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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
Milestone Advisory Partners
Southern Pines,
North Carolina
| US$ 170 mi | -US$ 19,5 mi | -10% | 0% | 19,7% | 90 | 14,44% | 1,6 |
|
| 4927 |
4927
Harvest Group Wealth Management
Waltham,
Massachusetts
| US$ 170 mi | +US$ 2,24 mi | +1% | 1,46% | 28,1% | 73 | 26,03% | 0,8 |
|
| 4928 |
MCM
4928
McMillion Capital Management
Greensboro,
North Carolina
| US$ 170 mi | -US$ 13,5 mi | -7% | 0,72% | 59,3% | 86 | 9,3% | 4,7 |
|
| 4929 |
4929
Compass Advisory Group
Melville,
New York
| US$ 170 mi | +US$ 8,82 mi | +5% | 0,26% | 49,2% | 55 | 14,55% | 0,6 |
|
| 4930 |
4930
Franklin Street Capital Partners
New York
| US$ 170 mi | +US$ 52 mi | +44% | 3,56% | – | 48 | 43,75% | 0,5 |
|
| 4931 |
4931
Demars Financial Group
Spokane Valley,
Washington
| US$ 170 mi | +US$ 3,51 mi | +2% | 1,49% | 69,1% | 98 | 27,55% | 1 |
|
| 4932 |
4932
Yaupon Capital Management
New York
| US$ 170 mi | -US$ 11,2 mi | -6% | 2,87% | 122% | 89 | 71,91% | 0,3 |
|
| 4933 |
4933
Brookmont Capital Management
Dallas,
Texas
| US$ 170 mi | +US$ 4,25 mi | +3% | 1,33% | 32,2% | 58 | 8,62% | 5,1 |
|
| 4934 |
I2I
4934
Insight 2811 Inc
Chicago,
Illinois
| US$ 169 mi | -US$ 8,04 mi | -5% | 0,43% | 31,3% | 87 | 20,69% | 3,4 |
|
| 4935 |
APSI
4935
Asset Planning Services Inc
Covington,
Louisiana
| US$ 169 mi | -US$ 3,62 mi | -2% | 1,91% | 138% | 39 | 0% | 3,2 |
|
| 4936 |
TI
4936
Truehand Inc
Strafford,
New Hampshire
| US$ 169 mi | -US$ 525 mil | -0,3% | 1,21% | 86,9% | 200 | 4% | 2,4 |
|
| 4937 |
4937
Kozak & Associates
Highlands Ranch,
Colorado
| US$ 169 mi | – | – | 0,73% | 111% | 333 | – | 0,2 |
|
| 4938 |
4938
Friedenthal Financial
Marlton,
New Jersey
| US$ 169 mi | +US$ 2,24 mi | +1% | 0,84% | 105% | 79 | 29,11% | 2,1 |
|
| 4939 |
4939
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 169 mi | +US$ 2,97 mi | +2% | 1,75% | 64,1% | 55 | 18,18% | 3 |
|
| 4940 |
4940
R.W. Roge & Company
Bohemia,
New York
| US$ 169 mi | +US$ 9,14 mi | +6% | 0,08% | 76,3% | 44 | 13,64% | 1,3 |
|
| 4941 |
JPLA
4941
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 169 mi | +US$ 1,43 mi | +0,9% | 0,82% | 84% | 639 | 10,49% | 0,9 |
|
| 4942 |
WA1
4942
Wimmer Associates 1
Pasadena,
California
| US$ 169 mi | -US$ 1,76 mi | -1% | 0,16% | 78,9% | 123 | 5,69% | 3,9 |
|
| 4943 |
4943
Fusion Capital
Mt. Pleasant,
South Carolina
| US$ 169 mi | +US$ 2,38 mi | +1% | 1,76% | 108% | 79 | 7,59% | 1,3 |
|
| 4944 |
4944
BNC Wealth Management
Beaverton,
Oregon
| US$ 169 mi | +US$ 3,66 mi | +2% | 1,43% | 204% | 101 | 21,78% | 0,7 |
|
| 4945 |
4945
Western Financial Corp
San Diego,
California
| US$ 169 mi | -US$ 16,5 mi | -9% | 6,58% | 275% | 101 | 21,78% | 0,5 |
|
| 4946 |
4946
Summit Rock Advisors
New York
| US$ 169 mi | -US$ 83,8 mi | -33% | 2,65% | – | 5 | 20% | 0,6 |
|
| 4947 |
4947
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 169 mi | +US$ 3,43 mi | +2% | 2,15% | 58,7% | 53 | 5,66% | 1,9 |
|
| 4948 |
4948
VCU Investment Management
Richmond,
Virginia
| US$ 168 mi | -US$ 1,35 mi | -0,8% | 0,76% | – | 7 | 0% | 2,8 |
|
| 4949 |
4949
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 168 mi | +US$ 192 mil | +0,1% | 0,42% | 68,7% | 27 | 0% | 5,8 |
|
| 4950 |
4950
Radnor Capital Management
Wayne,
Pennsylvania
| US$ 168 mi | -US$ 128 mi | -43% | 1,74% | 96,9% | 213 | 65,26% | 2,5 |
|