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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Engle Capital Management
Greenwich,
Connecticut
| US$ 277 mi | -US$ 57,5 mi | -17% | 6,11% | 398% | 30 | 43,33% | 0,7 |
|
| 4602 |
4602
Accel Wealth Management
Waverly,
Iowa
| US$ 277 mi | +US$ 12,9 mi | +5% | 1,3% | 82,4% | 266 | 9,4% | 2,4 |
|
| 4603 |
4603
Redpoint Management
Woodside,
California
| US$ 277 mi | -US$ 40,9 mi | -13% | 11,9% | 20,6% | 6 | 0% | 2,5 |
|
| 4604 |
4604
Private Wealth Advisors (California)
Fresno,
California
| US$ 277 mi | +US$ 21,5 mi | +8% | 4,59% | 63,6% | 94 | 15,96% | 3,4 |
|
| 4605 |
4605
Zeno Equity Partners
London,
United Kingdom
| US$ 277 mi | -US$ 56,9 mi | -17% | 5,45% | 28,3% | 13 | 15,38% | 0,9 |
|
| 4606 |
MWM
4606
MGB Wealth Management
Addison,
Texas
| US$ 276 mi | -US$ 45,8 mi | -14% | 3,48% | – | 310 | 13,55% | 1 |
|
| 4607 |
IAS
4607
Investment Advisory Services
The Woodlands,
Texas
| US$ 276 mi | -US$ 7,2 mi | -3% | 0,97% | 74,9% | 120 | 7,5% | 3,7 |
|
| 4608 |
4608
360 Financial
Wayzata,
Minnesota
| US$ 276 mi | -US$ 274 mil | -0,1% | 4,15% | 86,1% | 90 | 24,44% | 3 |
|
| 4609 |
ITIM
4609
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 276 mi | -US$ 17,6 mi | -6% | 3,54% | 114% | 489 | 5,11% | 2,8 |
|
| 4610 |
4610
Impact Capital Partners
Greenwood Village,
Colorado
| US$ 276 mi | -US$ 5,03 mi | -2% | 0,67% | – | 274 | 15,33% | 0,2 |
|
| 4611 |
4611
Auour Investments
Woburn,
Massachusetts
| US$ 276 mi | -US$ 10 mi | -4% | 0,21% | 39,2% | 86 | 11,63% | 1,5 |
|
| 4612 |
4612
Sterling Financial Planning
Sparta,
New Jersey
| US$ 276 mi | +US$ 3,94 mi | +1% | 0,42% | 59,3% | 114 | 9,65% | 3,2 |
|
| 4613 |
4613
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$ 276 mi | +US$ 41,8 mi | +18% | 0,21% | 46,9% | 171 | 14,04% | 2,8 |
|
| 4614 |
4614
TFG Advisers
Auburn Hills,
Michigan
| US$ 276 mi | -US$ 2,31 mi | -0,8% | 0,68% | 61,8% | 212 | 4,25% | 4,4 |
|
| 4615 |
4615
Wealth Management Resources
Smithfield,
Rhode Island
| US$ 276 mi | +US$ 4,55 mi | +2% | 0,19% | 37,7% | 33 | 6,06% | 2,3 |
|
| 4616 |
SFMG
4616
Sage Financial Management Group
Mclean,
Virginia
| US$ 276 mi | +US$ 5,5 mi | +2% | 0,75% | 51,6% | 56 | 3,57% | 0,8 |
|
| 4617 |
4617
Prudent Man Advisors
Naperville,
Illinois
| US$ 275 mi | +US$ 169 mil | +0,1% | 1% | 92,5% | 180 | 11,11% | 3 |
|
| 4618 |
4618
Global View Capital Management
Waukesha,
Wisconsin
| US$ 275 mi | -US$ 10 mi | -4% | 2,42% | – | 141 | 39,01% | 0,2 |
|
| 4619 |
4619
Pinnacle Financial Group
Western Springs,
Illinois
| US$ 275 mi | +US$ 19,9 mi | +8% | 1,07% | 59,1% | 99 | 19,19% | 1,9 |
|
| 4620 |
4620
Centennial Wealth Advisory
Traverse City,
Michigan
| US$ 275 mi | +US$ 20,2 mi | +8% | 1,2% | 63% | 153 | 12,42% | 1,9 |
|
| 4621 |
4621
Evexia Wealth
Stevens Point,
Wisconsin
| US$ 275 mi | -US$ 19,9 mi | -7% | 1,39% | 95% | 76 | 2,63% | 1,3 |
|
| 4622 |
4622
Lunt Capital Management
Holladay,
Utah
| US$ 275 mi | +US$ 17,9 mi | +7% | 0,11% | 36,9% | 94 | 21,28% | 1,3 |
|
| 4623 |
4623
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$ 275 mi | +US$ 2,27 mi | +0,8% | 0,05% | 106% | 47 | 2,13% | 4,2 |
|
| 4624 |
4624
Proathlete Wealth Management
Boca Raton,
Florida
| US$ 274 mi | +US$ 8,85 mi | +3% | 3,99% | 73,9% | 212 | 71,7% | 0,3 |
|
| 4625 |
4625
Skaana Management
Brooklyn,
New York
| US$ 274 mi | -US$ 115 mi | -30% | 2,29% | 232% | 205 | 39,51% | 0,8 |
|