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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
WMA
5076
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 213 mi | +US$ 23,8 mi | +13% | 9,93% | 111% | 222 | 18,92% | 3 |
|
| 5077 |
5077
Prairiewood Capital
Fargo,
North Dakota
| US$ 213 mi | +US$ 20,5 mi | +11% | 4,06% | 42,6% | 88 | 21,59% | 1,8 |
|
| 5078 |
5078
Harbour Investment Management
Edmonds,
Washington
| US$ 213 mi | +US$ 21,4 mi | +11% | 8,85% | 58,8% | 89 | 16,85% | 6 |
|
| 5079 |
5079
Prairie Wealth Advisors
Omaha,
Nebraska
| US$ 213 mi | – | – | 11,9% | – | 166 | – | 0 |
|
| 5080 |
5080
Enzi Wealth
Austin,
Texas
| US$ 213 mi | +US$ 4,88 mi | +2% | 9,54% | 77% | 61 | 8,2% | 1,1 |
|
| 5081 |
5081
Stelac Advisory Services
New York
| US$ 213 mi | +US$ 27,2 mi | +15% | 12,2% | 97,5% | 110 | 22,73% | 4 |
|
| 5082 |
5082
Community Bank of Raymore
Raymore,
Missouri
| US$ 213 mi | -US$ 14,1 mi | -6% | 9,47% | 91,9% | 92 | 8,7% | 4,2 |
|
| 5083 |
5083
Bullseye Asset Management
Denver,
Colorado
| US$ 213 mi | +US$ 4,06 mi | +2% | 7,43% | 115% | 72 | 11,11% | 3,2 |
|
| 5084 |
5084
Guinness Atkinson Asset Management
Pasadena,
California
| US$ 213 mi | +US$ 17,4 mi | +9% | 14,2% | 148% | 104 | 0% | 5,6 |
|
| 5085 |
OGF
5085
Orin Green Financial
San Diego,
California
| US$ 213 mi | +US$ 10,1 mi | +5% | 6,67% | 59,1% | 84 | 89,29% | 1,6 |
|
| 5086 |
5086
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 213 mi | +US$ 23,7 mi | +13% | 6,54% | 61,2% | 258 | 55,43% | 0,9 |
|
| 5087 |
5087
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 213 mi | +US$ 15,4 mi | +8% | 9,5% | 118% | 167 | 8,98% | 6,2 |
|
| 5088 |
5088
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$ 213 mi | +US$ 29,2 mi | +16% | 9,46% | 73,4% | 105 | 7,62% | 1,5 |
|
| 5089 |
5089
Lynch Asset Management
Yardley,
Pennsylvania
| US$ 213 mi | +US$ 38,1 mi | +22% | 29,4% | 214% | 47 | 10,64% | 2,1 |
|
| 5090 |
5090
Breakout Capital Partners
New York
| US$ 212 mi | +US$ 26,9 mi | +14% | 0,79% | – | 11 | 18,18% | 0,2 |
|
| 5091 |
5091
Wills Financial Group
Richmond,
Virginia
| US$ 212 mi | +US$ 14,2 mi | +7% | 6,35% | 75,9% | 64 | 10,94% | 4,8 |
|
| 5092 |
5092
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$ 212 mi | +US$ 15,6 mi | +8% | 7,04% | 66% | 236 | 18,22% | 1,3 |
|
| 5093 |
5093
Worldly Partners Management
Needham,
Massachusetts
| US$ 212 mi | +US$ 32 mi | +18% | 17,8% | 19,2% | 3 | 0% | 1,3 |
|
| 5094 |
5094
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$ 212 mi | -US$ 7,16 mi | -3% | 0,47% | 44,1% | 55 | 18,18% | 1,8 |
|
| 5095 |
SL
5095
SIB LLC
New York,
New York
| US$ 212 mi | +US$ 16,2 mi | +8% | 8,64% | 29,2% | 19 | 5,26% | 8,1 |
|
| 5096 |
5096
Goodwin Investment Advisory
Woodstock,
Georgia
| US$ 212 mi | +US$ 19,8 mi | +10% | 8,7% | 60,8% | 82 | 58,54% | 1,5 |
|
| 5097 |
5097
Alpha Financial Advisors
Charlotte,
North Carolina
| US$ 212 mi | +US$ 14,8 mi | +7% | 3,54% | 46,6% | 44 | 9,09% | 0,9 |
|
| 5098 |
HCA
5098
Hyperion Capital Advisors
New York
| US$ 212 mi | +US$ 26,9 mi | +15% | 10,3% | 86,1% | 114 | 49,12% | 1,5 |
|
| 5099 |
5099
Horan Securities
Cincinnati,
United States
| US$ 212 mi | +US$ 13,2 mi | +7% | 7,93% | 50,1% | 120 | 16,67% | 3,2 |
|
| 5100 |
5100
14B Capital Management
La Jolla,
California
| US$ 212 mi | +US$ 46,3 mi | +28% | 9,34% | – | 10 | 10% | 0,2 |
|