
| US$ 218 mi | +US$ 22,3 mi | +11% | 4,89% | 56,4% | 190 | 12,11% | 2,5 |
|
| 4380 |
SHFA
4380
SS&H Financial Advisors
Troy,
Michigan
| US$ 218 mi | +US$ 8,26 mi | +4% | 5,3% | – | 120 | 7,5% | 0,9 |
|
| 4381 |
GAMC
4381
Garner Asset Management Corp
Plano,
Texas
| US$ 218 mi | +US$ 9,8 mi | +5% | 9,39% | 103% | 168 | 7,14% | 4,2 |
|
| 4382 |
4382
Roberts Wealth Advisors
Palo Alto,
California
| US$ 218 mi | +US$ 10,8 mi | +5% | 8,78% | 81,1% | 86 | 4,65% | 1,3 |
|
| 4383 |
4383
Coyle Financial Counsel
Glenview,
Illinois
| US$ 217 mi | +US$ 9,7 mi | +5% | 6,9% | 67,3% | 61 | 6,56% | 3,1 |
|
| 4384 |
4384
Websterrogers Financial Advisors
Florence,
South Carolina
| US$ 217 mi | +US$ 10,9 mi | +5% | 4,31% | 46% | 61 | 1,64% | 1,4 |
|
| 4385 |
4385
Richard W. Paul & Associates
Novi,
Michigan
| US$ 217 mi | +US$ 18,6 mi | +9% | 8,48% | 65,2% | 572 | 8,57% | 0,2 |
|
| 4386 |
4386
Modus Advisors
Excelsior,
Minnesota
| US$ 217 mi | +US$ 10,7 mi | +5% | 6,76% | 89,5% | 106 | 7,55% | 2,3 |
|
| 4387 |
4387
RIA Advisory Group
Des Moines,
Iowa
| US$ 217 mi | +US$ 44,6 mi | +26% | 3,03% | – | 143 | 48,95% | 0,2 |
|
| 4388 |
4388
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$ 217 mi | +US$ 11,2 mi | +5% | 5,04% | 53,7% | 24 | 0% | 5,1 |
|
| 4389 |
AB
4389
Atlas Brown
Louisville,
Kentucky
| US$ 217 mi | +US$ 13,4 mi | +7% | 6,93% | 115% | 180 | 7,22% | 5,9 |
|
| 4390 |
4390
Altiora Financial Group
Lebanon,
Ohio
| US$ 217 mi | +US$ 16,4 mi | +8% | 3,81% | 41,1% | 53 | 7,55% | 0,2 |
|
| 4391 |
4391
Veracity Capital
Atlanta,
Georgia
| US$ 217 mi | +US$ 8,06 mi | +4% | 6,02% | 149% | 217 | 17,51% | 1,9 |
|
| 4392 |
4392
Omega Financial Group
Santa Barbara,
California
| US$ 217 mi | +US$ 22,7 mi | +12% | 4,1% | 47% | 85 | 8,24% | 2,8 |
|
| 4393 |
4393
WPWealth
Fort Worth,
Texas
| US$ 217 mi | +US$ 25,4 mi | +13% | 4,26% | 38,2% | 50 | 30% | 0,2 |
|
| 4394 |
4394
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$ 216 mi | +US$ 28,6 mi | +15% | 5,48% | 57,8% | 137 | 13,14% | 1,9 |
|
| 4395 |
4395
Westmount Partners
Los Angeles,
California
| US$ 216 mi | +US$ 23,9 mi | +12% | 10,7% | 101% | 186 | 8,6% | 0,2 |
|
| 4396 |
4396
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$ 216 mi | +US$ 24,2 mi | +13% | 5,28% | 60,7% | 102 | 5,88% | 3,3 |
|
| 4397 |
4397
Anfield Capital Management
Irvine,
California
| US$ 216 mi | +US$ 11,5 mi | +6% | 2,88% | 65,3% | 95 | 38,95% | 1,3 |
|
| 4398 |
4398
Cowbird Capital
New York
| US$ 216 mi | +US$ 21,4 mi | +11% | 12,3% | 21,3% | 10 | 20% | 1,6 |
|
| 4399 |
4399
First Pacific Financial
Vancouver,
Washington
| US$ 216 mi | +US$ 13,3 mi | +7% | 6,04% | 53,6% | 108 | 2,78% | 1,8 |
|
| 4400 |
4400
West Wealth Group
Irvine,
California
| US$ 216 mi | +US$ 14,8 mi | +7% | 8,54% | 79,8% | 84 | 27,38% | 0,9 |
|