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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Manchester Financial
Westlake Village,
California
| US$ 161 mi | +US$ 29,4 mi | +22% | 17,1% | 73% | 681 | 18,94% | 0,8 |
|
| 4752 |
4752
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 161 mi | +US$ 26 mi | +19% | 13,5% | 34,2% | 53 | 22,64% | 2,3 |
|
| 4753 |
4753
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$ 161 mi | – | – | 18% | 83,4% | 61 | – | 0 |
|
| 4754 |
4754
Fountainhead AM
Warren,
New Jersey
| US$ 161 mi | – | – | 12,4% | 80,4% | 53 | – | 0 |
|
| 4755 |
CWAG
4755
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$ 161 mi | +US$ 26,8 mi | +20% | 13,3% | 76,1% | 70 | 12,86% | 1,5 |
|
| 4756 |
4756
Marshall & Sullivan
Seattle,
Washington
| US$ 161 mi | +US$ 12,2 mi | +8% | 15,9% | 82% | 67 | 7,46% | 3 |
|
| 4757 |
4757
Sturgeon Ventures
London,
United Kingdom
| US$ 160 mi | +US$ 28 mi | +21% | 19,4% | 85,9% | 46 | 15,22% | 1,2 |
|
| 4758 |
4758
Waycross Partners
Louisville,
Kentucky
| US$ 160 mi | – | – | 15,5% | 98,4% | 98 | – | 0 |
|
| 4759 |
4759
SunTx Capital Management
Dallas,
Texas
| US$ 160 mi | +US$ 60,1 mi | +60% | 59,9% | – | 1 | 0% | 1 |
|
| 4760 |
4760
Caxton Corporation
Princeton,
New Jersey
| US$ 160 mi | +US$ 54,4 mi | +51% | 23,7% | 512% | 49 | 75,51% | 0,5 |
|
| 4761 |
4761
C-J Advisory
San Jose,
California
| US$ 160 mi | +US$ 22,9 mi | +17% | 13,6% | 39,2% | 31 | 3,23% | 3,5 |
|
| 4762 |
4762
Howard Wealth Management
Madison,
Connecticut
| US$ 160 mi | +US$ 20,1 mi | +14% | 9,65% | 69,9% | 123 | 4,88% | 0,8 |
|
| 4763 |
4763
Weaver Consulting Group
Huntington Beach,
California
| US$ 160 mi | -US$ 13,3 mi | -8% | 8,99% | 56,4% | 1.032 | 86,72% | 1,5 |
|
| 4764 |
AFT
4764
Alpha Family Trust
Los Angeles,
California
| US$ 160 mi | – | – | 6,57% | 215% | 17 | – | 0 |
|
| 4765 |
4765
IMS Capital Management
Portland,
Oregon
| US$ 160 mi | +US$ 21,4 mi | +15% | 14,1% | 119% | 140 | 35% | 2,9 |
|
| 4766 |
4766
Wealth CMT
Cherry Hill,
New Jersey
| US$ 160 mi | +US$ 25,6 mi | +19% | 12,7% | 25% | 19 | 0% | 0,9 |
|
| 4767 |
4767
Lantz Financial
Naperville,
Illinois
| US$ 160 mi | +US$ 11,6 mi | +8% | 11,6% | 74,3% | 129 | 11,63% | 1,4 |
|
| 4768 |
4768
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$ 160 mi | +US$ 15,6 mi | +11% | 12,8% | 116% | 60 | 15% | 3,6 |
|
| 4769 |
MHR
4769
Matthew Hamilton Rosenberg
| US$ 160 mi | +US$ 24,1 mi | +18% | 11,4% | 52% | 550 | 6,91% | 0,6 |
|
| 4770 |
4770
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| US$ 160 mi | -US$ 9,42 mi | -6% | 6,22% | 21,9% | 36 | 0% | 5,4 |
|
| 4771 |
4771
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$ 160 mi | -US$ 14,2 mi | -8% | 1,26% | 96,7% | 1 | 0% | 1 |
|
| 4772 |
AFC
4772
AFT Forsyth & Company
West Palm Beach,
Florida
| US$ 160 mi | +US$ 25,5 mi | +19% | 12,9% | 159% | 152 | 19,08% | 4,3 |
|
| 4773 |
4773
1776 Wealth
Atlanta,
Georgia
| US$ 160 mi | +US$ 22 mi | +16% | 9,93% | 115% | 123 | 15,45% | 0,9 |
|
| 4774 |
4774
Pictet Bank & Trust
Nassau,
Bahamas
| US$ 160 mi | +US$ 7,08 mi | +5% | 12,8% | 82,7% | 66 | 18,18% | 3,5 |
|
| 4775 |
4775
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 159 mi | +US$ 16,7 mi | +12% | 7,24% | 40,3% | 80 | 17,5% | 1,2 |
|