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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
MCM
4551
McMillion Capital Management
Greensboro,
North Carolina
| US$ 133 mi | -US$ 18,9 mi | -12% | 11% | 59,3% | 72 | 5,56% | 4,4 |
|
| 4552 |
4552
Strategic Wealth Investment Group
Louisville,
Kentucky
| US$ 133 mi | +US$ 30,9 mi | +30% | 8,52% | – | 89 | 12,36% | 0,4 |
|
| 4553 |
4553
Centric Wealth Management
Chicago,
Illinois
| US$ 133 mi | -US$ 58,1 mi | -30% | 22% | 44,4% | 169 | 47,34% | 0,9 |
|
| 4554 |
4554
Centerpoint Advisors
Needham,
Massachusetts
| US$ 133 mi | +US$ 9,24 mi | +7% | 7,42% | 82,6% | 290 | 20,69% | 2,1 |
|
| 4555 |
4555
EPIQ Partners
Minneapolis,
Minnesota
| US$ 133 mi | +US$ 23,2 mi | +21% | 6,87% | 49,6% | 77 | 19,48% | 0,6 |
|
| 4556 |
4556
SCF Partners
Houston,
Texas
| US$ 133 mi | -US$ 28,7 mi | -18% | 15,9% | 2,1% | 4 | 0% | 3,7 |
|
| 4557 |
4557
OmniStar Financial Group
Wilmington,
North Carolina
| US$ 133 mi | +US$ 11,6 mi | +10% | 7,2% | 75,6% | 126 | 20,63% | 1,6 |
|
| 4558 |
4558
USA Financial Formulas
Ada,
Michigan
| US$ 133 mi | -US$ 2,04 mi | -2% | 13,2% | 104% | 375 | 40,27% | 0,5 |
|
| 4559 |
4559
Sturgeon Ventures
London,
United Kingdom
| US$ 132 mi | +US$ 9,8 mi | +8% | 14,1% | 85,9% | 41 | 12,2% | 1,1 |
|
| 4560 |
4560
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$ 132 mi | -US$ 14,4 mi | -10% | 8,32% | 44% | 4 | 25% | 1 |
|
| 4561 |
4561
Monte Financial Group
Guilford,
Connecticut
| US$ 132 mi | +US$ 5,85 mi | +5% | 8,67% | 66,7% | 58 | 1,72% | 2,1 |
|
| 4562 |
4562
Caprin Asset Management
Henrico,
Virginia
| US$ 132 mi | +US$ 2,57 mi | +2% | 0,33% | 7,87% | 20 | 5% | 3,6 |
|
| 4563 |
LFWA
4563
LBJ Family Wealth Advisors
Austin,
Texas
| US$ 132 mi | +US$ 7,56 mi | +6% | 6,55% | 64,9% | 19 | 0% | 5,2 |
|
| 4564 |
4564
Pecaut & Co
Sioux City,
Iowa
| US$ 132 mi | +US$ 4,26 mi | +3% | 13,8% | 62,8% | 66 | 16,67% | 3,4 |
|
| 4565 |
AA
4565
Alta Advisers
London,
United Kingdom
| US$ 132 mi | +US$ 4,08 mi | +3% | 3,67% | 129% | 4 | 0% | 3 |
|
| 4566 |
4566
Landaas & Company
Milwaukee,
Wisconsin
| US$ 132 mi | +US$ 6,01 mi | +5% | 7,66% | 68,3% | 57 | 7,02% | 2,4 |
|
| 4567 |
4567
Resource Planning Group
Atlanta,
Georgia
| US$ 132 mi | -US$ 1,92 mi | -1% | 4,32% | 1,9% | 61 | 11,48% | 1,4 |
|
| 4568 |
4568
One Advisory Partners
Overland Park,
Kansas
| US$ 132 mi | +US$ 7,79 mi | +6% | 5,52% | 58,3% | 28 | 17,86% | 0,2 |
|
| 4569 |
4569
Eastover Investment Advisors
Charlotte,
North Carolina
| US$ 132 mi | +US$ 10,6 mi | +9% | 8,14% | 105% | 49 | 8,16% | 0,5 |
|
| 4570 |
4570
Manchester Financial
Westlake Village,
California
| US$ 132 mi | +US$ 8,46 mi | +7% | 12,7% | 73% | 632 | 18,2% | 0,7 |
|
| 4571 |
4571
Verity Asset Management
Durham,
North Carolina
| US$ 131 mi | +US$ 22,9 mi | +21% | 5,51% | 87% | 153 | 24,84% | 1,5 |
|
| 4572 |
4572
Fullen Financial Group
Columbus,
Ohio
| US$ 131 mi | +US$ 10,7 mi | +9% | 4,44% | 28,4% | 55 | 7,27% | 0,2 |
|
| 4573 |
PP
4573
Professional Planning
Thousand Oaks,
California
| US$ 131 mi | -US$ 56,3 mi | -30% | 12,9% | 99,9% | 116 | 70,69% | 1,8 |
|
| 4574 |
4574
Demars Financial Group
Spokane Valley,
Washington
| US$ 131 mi | +US$ 10,7 mi | +9% | 8,65% | 69,1% | 64 | 7,81% | 0,5 |
|
| 4575 |
4575
Equitec Proprietary Markets
Chicago,
Illinois
| US$ 131 mi | – | – | 19,3% | 352% | 93 | – | 0,4 |
|