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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$ 142 mi | +US$ 15,2 mi | +12% | 6,63% | 136% | 108 | 8,33% | 1,7 |
|
| 4427 |
4427
Affinia Financial Group
Burlington,
Massachusetts
| US$ 142 mi | +US$ 21 mi | +17% | 5,81% | 37,5% | 22 | 13,64% | 0,5 |
|
| 4428 |
4428
BNC Wealth Management
Beaverton,
Oregon
| US$ 142 mi | – | – | 14% | 204% | 531 | – | 0 |
|
| 4429 |
4429
Hillman Capital Management
Bethesda,
Maryland
| US$ 142 mi | +US$ 4,81 mi | +4% | 1,78% | 20,2% | 40 | 15% | 2,6 |
|
| 4430 |
4430
PYA Waltman Capital
Knoxville,
Tennessee
| US$ 142 mi | +US$ 20,5 mi | +17% | 11,1% | 62,4% | 48 | 33,33% | 0,5 |
|
| 4431 |
4431
Pinnacle Bancorp
Beatrice,
Nebraska
| US$ 142 mi | +US$ 7,43 mi | +6% | 8,27% | 72,9% | 721 | 16,92% | 2,5 |
|
| 4432 |
4432
Jupiter Wealth Management
Glendale,
Colorado
| US$ 142 mi | -US$ 58 mi | -29% | 11,4% | 99,2% | 93 | 45,16% | 0,9 |
|
| 4433 |
4433
360 Financial
Wayzata,
Minnesota
| US$ 142 mi | +US$ 21,2 mi | +18% | 9,66% | 86,1% | 74 | 17,57% | 0,6 |
|
| 4434 |
4434
IFG Advisors
St. Louis,
Missouri
| US$ 141 mi | +US$ 14,8 mi | +12% | 8,28% | 78,7% | 87 | 8,05% | 0,8 |
|
| 4435 |
LWPC
4435
Legacy Wealth Partners (California)
Calabasas,
California
| US$ 141 mi | +US$ 9,06 mi | +7% | 10,8% | – | 112 | 36,61% | 0,5 |
|
| 4436 |
CSWG
4436
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| US$ 141 mi | +US$ 6,93 mi | +5% | 5,96% | 76% | 52 | 3,85% | 0,7 |
|
| 4437 |
4437
JFG Wealth Management
Denver,
Colorado
| US$ 141 mi | +US$ 36,9 mi | +35% | 15,2% | 65,2% | 52 | 67,31% | 0,3 |
|
| 4438 |
4438
Selway Asset Management
| US$ 141 mi | +US$ 15,3 mi | +12% | 10,6% | 36,5% | 72 | 6,94% | 3,8 |
|
| 4439 |
4439
Swiss Re
Zurich,
Switzerland
| US$ 141 mi | +US$ 10,5 mi | +8% | 8,08% | – | 2 | 0% | 3,5 |
|
| 4440 |
4440
Harrington Investments
Napa,
California
| US$ 141 mi | +US$ 13 mi | +10% | 14,1% | 109% | 77 | 6,49% | 2,7 |
|
| 4441 |
4441
VELT Partners Investimentos
Sao Paolo,
Brazil
| US$ 141 mi | +US$ 15,7 mi | +12% | 21% | 19,4% | 5 | 20% | 0,7 |
|
| 4442 |
4442
Altman Advisors
Chicago,
Illinois
| US$ 141 mi | +US$ 23,5 mi | +20% | 14,9% | 143% | 85 | 25,88% | 1,1 |
|
| 4443 |
4443
Unified Trust Company
Lexington,
Kentucky
| US$ 141 mi | +US$ 8,12 mi | +6% | 8,37% | 69,7% | 59 | 13,56% | 1,4 |
|
| 4444 |
4444
Aprio Wealth Management
Atlanta,
Georgia
| US$ 141 mi | +US$ 37,4 mi | +36% | 5,57% | 66,1% | 76 | 18,42% | 0,5 |
|
| 4445 |
4445
Jefferies Financial Group
New York
| US$ 141 mi | +US$ 26,2 mi | +23% | 28,7% | 146% | 7 | 0% | 1,6 |
|
| 4446 |
4446
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 141 mi | +US$ 25,1 mi | +22% | 6,41% | 58,7% | 62 | 33,87% | 1 |
|
| 4447 |
4447
Maltin Wealth Management
Ridgewood,
New Jersey
| US$ 141 mi | +US$ 8,12 mi | +6% | 4,42% | 58,2% | 91 | 16,48% | 0,6 |
|
| 4448 |
4448
Brown University
Providence,
Rhode Island
| US$ 141 mi | +US$ 4,78 mi | +4% | 1,9% | 40,1% | 7 | 28,57% | 0,3 |
|
| 4449 |
4449
Moseley Investment Management
Bradenton,
Florida
| US$ 140 mi | +US$ 20,1 mi | +17% | 16,1% | 96,6% | 143 | 16,08% | 1 |
|
| 4450 |
4450
Oldfather Financial Services
Kearney,
Nebraska
| US$ 140 mi | +US$ 11,6 mi | +9% | 7,26% | 60,8% | 60 | 5% | 0,7 |
|