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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Triad Wealth Partners
Lawrence,
Kansas
| US$ 277 mi | +US$ 88,9 mi | +47% | 0,45% | – | 180 | 77,78% | 0,1 |
|
| 4677 |
4677
Westwood Wealth Management
Los Angeles,
California
| US$ 277 mi | +US$ 21,7 mi | +9% | 9,53% | 495% | 48 | 18,75% | 1,8 |
|
| 4678 |
BCH
4678
Berkshire Capital Holdings
San Jose,
California
| US$ 277 mi | +US$ 41 mi | +17% | 50,9% | 2.748% | 99 | 12,12% | 2,7 |
|
| 4679 |
4679
360 Financial
Wayzata,
Minnesota
| US$ 277 mi | +US$ 5,94 mi | +2% | 0,56% | 82,5% | 94 | 18,09% | 2,8 |
|
| 4680 |
4680
Equita Financial Network
Fort Washington,
Pennsylvania
| US$ 277 mi | +US$ 2,96 mi | +1% | 2,28% | 50,5% | 82 | 6,1% | 1 |
|
| 4681 |
CWM
4681
Cedar Wealth Management
Walnut Creek,
California
| US$ 277 mi | -US$ 45,6 mi | -14% | 0,14% | 68,1% | 269 | 30,48% | 4,2 |
|
| 4682 |
DMKJ
4682
David M. Knott Jr
| US$ 277 mi | -US$ 8,05 mi | -3% | 14,2% | 169% | 98 | 15,31% | 2 |
|
| 4683 |
SA
4683
SAM Advisors
Oakhurst,
California
| US$ 277 mi | +US$ 4,1 mi | +2% | 0,06% | 57,5% | 43 | 13,95% | 1,8 |
|
| 4684 |
KA
4684
Kooman & Associates
Altoona,
Pennsylvania
| US$ 276 mi | +US$ 5,54 mi | +2% | 1,23% | 66% | 51 | 15,69% | 1,4 |
|
| 4685 |
4685
Stiles Financial Services
Edina,
Minnesota
| US$ 276 mi | -US$ 7,7 mi | -3% | 0,25% | 144% | 195 | 9,74% | 2,2 |
|
| 4686 |
4686
Anchor Capital Management Group
Aliso Viejo,
California
| US$ 276 mi | – | – | 2,66% | – | 18 | – | 0 |
|
| 4687 |
4687
Oak Family Advisors
Chicago,
Illinois
| US$ 276 mi | -US$ 49,5 mi | -15% | 2,03% | 81,9% | 148 | 27,7% | 2,2 |
|
| 4688 |
4688
Holistic Planning
Nacogdoches,
Texas
| US$ 276 mi | +US$ 39,5 mi | +17% | 1,11% | 61,9% | 179 | 17,32% | 0,7 |
|
| 4689 |
4689
Yakira Capital Management
Westport,
Connecticut
| US$ 276 mi | -US$ 2,8 mi | -1% | 4,08% | 74,1% | 320 | 42,81% | 1,1 |
|
| 4690 |
4690
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 276 mi | -US$ 3,47 mi | -1% | 1,21% | 107% | 209 | 6,7% | 3,1 |
|
| 4691 |
TCM
4691
TAM Capital Management
Stamford,
Connecticut
| US$ 276 mi | +US$ 47,2 mi | +21% | 9,35% | 4,15% | 13 | 53,85% | 0,8 |
|
| 4692 |
4692
Anfield Capital Management
Irvine,
California
| US$ 276 mi | +US$ 9,07 mi | +3% | 1,11% | 65,3% | 509 | 25,34% | 0,7 |
|
| 4693 |
4693
Congress Park Capital
Saratoga Springs,
New York
| US$ 275 mi | +US$ 5,6 mi | +2% | 2,34% | 99,9% | 119 | 14,29% | 4,1 |
|
| 4694 |
4694
First United Bank & Trust
Oakland,
Maryland
| US$ 275 mi | -US$ 3,01 mi | -1% | 0,79% | 78% | 394 | 7,87% | 3,1 |
|
| 4695 |
4695
Taylor Hoffman Capital Management
Richmond,
Virginia
| US$ 275 mi | +US$ 14,4 mi | +6% | 1,5% | – | 117 | 5,98% | 0,2 |
|
| 4696 |
4696
Prudent Man Advisors
Naperville,
Illinois
| US$ 275 mi | -US$ 24,5 mi | -8% | 0,84% | 92,5% | 189 | 13,76% | 2,9 |
|
| 4697 |
4697
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$ 275 mi | -US$ 7,06 mi | -3% | 0,14% | 71,9% | 94 | 3,19% | 6,3 |
|
| 4698 |
4698
Evelyn Partners Investment Management (Europe)
Dublin,
| US$ 275 mi | – | – | 2,25% | – | 189 | – | 0 |
|
| 4699 |
4699
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| US$ 275 mi | +US$ 656 mil | +0,2% | 0,1% | 78% | 178 | 13,48% | 2,1 |
|
| 4700 |
FIM
4700
FWL Investment Management
Dallas,
Texas
| US$ 275 mi | +US$ 13,7 mi | +5% | 3,25% | 165% | 334 | 18,56% | 0,9 |
|