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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
Omega Financial Group
Santa Barbara,
California
| US$ 244 mi | +US$ 10,7 mi | +5% | 3,12% | 47% | 82 | 4,88% | 3,7 |
|
| 4702 |
4702
Magnolia Wealth Management
Dothan,
Alabama
| US$ 244 mi | +US$ 128 mi | +110% | 4,53% | 48,7% | 19 | 42,11% | 1,1 |
|
| 4703 |
OWMIAS
4703
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| US$ 244 mi | +US$ 19,9 mi | +9% | 9,98% | – | 158 | 29,11% | 0,2 |
|
| 4704 |
4704
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$ 244 mi | +US$ 4,22 mi | +2% | 8,62% | 74,6% | 64 | 7,81% | 2,7 |
|
| 4705 |
4705
CWS Financial Advisors
Kalamazoo,
Michigan
| US$ 244 mi | -US$ 22,3 mi | -8% | 11,2% | 55,7% | 151 | 34,44% | 3,2 |
|
| 4706 |
4706
Avalon Capital Management
Port Of Redwood City,
California
| US$ 244 mi | +US$ 5,88 mi | +2% | 8,95% | 163% | 106 | 18,87% | 1,5 |
|
| 4707 |
4707
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$ 244 mi | +US$ 18,4 mi | +8% | 8,05% | 61,6% | 398 | 2,51% | 3,7 |
|
| 4708 |
4708
Ceeto Capital Group
Coral Gables,
Florida
| US$ 244 mi | +US$ 10,8 mi | +5% | 8,8% | 94,4% | 169 | 7,69% | 4 |
|
| 4709 |
4709
Veery Capital
Wilmington,
Delaware
| US$ 244 mi | +US$ 20,9 mi | +9% | 6,37% | 63,4% | 98 | 10,2% | 2,1 |
|
| 4710 |
4710
Rovin Capital
Mesa,
Arizona
| US$ 244 mi | +US$ 23,3 mi | +11% | 8,18% | 63,8% | 161 | 19,25% | 1,5 |
|
| 4711 |
4711
NetEase Inc
Hangzhou,
China
| US$ 244 mi | +US$ 92,5 mi | +61% | 70,3% | 289% | 2 | 0% | 1,8 |
|
| 4712 |
4712
EHP Funds Inc
Toronto,
Canada
| US$ 244 mi | -US$ 31,1 mi | -11% | 7,69% | 173% | 227 | 37% | 1,1 |
|
| 4713 |
4713
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| US$ 244 mi | +US$ 48 mi | +24% | 9,53% | 65,5% | 497 | 26,36% | 3,7 |
|
| 4714 |
4714
Umpqua Bank
Lake Oswego,
Oregon
| US$ 244 mi | – | – | 11% | – | 145 | – | 0 |
|
| 4715 |
4715
Point72 Italy
Milan,
Italy
| US$ 244 mi | +US$ 71,6 mi | +42% | 34% | – | 33 | 72,73% | 0,1 |
|
| 4716 |
4716
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$ 244 mi | +US$ 28,5 mi | +13% | 6,86% | 62,6% | 122 | 15,57% | 1,6 |
|
| 4717 |
4717
3Chopt Investment Partners
Richmond,
Virginia
| US$ 244 mi | -US$ 28,2 mi | -10% | 15,1% | 128% | 166 | 59,64% | 0,9 |
|
| 4718 |
4718
Global Trust Asset Management
West Palm Beach,
Florida
| US$ 244 mi | +US$ 15,6 mi | +7% | 8,86% | 178% | 477 | 9,22% | 3,7 |
|
| 4719 |
4719
Thomist Capital Management
Houston,
Texas
| US$ 243 mi | +US$ 17,2 mi | +8% | 0,62% | 71,2% | 38 | 55,26% | 0,4 |
|
| 4720 |
4720
KFG Wealth Management
Granger,
Indiana
| US$ 243 mi | +US$ 24,2 mi | +11% | 5,93% | 55,9% | 162 | 22,84% | 0,8 |
|
| 4721 |
4721
Carmel Capital Management
Carmel,
California
| US$ 243 mi | +US$ 35,1 mi | +17% | 20,4% | 247% | 32 | 9,38% | 2 |
|
| 4722 |
4722
Brooklyn FI
New York
| US$ 243 mi | +US$ 30,3 mi | +14% | 4,64% | 60,4% | 56 | 12,5% | 1,4 |
|
| 4723 |
4723
Two Point Capital Management
Pittsford,
New York
| US$ 243 mi | +US$ 24,2 mi | +11% | 9,62% | – | 24 | 0% | 1,2 |
|
| 4724 |
4724
Intergy Private Wealth
Colorado Springs,
Colorado
| US$ 243 mi | +US$ 11,7 mi | +5% | 6,12% | 73,8% | 79 | 8,86% | 1,6 |
|
| 4725 |
4725
Oldfather Financial Services
Kearney,
Nebraska
| US$ 243 mi | +US$ 18,6 mi | +8% | 8,31% | 60,8% | 72 | 13,89% | 2,9 |
|