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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
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$ 208 mi | +US$ 18,6 mi | +10% | 8,82% | 47% | 17 | 11,76% | 1,9 |
|
| 4927 |
4927
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$ 208 mi | +US$ 17,1 mi | +9% | 11% | 93,3% | 148 | 6,08% | 6,9 |
|
| 4928 |
4928
Narus Financial Partners
Salt Lake City,
Utah
| US$ 208 mi | +US$ 12,7 mi | +6% | 4,37% | 85,3% | 140 | 15% | 2,9 |
|
| 4929 |
LWMM
4929
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$ 207 mi | +US$ 15 mi | +8% | 11,8% | 105% | 75 | 8% | 3,1 |
|
| 4930 |
4930
Beacon Financial Advisory
Cleveland,
Ohio
| US$ 207 mi | +US$ 26,3 mi | +15% | 9,35% | 76,8% | 256 | 15,23% | 2,3 |
|
| 4931 |
4931
Ferguson Shapiro
Decatur,
Georgia
| US$ 207 mi | +US$ 25,7 mi | +14% | 7,33% | 42,7% | 42 | 42,86% | 1,1 |
|
| 4932 |
4932
Alpha Wave Global
New York
| US$ 207 mi | +US$ 49,1 mi | +31% | 15,9% | 226% | 29 | 20,69% | 1,9 |
|
| 4933 |
4933
Divergent Planning
Bethesda,
Maryland
| US$ 207 mi | +US$ 21,4 mi | +12% | 9,12% | 43,3% | 26 | 7,69% | 1,8 |
|
| 4934 |
4934
Leeward Financial Partners
Bellevue,
Washington
| US$ 207 mi | +US$ 26,4 mi | +15% | 12,6% | 97,9% | 93 | 24,73% | 1,2 |
|
| 4935 |
4935
Beech Hill Advisors
New York
| US$ 207 mi | +US$ 8,41 mi | +4% | 12,7% | 117% | 94 | 10,64% | 4,4 |
|
| 4936 |
4936
Davis Investment Partners
Charlotte,
North Carolina
| US$ 206 mi | +US$ 18,6 mi | +10% | 13,2% | 97,8% | 117 | 16,24% | 0,8 |
|
| 4937 |
4937
Highline Wealth Partners
Sherman Oaks,
California
| US$ 206 mi | +US$ 44,5 mi | +27% | 10,2% | 93,8% | 441 | 15,87% | 1 |
|
| 4938 |
BOCM
4938
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 206 mi | +US$ 23,9 mi | +13% | 10,9% | 49,6% | 37 | 8,11% | 4 |
|
| 4939 |
4939
First County Bank
Stamford,
Connecticut
| US$ 206 mi | +US$ 14,2 mi | +7% | 10,1% | 101% | 171 | 9,94% | 0,9 |
|
| 4940 |
4940
Houlihan Financial Resource Group
Ashburn,
Virginia
| US$ 206 mi | +US$ 19,4 mi | +10% | 9,17% | 50,6% | 101 | 7,92% | 1,7 |
|
| 4941 |
4941
Exeter Financial
Scottsdale,
Arizona
| US$ 206 mi | +US$ 16,9 mi | +9% | 7,75% | 59,1% | 90 | 5,56% | 4,5 |
|
| 4942 |
4942
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 206 mi | +US$ 23,5 mi | +13% | 12% | 66,8% | 98 | 8,16% | 6,4 |
|
| 4943 |
SST
4943
S Squared Technology
New York
| US$ 206 mi | +US$ 20,7 mi | +11% | 17,1% | 223% | 37 | 16,22% | 2,9 |
|
| 4944 |
4944
Client 1st Advisory Group
Dunedin,
Florida
| US$ 206 mi | +US$ 16,9 mi | +9% | 8,71% | 64,5% | 105 | 7,62% | 2,2 |
|
| 4945 |
4945
Tiemann Investment Advisors
Menlo Park,
California
| US$ 206 mi | +US$ 18,9 mi | +10% | 10,6% | 86,2% | 191 | 6,81% | 6,4 |
|
| 4946 |
4946
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 206 mi | +US$ 17,5 mi | +9% | 9,37% | 46,6% | 22 | 31,82% | 0,8 |
|
| 4947 |
4947
Peregrine Asset Advisers
Portland,
Oregon
| US$ 206 mi | +US$ 13,3 mi | +7% | 12,8% | 189% | 177 | 26,55% | 1,5 |
|
| 4948 |
GAMC
4948
Garner Asset Management Corp
Plano,
Texas
| US$ 206 mi | +US$ 31,1 mi | +18% | 14,1% | 103% | 348 | 62,36% | 2 |
|
| 4949 |
4949
Institutional Venture Management XV
Menlo Park,
California
| US$ 206 mi | +US$ 35,8 mi | +21% | 22,9% | 116% | 5 | 0% | 2 |
|
| 4950 |
GWM
4950
Gray Wealth Management
Bangor,
Maine
| US$ 205 mi | +US$ 10,3 mi | +5% | 9,82% | 22,1% | 137 | 10,22% | 2,6 |
|