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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 |
4701
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$ 209 mi | -US$ 3,59 mi | -2% | 3,44% | 27,4% | 46 | 15,22% | 1,8 |
|
| 4702 |
4702
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$ 209 mi | -US$ 16,5 mi | -7% | 4,5% | 52,6% | 128 | 50,78% | 0,2 |
|
| 4703 |
4703
Colony Family Offices
Charlotte,
North Carolina
| US$ 208 mi | +US$ 1,07 mi | +0,5% | 3,31% | 53,9% | 34 | 23,53% | 0,8 |
|
| 4704 |
4704
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 208 mi | -US$ 4,73 mi | -2% | 4,65% | 62,5% | 138 | 7,25% | 1 |
|
| 4705 |
4705
Jefferies Financial Group
New York
| US$ 208 mi | -US$ 15,7 mi | -7% | 3,36% | 146% | 6 | 0% | 2,1 |
|
| 4706 |
4706
Keeler Thomas Management
Orem,
Utah
| US$ 208 mi | -US$ 22,8 mi | -10% | 2,87% | 52,1% | 79 | 25,32% | 2,2 |
|
| 4707 |
4707
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| US$ 208 mi | -US$ 11,6 mi | -5% | 3,85% | 13% | 51 | 7,84% | 3,7 |
|
| 4708 |
HIC
4708
Harbor Island Capital
Topsfield,
Massachusetts
| US$ 208 mi | -US$ 17,3 mi | -8% | 7,94% | 218% | 15 | 0% | 3,8 |
|
| 4709 |
4709
Prentice Wealth Management
Rochester,
New York
| US$ 208 mi | -US$ 5,42 mi | -3% | 4,33% | 47,8% | 106 | 11,32% | 0,9 |
|
| 4710 |
4710
Landmark Financial Advisors
Bowling Green,
Kentucky
| US$ 208 mi | -US$ 16,5 mi | -7% | 1,86% | 11,8% | 91 | 14,29% | 3,8 |
|
| 4711 |
4711
Holowesko Partners
Nassau,
Bahamas
| US$ 208 mi | -US$ 36,9 mi | -15% | 2,5% | 51,1% | 35 | 25,71% | 2,9 |
|
| 4712 |
4712
Brown, Lisle/Cummings
Providence,
Rhode Island
| US$ 208 mi | +US$ 8,06 mi | +4% | 3,36% | 82,3% | 488 | 9,22% | 0,2 |
|
| 4713 |
4713
Rings Capital Management
Chicago,
Illinois
| US$ 208 mi | -US$ 35,5 mi | -15% | 7,35% | 40,9% | 7 | 42,86% | 2 |
|
| 4714 |
4714
Guinness Atkinson Asset Management
Pasadena,
California
| US$ 208 mi | -US$ 20,8 mi | -9% | 6,21% | 148% | 98 | 3,06% | 4,1 |
|
| 4715 |
ITIM
4715
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 208 mi | -US$ 8,36 mi | -4% | 1,89% | 114% | 122 | 5,74% | 6,2 |
|
| 4716 |
4716
RBA Wealth Management
Newport Beach,
California
| US$ 208 mi | -US$ 3,57 mi | -2% | 0,62% | 91% | 113 | 9,73% | 0,6 |
|
| 4717 |
4717
Platform Technology Partners
New York
| US$ 208 mi | -US$ 19,6 mi | -9% | 3,18% | – | 238 | 13,03% | 1,6 |
|
| 4718 |
4718
US Financial Advisors
Braintree,
Massachusetts
| US$ 208 mi | -US$ 11,7 mi | -5% | 4,74% | 12,6% | 84 | 21,43% | 2,1 |
|
| 4719 |
4719
Baker Boyer National Bank
Walla Walla,
Washington
| US$ 208 mi | -US$ 9,8 mi | -5% | 3,69% | 49,3% | 88 | 11,36% | 4 |
|
| 4720 |
DL
4720
DOHJ LLC
Seattle,
Washington
| US$ 208 mi | -US$ 15,9 mi | -7% | 5,05% | 51,5% | 106 | 21,7% | 1,6 |
|
| 4721 |
4721
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| US$ 208 mi | +US$ 41,5 mi | +25% | 0,64% | 21,8% | 672 | 83,78% | 0,2 |
|
| 4722 |
4722
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 207 mi | +US$ 13,2 mi | +7% | 1,91% | 207% | 56 | 28,57% | 4,2 |
|
| 4723 |
4723
360 Financial
Wayzata,
Minnesota
| US$ 207 mi | -US$ 11,9 mi | -5% | 6,43% | 82,5% | 105 | 22,86% | 1,5 |
|
| 4724 |
4724
Wisconsin Capital Management
Madison,
Wisconsin
| US$ 207 mi | -US$ 35,9 mi | -15% | 5,31% | 153% | 60 | 23,33% | 3,4 |
|
| 4725 |
4725
Kiley Juergens Wealth Management
Olympia,
Washington
| US$ 207 mi | -US$ 56,5 mi | -21% | 4,73% | 106% | 71 | 26,76% | 2,9 |
|