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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Oakwell Private Wealth Management
Austin,
Texas
| US$ 127 mi | – | – | 14,7% | 68,2% | 62 | – | 0 |
|
| 5252 |
5252
XXEC Inc
Tulsa,
Oklahoma
| US$ 127 mi | +US$ 22,2 mi | +21% | 16,7% | 30,1% | 32 | 31,25% | 0,2 |
|
| 5253 |
5253
Cordant Inc
Portland,
Oregon
| US$ 127 mi | +US$ 8,81 mi | +7% | 8,35% | 47% | 70 | 22,86% | 1 |
|
| 5254 |
5254
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 127 mi | +US$ 12,9 mi | +11% | 11,4% | 58,8% | 153 | 20,92% | 1,8 |
|
| 5255 |
5255
Rovin Capital
Mesa,
Arizona
| US$ 127 mi | +US$ 21,1 mi | +20% | 14,1% | 63,8% | 45 | 28,89% | 0,7 |
|
| 5256 |
5256
Ridgewood Investments
Springfield,
New Jersey
| US$ 127 mi | -US$ 848 mil | -0,7% | 13,8% | – | 170 | 0,59% | 2,5 |
|
| 5257 |
PFA
5257
Professional Financial Advisors
North Platte,
Nebraska
| US$ 127 mi | +US$ 19,6 mi | +18% | 13,1% | 59,2% | 389 | 13,11% | 0,3 |
|
| 5258 |
5258
Norris Financial Group
Greenville,
South Carolina
| US$ 127 mi | +US$ 8,7 mi | +7% | 12,3% | 161% | 81 | 30,86% | 0,5 |
|
| 5259 |
RFMS
5259
RWQ Financial Management Services
Naples,
Florida
| US$ 127 mi | – | – | 19,3% | 446% | 28 | – | 0 |
|
| 5260 |
5260
Signet Investment Advisory Group
Providence,
Rhode Island
| US$ 127 mi | – | – | 10,3% | 68,2% | 213 | – | 0,6 |
|
| 5261 |
5261
Concentrum Wealth Management
San Jose,
California
| US$ 127 mi | +US$ 21,9 mi | +21% | 11,8% | 200% | 51 | 25,49% | 1,1 |
|
| 5262 |
5262
Cordasco Financial Network
Naples,
Florida
| US$ 127 mi | +US$ 11,7 mi | +10% | 14,9% | 31,1% | 559 | 10,38% | 2,8 |
|
| 5263 |
5263
Trust Company
Manhattan,
Kansas
| US$ 127 mi | +US$ 7,65 mi | +6% | 11,5% | 40,6% | 330 | 15,45% | 3,7 |
|
| 5264 |
SIP
5264
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| US$ 127 mi | – | – | 16,8% | 44% | 45 | – | 0 |
|
| 5265 |
5265
Spreng Capital Management
Bucyrus,
Ohio
| US$ 127 mi | +US$ 20,7 mi | +20% | 12% | 84,4% | 101 | 16,83% | 0,8 |
|
| 5266 |
5266
USA Financial Formulas
Ada,
Michigan
| US$ 127 mi | -US$ 6 mi | -5% | 19,3% | 104% | 437 | 44,39% | 0,6 |
|
| 5267 |
5267
7G Capital Management
New York
| US$ 126 mi | – | – | 14,2% | 137% | 5 | – | 0 |
|
| 5268 |
5268
Signify Wealth
Saint Louis,
Missouri
| US$ 126 mi | – | – | 13,3% | 36,7% | 15 | – | 0 |
|
| 5269 |
5269
Apexium Financial
Dallas,
Texas
| US$ 126 mi | +US$ 3,1 mi | +3% | 12,9% | 89,6% | 81 | 12,35% | 0,9 |
|
| 5270 |
5270
Worth Venture Partners
Fort Lee,
New Jersey
| US$ 126 mi | +US$ 4,36 mi | +4% | 29,2% | 98,6% | 141 | 48,23% | 0,7 |
|
| 5271 |
5271
Q3 Asset Management
Birmingham,
Michigan
| US$ 126 mi | +US$ 3,24 mi | +3% | 12,6% | 105% | 49 | 65,31% | 0,3 |
|
| 5272 |
5272
Cohanzick Management
Pleasantville,
New York
| US$ 126 mi | – | – | 56% | 1,18% | 68 | – | 0 |
|
| 5273 |
5273
CenturyLink Investment Management
Denver,
Colorado
| US$ 126 mi | -US$ 20,9 mi | -14% | 13,2% | – | 1 | 0% | 0,5 |
|
| 5274 |
OGF
5274
Orin Green Financial
San Diego,
California
| US$ 126 mi | – | – | 18% | 59,1% | 64 | – | 0 |
|
| 5275 |
5275
Keystone Wealth Partners
Chandler,
Arizona
| US$ 126 mi | – | – | 9,64% | – | 31 | – | 0 |
|