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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Delta Financial Advisors
New Orleans,
Louisiana
| US$ 206 mi | +US$ 17,9 mi | +10% | 12,7% | 107% | 114 | 5,26% | 3,1 |
|
| 4402 |
FP
4402
Fiduciary Planning
Englewood,
Florida
| US$ 206 mi | +US$ 11,4 mi | +6% | 5,05% | 71,4% | 46 | 26,09% | 1,5 |
|
| 4403 |
4403
Advisor Resource Council
Dallas,
Texas
| US$ 206 mi | +US$ 58,2 mi | +39% | 5,27% | 84,8% | 184 | 27,72% | 1 |
|
| 4404 |
4404
D. Scott Neal
Lexington,
Kentucky
| US$ 206 mi | -US$ 31,9 mi | -13% | 3,1% | 105% | 62 | 11,29% | 2,6 |
|
| 4405 |
4405
Patient Capital Management
Baltimore,
Maryland
| US$ 206 mi | +US$ 5,56 mi | +3% | 4,05% | 131% | 45 | 11,11% | 0,8 |
|
| 4406 |
4406
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$ 206 mi | +US$ 16 mi | +8% | 7,97% | 53,7% | 24 | 4,17% | 4,8 |
|
| 4407 |
4407
WT Wealth Management
Scottsdale,
Arizona
| US$ 206 mi | +US$ 7,05 mi | +4% | 3,1% | 72% | 110 | 33,64% | 1,7 |
|
| 4408 |
4408
Industry Ventures
San Francisco,
California
| US$ 206 mi | +US$ 129 mi | +166% | 70,5% | 77,4% | 12 | 50% | 0,6 |
|
| 4409 |
4409
BCGM Wealth Management
Lafayette,
Indiana
| US$ 206 mi | +US$ 5,41 mi | +3% | 7,79% | 58,3% | 113 | 7,96% | 1,6 |
|
| 4410 |
4410
Eclectic Associates
Fullerton,
California
| US$ 205 mi | +US$ 53 mi | +35% | 7,34% | 53,8% | 81 | 22,22% | 1,4 |
|
| 4411 |
4411
Detalus Advisors
St. Louis,
Missouri
| US$ 205 mi | +US$ 38,1 mi | +23% | 8,17% | 75,7% | 144 | 15,28% | 1,9 |
|
| 4412 |
4412
Paulson Wealth Management
Wheaton,
Illinois
| US$ 205 mi | +US$ 19,2 mi | +10% | 6,78% | 62,6% | 95 | 29,47% | 2,6 |
|
| 4413 |
4413
First United Bank & Trust
Oakland,
Maryland
| US$ 205 mi | +US$ 6,06 mi | +3% | 8,38% | 78% | 146 | 4,79% | 5,2 |
|
| 4414 |
4414
Symmetry Peak Management
Radnor,
Pennsylvania
| US$ 205 mi | +US$ 120 mi | +143% | 9,14% | 320% | 164 | 89,02% | 0,1 |
|
| 4415 |
4415
MSD Capital
New York
| US$ 205 mi | +US$ 21,8 mi | +12% | 16,3% | 11,5% | 5 | 20% | 4,9 |
|
| 4416 |
4416
Anfield Capital Management
Irvine,
California
| US$ 205 mi | -US$ 5,12 mi | -2% | 6,85% | 65,3% | 100 | 26% | 1,2 |
|
| 4417 |
4417
Jacobs Asset Management
New York
| US$ 205 mi | +US$ 8,6 mi | +4% | 5,57% | 114% | 47 | 36,17% | 1,6 |
|
| 4418 |
SWMG
4418
Signature Wealth Management Group
Atlanta,
Georgia
| US$ 204 mi | +US$ 7,68 mi | +4% | 8,82% | – | 95 | 11,58% | 2,5 |
|
| 4419 |
DI
4419
Disciplined Investments
Tulsa,
Oklahoma
| US$ 204 mi | -US$ 13,2 mi | -6% | 6,97% | 51,4% | 1.721 | 8,48% | 1,1 |
|
| 4420 |
4420
Snow Lake Capital
Central,
Hong Kong
| US$ 204 mi | -US$ 3,28 mi | -2% | 11,5% | – | 16 | 56,25% | 0,2 |
|
| 4421 |
4421
Abound Wealth Management
Franklin,
Tennessee
| US$ 204 mi | +US$ 19 mi | +10% | 7,96% | 65,7% | 800 | 16,25% | 0,3 |
|
| 4422 |
4422
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 204 mi | +US$ 10,1 mi | +5% | 8,73% | 137% | 93 | 15,05% | 3,6 |
|
| 4423 |
4423
Terril Brothers
St. Louis,
Missouri
| US$ 204 mi | -US$ 126 mi | -38% | 6,89% | 112% | 56 | 17,86% | 3,9 |
|
| 4424 |
4424
First Washington Corp
Seattle,
Washington
| US$ 204 mi | +US$ 5,78 mi | +3% | 3,9% | 142% | 69 | 26,09% | 3,9 |
|
| 4425 |
4425
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 204 mi | +US$ 20,8 mi | +11% | 7,15% | 61,1% | 34 | 8,82% | 2,8 |
|