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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
FNWM
5026
Financial Network Wealth Management
Draper,
Utah
| US$ 153 mi | +US$ 25,7 mi | +20% | 2,83% | – | 107 | 11,21% | 0,2 |
|
| 5027 |
5027
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 153 mi | +US$ 9,32 mi | +6% | 9,58% | 83,4% | 153 | 9,8% | 4,4 |
|
| 5028 |
5028
Mendel Money Management
Northbrook,
Illinois
| US$ 153 mi | +US$ 10,3 mi | +7% | 5,71% | 88,8% | 67 | 4,48% | 3,2 |
|
| 5029 |
CIA
5029
Citadel Investment Advisory
Chesterland,
Ohio
| US$ 153 mi | +US$ 13 mi | +9% | 8,97% | 66,1% | 74 | 2,7% | 0,2 |
|
| 5030 |
5030
Trust Company of Kansas
Wichita,
Kansas
| US$ 153 mi | -US$ 38,3 mi | -20% | 10,1% | 100% | 56 | 37,5% | 0,8 |
|
| 5031 |
5031
Powell Investment Advisors
Miami,
Florida
| US$ 153 mi | +US$ 21,4 mi | +16% | 7,96% | 82,4% | 128 | 21,09% | 0,9 |
|
| 5032 |
5032
Resource Planning Group
Atlanta,
Georgia
| US$ 153 mi | +US$ 12 mi | +9% | 1,98% | 1,9% | 68 | 11,76% | 1,7 |
|
| 5033 |
5033
Hutner Capital Management
Manchester,
Vermont
| US$ 152 mi | +US$ 8,85 mi | +6% | 5,29% | 52,2% | 46 | 6,52% | 3,4 |
|
| 5034 |
CSA
5034
Cottage Street Advisors
Marion,
Massachusetts
| US$ 152 mi | +US$ 45,4 mi | +42% | 6,26% | 95,8% | 92 | 21,74% | 3,2 |
|
| 5035 |
5035
Van Leeuwen & Company
Princeton,
New Jersey
| US$ 152 mi | +US$ 2,94 mi | +2% | 8,02% | 75,4% | 82 | 45,12% | 1,2 |
|
| 5036 |
5036
One Advisory Partners
Overland Park,
Kansas
| US$ 152 mi | +US$ 6,28 mi | +4% | 3,86% | 58,3% | 34 | 41,18% | 0,5 |
|
| 5037 |
5037
Donald L. Hagan LLC
Sarasota,
Florida
| US$ 152 mi | +US$ 15,5 mi | +11% | 5,56% | 47,9% | 97 | 20,62% | 1,9 |
|
| 5038 |
5038
Hollow Brook Wealth Management
Katonah,
New York
| US$ 152 mi | -US$ 15,6 mi | -9% | 1,38% | 97,8% | 56 | 19,64% | 3,5 |
|
| 5039 |
DA
5039
Dash Acquisitions
Woodland Hills,
California
| US$ 152 mi | +US$ 9,11 mi | +6% | 2,26% | 76,2% | 39 | 15,38% | 0,2 |
|
| 5040 |
5040
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| US$ 152 mi | +US$ 11,1 mi | +8% | 3,39% | 21,1% | 68 | 8,82% | 0,2 |
|
| 5041 |
5041
AUA Capital Management
Camp Hill,
Pennsylvania
| US$ 152 mi | +US$ 12 mi | +9% | 4,38% | 70,2% | 379 | 7,65% | 2 |
|
| 5042 |
5042
Cribstone Capital Management
Augusta,
Maine
| US$ 152 mi | +US$ 6,06 mi | +4% | 3,64% | 22,4% | 369 | 14,09% | 2,9 |
|
| 5043 |
5043
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$ 152 mi | +US$ 26,4 mi | +21% | 12,3% | 173% | 60 | 53,33% | 0,8 |
|
| 5044 |
5044
Pavion Blue Capital
Newport Beach,
California
| US$ 152 mi | +US$ 5,77 mi | +4% | 8,26% | 87,8% | 92 | 6,52% | 1 |
|
| 5045 |
5045
Successful Portfolios
Clearwater,
Florida
| US$ 152 mi | +US$ 12,3 mi | +9% | 5,13% | 110% | 199 | 10,05% | 2,1 |
|
| 5046 |
5046
Key Financial Inc
West Chester,
Pennsylvania
| US$ 152 mi | +US$ 17,4 mi | +13% | 6,04% | 64,1% | 823 | 10,81% | 0,3 |
|
| 5047 |
5047
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 152 mi | +US$ 6,64 mi | +5% | 5,14% | 95,7% | 136 | 34,56% | 1,4 |
|
| 5048 |
5048
Centennial Wealth Advisory
Traverse City,
Michigan
| US$ 151 mi | +US$ 10,3 mi | +7% | 2,14% | 63% | 84 | 26,19% | 0,2 |
|
| 5049 |
5049
Loveless Wealth Management
Billings,
Montana
| US$ 151 mi | +US$ 15,9 mi | +12% | 9,85% | – | 119 | 2,52% | 1,1 |
|
| 5050 |
5050
Baugh & Associates
Atlanta,
Georgia
| US$ 151 mi | +US$ 11,2 mi | +8% | 8,58% | 98,8% | 43 | 11,63% | 2,6 |
|