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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
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$ 338 mi | +US$ 6,73 mi | +2% | 1,03% | 128% | 191 | 12,57% | 1,8 |
|
| 4602 |
4602
Selective Wealth Management
Forest,
Virginia
| US$ 338 mi | +US$ 17,2 mi | +5% | 3,93% | 74,4% | 127 | 21,26% | 3 |
|
| 4603 |
4603
NKCFO LLC
Geneva,
Illinois
| US$ 337 mi | -US$ 8,46 mi | -2% | 10,2% | 237% | 131 | 49,62% | 0,8 |
|
| 4604 |
WIM
4604
WIM Investment Management
Hong Kong
| US$ 337 mi | -US$ 49,6 mi | -13% | 11,2% | – | 24 | 25% | 0,8 |
|
| 4605 |
4605
Sterling Financial Planning
Sparta,
New Jersey
| US$ 337 mi | +US$ 5,45 mi | +2% | 1,77% | 59,3% | 123 | 7,32% | 3,8 |
|
| 4606 |
4606
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| US$ 337 mi | -US$ 85,8 mil | -0% | 1,74% | 49,9% | 576 | 17,53% | 1,6 |
|
| 4607 |
4607
Freedom Investment Management
Hartford,
Connecticut
| US$ 337 mi | -US$ 6,97 mi | -2% | 1,25% | 71,9% | 122 | 17,21% | 3,7 |
|
| 4608 |
4608
Shoker Investment Counsel
Oxford,
Ohio
| US$ 337 mi | -US$ 4,42 mi | -1% | 5,43% | 88,9% | 114 | 7,02% | 6,3 |
|
| 4609 |
SC
4609
Schiavi & Co
Wilmington,
Delaware
| US$ 337 mi | +US$ 25,6 mi | +8% | 2,64% | 43,6% | 51 | 15,69% | 2,1 |
|
| 4610 |
IWN
4610
Independent Wealth Network
Urbandale,
Iowa
| US$ 337 mi | +US$ 9,31 mi | +3% | 1,66% | 78,2% | 350 | 31,71% | 2,3 |
|
| 4611 |
4611
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| US$ 337 mi | +US$ 5,31 mi | +2% | 1,49% | 78% | 202 | 9,41% | 2,7 |
|
| 4612 |
4612
Team Hewins
Redwood City,
California
| US$ 337 mi | +US$ 26,2 mi | +8% | 4,55% | 60,5% | 42 | 7,14% | 1,9 |
|
| 4613 |
4613
Standard General
New York
| US$ 336 mi | -US$ 222 mi | -40% | 37,8% | 259% | 3 | 33,33% | 6,5 |
|
| 4614 |
4614
WT Wealth Management
Scottsdale,
Arizona
| US$ 336 mi | -US$ 11,4 mi | -3% | 0,78% | 72% | 153 | 23,53% | 2,4 |
|
| 4615 |
4615
Leeward Financial Partners
Bellevue,
Washington
| US$ 336 mi | -US$ 19,6 mi | -5% | 4,26% | 97,9% | 100 | 7% | 2,7 |
|
| 4616 |
4616
Sanofi
Paris,
France
| US$ 336 mi | +US$ 25,5 mi | +8% | 2,95% | – | 9 | 11,11% | 0,9 |
|
| 4617 |
4617
Haverford Financial Services
Radnor,
Pennsylvania
| US$ 336 mi | -US$ 21,2 mi | -6% | 1,64% | 57,9% | 49 | 8,16% | 6,2 |
|
| 4618 |
KA
4618
Kooman & Associates
Altoona,
Pennsylvania
| US$ 335 mi | -US$ 2,67 mi | -0,8% | 0,58% | 66% | 54 | 11,11% | 2,4 |
|
| 4619 |
4619
Hudson Value Partners
Palm Beach,
Florida
| US$ 335 mi | -US$ 740 mil | -0,2% | 2,02% | 124% | 114 | 16,67% | 3 |
|
| 4620 |
4620
LifeWealth Investments
Winter Garden,
Florida
| US$ 335 mi | +US$ 19,3 mi | +6% | 1,62% | – | 169 | 25,44% | 0,9 |
|
| 4621 |
4621
Passive Capital Management
Baltimore,
Maryland
| US$ 335 mi | +US$ 15,1 mi | +5% | 0,17% | 41% | 109 | 18,35% | 2,1 |
|
| 4622 |
4622
VSM Wealth Advisory
Hunt Valley,
Maryland
| US$ 335 mi | +US$ 1,87 mi | +0,6% | 1,3% | – | 524 | 18,89% | 0,9 |
|
| 4623 |
4623
Red Wave Investments
Dillsburg,
Pennsylvania
| US$ 335 mi | -US$ 1,41 mi | -0,4% | 1,5% | 68,8% | 124 | 18,55% | 3,7 |
|
| 4624 |
4624
Private Client Services
Louisville,
Kentucky
| US$ 334 mi | +US$ 14,5 mi | +5% | 0,21% | 72% | 231 | 26,41% | 1,3 |
|
| 4625 |
4625
Parus Finance (UK)
London,
United Kingdom
| US$ 334 mi | -US$ 46 mi | -12% | 9,01% | 199% | 38 | 13,16% | 3,4 |
|