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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Baron Wealth Management
Troy,
Michigan
| US$ 188 mi | +US$ 5,79 mi | +3% | 6,75% | 88,6% | 192 | 14,06% | 0,9 |
|
| 5402 |
5402
Orion Capital Management
Coronado,
California
| US$ 188 mi | +US$ 17,5 mi | +10% | 9,55% | 75,3% | 535 | 9,72% | 1 |
|
| 5403 |
5403
Virtus ETF Advisers
New York
| US$ 188 mi | +US$ 30,7 mi | +19% | 10,7% | 191% | 495 | 28,69% | 2,2 |
|
| 5404 |
5404
Porter White Investment Advisors
Birmingham,
Alabama
| US$ 188 mi | +US$ 27,6 mi | +17% | 7,47% | 58% | 31 | 6,45% | 1 |
|
| 5405 |
RCM
5405
Ratan Capital Management
Miami Beach,
Florida
| US$ 188 mi | +US$ 34,9 mi | +23% | 36,4% | 616% | 61 | 67,21% | 1,6 |
|
| 5406 |
5406
Tactive Advisors
Jacksonville,
Florida
| US$ 188 mi | +US$ 32,6 mi | +21% | 12,3% | – | 148 | 54,73% | 0,4 |
|
| 5407 |
5407
Proathlete Wealth Management
Boca Raton,
Florida
| US$ 188 mi | +US$ 19 mi | +11% | 8,52% | 73,9% | 57 | 8,77% | 0,2 |
|
| 5408 |
5408
Caliber Wealth Management (Utah)
Orem,
Utah
| US$ 188 mi | +US$ 17,8 mi | +10% | 7,23% | 36,5% | 61 | 11,48% | 1,9 |
|
| 5409 |
5409
Grunden Financial Advisory
Denton,
Texas
| US$ 188 mi | +US$ 10,1 mi | +6% | 5,49% | – | 26 | 11,54% | 0,2 |
|
| 5410 |
MFG
5410
Monumental Financial Group
Rockville,
Maryland
| US$ 188 mi | +US$ 20,3 mi | +12% | 6,48% | 18,2% | 44 | 15,91% | 1,6 |
|
| 5411 |
5411
Baugh & Associates
Atlanta,
Georgia
| US$ 188 mi | +US$ 13,9 mi | +8% | 7,34% | 98,8% | 40 | 7,5% | 4,6 |
|
| 5412 |
5412
Eudaimonia Advisors
Winchester,
Tennessee
| US$ 188 mi | +US$ 33,2 mi | +21% | 9,34% | – | 167 | 17,37% | 1,6 |
|
| 5413 |
5413
Phoenix Asset Management Partners
London,
| US$ 188 mi | +US$ 18,1 mi | +11% | 16,8% | 165% | 13 | 0% | 1,1 |
|
| 5414 |
5414
Eaton-Cambridge
Phoenix,
Arizona
| US$ 188 mi | +US$ 22,5 mi | +14% | 5,31% | 48,7% | 33 | 12,12% | 0,2 |
|
| 5415 |
5415
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$ 188 mi | +US$ 734 mil | +0,4% | 8,66% | 65,3% | 216 | 72,22% | 0,8 |
|
| 5416 |
5416
Rise Advisors
Rochester,
New York
| US$ 188 mi | +US$ 44,7 mi | +31% | 8,03% | 62,8% | 1.289 | 54% | 0,9 |
|
| 5417 |
5417
Resurgent Financial Advisors
Atlanta,
Georgia
| US$ 188 mi | +US$ 24,8 mi | +15% | 9,87% | 86,4% | 504 | 62,7% | 1,7 |
|
| 5418 |
5418
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 188 mi | +US$ 17,5 mi | +10% | 10,6% | 85,8% | 115 | 32,17% | 2 |
|
| 5419 |
5419
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 188 mi | +US$ 9,9 mi | +6% | 5,56% | 47,5% | 36 | 2,78% | 3,5 |
|
| 5420 |
5420
Seneca Financial Advisors
Rochester,
New York
| US$ 188 mi | +US$ 15,2 mi | +9% | 6,02% | 50,9% | 60 | 10% | 2,1 |
|
| 5421 |
RA
5421
Ransom Advisory
Providence,
Rhode Island
| US$ 187 mi | – | – | 10,5% | – | 341 | – | 0 |
|
| 5422 |
5422
Kennedy Investment Group
West Depford,
New Jersey
| US$ 187 mi | +US$ 8,44 mi | +5% | 8,14% | 95,4% | 126 | 7,94% | 1,1 |
|
| 5423 |
5423
Cora Capital Advisors
Marlton,
New Jersey
| US$ 187 mi | +US$ 17,5 mi | +10% | 9,03% | 80,3% | 99 | 8,08% | 1,1 |
|
| 5424 |
5424
Bond Capital Management
San Francisco,
California
| US$ 187 mi | +US$ 30,6 mi | +20% | 26,7% | 47,5% | 5 | 0% | 2 |
|
| 5425 |
5425
Lindenwold Advisors
Reading,
Pennsylvania
| US$ 187 mi | +US$ 11 mi | +6% | 6,95% | 75% | 128 | 19,53% | 1,7 |
|