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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Lake Point Wealth Management
Rockwall,
Texas
| US$ 216 mi | -US$ 12,8 mi | -6% | 4,45% | – | 505 | 12,48% | 2 |
|
| 4627 |
4627
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$ 216 mi | -US$ 10,2 mi | -5% | 2,38% | 134% | 215 | 27,44% | 2 |
|
| 4628 |
4628
VisionPoint Advisory Group
Dallas,
Texas
| US$ 216 mi | -US$ 12,6 mi | -6% | 4,07% | 79,3% | 109 | 27,52% | 1,1 |
|
| 4629 |
4629
Wealth Dimensions Group
Cincinnati,
Ohio
| US$ 216 mi | +US$ 11,8 mi | +6% | 3,77% | 63,6% | 137 | 8,76% | 1,1 |
|
| 4630 |
4630
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$ 216 mi | -US$ 14,3 mi | -6% | 2,56% | 93,3% | 151 | 5,96% | 5,7 |
|
| 4631 |
SCM
4631
Stonehill Capital Management
New York
| US$ 216 mi | -US$ 240 mi | -53% | 1,71% | 117% | 25 | 40% | 1 |
|
| 4632 |
4632
Sora Investors
Bryn Mawr,
Pennsylvania
| US$ 216 mi | +US$ 11 mi | +5% | 8,87% | 179% | 35 | 65,71% | 0,1 |
|
| 4633 |
CAGAS
4633
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$ 215 mi | -US$ 14,6 mi | -6% | 2,03% | 54,8% | 522 | 68,2% | 0,8 |
|
| 4634 |
4634
My Legacy Advisors
Bend,
Oregon
| US$ 215 mi | – | – | 4,32% | 49,1% | 179 | – | 0 |
|
| 4635 |
4635
Prudent Investors Network
Lake Forest,
California
| US$ 215 mi | +US$ 3,04 mi | +1% | 5,19% | – | 36 | 22,22% | 1,3 |
|
| 4636 |
PCA
4636
Prospect Capital Advisors
Sausalito,
California
| US$ 215 mi | -US$ 38,9 mi | -15% | 9,5% | 202% | 32 | 25% | 2,3 |
|
| 4637 |
4637
First Bankers Trust
Louisville,
Kentucky
| US$ 215 mi | -US$ 12,3 mi | -5% | 1,63% | 78,9% | 120 | 5,83% | 6 |
|
| 4638 |
4638
Lloyd Advisory Services
Suwanee,
Georgia
| US$ 215 mi | -US$ 2,29 mi | -1% | 3,8% | 51,1% | 671 | 39,79% | 1 |
|
| 4639 |
4639
Offit Capital Advisors
New York
| US$ 214 mi | +US$ 52,9 mi | +33% | 0,43% | – | 2 | 50% | 0,1 |
|
| 4640 |
4640
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 214 mi | +US$ 7 mi | +3% | 2,03% | 107% | 179 | 15,64% | 1,2 |
|
| 4641 |
4641
Wealth Effects
Boston,
Massachusetts
| US$ 214 mi | -US$ 26,7 mi | -11% | 7,65% | 235% | 224 | 12,95% | 0,2 |
|
| 4642 |
4642
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 214 mi | -US$ 20,1 mi | -9% | 4,06% | 66,8% | 117 | 7,69% | 5 |
|
| 4643 |
4643
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$ 214 mi | -US$ 146 mi | -40% | 4,61% | 44,9% | 54 | 24,07% | 1,4 |
|
| 4644 |
FP
4644
Financial Perspectives
Minneapolis,
Minnesota
| US$ 214 mi | +US$ 2,63 mi | +1% | 2,97% | 104% | 695 | 7,34% | 1,7 |
|
| 4645 |
BIA
4645
Bigelow Investment Advisors
Portland,
Maine
| US$ 214 mi | -US$ 5,95 mi | -3% | 4,62% | 75,7% | 152 | 7,89% | 3,1 |
|
| 4646 |
4646
Keystone Wealth Partners
Chandler,
Arizona
| US$ 214 mi | -US$ 12,5 mi | -6% | 3,39% | – | 37 | 35,14% | 1 |
|
| 4647 |
4647
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$ 214 mi | -US$ 20,6 mi | -9% | 14,4% | 89,7% | 93 | 43,01% | 0,9 |
|
| 4648 |
4648
Acuta Capital Partners
Redwood City,
California
| US$ 214 mi | -US$ 23,9 mi | -10% | 9,36% | 7.269% | 48 | 39,58% | 1 |
|
| 4649 |
4649
Bridge City Capital
Lake Oswego,
Oregon
| US$ 214 mi | -US$ 28,5 mi | -12% | 8,16% | 120% | 96 | 3,13% | 3,5 |
|
| 4650 |
4650
Grand Wealth Management
Grand Rapids,
Michigan
| US$ 214 mi | -US$ 9,06 mi | -4% | 4,69% | 58,5% | 62 | 11,29% | 0,2 |
|