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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Divergent Planning
Bethesda,
Maryland
| US$ 156 mi | +US$ 19,6 mi | +14% | 5,5% | 43,3% | 22 | 22,73% | 0,9 |
|
| 5427 |
5427
Kozak & Associates
Highlands Ranch,
Colorado
| US$ 156 mi | US$ 0 | 0% | 5,9% | 111% | 388 | 0,52% | 0,6 |
|
| 5428 |
5428
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| US$ 156 mi | -US$ 14,1 mi | -8% | 1,89% | – | 68 | 10,29% | 0,2 |
|
| 5429 |
5429
626 Financial
Portage,
Michigan
| US$ 156 mi | -US$ 7,21 mi | -4% | 2,91% | 81,1% | 113 | 8,85% | 1 |
|
| 5430 |
LFWA
5430
LBJ Family Wealth Advisors
Austin,
Texas
| US$ 156 mi | -US$ 15,9 mi | -9% | 5,52% | 64,9% | 23 | 0% | 5,6 |
|
| 5431 |
5431
Foundation Capital
Palo Alto,
California
| US$ 156 mi | -US$ 104 mi | -40% | 49% | – | 5 | 20% | 1,6 |
|
| 5432 |
5432
Royal Harbor Partners
Houston,
Texas
| US$ 156 mi | -US$ 1,54 mi | -1% | 0,79% | 54,6% | 83 | 10,84% | 1,4 |
|
| 5433 |
CCM
5433
Conway Capital Management
Burbank,
California
| US$ 156 mi | -US$ 14,2 mi | -8% | 5,94% | 139% | 72 | 31,94% | 0,9 |
|
| 5434 |
5434
Founders Capital Management (Texas)
Houston,
Texas
| US$ 156 mi | US$ 0 | 0% | 2,75% | 131% | 317 | 0% | 3,4 |
|
| 5435 |
5435
Medina Value Partners
Los Angeles,
California
| US$ 156 mi | +US$ 15,5 mi | +11% | 0,32% | 80% | 24 | 41,67% | 0,2 |
|
| 5436 |
5436
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$ 156 mi | +US$ 26,4 mi | +20% | 15,2% | 44,1% | 58 | 37,93% | 0,2 |
|
| 5437 |
5437
Members Capital Advisors Inc
Madison,
Wisconsin
| US$ 156 mi | -US$ 39,1 mi | -20% | 1,39% | – | 70 | 5,71% | 1,5 |
|
| 5438 |
5438
Boyar Asset Management
New York
| US$ 156 mi | -US$ 10,3 mi | -6% | 7,28% | 87% | 86 | 1,16% | 5 |
|
| 5439 |
5439
Vetamer Capital Management
Menlo Park,
California
| US$ 156 mi | -US$ 52,5 mi | -25% | 12,3% | – | 49 | 38,78% | 0,2 |
|
| 5440 |
5440
Highview Capital Management
Buffalo Grove,
Illinois
| US$ 156 mi | +US$ 1,38 mi | +0,9% | 3,41% | 123% | 125 | 32% | 0,2 |
|
| 5441 |
5441
Palumbo Wealth Management
Great Neck,
New York
| US$ 156 mi | -US$ 4,12 mi | -3% | 0,17% | 115% | 97 | 19,59% | 1,1 |
|
| 5442 |
5442
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 156 mi | -US$ 3,6 mi | -2% | 2,27% | 121% | 102 | 6,86% | 2,8 |
|
| 5443 |
5443
Activest Wealth Management
Aventure,
Florida
| US$ 155 mi | -US$ 6,29 mi | -4% | 5,32% | 117% | 390 | 21,03% | 0,7 |
|
| 5444 |
5444
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 155 mi | -US$ 12,3 mi | -7% | 0,67% | 83,4% | 165 | 15,76% | 4,5 |
|
| 5445 |
5445
Northstar Advisory Group
Northfield,
New Jersey
| US$ 155 mi | -US$ 13,4 mi | -8% | 2,82% | 141% | 117 | 30,77% | 0,3 |
|
| 5446 |
5446
ACT Advisors
Asheville,
North Carolina
| US$ 155 mi | +US$ 19,2 mi | +14% | 5,06% | 75,4% | 37 | 40,54% | 0,9 |
|
| 5447 |
5447
Westhampton Capital
Winston-Salem,
North Carolina
| US$ 155 mi | -US$ 8,17 mi | -5% | 3,18% | 105% | 120 | 9,17% | 2,3 |
|
| 5448 |
BCM
5448
Beaumont Capital Management
Boston,
Massachusetts
| US$ 155 mi | -US$ 17,9 mi | -10% | 3,14% | 49,6% | 52 | 40,38% | 0,5 |
|
| 5449 |
5449
Members Advisory Group
Williamsville,
New York
| US$ 155 mi | +US$ 3,67 mi | +2% | 3,5% | 74,9% | 27 | 44,44% | 0,2 |
|
| 5450 |
5450
Cordasco Financial Network
Naples,
Florida
| US$ 155 mi | -US$ 5,02 mi | -3% | 2,57% | 31,1% | 612 | 16,01% | 3,4 |
|