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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
CWAG
4726
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$ 175 mi | +US$ 14,3 mi | +9% | 5,33% | 76,1% | 75 | 8% | 1,6 |
|
| 4727 |
4727
Beacon Financial Advisory
Cleveland,
Ohio
| US$ 175 mi | +US$ 20,9 mi | +14% | 5,33% | 76,8% | 237 | 21,94% | 0,8 |
|
| 4728 |
4728
EPIQ Partners
Minneapolis,
Minnesota
| US$ 175 mi | +US$ 30,9 mi | +21% | 5,02% | 49,6% | 87 | 13,79% | 0,9 |
|
| 4729 |
4729
Client 1st Advisory Group
Dunedin,
Florida
| US$ 175 mi | +US$ 20,6 mi | +13% | 2,55% | 64,5% | 70 | 20% | 0,8 |
|
| 4730 |
HR
4730
Hayden Royal
Charlotte,
North Carolina
| US$ 175 mi | -US$ 9,29 mi | -5% | 8,46% | 100% | 594 | 86,03% | 0,5 |
|
| 4731 |
LP
4731
LGL Partners
Philadelphia,
Pennsylvania
| US$ 175 mi | +US$ 1,55 mi | +0,9% | 7,18% | 68,9% | 98 | 16,33% | 2,4 |
|
| 4732 |
4732
BC Gestao de Recursos
Sao Paulo,
Brazil
| US$ 174 mi | -US$ 107 mi | -38% | 12,5% | – | 5 | 40% | 0,2 |
|
| 4733 |
4733
Vest Financial
Mclean,
Virginia
| US$ 174 mi | +US$ 25,1 mi | +17% | 8,93% | 68,4% | 68 | 8,82% | 0,2 |
|
| 4734 |
4734
Acuitas Investments
Seattle,
Washington
| US$ 174 mi | +US$ 20,4 mi | +13% | 33,5% | 120% | 77 | 23,38% | 0,5 |
|
| 4735 |
4735
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 174 mi | -US$ 1,53 mi | -0,9% | 3,41% | 92,4% | 403 | 16,63% | 3,6 |
|
| 4736 |
4736
Bennicas & Associates
Portola Valley,
California
| US$ 174 mi | +US$ 2,64 mi | +2% | 2% | 40,3% | 101 | 3,96% | 4,8 |
|
| 4737 |
4737
Total Clarity Wealth Management
St. Charles,
Illinois
| US$ 174 mi | +US$ 30,1 mi | +21% | 5,81% | 73,2% | 829 | 82,27% | 0,2 |
|
| 4738 |
4738
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$ 174 mi | +US$ 2,22 mi | +1% | 1,87% | 111% | 107 | 21,5% | 1,3 |
|
| 4739 |
KCM
4739
Kempner Capital Management
Galveston,
Texas
| US$ 174 mi | +US$ 22,6 mi | +15% | 16,9% | 60,9% | 50 | 14% | 4,3 |
|
| 4740 |
4740
TriaGen Wealth Management
Calabasas,
California
| US$ 174 mi | +US$ 3,27 mi | +2% | 5,55% | 132% | 190 | 24,21% | 0,2 |
|
| 4741 |
4741
Palmer Knight Company
Jacksonville,
Florida
| US$ 174 mi | +US$ 42,4 mi | +32% | 7,44% | 90,5% | 28 | 3,57% | 1,7 |
|
| 4742 |
4742
SYM Financial Corp
Winona Lake,
Indiana
| US$ 174 mi | +US$ 37,4 mi | +27% | 6,89% | 64,3% | 96 | 33,33% | 1,8 |
|
| 4743 |
4743
Oldfather Financial Services
Kearney,
Nebraska
| US$ 174 mi | +US$ 5,24 mi | +3% | 7,99% | 60,8% | 66 | 13,64% | 1,1 |
|
| 4744 |
4744
St. Johns Investment Management
Jacksonville,
Florida
| US$ 174 mi | +US$ 11,7 mi | +7% | 7,43% | 91,9% | 187 | 17,11% | 4,5 |
|
| 4745 |
4745
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$ 174 mi | +US$ 12,1 mi | +7% | 6,35% | 28,2% | 105 | 14,29% | 2,2 |
|
| 4746 |
4746
Central Asset Investments & Management Holdings
Hong Kong
| US$ 174 mi | -US$ 148 mi | -46% | 13,9% | 3.078% | 73 | 54,79% | 0,4 |
|
| 4747 |
4747
Avory & Company
Miami,
Florida
| US$ 174 mi | +US$ 24,9 mi | +17% | 12,1% | 74,9% | 16 | 31,25% | 0,2 |
|
| 4748 |
4748
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 174 mi | +US$ 21,3 mi | +14% | 7,57% | 80,3% | 123 | 21,95% | 0,9 |
|
| 4749 |
4749
Tieton Capital Management
Yakima,
Washington
| US$ 174 mi | +US$ 36,9 mi | +27% | 30% | 172% | 36 | 16,67% | 3,4 |
|
| 4750 |
4750
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 173 mi | – | – | 3,96% | 46,6% | 189 | – | 0 |
|