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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
NewGen Asset Management
Toronto,
Ontario, Canada
| US$ 201 mi | -US$ 29,3 mi | -13% | 10,8% | 402% | 41 | 58,54% | 0,5 |
|
| 5452 |
LWMI
5452
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$ 201 mi | +US$ 19,1 mi | +11% | 6,4% | 42,4% | 42 | 2,38% | 0,3 |
|
| 5453 |
5453
Red Tortoise LLC
Atlanta,
Georgia
| US$ 201 mi | +US$ 15,2 mi | +8% | 6,97% | 43,7% | 577 | 2,77% | 1,5 |
|
| 5454 |
5454
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$ 201 mi | -US$ 9,41 mi | -4% | 9,23% | 152% | 94 | 13,83% | 4,3 |
|
| 5455 |
5455
Physician Wealth Solutions
North Las Vegas,
Nevada
| US$ 201 mi | +US$ 60,4 mi | +43% | 5,93% | 43,6% | 41 | 0% | 0,7 |
|
| 5456 |
5456
FOCUS Wealth Advisors
Houston,
Texas
| US$ 201 mi | +US$ 5,68 mi | +3% | 6,03% | 68,7% | 60 | 1,67% | 2,2 |
|
| 5457 |
5457
Powers Advisory Group
Highland,
Illinois
| US$ 200 mi | +US$ 17,1 mi | +9% | 6,72% | 49,8% | 101 | 7,92% | 2,2 |
|
| 5458 |
5458
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$ 200 mi | +US$ 12,4 mi | +7% | 7,74% | 76% | 96 | 4,17% | 2,3 |
|
| 5459 |
5459
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 200 mi | +US$ 14,6 mi | +8% | 6,65% | 58,7% | 48 | 4,17% | 4,5 |
|
| 5460 |
5460
Ridgewood Investments
Springfield,
New Jersey
| US$ 200 mi | +US$ 406 mil | +0,2% | 7,78% | – | 823 | 15,07% | 1,1 |
|
| 5461 |
5461
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 200 mi | +US$ 23,3 mi | +13% | 21,9% | 332% | 113 | 26,55% | 1,6 |
|
| 5462 |
5462
Sitrin Capital Management
Century City,
California
| US$ 200 mi | +US$ 12 mi | +6% | 5,88% | 139% | 44 | 6,82% | 3,5 |
|
| 5463 |
5463
Fortress Wealth Management
Culver City,
California
| US$ 200 mi | +US$ 4,68 mi | +2% | 5,61% | 52,1% | 72 | 6,94% | 1,8 |
|
| 5464 |
5464
Choice Wealth Advisors
Waterville,
Maine
| US$ 200 mi | +US$ 11,6 mi | +6% | 5,65% | 60,3% | 31 | 9,68% | 1,7 |
|
| 5465 |
5465
Private Wealth Group
Tampa,
Florida
| US$ 200 mi | +US$ 9,6 mi | +5% | 6,42% | 52,9% | 67 | 17,91% | 3 |
|
| 5466 |
5466
Members Advisory Group
Williamsville,
New York
| US$ 200 mi | +US$ 16,8 mi | +9% | 5,7% | 70,6% | 36 | 19,44% | 1,3 |
|
| 5467 |
5467
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 200 mi | +US$ 21,3 mi | +12% | 6,73% | 78,7% | 153 | 29,41% | 0,8 |
|
| 5468 |
5468
Bridger Management
New York
| US$ 200 mi | +US$ 5,58 mi | +3% | 8,3% | 103% | 34 | 32,35% | 1,6 |
|
| 5469 |
5469
Lodestone Wealth Management
Spokane,
Washington
| US$ 200 mi | +US$ 10,1 mi | +5% | 5,75% | 87,1% | 157 | 12,1% | 1,4 |
|
| 5470 |
ORC
5470
O'Rourke & Company
Boston,
Massachusetts
| US$ 200 mi | +US$ 22,2 mi | +12% | 8,48% | 71,9% | 152 | 9,21% | 2 |
|
| 5471 |
EL
5471
EQ LLC
Bellevue,
Washington
| US$ 200 mi | +US$ 32,8 mi | +20% | 5,96% | 72,9% | 64 | 25% | 2,1 |
|
| 5472 |
5472
Signet Investment Advisory Group
Providence,
Rhode Island
| US$ 200 mi | +US$ 13,3 mi | +7% | 8,04% | 68,2% | 72 | 8,33% | 4,4 |
|
| 5473 |
5473
Trellis Wealth Advisors
San Luis Obispo,
California
| US$ 200 mi | +US$ 17,6 mi | +10% | 5,89% | 62,2% | 31 | 6,45% | 1,3 |
|
| 5474 |
5474
GSI Capital Advisors
Newport Beach,
California
| US$ 200 mi | +US$ 30,3 mi | +18% | 15,7% | 39,7% | 35 | 34,29% | 1,7 |
|
| 5475 |
5475
Porter White Investment Advisors
Birmingham,
Alabama
| US$ 200 mi | +US$ 13 mi | +7% | 6,67% | 58% | 33 | 3,03% | 1,4 |
|