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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Meredith Wealth Planning
Maryville,
Illinois
| US$ 210 mi | +US$ 18,7 mi | +10% | 6,08% | 66,5% | 49 | 16,33% | 1,3 |
|
| 5327 |
5327
KFA Private Wealth Group
Tysons,
Virginia
| US$ 210 mi | +US$ 16,3 mi | +8% | 4,55% | 62,8% | 83 | 10,84% | 2,7 |
|
| 5328 |
5328
NKCFO LLC
Geneva,
Illinois
| US$ 209 mi | +US$ 26,1 mi | +14% | 8,73% | 237% | 114 | 59,65% | 1 |
|
| 5329 |
5329
Stevens Capital Partners
Omaha,
Nebraska
| US$ 209 mi | +US$ 15,6 mi | +8% | 5,78% | 76,3% | 62 | 4,84% | 1,4 |
|
| 5330 |
5330
Mendota Financial Group
Madison,
Wisconsin
| US$ 209 mi | +US$ 22,8 mi | +12% | 7,65% | 50,1% | 1.219 | 71,37% | 0,3 |
|
| 5331 |
5331
Astor Investment Management
Chicago,
Illinois
| US$ 209 mi | -US$ 8,22 mi | -4% | 3,88% | 23,3% | 35 | 25,71% | 1,2 |
|
| 5332 |
5332
Five Oceans Advisors
Santa Monica,
California
| US$ 209 mi | +US$ 18,1 mi | +10% | 5,25% | 85,3% | 206 | 19,42% | 1,8 |
|
| 5333 |
5333
Rise Advisors
Rochester,
New York
| US$ 209 mi | +US$ 20 mi | +11% | 6,62% | 62,8% | 1.261 | 3,97% | 1,3 |
|
| 5334 |
5334
Summa Corp
Tomball,
Texas
| US$ 209 mi | +US$ 2,32 mi | +1% | 0,07% | 348% | 67 | 14,93% | 0,6 |
|
| 5335 |
SCM
5335
Sage Capital Management
Stockton,
New Jersey
| US$ 208 mi | +US$ 18,1 mi | +10% | 7,46% | 94,3% | 171 | 14,62% | 0,6 |
|
| 5336 |
NCM
5336
NCM Capital Management
Ramsey,
New Jersey
| US$ 208 mi | +US$ 17,7 mi | +9% | 6,66% | 105% | 172 | 11,05% | 2,2 |
|
| 5337 |
5337
MBA Advisors
Hermitage,
Pennsylvania
| US$ 208 mi | +US$ 12,8 mi | +7% | 6,47% | 66,1% | 134 | 8,21% | 2,4 |
|
| 5338 |
5338
Marshall & Sullivan
Seattle,
Washington
| US$ 208 mi | +US$ 8,05 mi | +4% | 6,73% | 82% | 41 | 2,44% | 7,6 |
|
| 5339 |
5339
Wilshire Advisors
Santa Monica,
California
| US$ 208 mi | +US$ 8,75 mi | +4% | 6% | 118% | 11 | 0% | 3,2 |
|
| 5340 |
5340
Tabor Asset Management
New York
| US$ 208 mi | +US$ 14,3 mi | +7% | 14,6% | 214% | 54 | 46,3% | 0,7 |
|
| 5341 |
5341
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 208 mi | +US$ 8,49 mi | +4% | 4,51% | 95,7% | 133 | 18,05% | 3,2 |
|
| 5342 |
5342
Baron Wealth Management
Troy,
Michigan
| US$ 208 mi | +US$ 14,8 mi | +8% | 6,47% | 88,6% | 218 | 22,48% | 1,1 |
|
| 5343 |
5343
Fluent Financial
Dallas,
Texas
| US$ 208 mi | +US$ 9,5 mi | +5% | 8,71% | 46,9% | 77 | 27,27% | 1,8 |
|
| 5344 |
5344
Income Research & Management
Boston,
Massachusetts
| US$ 208 mi | +US$ 34,3 mi | +20% | 0,08% | 1,19% | 23 | 26,09% | 1,3 |
|
| 5345 |
5345
CV Advisors
Aventura,
Florida
| US$ 208 mi | +US$ 16,9 mi | +9% | 3,4% | 112% | 22 | 18,18% | 1,9 |
|
| 5346 |
5346
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$ 208 mi | +US$ 4,96 mi | +2% | 3,24% | 114% | 14 | 0% | 2,9 |
|
| 5347 |
5347
Genesee Capital Advisors
Auburn,
New York
| US$ 208 mi | +US$ 3,79 mi | +2% | 6,9% | 107% | 133 | 11,28% | 1,5 |
|
| 5348 |
5348
Brightlight Capital Management
Westport,
Connecticut
| US$ 208 mi | +US$ 20,7 mi | +11% | 12,3% | 202% | 14 | 21,43% | 1,8 |
|
| 5349 |
5349
FNY Investment Advisers
New York
| US$ 208 mi | +US$ 58,8 mi | +39% | 9,43% | 386% | 886 | 68,06% | 0,4 |
|
| 5350 |
5350
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$ 208 mi | -US$ 7,96 mi | -4% | 1,46% | 282% | 45 | 33,33% | 1,6 |
|