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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
MA
4701
Menlo Advisors
Menlo Park,
California
| US$ 189 mi | +US$ 3,69 mi | +2% | 0,53% | 108% | 42 | 0% | 3,8 |
|
| 4702 |
4702
Investors Financial Group
Plymouth,
Minnesota
| US$ 189 mi | +US$ 2,74 mi | +1% | 2,41% | – | 213 | 11,74% | 1,2 |
|
| 4703 |
4703
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 189 mi | -US$ 2,18 mi | -1% | 0,54% | 92,6% | 153 | 15,03% | 5,1 |
|
| 4704 |
4704
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$ 189 mi | -US$ 27,7 mi | -13% | 0,19% | 70,1% | 129 | 11,63% | 1 |
|
| 4705 |
4705
C-J Advisory
San Jose,
California
| US$ 189 mi | +US$ 2,45 mi | +1% | 0,84% | 39,2% | 34 | 2,94% | 3,8 |
|
| 4706 |
FCP
4706
Fosse Capital Partners
London,
United Kingdom
| US$ 189 mi | +US$ 7,3 mi | +4% | 2,12% | 80% | 5 | 20% | 0,8 |
|
| 4707 |
4707
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 189 mi | +US$ 5 mil | +0% | 0,15% | 80,3% | 123 | 12,2% | 1,3 |
|
| 4708 |
NEGWA
4708
New England Guild Wealth Advisors
Avon,
Connecticut
| US$ 189 mi | +US$ 4,37 mi | +2% | 1,85% | 6,04% | 69 | 5,8% | 2,6 |
|
| 4709 |
4709
Selective Wealth Management
Forest,
Virginia
| US$ 189 mi | +US$ 63,2 mi | +50% | 4,84% | 74,4% | 627 | 23,6% | 0,9 |
|
| 4710 |
4710
First Pacific Financial
Vancouver,
Washington
| US$ 189 mi | +US$ 7,52 mi | +4% | 0,09% | 53,6% | 97 | 8,25% | 0,8 |
|
| 4711 |
4711
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 189 mi | +US$ 1,58 mi | +0,8% | 0,12% | 39,4% | 5 | 0% | 1,5 |
|
| 4712 |
4712
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$ 189 mi | -US$ 3,4 mi | -2% | 0,81% | 136% | 126 | 17,46% | 2 |
|
| 4713 |
4713
Algebris (UK)
London,
United Kingdom
| US$ 188 mi | +US$ 2,22 mi | +1% | 0,24% | 17% | 37 | 56,76% | 0,5 |
|
| 4714 |
4714
Townsend Asset Management
Raleigh,
North Carolina
| US$ 188 mi | +US$ 7,96 mi | +4% | 0,05% | 88,5% | 214 | 10,28% | 1,4 |
|
| 4715 |
4715
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$ 188 mi | -US$ 39,8 mi | -17% | 3,22% | 173% | 53 | 47,17% | 0,8 |
|
| 4716 |
4716
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$ 188 mi | -US$ 4,02 mi | -2% | 0,45% | 164% | 34 | 2,94% | 3 |
|
| 4717 |
4717
Diversified
Wilmington,
Delaware
| US$ 188 mi | +US$ 8,59 mi | +5% | 0,61% | 34,4% | 109 | 11,93% | 0,6 |
|
| 4718 |
4718
Broadmark Asset Management
San Francisco,
California
| US$ 188 mi | -US$ 870 mil | -0,5% | 0,01% | 39,6% | 3 | 33,33% | 0,5 |
|
| 4719 |
FP
4719
Fiduciary Planning
Englewood,
Florida
| US$ 188 mi | +US$ 72,2 mi | +62% | 1,49% | 71,4% | 71 | 19,72% | 0,8 |
|
| 4720 |
4720
Peoples Bank (Ohio)
Marietta,
Ohio
| US$ 188 mi | -US$ 2,52 mi | -1% | 0,28% | 78,9% | 125 | 8% | 3,3 |
|
| 4721 |
4721
Fortis Capital Management
Bellevue,
Washington
| US$ 188 mi | -US$ 10,8 mi | -5% | 0,54% | 82% | 136 | 38,97% | 0,7 |
|
| 4722 |
4722
Augustine Asset Management
Jacksonville,
Florida
| US$ 188 mi | -US$ 6,16 mi | -3% | 1,42% | 316% | 92 | 7,61% | 3,1 |
|
| 4723 |
4723
Rede Wealth
Charlottesville,
Virginia
| US$ 188 mi | +US$ 41 mil | +0% | 1,17% | 84,4% | 114 | 8,77% | 0,7 |
|
| 4724 |
4724
Wiser Wealth Management
Marietta,
Georgia
| US$ 188 mi | +US$ 23,4 mi | +14% | 0,74% | 53% | 30 | 10% | 0,7 |
|
| 4725 |
4725
Vienna Insurance Group
Warsaw,
Poland
| US$ 187 mi | +US$ 28,1 mi | +18% | 0,12% | 230% | 34 | 32,35% | 0,4 |
|