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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Maxwell Wealth Strategies
Pleasanton,
California
| US$ 197 mi | +US$ 44,3 mi | +29% | 10,7% | – | 110 | 24,55% | 0,2 |
|
| 5277 |
5277
Van Leeuwen & Company
Princeton,
New Jersey
| US$ 197 mi | +US$ 25,5 mi | +15% | 17% | 75,4% | 96 | 20,83% | 2,1 |
|
| 5278 |
5278
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$ 197 mi | +US$ 14,5 mi | +8% | 13,6% | 151% | 106 | 25,47% | 1,7 |
|
| 5279 |
5279
Gallacher Capital Management
Lone Tree,
Colorado
| US$ 197 mi | +US$ 17,7 mi | +10% | 6,22% | 82,8% | 320 | 37,19% | 0,7 |
|
| 5280 |
5280
First Financial Corp
Terre Haute,
Indiana
| US$ 197 mi | +US$ 461 mil | +0,2% | 7,22% | 95,3% | 574 | 37,28% | 4,5 |
|
| 5281 |
5281
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 197 mi | +US$ 13,6 mi | +7% | 8,51% | 73,4% | 87 | 47,13% | 2,4 |
|
| 5282 |
5282
Wealth Management Partners
Tucson,
Arizona
| US$ 197 mi | +US$ 17,6 mi | +10% | 15,6% | 194% | 127 | 14,96% | 2,2 |
|
| 5283 |
5283
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 197 mi | +US$ 17,9 mi | +10% | 8,43% | 92,6% | 159 | 16,35% | 5,6 |
|
| 5284 |
5284
OMC Financial Services
Dewitt,
New York
| US$ 197 mi | – | – | 17,2% | – | 60 | – | 0 |
|
| 5285 |
5285
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 197 mi | +US$ 30,5 mi | +18% | 14,8% | 95,7% | 143 | 21,68% | 2,5 |
|
| 5286 |
5286
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 197 mi | +US$ 17,5 mi | +10% | 11,1% | 134% | 133 | 9,02% | 2,3 |
|
| 5287 |
5287
United Bank (Georgia)
Zebulon,
Georgia
| US$ 197 mi | +US$ 15,5 mi | +9% | 9,63% | 93,7% | 97 | 9,28% | 4,7 |
|
| 5288 |
5288
Silverlake Wealth Management
Williston,
Vermont
| US$ 196 mi | +US$ 15,1 mi | +8% | 7,41% | 73,3% | 258 | 17,83% | 1,6 |
|
| 5289 |
5289
Searcy Financial Services
Overland Park,
Kansas
| US$ 196 mi | +US$ 16,2 mi | +9% | 6,38% | 60,2% | 27 | 25,93% | 2,2 |
|
| 5290 |
5290
Theory Financial
Fort Collins,
Colorado
| US$ 196 mi | +US$ 9,22 mi | +5% | 5,4% | 58,3% | 85 | 32,94% | 1 |
|
| 5291 |
AP
5291
Arlington Partners
Birmingham,
Alabama
| US$ 196 mi | -US$ 151 mi | -44% | 7,5% | 46,4% | 261 | 78,93% | 2 |
|
| 5292 |
HWMA
5292
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| US$ 196 mi | +US$ 11,8 mi | +6% | 6,03% | – | 185 | 13,51% | 2,4 |
|
| 5293 |
5293
Denver Wealth Management
Denver,
Colorado
| US$ 196 mi | +US$ 19,2 mi | +11% | 7,13% | 70,3% | 83 | 13,25% | 1,7 |
|
| 5294 |
5294
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 196 mi | +US$ 16,6 mi | +9% | 6,94% | 58,3% | 13 | 0% | 7,1 |
|
| 5295 |
5295
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 196 mi | +US$ 20,2 mi | +12% | 6,57% | 58,3% | 52 | 23,08% | 1,9 |
|
| 5296 |
5296
True Wind Capital Management
San Francisco,
California
| US$ 196 mi | -US$ 142 mi | -42% | 14,8% | 59,6% | 3 | 33,33% | 2,3 |
|
| 5297 |
5297
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 195 mi | +US$ 20,4 mi | +12% | 6,32% | 56,5% | 174 | 12,07% | 1,6 |
|
| 5298 |
5298
Centennial Bank
Conway,
Arkansas
| US$ 195 mi | +US$ 28,1 mi | +17% | 7,24% | 77,2% | 341 | 7,04% | 1,1 |
|
| 5299 |
5299
Castellan Group
Louisville,
Kentucky
| US$ 195 mi | +US$ 34,3 mi | +21% | 24,7% | 184% | 69 | 31,88% | 1,6 |
|
| 5300 |
5300
Cypress Point Wealth Management
Dallas,
Texas
| US$ 195 mi | +US$ 60,7 mi | +45% | 12,2% | 255% | 72 | 26,39% | 1 |
|