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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
Physicians Financial Services
Raleigh,
North Carolina
| US$ 365 mi | -US$ 7,49 mi | -2% | 0,49% | 116% | 110 | 8,18% | 7 |
|
| 4377 |
4377
Vestwell Advisors
New York
| US$ 365 mi | -US$ 312 mi | -46% | 3,73% | – | 31 | 0% | 0,4 |
|
| 4378 |
4378
Ogorek Anthony Joseph
Williamsville,
New York
| US$ 365 mi | +US$ 1,28 mi | +0,4% | 1,96% | 61,1% | 724 | 10,08% | 2,5 |
|
| 4379 |
4379
Pinnacle Financial Group
Western Springs,
Illinois
| US$ 365 mi | +US$ 20,3 mi | +6% | 1,21% | 59,1% | 119 | 12,61% | 2,4 |
|
| 4380 |
4380
Strata Wealth Advisors
Dallas,
Texas
| US$ 365 mi | +US$ 5,28 mi | +1% | 0,91% | 73,6% | 93 | 9,68% | 1,8 |
|
| 4381 |
4381
Davern Capital Partners
Ny,
New York
| US$ 365 mi | +US$ 55,2 mi | +18% | 3,11% | – | 18 | 27,78% | 0,2 |
|
| 4382 |
4382
Sterling Wealth Management
Champaign,
Illinois
| US$ 364 mi | +US$ 13,7 mi | +4% | 1,04% | – | 116 | 12,07% | 1,8 |
|
| 4383 |
4383
Three Bridge Wealth Advisors
Los Altos,
California
| US$ 364 mi | -US$ 15 mi | -4% | 3,27% | 162% | 93 | 10,75% | 2,9 |
|
| 4384 |
4384
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 364 mi | +US$ 16,4 mi | +5% | 0,55% | 40,3% | 176 | 9,09% | 3,1 |
|
| 4385 |
4385
Roberts, Glore & Co
Deerfield,
Illinois
| US$ 364 mi | -US$ 11,4 mi | -3% | 0,76% | 72,3% | 236 | 13,98% | 6,6 |
|
| 4386 |
4386
Evexia Wealth
Stevens Point,
Wisconsin
| US$ 364 mi | +US$ 5,84 mi | +2% | 1,09% | 95% | 88 | 9,09% | 1,6 |
|
| 4387 |
4387
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$ 364 mi | -US$ 17,7 mi | -5% | 0,54% | 134% | 289 | 16,26% | 3,4 |
|
| 4388 |
4388
Anfield Capital Management
Irvine,
California
| US$ 363 mi | +US$ 46,4 mi | +15% | 0,82% | 65,3% | 729 | 22,5% | 1,2 |
|
| 4389 |
4389
Modus Advisors
Excelsior,
Minnesota
| US$ 363 mi | -US$ 15,9 mi | -4% | 0,55% | 89,5% | 357 | 68,07% | 3,7 |
|
| 4390 |
IPA
4390
Investment Planning Advisors
Cumming,
Georgia
| US$ 363 mi | +US$ 19,7 mi | +6% | 1,01% | – | 110 | 16,36% | 1,1 |
|
| 4391 |
4391
Amicus Financial Advisors
Lubbock,
Texas
| US$ 363 mi | +US$ 4,4 mi | +1% | 0,58% | – | 95 | 10,53% | 0,2 |
|
| 4392 |
4392
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$ 363 mi | +US$ 357 mil | +0,1% | 1,28% | 41,2% | 112 | 15,18% | 1,8 |
|
| 4393 |
4393
Virtus Investment Advisers
Hartford,
Connecticut
| US$ 363 mi | -US$ 5,41 mi | -1% | 5,04% | 172% | 495 | 15,96% | 0,8 |
|
| 4394 |
RC
4394
Reik & Co
New York
| US$ 363 mi | -US$ 1,04 mi | -0,3% | 1,67% | 47,2% | 56 | 0% | 8,7 |
|
| 4395 |
4395
WBI Investments
Red Bank,
New Jersey
| US$ 362 mi | -US$ 21,2 mi | -6% | 3,82% | 105% | 429 | 64,34% | 0,7 |
|
| 4396 |
MS
4396
Millington Securities
Red Bank,
New Jersey
| US$ 362 mi | – | – | 3,82% | – | 275 | – | 0 |
|
| 4397 |
4397
HighVista Strategies
Boston,
Massachusetts
| US$ 362 mi | -US$ 26,1 mi | -7% | 12,7% | 622% | 180 | 32,78% | 1,2 |
|
| 4398 |
4398
Revisor Wealth Management
Akron,
Ohio
| US$ 362 mi | -US$ 11,4 mi | -3% | 1,58% | 72% | 360 | 17,5% | 1,3 |
|
| 4399 |
4399
Advanced Asset Management Advisors
Dublin,
Ohio
| US$ 362 mi | -US$ 4,22 mi | -1% | 3,68% | 93,6% | 83 | 7,23% | 5,5 |
|
| 4400 |
4400
Safeguard Investment Advisory Group
Corona,
California
| US$ 362 mi | -US$ 28,9 mi | -7% | 1,97% | 84,3% | 158 | 15,82% | 2,9 |
|