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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
KFA Private Wealth Group
Tysons,
Virginia
| US$ 109 mi | – | – | 7,04% | 62,8% | 51 | – | 0 |
|
| 4927 |
TC
4927
Teilinger Capital
Houston,
Texas
| US$ 109 mi | +US$ 45,9 mi | +73% | 1,06% | 30,2% | 11 | 90,91% | 0 |
|
| 4928 |
4928
TFO Wealth Partners
Maumee,
Ohio
| US$ 109 mi | – | – | 7,58% | 68,9% | 145 | – | 0 |
|
| 4929 |
4929
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 109 mi | -US$ 3,35 mi | -3% | 8,17% | 121% | 91 | 10,99% | 1,3 |
|
| 4930 |
4930
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$ 109 mi | -US$ 11,9 mi | -10% | 7,8% | 86,2% | 69 | 13,04% | 1,5 |
|
| 4931 |
4931
CVA Family Office
Denver,
Colorado
| US$ 109 mi | – | – | 6,59% | 71,6% | 79 | – | 0 |
|
| 4932 |
AFA
4932
Alta Fundamental Advisers
New York
| US$ 108 mi | -US$ 41 mi | -27% | 6,37% | 199% | 22 | 31,82% | 1,4 |
|
| 4933 |
4933
Norris Financial Group
Greenville,
South Carolina
| US$ 108 mi | – | – | 11,6% | 142% | 55 | – | 0 |
|
| 4934 |
FP
4934
Fiduciary Planning
Englewood,
Florida
| US$ 108 mi | – | – | 5,28% | 71,4% | 64 | – | 0 |
|
| 4935 |
4935
Kirkoswald Asset Management
New York
| US$ 108 mi | – | – | 10,6% | – | 4 | – | 0 |
|
| 4936 |
LCH
4936
Lee Capital Holdings
New York
| US$ 108 mi | +US$ 1,21 mi | +1% | 7,67% | 34,4% | 62 | 24,19% | 1 |
|
| 4937 |
4937
LPWM LLC
Minneapolis,
Minnesota
| US$ 108 mi | – | – | 7,64% | 59,4% | 43 | – | 0 |
|
| 4938 |
4938
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 108 mi | – | – | 10,5% | 105% | 189 | – | 0 |
|
| 4939 |
4939
Planning Directions
Glen Mills,
Pennsylvania
| US$ 108 mi | +US$ 3,9 mi | +4% | 3,47% | 46,3% | 55 | 5,45% | 1,4 |
|
| 4940 |
4940
Blue Chip Wealth Management
Miami Beach,
Florida
| US$ 108 mi | +US$ 12,3 mi | +13% | 11,7% | – | 103 | 6,8% | 1,5 |
|
| 4941 |
4941
Vienna Insurance Group
Warsaw,
Poland
| US$ 108 mi | -US$ 9,9 mi | -8% | 8,11% | 230% | 63 | 6,35% | 1,8 |
|
| 4942 |
4942
Karani Asset Management
New York
| US$ 108 mi | – | – | 19,6% | – | 57 | – | 0 |
|
| 4943 |
4943
Signet Investment Advisory Group
Providence,
Rhode Island
| US$ 108 mi | +US$ 9,41 mi | +10% | 7,99% | 68,2% | 73 | 2,74% | 0,9 |
|
| 4944 |
4944
Diamant Asset Management
Ridgefield,
Connecticut
| US$ 108 mi | +US$ 7,93 mi | +8% | 10,5% | 66,9% | 72 | 8,33% | 1,8 |
|
| 4945 |
4945
Spreng Capital Management
Bucyrus,
Ohio
| US$ 108 mi | – | – | 8,23% | 84,4% | 82 | – | 0 |
|
| 4946 |
4946
Oldfather Financial Services
Kearney,
Nebraska
| US$ 108 mi | – | – | 8,48% | 60,8% | 57 | – | 0 |
|
| 4947 |
4947
Okabena Investment Services
Minneapolis,
Minnesota
| US$ 108 mi | – | – | 10,5% | 83,9% | 67 | – | 0 |
|
| 4948 |
4948
Coyle Financial Counsel
Glenview,
Illinois
| US$ 108 mi | +US$ 9,14 mi | +9% | 8,03% | 67,3% | 64 | 26,56% | 1,4 |
|
| 4949 |
4949
NFP Retirement Inc
Aliso Viejo,
California
| US$ 108 mi | – | – | 4,37% | 46,7% | 87 | – | 0 |
|
| 4950 |
4950
Sloy Dahl & Holst
Vancouver,
Washington
| US$ 107 mi | – | – | 31,1% | 132% | 46 | – | 0 |
|