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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Waterway Wealth Management
The Woodlands,
Texas
| US$ 227 mi | -US$ 12,2 mi | -5% | 7,48% | 52,2% | 80 | 33,75% | 0,2 |
|
| 4902 |
MHP
4902
Manatuck Hill Partners
Westport,
Connecticut
| US$ 227 mi | -US$ 9,8 mi | -4% | 15,1% | 556% | 148 | 45,95% | 1,1 |
|
| 4903 |
4903
Newton One Investments
Newark,
Delaware
| US$ 227 mi | +US$ 10 mi | +5% | 3,78% | 42% | 116 | 4,31% | 2,7 |
|
| 4904 |
4904
Performa Ltd (US)
Charleston,
South Carolina
| US$ 227 mi | -US$ 3,04 mi | -1% | 7,82% | 59,6% | 59 | 13,56% | 2,2 |
|
| 4905 |
4905
Tempus Wealth Planning
Irvine,
California
| US$ 227 mi | -US$ 491 mil | -0,2% | 11,1% | 95% | 210 | 17,62% | 2,1 |
|
| 4906 |
4906
Unio Capital
Princeton,
New Jersey
| US$ 227 mi | +US$ 31,8 mi | +16% | 16,4% | 97,8% | 40 | 15% | 4,4 |
|
| 4907 |
4907
AYAL Capital Advisors
Toronto,
Ontario, Canada
| US$ 227 mi | -US$ 11,4 mi | -5% | 8,7% | – | 54 | 70,37% | 0,1 |
|
| 4908 |
WA
4908
Win Advisors
Palm Beach Gardens,
Florida
| US$ 227 mi | +US$ 6,59 mi | +3% | 12,9% | 266% | 93 | 82,8% | 0,2 |
|
| 4909 |
4909
Campbell Capital Management
Miami,
Florida
| US$ 227 mi | +US$ 13,3 mi | +6% | 5,78% | 123% | 62 | 45,16% | 1,7 |
|
| 4910 |
4910
Brown Miller Wealth Management
Mclean,
Virginia
| US$ 227 mi | +US$ 26,8 mi | +13% | 16% | 121% | 129 | 10,08% | 2,4 |
|
| 4911 |
4911
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$ 227 mi | +US$ 22,8 mi | +11% | 5,88% | 66,9% | 78 | 14,1% | 1,5 |
|
| 4912 |
4912
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 227 mi | +US$ 46,1 mi | +26% | 23,1% | 417% | 81 | 30,86% | 1,8 |
|
| 4913 |
4913
Scholtz & Company
Stamford,
Connecticut
| US$ 227 mi | +US$ 24,5 mi | +12% | 19,1% | 111% | 71 | 35,21% | 1,8 |
|
| 4914 |
4914
City State Bank
Norwalk,
Iowa
| US$ 226 mi | +US$ 27 mi | +14% | 6,91% | 79,1% | 723 | 7,61% | 1,9 |
|
| 4915 |
4915
Compass Advisory Group
Melville,
New York
| US$ 226 mi | +US$ 17,6 mi | +8% | 6,29% | 54,8% | 82 | 19,51% | 1,8 |
|
| 4916 |
4916
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 226 mi | +US$ 22,1 mi | +11% | 4,71% | 31,6% | 81 | 17,28% | 1,5 |
|
| 4917 |
4917
Topel & Distasi Wealth Management
Berkeley,
California
| US$ 226 mi | +US$ 15,6 mi | +7% | 4,91% | 43,6% | 76 | 6,58% | 1,8 |
|
| 4918 |
4918
Kennicott Capital Management
Corte Madera,
California
| US$ 226 mi | +US$ 22,4 mi | +11% | 8,49% | 98% | 45 | 17,78% | 2,3 |
|
| 4919 |
4919
Accretive Wealth Partners
Parsippany,
New Jersey
| US$ 226 mi | +US$ 17,9 mi | +9% | 6,54% | 64,4% | 141 | 9,93% | 2,1 |
|
| 4920 |
4920
Corbyn Investment Management
Lutherville,
Maryland
| US$ 226 mi | +US$ 13,7 mi | +6% | 13,5% | 71% | 63 | 9,52% | 4,5 |
|
| 4921 |
4921
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 226 mi | +US$ 12,1 mi | +6% | 6,99% | 62,5% | 824 | 3,4% | 0,8 |
|
| 4922 |
4922
Congress Park Capital
Saratoga Springs,
New York
| US$ 226 mi | +US$ 21,3 mi | +10% | 13% | 99,9% | 124 | 15,32% | 3,6 |
|
| 4923 |
4923
Tyler-Stone Wealth Management
Beachwood,
Ohio
| US$ 226 mi | +US$ 26,2 mi | +13% | 13,5% | – | 1.009 | 10,01% | 1,8 |
|
| 4924 |
4924
Sweeney & Michel
Chico,
California
| US$ 226 mi | – | – | 6,66% | – | 110 | – | 0,9 |
|
| 4925 |
4925
Watershed Private Wealth
Oak Brook,
Illinois
| US$ 226 mi | +US$ 44,9 mi | +25% | 9,18% | 80,3% | 130 | 23,08% | 0,8 |
|