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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
SWG
4776
Summit Wealth Group
White River Junction,
Vermont
| US$ 159 mi | +US$ 44,2 mi | +38% | 7,81% | 56,7% | 41 | 26,83% | 0,7 |
|
| 4777 |
4777
Altman Advisors
Chicago,
Illinois
| US$ 159 mi | +US$ 18,2 mi | +13% | 11,5% | 143% | 87 | 17,24% | 1,3 |
|
| 4778 |
4778
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$ 159 mi | +US$ 55,4 mi | +53% | 10,6% | 59,3% | 50 | 18% | 0,6 |
|
| 4779 |
4779
Adams Wealth Management
Logan,
Utah
| US$ 159 mi | +US$ 30,7 mi | +24% | 12,9% | 112% | 379 | 82,59% | 0,7 |
|
| 4780 |
4780
Atwater Malick
Lancaster,
Pennsylvania
| US$ 159 mi | +US$ 16,3 mi | +11% | 10,6% | 83,4% | 43 | 9,3% | 1,5 |
|
| 4781 |
4781
Detalus Advisors
St. Louis,
Missouri
| US$ 159 mi | +US$ 22,2 mi | +16% | 10,9% | 75,7% | 100 | 12% | 0,8 |
|
| 4782 |
4782
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 159 mi | – | – | 13,6% | 62,5% | 103 | – | 0 |
|
| 4783 |
4783
Barnett & Company
Chattanooga,
Tennessee
| US$ 159 mi | +US$ 18,9 mi | +13% | 18,7% | 77% | 317 | 16,72% | 3,2 |
|
| 4784 |
LWPC
4784
Legacy Wealth Partners (California)
Calabasas,
California
| US$ 159 mi | +US$ 17,6 mi | +12% | 16,6% | – | 103 | 27,18% | 0,6 |
|
| 4785 |
SWMG
4785
Signature Wealth Management Group
Atlanta,
Georgia
| US$ 159 mi | +US$ 19,6 mi | +14% | 9,69% | – | 77 | 14,29% | 1,9 |
|
| 4786 |
4786
Fourthstone LLC
St Louis,
Missouri
| US$ 158 mi | +US$ 39,2 mi | +33% | 34,4% | 93,6% | 54 | 50% | 0,5 |
|
| 4787 |
4787
Adalta Capital Management
New York
| US$ 158 mi | +US$ 21,4 mi | +16% | 18,8% | 89,2% | 84 | 23,81% | 1,9 |
|
| 4788 |
4788
Grace Capital
Quincy,
Massachusetts
| US$ 158 mi | +US$ 29,3 mi | +23% | 17,2% | 127% | 280 | 24,29% | 1,4 |
|
| 4789 |
4789
BNC Wealth Management
Beaverton,
Oregon
| US$ 158 mi | +US$ 16,2 mi | +11% | 15,1% | 204% | 530 | 82,64% | 0,2 |
|
| 4790 |
4790
TL Private Wealth
Southlake,
Texas
| US$ 158 mi | +US$ 15,2 mi | +11% | 11,4% | 50,6% | 48 | 6,25% | 0,9 |
|
| 4791 |
4791
WD Rutherford
Portland,
Oregon
| US$ 158 mi | – | – | 14% | 189% | 115 | – | 0 |
|
| 4792 |
4792
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$ 158 mi | +US$ 13,2 mi | +9% | 13,5% | 76,5% | 111 | 13,51% | 2,6 |
|
| 4793 |
FBT
4793
First Bank & Trust
Brookings,
South Dakota
| US$ 158 mi | +US$ 7,38 mi | +5% | 12,6% | 85,6% | 422 | 6,64% | 2,4 |
|
| 4794 |
4794
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 158 mi | +US$ 18,8 mi | +14% | 11,9% | 72,4% | 414 | 9,42% | 0,8 |
|
| 4795 |
4795
Orser Capital Management
Southlake,
Texas
| US$ 158 mi | +US$ 31,3 mi | +25% | 12,7% | 128% | 92 | 28,26% | 1,3 |
|
| 4796 |
CPFP
4796
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| US$ 158 mi | – | – | 6,72% | – | 187 | – | 0 |
|
| 4797 |
LWMM
4797
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$ 158 mi | +US$ 12,7 mi | +9% | 13,5% | 105% | 102 | 14,71% | 0,8 |
|
| 4798 |
KMWM
4798
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$ 158 mi | +US$ 1,93 mi | +1% | 13,7% | – | 161 | 11,18% | 1,3 |
|
| 4799 |
4799
KFA Private Wealth Group
Tysons,
Virginia
| US$ 158 mi | +US$ 24,1 mi | +18% | 11,6% | 62,8% | 73 | 13,7% | 0,7 |
|
| 4800 |
4800
Salem Capital Management
Woburn,
Massachusetts
| US$ 157 mi | +US$ 19,3 mi | +14% | 14,6% | 32,3% | 67 | 8,96% | 5,3 |
|