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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
LFP
5176
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$ 234 mi | +US$ 7,4 mi | +3% | 1,28% | 65,4% | 80 | 8,75% | 1 |
|
| 5177 |
BVC
5177
Bright Valley Capital
Hong Kong
| US$ 234 mi | +US$ 107 mi | +83% | 31,5% | – | 13 | 61,54% | 0,3 |
|
| 5178 |
5178
Kings Path Partners
Sugar Land,
Texas
| US$ 234 mi | -US$ 4,15 mi | -2% | 1,81% | – | 314 | 13,06% | 0,5 |
|
| 5179 |
5179
Miller Value Partners
Sarasota,
Florida
| US$ 234 mi | +US$ 57 mi | +32% | 11,1% | 133% | 33 | 9,09% | 2,5 |
|
| 5180 |
5180
Prairiewood Capital
Fargo,
North Dakota
| US$ 234 mi | -US$ 2 mi | -0,8% | 4,11% | 42,6% | 87 | 19,54% | 2,3 |
|
| 5181 |
WMA
5181
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 234 mi | +US$ 6,61 mi | +3% | 6,78% | 111% | 219 | 8,68% | 3,4 |
|
| 5182 |
5182
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$ 234 mi | US$ 0 | 0% | 3,71% | 46,9% | 157 | 0% | 2,7 |
|
| 5183 |
5183
Tanglewood Legacy Advisors
Houston,
Texas
| US$ 234 mi | +US$ 8,81 mi | +4% | 1,23% | 61,1% | 306 | 9,8% | 1,6 |
|
| 5184 |
5184
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| US$ 234 mi | -US$ 6,42 mi | -3% | 1,97% | 69,5% | 135 | 8,15% | 0,9 |
|
| 5185 |
5185
CVS Health
Woonsocket,
Rhode Island
| US$ 234 mi | +US$ 3,54 mi | +2% | 2,13% | 50% | 5 | 40% | 2,6 |
|
| 5186 |
5186
Murchinson
Toronto,
Ontario, Canada
| US$ 234 mi | -US$ 134 mi | -37% | 10,6% | 107% | 107 | 74,77% | 0,4 |
|
| 5187 |
5187
Monte Financial Group
Guilford,
Connecticut
| US$ 234 mi | -US$ 7,6 mi | -3% | 1,83% | 66,7% | 87 | 8,05% | 3,6 |
|
| 5188 |
5188
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$ 234 mi | -US$ 6,11 mi | -3% | 3,73% | 86,2% | 89 | 4,49% | 3,9 |
|
| 5189 |
5189
HGC Investment Management
Toronto,
Ontario, Canada
| US$ 234 mi | -US$ 9,27 mi | -4% | 4,22% | 33,2% | 113 | 45,13% | 1 |
|
| 5190 |
5190
Topel & Distasi Wealth Management
Berkeley,
California
| US$ 233 mi | -US$ 7,74 mi | -3% | 1,76% | 43,6% | 78 | 0% | 2,5 |
|
| 5191 |
AFP
5191
Advus Financial Partners
Winter Park,
Florida
| US$ 233 mi | -US$ 4,48 mi | -2% | 1,95% | 56,5% | 67 | 16,42% | 2,1 |
|
| 5192 |
5192
Elevation Capital Advisory
Bend,
Oregon
| US$ 233 mi | +US$ 6,87 mi | +3% | 2,56% | – | 80 | 66,25% | 0,3 |
|
| 5193 |
CWM
5193
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 233 mi | -US$ 80,6 mil | -0% | 2,04% | 51,3% | 44 | 15,91% | 2,9 |
|
| 5194 |
5194
Northwest Capital Management
Lake Oswego,
Oregon
| US$ 233 mi | -US$ 44,2 mi | -16% | 0,82% | 57% | 467 | 8,99% | 2 |
|
| 5195 |
5195
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 233 mi | +US$ 388 mil | +0,2% | 0,03% | 56,5% | 197 | 8,63% | 2,1 |
|
| 5196 |
5196
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$ 233 mi | -US$ 1,3 mi | -0,6% | 4,78% | 35,4% | 43 | 6,98% | 2,1 |
|
| 5197 |
5197
Diadema Partners
Morristown,
New Jersey
| US$ 233 mi | – | – | 9,46% | – | 107 | – | 0 |
|
| 5198 |
5198
Samalin Investment Counsel
Chappaqua,
New York
| US$ 233 mi | +US$ 3,2 mi | +1% | 0,75% | 68,3% | 322 | 20,5% | 2,6 |
|
| 5199 |
5199
Warner Financial
Bethesda,
Maryland
| US$ 233 mi | +US$ 7,13 mi | +3% | 0,68% | 69,2% | 119 | 9,24% | 2,3 |
|
| 5200 |
5200
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 233 mi | +US$ 5,69 mi | +3% | 6,87% | 137% | 84 | 11,9% | 3,1 |
|