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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$ 176 mi | +US$ 20,3 mi | +13% | 10,2% | 46,9% | 143 | 11,19% | 2,1 |
|
| 5377 |
5377
Asset Management Resources
Hyannis,
Massachusetts
| US$ 176 mi | +US$ 14,7 mi | +9% | 7,65% | – | 64 | 18,75% | 1,4 |
|
| 5378 |
5378
Autumn Glory Partners
Dallas,
Texas
| US$ 176 mi | +US$ 11,8 mi | +7% | 8,37% | 76% | 175 | 18,29% | 1 |
|
| 5379 |
5379
ACT Advisors
Asheville,
North Carolina
| US$ 175 mi | +US$ 13,9 mi | +9% | 10,5% | 75,4% | 51 | 41,18% | 1,1 |
|
| 5380 |
5380
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 175 mi | +US$ 46,2 mi | +36% | 8,68% | 58,3% | 42 | 14,29% | 2,1 |
|
| 5381 |
5381
Pacific Wealth Management
San Diego,
California
| US$ 175 mi | +US$ 23,2 mi | +15% | 8,93% | 72,8% | 28 | 25% | 1,5 |
|
| 5382 |
JKSF
5382
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$ 175 mi | +US$ 13,7 mi | +8% | 20,7% | 30,8% | 4 | 25% | 1,8 |
|
| 5383 |
5383
JW Asset Management
Miami Beach,
Florida
| US$ 175 mi | -US$ 55,7 mi | -24% | 14,4% | 251% | 19 | 31,58% | 0,8 |
|
| 5384 |
5384
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 175 mi | +US$ 24,6 mi | +16% | 9,69% | 56,5% | 165 | 10,3% | 1,5 |
|
| 5385 |
5385
American Financial & Tax Strategies
New York
| US$ 175 mi | – | – | 8,71% | 46,9% | 90 | – | 0 |
|
| 5386 |
5386
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$ 175 mi | +US$ 28 mi | +19% | 16,2% | 961% | 59 | 37,29% | 0,6 |
|
| 5387 |
5387
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$ 175 mi | +US$ 20,5 mi | +13% | 8,26% | 43,1% | 286 | 4,2% | 0,9 |
|
| 5388 |
5388
Lazari Capital Management
Woodland Hills,
California
| US$ 175 mi | +US$ 7,05 mi | +4% | 15,6% | 145% | 132 | 12,12% | 0,5 |
|
| 5389 |
5389
Profit Investment Management
North Bethesda,
Maryland
| US$ 175 mi | +US$ 33,2 mi | +24% | 15,7% | 101% | 78 | 7,69% | 6,5 |
|
| 5390 |
5390
Taika Capital
Sunny Isles Beach,
Florida
| US$ 175 mi | -US$ 36,2 mi | -17% | 10,8% | 68,3% | 69 | 65,22% | 0,4 |
|
| 5391 |
TC
5391
Teilinger Capital
Houston,
Texas
| US$ 175 mi | -US$ 184 mi | -51% | 6,44% | 30,2% | 44 | 68,18% | 0,7 |
|
| 5392 |
5392
Game Plan Financial Advisors
Westlake,
Ohio
| US$ 175 mi | – | – | 11% | – | 459 | – | 0,5 |
|
| 5393 |
5393
Slagle Financial
Edwardsville,
Illinois
| US$ 175 mi | +US$ 11,4 mi | +7% | 9,29% | 77,9% | 120 | 7,5% | 0,5 |
|
| 5394 |
5394
Lynch Asset Management
Yardley,
Pennsylvania
| US$ 174 mi | +US$ 22,4 mi | +15% | 13,9% | 214% | 48 | 8,33% | 1,8 |
|
| 5395 |
SCMS
5395
Serenity Capital Management (Singapore)
Singapore
| US$ 174 mi | -US$ 35,9 mi | -17% | 8,07% | 21% | 4 | 0% | 0,8 |
|
| 5396 |
5396
Foresight Global Investors
Purchase,
New York
| US$ 174 mi | -US$ 5,28 mi | -3% | 9,48% | 69,9% | 43 | 13,95% | 0,6 |
|
| 5397 |
5397
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 174 mi | +US$ 12,3 mi | +8% | 8,86% | 50,2% | 26 | 34,62% | 1,7 |
|
| 5398 |
5398
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 174 mi | +US$ 10,9 mi | +7% | 10,1% | 98,6% | 131 | 8,4% | 4,6 |
|
| 5399 |
OIM
5399
Opus Investment Management
Worcester,
Massachusetts
| US$ 174 mi | +US$ 11,9 mi | +7% | 8,17% | 52,8% | 41 | 2,44% | 7,3 |
|
| 5400 |
5400
BHK Investment Advisors
Birmingham,
Alabama
| US$ 174 mi | -US$ 43,2 mi | -20% | 10,9% | 54,6% | 56 | 8,93% | 4,3 |
|