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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
CWM
4451
CCG Wealth Management
San Diego,
California
| US$ 103 mi | – | – | 12,5% | 82,6% | 55 | – | 0 |
|
| 4452 |
4452
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$ 103 mi | -US$ 24 mi | -19% | 13,1% | 62,6% | 159 | 16,35% | 1,8 |
|
| 4453 |
4453
Wolff Financial Management
Kalamazoo,
Michigan
| US$ 103 mi | – | – | 9,88% | 56,7% | 77 | – | 0 |
|
| 4454 |
4454
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$ 103 mi | -US$ 30,1 mi | -23% | 13,2% | 117% | 284 | 30,99% | 1,4 |
|
| 4455 |
4455
Greenlea Lane Capital Management
Weston,
Connecticut
| US$ 103 mi | – | – | 26,2% | 99,7% | 8 | – | 0 |
|
| 4456 |
4456
Sterneck Capital Management
Kansas City,
Missouri
| US$ 103 mi | -US$ 36 mi | -26% | 14,4% | 61,5% | 101 | 25,74% | 3,5 |
|
| 4457 |
4457
Elite Wealth Management
Kirkland,
Washington
| US$ 103 mi | -US$ 366 mi | -78% | 17,2% | 182% | 51 | 9,8% | 2,7 |
|
| 4458 |
4458
MBM Wealth Consultants
Chesterfield,
Missouri
| US$ 103 mi | – | – | 10,7% | 57,1% | 239 | – | 0 |
|
| 4459 |
4459
Kopp Investment Advisors
Bloomington,
Minnesota
| US$ 103 mi | -US$ 16,3 mi | -14% | 8,2% | 109% | 63 | 11,11% | 3,1 |
|
| 4460 |
4460
MACRO Consulting Group
Parsippany,
New Jersey
| US$ 102 mi | – | – | 7,74% | – | 57 | – | 0 |
|
| 4461 |
HAM
4461
Hammer Asset Management
Auburn,
California
| US$ 102 mi | -US$ 19,8 mi | -16% | 13,7% | – | 49 | 10,2% | 0,4 |
|
| 4462 |
4462
Global Strategic Management
San Juan,
Puerto Rico
| US$ 102 mi | – | – | 8,45% | – | 28 | – | 0 |
|
| 4463 |
4463
Gainplan
Bloomfield Hills,
Michigan
| US$ 102 mi | -US$ 82,2 mi | -45% | 23,5% | 103% | 32 | 71,88% | 0,4 |
|
| 4464 |
4464
First National Bank of South Miami
South Miami,
Florida
| US$ 102 mi | – | – | 11,3% | 35,2% | 275 | – | 0 |
|
| 4465 |
4465
Kathryn A. Hall
| US$ 102 mi | -US$ 15,4 mi | -13% | 12,8% | 95,2% | 7 | 14,29% | 2,5 |
|
| 4466 |
4466
Acima Private Wealth
Richmond,
Virginia
| US$ 102 mi | – | – | 9,21% | 51,1% | 297 | – | 0 |
|
| 4467 |
4467
Broadmark Asset Management
San Francisco,
California
| US$ 102 mi | -US$ 131 mi | -56% | 14% | 39,6% | 5 | 80% | 5,5 |
|
| 4468 |
4468
Hamilton Wealth
Encino,
California
| US$ 102 mi | – | – | 10,2% | 108% | 49 | – | 0 |
|
| 4469 |
4469
Arabesque Asset Management
London,
United Kingdom
| US$ 102 mi | – | – | 3,64% | 122% | 69 | – | 0 |
|
| 4470 |
4470
Norway Savings Bank
Portland,
Maine
| US$ 102 mi | -US$ 12,7 mi | -11% | 9,88% | 117% | 267 | 8,99% | 1,7 |
|
| 4471 |
4471
Private Wealth Group
Tampa,
Florida
| US$ 102 mi | +US$ 4,84 mi | +5% | 1,15% | 52,9% | 27 | 33,33% | 0,7 |
|
| 4472 |
4472
Beaton Management Company
Haverhill,
Massachusetts
| US$ 102 mi | -US$ 19,2 mi | -16% | 11,1% | 110% | 126 | 13,49% | 1,4 |
|
| 4473 |
4473
Knuff & Co
Foster City,
California
| US$ 102 mi | – | – | 10,6% | 108% | 132 | – | 0 |
|
| 4474 |
4474
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$ 102 mi | – | – | 13% | – | 78 | – | 0 |
|
| 4475 |
AM
4475
Account Management
Boxford,
Massachusetts
| US$ 102 mi | -US$ 28,3 mi | -22% | 11,4% | 88,3% | 27 | 22,22% | 3,5 |
|