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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Waterford Advisors
Orchard Park,
New York
| US$ 241 mi | +US$ 44,5 mi | +23% | 1,01% | 50,5% | 54 | 20,37% | 1,6 |
|
| 4977 |
4977
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| US$ 241 mi | -US$ 7,2 mi | -3% | 1,43% | – | 224 | 21,88% | 0,7 |
|
| 4978 |
EFH
4978
Eaton Financial Holdings
Coral Springs,
Florida
| US$ 241 mi | -US$ 18,8 mi | -7% | 2,42% | – | 70 | 20% | 1,4 |
|
| 4979 |
4979
Yukon Wealth Management
Overland Park,
Kansas
| US$ 241 mi | – | – | 3,27% | – | 102 | – | 0 |
|
| 4980 |
CCM
4980
Consolidated Capital Management
Burbank,
California
| US$ 241 mi | +US$ 11,5 mi | +5% | 0,78% | 166% | 51 | 41,18% | 3,4 |
|
| 4981 |
4981
Valor Management
Chicago,
Illinois
| US$ 241 mi | -US$ 8,58 mi | -3% | 3,36% | 14,5% | 4 | 0% | 1,8 |
|
| 4982 |
4982
Bank OZK
Little Rock,
Arkansas
| US$ 240 mi | -US$ 754 mil | -0,3% | 1,3% | 112% | 148 | 5,41% | 6,4 |
|
| 4983 |
4983
TFR Capital
Plano,
Texas
| US$ 240 mi | +US$ 38,9 mi | +19% | 2,77% | – | 154 | 27,92% | 0,2 |
|
| 4984 |
4984
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 240 mi | -US$ 1,98 mi | -0,8% | 0,46% | 58,8% | 241 | 6,64% | 3,4 |
|
| 4985 |
4985
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$ 240 mi | -US$ 3,38 mi | -1% | 1,05% | 82% | 99 | 21,21% | 2,8 |
|
| 4986 |
4986
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$ 240 mi | -US$ 8,65 mi | -3% | 6,66% | 52,1% | 142 | 15,49% | 3,1 |
|
| 4987 |
LFP
4987
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$ 240 mi | +US$ 5,7 mi | +2% | 1,69% | 65,4% | 85 | 15,29% | 1,2 |
|
| 4988 |
4988
14B Capital Management
La Jolla,
California
| US$ 240 mi | +US$ 10,3 mi | +4% | 3,49% | – | 12 | 16,67% | 0,9 |
|
| 4989 |
4989
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$ 240 mi | +US$ 4,14 mi | +2% | 1,74% | 60,2% | 60 | 16,67% | 3,7 |
|
| 4990 |
4990
Squire Investment Management Company
Orem,
Utah
| US$ 240 mi | +US$ 12,7 mi | +6% | 1,46% | 62,4% | 70 | 14,29% | 1,1 |
|
| 4991 |
4991
Waterway Wealth Management
The Woodlands,
Texas
| US$ 240 mi | +US$ 12,6 mi | +6% | 0,74% | 52,2% | 89 | 28,09% | 0,8 |
|
| 4992 |
4992
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 240 mi | +US$ 3,68 mi | +2% | 0,82% | 63,9% | 95 | 13,68% | 3 |
|
| 4993 |
4993
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 240 mi | +US$ 21,1 mi | +10% | 0,03% | 57,4% | 69 | 7,25% | 1,8 |
|
| 4994 |
4994
Brand Asset Management Group
Chesterfield,
Missouri
| US$ 240 mi | -US$ 6,57 mi | -3% | 1,65% | 70,2% | 94 | 10,64% | 4,8 |
|
| 4995 |
WIM
4995
WIM Investment Management
Hong Kong
| US$ 240 mi | -US$ 51,5 mi | -18% | 8,68% | – | 17 | 23,53% | 0,4 |
|
| 4996 |
4996
Gen-Wealth Partners
Zeeland,
Michigan
| US$ 240 mi | +US$ 6,94 mi | +3% | 0,41% | – | 677 | 12,56% | 0,9 |
|
| 4997 |
SIM
4997
Synergy Investment Management
Altamonte Springs,
Florida
| US$ 239 mi | +US$ 6,94 mi | +3% | 1,84% | – | 678 | 17,85% | 0,2 |
|
| 4998 |
4998
Consilio Wealth Advisors
Bellevue,
Washington
| US$ 239 mi | -US$ 5,05 mi | -2% | 4,55% | 66,4% | 81 | 23,46% | 1,7 |
|
| 4999 |
4999
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 239 mi | -US$ 7,33 mi | -3% | 2,87% | – | 165 | 19,39% | 2,9 |
|
| 5000 |
5000
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 239 mi | -US$ 1,64 mi | -0,7% | 2,09% | 105% | 258 | 22,48% | 2,8 |
|