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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Moseley Investment Management
Bradenton,
Florida
| US$ 251 mi | +US$ 35,3 mi | +16% | 6,61% | 96,6% | 157 | 10,83% | 3,4 |
|
| 4852 |
4852
Roth Financial Partners
Kingwood,
Texas
| US$ 250 mi | +US$ 18,7 mi | +8% | 6,33% | 61% | 32 | 3,13% | 2,6 |
|
| 4853 |
4853
Castle Wealth Management
West Palm Beach,
Florida
| US$ 250 mi | +US$ 41,7 mi | +20% | 6% | 60,1% | 126 | 11,11% | 1,7 |
|
| 4854 |
4854
Stableford Capital II
Scottsdale,
Arizona
| US$ 250 mi | -US$ 4,12 mi | -2% | 6,24% | 66,9% | 141 | 12,77% | 1,2 |
|
| 4855 |
4855
Libra Wealth
Los Gatos,
California
| US$ 250 mi | +US$ 19,3 mi | +8% | 5,66% | 66,1% | 58 | 10,34% | 1,9 |
|
| 4856 |
4856
FSA Wealth Management
Needham,
Massachusetts
| US$ 250 mi | – | – | 7,06% | – | 561 | – | 0,9 |
|
| 4857 |
DA
4857
DCF Advisers
Greenwich,
Connecticut
| US$ 250 mi | +US$ 56 mi | +29% | 5,2% | 379% | 108 | 24,07% | 1,9 |
|
| 4858 |
PWM
4858
Prosperity Wealth Management
San Ramon,
California
| US$ 250 mi | +US$ 46,6 mi | +23% | 4,53% | 175% | 233 | 43,35% | 0,7 |
|
| 4859 |
4859
Dupree Financial Group
Lexington,
Kentucky
| US$ 250 mi | +US$ 29,8 mi | +14% | 8,97% | 75,8% | 74 | 14,86% | 0,5 |
|
| 4860 |
4860
Wealth Management Resources
Smithfield,
Rhode Island
| US$ 250 mi | +US$ 16,7 mi | +7% | 5,82% | 37,7% | 34 | 11,76% | 2 |
|
| 4861 |
4861
Kaye Capital Management
El Segundo,
California
| US$ 249 mi | +US$ 12 mi | +5% | 5,08% | – | 41 | 14,63% | 1,3 |
|
| 4862 |
4862
CGC Financial Services
Lake Oswego,
Oregon
| US$ 249 mi | +US$ 19 mi | +8% | 6,86% | 46% | 359 | 4,46% | 1,1 |
|
| 4863 |
4863
Newton One Investments
Newark,
Delaware
| US$ 249 mi | +US$ 17,4 mi | +8% | 5,8% | 42% | 116 | 63,79% | 3,4 |
|
| 4864 |
SWMG
4864
Signature Wealth Management Group
Atlanta,
Georgia
| US$ 249 mi | +US$ 21 mi | +9% | 7,95% | – | 105 | 5,71% | 3,3 |
|
| 4865 |
4865
Planned Solutions
Folsom,
California
| US$ 249 mi | +US$ 42,5 mi | +21% | 6,1% | 68,3% | 661 | 83,36% | 0,4 |
|
| 4866 |
EAM
4866
Eukles Asset Management
Cincinnati,
Ohio
| US$ 249 mi | +US$ 18 mi | +8% | 9,64% | 87,9% | 241 | 2,49% | 3,9 |
|
| 4867 |
4867
Aikya Investment Management
London,
United Kingdom
| US$ 249 mi | -US$ 97,4 mi | -28% | 1,38% | 11,1% | 3 | 0% | 0,8 |
|
| 4868 |
EE
4868
EWG Elevate
Roseville,
California
| US$ 249 mi | -US$ 24,7 mi | -9% | 5,54% | 76% | 145 | 30,34% | 1,9 |
|
| 4869 |
4869
Malaga Cove Capital
Pv Estates,
California
| US$ 249 mi | +US$ 2,39 mi | +1% | 4,82% | 97,3% | 199 | 22,61% | 2,4 |
|
| 4870 |
4870
Slocum, Gordon & Co
Newport,
Rhode Island
| US$ 249 mi | +US$ 114 mi | +85% | 12,2% | 65,3% | 152 | 13,82% | 1,4 |
|
| 4871 |
EFM
4871
Eley Financial Management
South Burlington,
Vermont
| US$ 248 mi | +US$ 12,5 mi | +5% | 5,76% | 74,9% | 70 | 7,14% | 1,5 |
|
| 4872 |
4872
TSA Wealth Management
Houston,
Texas
| US$ 248 mi | +US$ 13,5 mi | +6% | 5,24% | 62,4% | 68 | 11,76% | 0,6 |
|
| 4873 |
4873
Addison Capital
Conshohocken,
Pennsylvania
| US$ 248 mi | +US$ 17,4 mi | +8% | 6,65% | 71,4% | 147 | 9,52% | 4,1 |
|
| 4874 |
4874
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$ 248 mi | +US$ 18,5 mi | +8% | 5,29% | 47% | 27 | 29,63% | 1,6 |
|
| 4875 |
4875
Weik Capital Management
Wyomissing,
Pennsylvania
| US$ 248 mi | +US$ 13,9 mi | +6% | 8,48% | 71,6% | 96 | 6,25% | 7,5 |
|