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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$ 158 mi | +US$ 6,9 mi | +5% | 3,81% | 45,1% | 27 | 0% | 4,7 |
|
| 4952 |
4952
Curi Wealth Management
Raleigh,
North Carolina
| US$ 158 mi | +US$ 19,5 mi | +14% | 5,29% | 16,2% | 537 | 83,43% | 0,2 |
|
| 4953 |
GA
4953
GRS Advisors
Chicago,
Illinois
| US$ 158 mi | -US$ 62,3 mi | -28% | 9,83% | 54,3% | 34 | 52,94% | 0,7 |
|
| 4954 |
4954
Cheyne Capital Management (UK)
London,
United Kingdom
| US$ 158 mi | -US$ 39,9 mi | -20% | 0,57% | 35,6% | 144 | 71,53% | 0,4 |
|
| 4955 |
GWM
4955
Gray Wealth Management
Bangor,
Maine
| US$ 158 mi | +US$ 11,2 mi | +8% | 4,27% | 22,1% | 109 | 4,59% | 0,9 |
|
| 4956 |
4956
Amtrust Financial Services
New York
| US$ 158 mi | -US$ 47,8 mi | -23% | 5,45% | 61,9% | 116 | 67,24% | 0,4 |
|
| 4957 |
WMA
4957
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 158 mi | +US$ 5,26 mi | +3% | 5,96% | 111% | 194 | 12,89% | 1,3 |
|
| 4958 |
4958
IronBridge Private Wealth
Austin,
Texas
| US$ 157 mi | +US$ 22,1 mi | +16% | 7,83% | 143% | 291 | 21,99% | 0,2 |
|
| 4959 |
4959
Beddow Capital Management
Jackson,
Wyoming
| US$ 157 mi | +US$ 13,8 mi | +10% | 17,9% | 50,7% | 59 | 15,25% | 3,8 |
|
| 4960 |
4960
Red Spruce Capital
Berwyn,
Pennsylvania
| US$ 157 mi | +US$ 13,3 mi | +9% | 8,49% | 98,4% | 93 | 7,53% | 1,1 |
|
| 4961 |
4961
Grace Capital
Quincy,
Massachusetts
| US$ 157 mi | -US$ 1,09 mi | -0,7% | 6,84% | 127% | 268 | 28,36% | 1,8 |
|
| 4962 |
4962
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$ 157 mi | -US$ 5,84 mi | -4% | 6,6% | 94,5% | 114 | 21,93% | 1,2 |
|
| 4963 |
4963
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$ 157 mi | +US$ 22,5 mi | +17% | 8,5% | 91,4% | 153 | 32,03% | 0,2 |
|
| 4964 |
4964
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 157 mi | -US$ 102 mi | -39% | 2,44% | 56,9% | 175 | 58,29% | 1,6 |
|
| 4965 |
4965
Garrison Asset Management
Fayetteville,
Arkansas
| US$ 157 mi | +US$ 11,8 mi | +8% | 6,69% | 52,1% | 104 | 10,58% | 5 |
|
| 4966 |
4966
David J. Yvars Group
University Park,
Florida
| US$ 157 mi | +US$ 9,45 mi | +6% | 9,07% | 143% | 87 | 14,94% | 0,2 |
|
| 4967 |
4967
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$ 157 mi | +US$ 27 mi | +21% | 14,9% | 90,8% | 77 | 14,29% | 0,9 |
|
| 4968 |
4968
JLP Asset Management
New York
| US$ 157 mi | +US$ 5,1 mi | +3% | 6,94% | 16,1% | 34 | 8,82% | 1,5 |
|
| 4969 |
4969
Blue Square Asset Management
New York
| US$ 157 mi | +US$ 6,91 mi | +5% | 4,54% | 117% | 82 | 7,32% | 1,1 |
|
| 4970 |
WPEP
4970
Walnut Private Equity Partners
Omaha,
Nebraska
| US$ 157 mi | +US$ 20,8 mi | +15% | 13,6% | 48% | 17 | 5,88% | 4,6 |
|
| 4971 |
4971
Consolidated Planning Corp
Atlanta,
Georgia
| US$ 157 mi | +US$ 3,07 mi | +2% | 4,02% | 84,6% | 60 | 18,33% | 0,9 |
|
| 4972 |
4972
Atlas Private Wealth Management
Albany,
New York
| US$ 157 mi | +US$ 16,2 mi | +12% | 3,39% | 19,8% | 440 | 20,91% | 1 |
|
| 4973 |
4973
Delta Capital Management
Red Bank,
New Jersey
| US$ 157 mi | +US$ 13 mi | +9% | 9,6% | 129% | 85 | 16,47% | 4,4 |
|
| 4974 |
4974
Fullen Financial Group
Columbus,
Ohio
| US$ 156 mi | +US$ 8,91 mi | +6% | 3,99% | 28,4% | 58 | 3,45% | 0,7 |
|
| 4975 |
4975
Stewart Asset Management
New York
| US$ 156 mi | -US$ 8,4 mi | -5% | 2,32% | 42,5% | 28 | 10,71% | 1,2 |
|