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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
NYL Investors
New York
| US$ 304 mi | -US$ 58,4 mi | -16% | 2,86% | 10,8% | 37 | 2,7% | 5 |
|
| 4802 |
4802
Tilson Financial Group
New Providence,
New Jersey
| US$ 304 mi | +US$ 39,2 mi | +15% | 5,08% | 42,9% | 79 | 7,59% | 1,5 |
|
| 4803 |
OFCM
4803
One Fin Capital Management
San Francisco,
California
| US$ 304 mi | +US$ 8,23 mi | +3% | 16,7% | 92% | 31 | 77,42% | 0,3 |
|
| 4804 |
4804
FSB Premier Wealth Management
Waterloo,
Iowa
| US$ 304 mi | +US$ 23,8 mi | +9% | 5,52% | 61% | 234 | 11,11% | 2,7 |
|
| 4805 |
4805
Whitegate Investment Counselors
Concord,
New Hampshire
| US$ 304 mi | +US$ 9,26 mi | +3% | 5,33% | 51% | 70 | 8,57% | 6,5 |
|
| 4806 |
4806
LifeWealth Investments
Winter Garden,
Florida
| US$ 304 mi | +US$ 28,4 mi | +10% | 6,94% | – | 169 | 23,67% | 0,5 |
|
| 4807 |
SC
4807
Schiavi & Co
Wilmington,
Delaware
| US$ 303 mi | +US$ 8,65 mi | +3% | 3,68% | 43,6% | 45 | 13,33% | 2,1 |
|
| 4808 |
4808
Flagship Wealth Advisors
Wakefield,
Massachusetts
| US$ 303 mi | +US$ 38,2 mi | +14% | 7,99% | – | 442 | 19,46% | 0,6 |
|
| 4809 |
4809
Essential Partners
Rancho Santa Fe,
California
| US$ 303 mi | +US$ 52,7 mi | +21% | 10,2% | – | 2.813 | 24,32% | 0,2 |
|
| 4810 |
BDA
4810
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$ 303 mi | +US$ 14,7 mi | +5% | 6,21% | 54,4% | 62 | 8,06% | 2,9 |
|
| 4811 |
4811
Etesian Wealth Advisors
West Linn,
Oregon
| US$ 303 mi | +US$ 34,6 mi | +13% | 5,76% | 60,6% | 139 | 7,19% | 2,1 |
|
| 4812 |
4812
Crestmont Private Wealth
Houston,
Texas
| US$ 303 mi | +US$ 26 mi | +9% | 6,54% | 59,3% | 96 | 14,58% | 1,6 |
|
| 4813 |
4813
Bennett Selby Investments
Falmouth,
Maine
| US$ 302 mi | +US$ 21,5 mi | +8% | 7,4% | 82,1% | 82 | 9,76% | 3 |
|
| 4814 |
4814
Morling Financial Advisors
Fremont,
California
| US$ 302 mi | -US$ 3,44 mi | -1% | 6,49% | 97,6% | 117 | 23,08% | 2,3 |
|
| 4815 |
LI
4815
LHM Inc
Sandy,
Utah
| US$ 302 mi | +US$ 510 mil | +0,2% | 4,59% | 82,5% | 22 | 4,55% | 1,1 |
|
| 4816 |
MHP
4816
Manatuck Hill Partners
Westport,
Connecticut
| US$ 302 mi | +US$ 36,6 mi | +14% | 24,2% | 556% | 148 | 53,38% | 1,2 |
|
| 4817 |
4817
Baron Wealth Management
Troy,
Michigan
| US$ 302 mi | +US$ 20 mi | +7% | 8,34% | 88,6% | 272 | 18,38% | 1,4 |
|
| 4818 |
4818
JVL Associates
Wyoming,
Michigan
| US$ 302 mi | +US$ 23,8 mi | +9% | 9,32% | 81% | 68 | 10,29% | 3,7 |
|
| 4819 |
4819
Omega Financial Group
Santa Barbara,
California
| US$ 302 mi | +US$ 21 mi | +7% | 5,14% | 47% | 115 | 13,91% | 3,5 |
|
| 4820 |
4820
Dorval Corp
Maple Grove,
Minnesota
| US$ 302 mi | +US$ 22,6 mi | +8% | 3,44% | 29,6% | 42 | 4,76% | 1,3 |
|
| 4821 |
4821
Client 1st Advisory Group
Dunedin,
Florida
| US$ 302 mi | +US$ 26,3 mi | +10% | 6,76% | 64,5% | 147 | 17,69% | 2,7 |
|
| 4822 |
4822
Financial Insights
Tacoma,
Washington
| US$ 302 mi | +US$ 28,2 mi | +10% | 7,13% | 82,1% | 148 | 17,57% | 2,9 |
|
| 4823 |
4823
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 302 mi | +US$ 54,7 mi | +22% | 14,4% | 107% | 232 | 14,66% | 2,2 |
|
| 4824 |
4824
Hendley & Co
Zanesville,
Ohio
| US$ 302 mi | +US$ 15,4 mi | +5% | 7,13% | 64,9% | 47 | 2,13% | 6,1 |
|
| 4825 |
4825
Prairiewood Capital
Fargo,
North Dakota
| US$ 302 mi | +US$ 32,2 mi | +12% | 6,05% | 42,6% | 83 | 10,84% | 2,8 |
|