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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
Enzi Wealth
Austin,
Texas
| US$ 195 mi | -US$ 14,6 mi | -7% | 6,67% | 77% | 72 | 13,89% | 0,5 |
|
| 4627 |
4627
Horan Securities
Cincinnati,
United States
| US$ 195 mi | +US$ 16,9 mi | +9% | 5,19% | 50,1% | 847 | 19,95% | 1,8 |
|
| 4628 |
4628
EdgeRock Capital
Denver,
Colorado
| US$ 195 mi | +US$ 15,6 mi | +9% | 6,93% | 79,7% | 67 | 13,43% | 0,6 |
|
| 4629 |
4629
MTM Investment Management
Spartanburg,
South Carolina
| US$ 195 mi | +US$ 2,15 mi | +1% | 3,16% | 87,7% | 276 | 8,33% | 1,9 |
|
| 4630 |
4630
American Securities
New York
| US$ 195 mi | +US$ 92,6 mi | +91% | 90,8% | – | 1 | 0% | 6,3 |
|
| 4631 |
4631
Monterey Private Wealth
Monterey,
California
| US$ 195 mi | +US$ 9,41 mi | +5% | 7,75% | 29,8% | 104 | 7,69% | 2,3 |
|
| 4632 |
ECM
4632
Endurant Capital Management
San Mateo,
California
| US$ 195 mi | -US$ 51,6 mi | -21% | 2,69% | 18,4% | 72 | 54,17% | 0,6 |
|
| 4633 |
4633
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$ 195 mi | +US$ 10,8 mi | +6% | 6,15% | 81,6% | 73 | 9,59% | 2,4 |
|
| 4634 |
MWM
4634
MTC Wealth Management
Tampa,
Florida
| US$ 195 mi | +US$ 6,46 mi | +3% | 3,5% | 30,5% | 13 | 15,38% | 1,7 |
|
| 4635 |
4635
Mill Road Capital Management
Greenwich,
Connecticut
| US$ 194 mi | +US$ 11,3 mi | +6% | 3,59% | 85,1% | 29 | 27,59% | 2,2 |
|
| 4636 |
4636
Peterson Wealth Services
South Ogden,
Utah
| US$ 194 mi | +US$ 19,7 mi | +11% | 10,7% | 160% | 95 | 10,53% | 1 |
|
| 4637 |
4637
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 194 mi | +US$ 43,8 mi | +29% | 5,78% | 78,7% | 153 | 13,07% | 1,6 |
|
| 4638 |
4638
Radcliff Management
New York
| US$ 194 mi | +US$ 23,9 mi | +14% | 14,6% | 47,6% | 2 | 0% | 1,3 |
|
| 4639 |
4639
Forza Wealth Management
Sarasota,
Florida
| US$ 194 mi | +US$ 43,5 mi | +29% | 3,09% | 69,8% | 179 | 21,79% | 0,2 |
|
| 4640 |
4640
Bordeaux Wealth Advisors
Menlo Park,
California
| US$ 194 mi | +US$ 11,8 mi | +6% | 15,3% | 141% | 103 | 22,33% | 1,3 |
|
| 4641 |
4641
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$ 194 mi | +US$ 6,3 mi | +3% | 3,91% | 59,7% | 81 | 9,88% | 2,7 |
|
| 4642 |
4642
Global Financial Private Client
Sarasota,
Florida
| US$ 194 mi | +US$ 15,3 mi | +9% | 4,94% | 100% | 699 | 4,72% | 2,3 |
|
| 4643 |
4643
Gavilan Investment Partners
Burlingame,
California
| US$ 194 mi | +US$ 96,5 mi | +99% | 29,9% | 113% | 14 | 0% | 0,3 |
|
| 4644 |
4644
O'Neil Global Advisors
Los Angeles,
California
| US$ 194 mi | +US$ 172 mi | +795% | 46,4% | 1.841% | 88 | 88,64% | 0,1 |
|
| 4645 |
4645
Strata Wealth Advisors
Dallas,
Texas
| US$ 194 mi | +US$ 13,4 mi | +7% | 7,99% | 73,6% | 57 | 22,81% | 0,2 |
|
| 4646 |
4646
Global Wealth Strategies & Associates
Denver,
Colorado
| US$ 194 mi | +US$ 21,4 mi | +12% | 5,68% | 68,7% | 395 | 21,77% | 0,2 |
|
| 4647 |
4647
Income Research & Management
Boston,
Massachusetts
| US$ 194 mi | -US$ 18,3 mi | -9% | 0% | 1,19% | 22 | 27,27% | 1,5 |
|
| 4648 |
HRC
4648
Hoertkorn Richard Charles
| US$ 194 mi | +US$ 5,12 mi | +3% | 7,63% | 182% | 87 | 3,45% | 6,3 |
|
| 4649 |
EFM
4649
Eley Financial Management
South Burlington,
Vermont
| US$ 193 mi | +US$ 7,87 mi | +4% | 6,29% | 74,9% | 71 | 4,23% | 0,2 |
|
| 4650 |
4650
Oldfather Financial Services
Kearney,
Nebraska
| US$ 193 mi | +US$ 17,9 mi | +10% | 4,7% | 60,8% | 67 | 17,91% | 2,5 |
|