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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
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$ 266 mi | +US$ 6,67 mi | +3% | 0,25% | 73% | 98 | 15,31% | 2,1 |
|
| 5277 |
5277
Tencap Wealth Coaching
South Jordan,
Utah
| US$ 266 mi | +US$ 1,48 mi | +0,6% | 0,35% | – | 7 | 0% | 0,3 |
|
| 5278 |
5278
Kondo Wealth Advisors
Pasadena,
California
| US$ 266 mi | +US$ 4,29 mi | +2% | 1,09% | – | 75 | 13,33% | 1,1 |
|
| 5279 |
5279
Weitzel Financial Services
Dubuque,
Iowa
| US$ 265 mi | +US$ 6,98 mi | +3% | 0,74% | 46,3% | 51 | 9,8% | 3,2 |
|
| 5280 |
5280
Buckhead Capital Management
Atlanta,
Georgia
| US$ 265 mi | -US$ 13,4 mi | -5% | 1,4% | 76,1% | 154 | 14,29% | 4,8 |
|
| 5281 |
5281
Wills Financial Group
Richmond,
Virginia
| US$ 265 mi | +US$ 3,67 mi | +1% | 2,47% | 75,9% | 80 | 15% | 5,1 |
|
| 5282 |
AFA
5282
Alta Fundamental Advisers
New York
| US$ 265 mi | +US$ 43,5 mi | +20% | 21,4% | 199% | 29 | 41,38% | 1,8 |
|
| 5283 |
5283
Wind River Trust Company
Jackson,
Wyoming
| US$ 265 mi | -US$ 2,62 mi | -1% | 2,15% | 62,1% | 11 | 9,09% | 8,7 |
|
| 5284 |
LWMI
5284
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$ 265 mi | +US$ 335 mil | +0,1% | 1,15% | 42,4% | 42 | 7,14% | 1,5 |
|
| 5285 |
5285
Tranquility Partners
Brentwood,
Tennessee
| US$ 265 mi | -US$ 12,5 mi | -5% | 3,48% | 77,3% | 239 | 10,46% | 3,9 |
|
| 5286 |
5286
Beacon Investment Advisors
Gaithersburg,
Maryland
| US$ 265 mi | +US$ 15,6 mi | +6% | 4,71% | 96,4% | 174 | 8,05% | 2,4 |
|
| 5287 |
5287
NYL Investors
New York
| US$ 265 mi | -US$ 29,7 mi | -10% | 0,75% | 10,8% | 32 | 3,13% | 5,1 |
|
| 5288 |
5288
Retirement Capital Strategies
San Jose,
California
| US$ 265 mi | -US$ 5,08 mi | -2% | 2,34% | 65,8% | 73 | 21,92% | 3,2 |
|
| 5289 |
5289
FWG Holdings
Winter Park,
Florida
| US$ 265 mi | +US$ 1,11 mi | +0,4% | 0,69% | 97,5% | 143 | 23,78% | 2,3 |
|
| 5290 |
5290
IMZ Advisory
Boca Raton,
Florida
| US$ 264 mi | -US$ 8,71 mi | -3% | 3,98% | 73,1% | 40 | 5% | 2 |
|
| 5291 |
5291
FIDELIS iM
Medford,
Oregon
| US$ 264 mi | +US$ 6,7 mi | +3% | 1,23% | 44,8% | 27 | 14,81% | 3 |
|
| 5292 |
5292
Saiph Capital
Wyckoff,
New Jersey
| US$ 264 mi | -US$ 14,1 mi | -5% | 5,13% | 52,4% | 79 | 15,19% | 2 |
|
| 5293 |
SST
5293
S Squared Technology
New York
| US$ 264 mi | +US$ 5,96 mi | +2% | 3,73% | 223% | 37 | 18,92% | 3 |
|
| 5294 |
AFP
5294
Advus Financial Partners
Winter Park,
Florida
| US$ 264 mi | -US$ 14,2 mi | -5% | 0,82% | 56,5% | 73 | 16,44% | 2,6 |
|
| 5295 |
5295
Brown Financial Advisors
Milford,
Ohio
| US$ 264 mi | -US$ 9,21 mi | -3% | 1,09% | – | 214 | 31,31% | 0,8 |
|
| 5296 |
5296
Silphium Asset Management
London,
United Kingdom
| US$ 264 mi | +US$ 28,1 mi | +12% | 1,99% | 118% | 56 | 32,14% | 1,1 |
|
| 5297 |
5297
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| US$ 264 mi | -US$ 10,3 mi | -4% | 1,6% | – | 634 | 11,2% | 1,1 |
|
| 5298 |
5298
Zullo Investment Group
Scranton,
Pennsylvania
| US$ 264 mi | -US$ 9,9 mi | -4% | 2,99% | 143% | 166 | 12,05% | 3,4 |
|
| 5299 |
WOCP
5299
White Oak Capital Partners
Singapore
| US$ 264 mi | +US$ 940 mil | +0,4% | 5,11% | – | 20 | 25% | 0,9 |
|
| 5300 |
5300
Cherokee Insurance
Sterling Heights,
Michigan
| US$ 263 mi | +US$ 16,8 mi | +7% | 11% | – | 123 | 3,25% | 1,2 |
|