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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
Sara-Bay Financial
Sarasota,
Florida
| US$ 334 mi | -US$ 23,3 mi | -7% | 2,82% | 233% | 87 | 16,09% | 2,9 |
|
| 4677 |
CWM
4677
Cedar Wealth Management
Walnut Creek,
California
| US$ 334 mi | +US$ 7,99 mi | +2% | 2,73% | 68,1% | 255 | 12,94% | 3,9 |
|
| 4678 |
4678
CJM Wealth Advisers
Falls Church,
Virginia
| US$ 334 mi | +US$ 8,85 mi | +3% | 2,38% | 76,8% | 75 | 2,67% | 2,8 |
|
| 4679 |
4679
Family Legacy Inc
Greenville,
South Carolina
| US$ 334 mi | +US$ 6,94 mi | +2% | 3,98% | 89% | 124 | 4,03% | 5,9 |
|
| 4680 |
4680
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| US$ 334 mi | +US$ 13,3 mi | +4% | 2,86% | 70,3% | 142 | 4,93% | 4,9 |
|
| 4681 |
4681
BCWM LLC
Overland Park,
Kansas
| US$ 334 mi | -US$ 2,13 mil | -0% | 0,06% | – | 57 | 5,26% | 4,7 |
|
| 4682 |
SCM
4682
Stonehill Capital Management
New York
| US$ 334 mi | +US$ 53,4 mi | +19% | 9,99% | 117% | 23 | 39,13% | 0,7 |
|
| 4683 |
4683
Joule Financial
Lexington,
Kentucky
| US$ 334 mi | -US$ 47,3 mil | -0% | 1,15% | 55,5% | 118 | 9,32% | 2,3 |
|
| 4684 |
4684
Palo Duro Investment Partners
Chicago,
Illinois
| US$ 333 mi | +US$ 18,1 mi | +6% | 1,7% | 62,8% | 24 | 20,83% | 1,1 |
|
| 4685 |
4685
DoubleLine ETF Adviser
Tampa,
Florida
| US$ 333 mi | +US$ 1,62 mi | +0,5% | 0,5% | 51,6% | 196 | 38,27% | 0,8 |
|
| 4686 |
4686
Watershed Private Wealth
Oak Brook,
Illinois
| US$ 333 mi | +US$ 17 mi | +5% | 1,81% | 80,3% | 119 | 9,24% | 2,1 |
|
| 4687 |
4687
Arohi Asset Management
Singapore
| US$ 333 mi | -US$ 61,9 mi | -16% | 7,72% | – | 7 | 57,14% | 0,9 |
|
| 4688 |
4688
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$ 333 mi | +US$ 8,89 mi | +3% | 3,81% | 106% | 47 | 12,77% | 4,6 |
|
| 4689 |
4689
Wright Investors Service
Shelton,
Connecticut
| US$ 333 mi | -US$ 12,3 mi | -4% | 5,37% | 161% | 159 | 15,72% | 4,3 |
|
| 4690 |
4690
VSM Wealth Advisory
Hunt Valley,
Maryland
| US$ 333 mi | +US$ 11,4 mi | +4% | 1,94% | – | 500 | 21,6% | 0,9 |
|
| 4691 |
4691
Untitled Investments
New York
| US$ 333 mi | -US$ 37,5 mi | -10% | 3,19% | 79,6% | 19 | 15,79% | 1,5 |
|
| 4692 |
4692
Presidio Capital Management
San Diego,
California
| US$ 333 mi | +US$ 47,7 mi | +17% | 1,74% | 56,1% | 82 | 21,95% | 1,7 |
|
| 4693 |
4693
SVF Sponsor III
Menlo Park,
California
| US$ 333 mi | -US$ 157 mi | -32% | 10,4% | 133% | 1 | 0% | 3 |
|
| 4694 |
4694
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| US$ 332 mi | +US$ 176 mi | +113% | 1,62% | 40,6% | 110 | 57,27% | 0,7 |
|
| 4695 |
4695
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$ 332 mi | -US$ 33,3 mi | -9% | 4,77% | 108% | 55 | 9,09% | 2,7 |
|
| 4696 |
4696
Courage Miller Partners
Norfolk,
Virginia
| US$ 332 mi | -US$ 1,47 mi | -0,4% | 1,18% | 43,5% | 85 | 1,18% | 8,2 |
|
| 4697 |
4697
Pure Portfolios Holdings
Lake Oswego,
Oregon
| US$ 332 mi | +US$ 12,2 mi | +4% | 2,56% | – | 107 | 6,54% | 1,1 |
|
| 4698 |
4698
Equita Financial Network
Fort Washington,
Pennsylvania
| US$ 332 mi | +US$ 36 mi | +12% | 1,82% | 50,5% | 98 | 10,2% | 1,5 |
|
| 4699 |
4699
Sterling Financial Planning
Sparta,
New Jersey
| US$ 332 mi | +US$ 14,7 mi | +5% | 2,85% | 59,3% | 121 | 4,96% | 3,6 |
|
| 4700 |
4700
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 332 mi | +US$ 73 mi | +28% | 2,92% | 92,6% | 182 | 20,88% | 5,7 |
|