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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
Adapt Wealth Advisors
Atlanta,
Georgia
| US$ 205 mi | +US$ 1,88 mi | +0,9% | 1,38% | – | 71 | 19,72% | 0,9 |
|
| 5452 |
OFCM
5452
One Fin Capital Management
San Francisco,
California
| US$ 205 mi | -US$ 26,5 mi | -11% | 0,09% | 92% | 25 | 72% | 0,4 |
|
| 5453 |
5453
Bernard Wealth Management
Royal Oak,
Michigan
| US$ 205 mi | -US$ 7,69 mi | -4% | 4,39% | – | 408 | 25,49% | 0,2 |
|
| 5454 |
5454
Kessler Investment Group
Columbus,
Indiana
| US$ 205 mi | -US$ 6 mi | -3% | 2,09% | 251% | 223 | 20,18% | 2,5 |
|
| 5455 |
5455
SFG Wealth Management
Towson,
Maryland
| US$ 205 mi | +US$ 14,2 mi | +7% | 2,49% | 86,3% | 131 | 37,4% | 1,6 |
|
| 5456 |
5456
Union Savings Bank
Litchfield,
Connecticut
| US$ 205 mi | +US$ 1,24 mi | +0,6% | 0,67% | – | 309 | 6,8% | 1,5 |
|
| 5457 |
5457
Socha Financial Group
Corning,
New York
| US$ 205 mi | -US$ 8,68 mi | -4% | 5,77% | 88,4% | 26 | 23,08% | 2,2 |
|
| 5458 |
5458
Ararat Capital Management
Westport,
Connecticut
| US$ 204 mi | -US$ 46,1 mi | -18% | 3,66% | 99,2% | 18 | 22,22% | 1,8 |
|
| 5459 |
5459
Kings Path Partners
Sugar Land,
Texas
| US$ 204 mi | -US$ 29,8 mi | -13% | 0,42% | – | 300 | 18,33% | 0,7 |
|
| 5460 |
5460
Keeler Thomas Management
Orem,
Utah
| US$ 204 mi | -US$ 76,5 mi | -27% | 0,6% | 52,1% | 85 | 31,76% | 2,1 |
|
| 5461 |
5461
Summit Investment Advisory Services
Roseville,
Minnesota
| US$ 204 mi | +US$ 10,1 mi | +5% | 2,84% | 74,2% | 72 | 8,33% | 0,7 |
|
| 5462 |
5462
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$ 204 mi | -US$ 4,72 mi | -2% | 0,52% | 108% | 148 | 3,38% | 2,2 |
|
| 5463 |
5463
Applied Capital
Little Rock,
Arkansas
| US$ 204 mi | +US$ 9,08 mi | +5% | 0,97% | 52,6% | 49 | 8,16% | 2,2 |
|
| 5464 |
CIA
5464
Citadel Investment Advisory
Chesterland,
Ohio
| US$ 204 mi | +US$ 10,8 mi | +6% | 6,35% | 66,1% | 82 | 0% | 3,8 |
|
| 5465 |
5465
Powell Investment Advisors
Miami,
Florida
| US$ 204 mi | -US$ 12,3 mi | -6% | 3,52% | 82,4% | 164 | 17,07% | 3 |
|
| 5466 |
BC
5466
Bowman & Company
Oshkosh,
Wisconsin
| US$ 204 mi | +US$ 10,1 mi | +5% | 2,8% | 59,7% | 112 | 9,82% | 2,2 |
|
| 5467 |
BWA
5467
BlueChip Wealth Advisors
Milton,
Georgia
| US$ 204 mi | +US$ 23,4 mi | +13% | 0,94% | 62,2% | 158 | 17,72% | 0,9 |
|
| 5468 |
5468
One68 Global Capital
New York
| US$ 204 mi | +US$ 15,8 mi | +8% | 15% | – | 139 | 67,63% | 0,1 |
|
| 5469 |
MWM
5469
MTC Wealth Management
Tampa,
Florida
| US$ 204 mi | -US$ 4,11 mi | -2% | 0,05% | 30,5% | 15 | 20% | 2,9 |
|
| 5470 |
PCR
5470
Potrero Capital Research
San Francisco,
California
| US$ 204 mi | -US$ 95,2 mi | -32% | 12,7% | 237% | 32 | 59,38% | 1 |
|
| 5471 |
5471
Prairie Wealth Advisors
Omaha,
Nebraska
| US$ 203 mi | -US$ 4,65 mi | -2% | 0,72% | – | 155 | 11,61% | 0,9 |
|
| 5472 |
5472
TAGStone Capital
Charlotte,
North Carolina
| US$ 203 mi | +US$ 105 mil | +0,1% | 1,03% | 62% | 102 | 14,71% | 2,3 |
|
| 5473 |
5473
Hillman Capital Management
Bethesda,
Maryland
| US$ 203 mi | -US$ 66,3 mi | -25% | 0,69% | 20,2% | 57 | 15,79% | 3 |
|
| 5474 |
5474
FWG Holdings
Winter Park,
Florida
| US$ 203 mi | -US$ 5,23 mi | -3% | 3,45% | 97,5% | 115 | 19,13% | 2,2 |
|
| 5475 |
5475
Bernzott Capital Advisors
Camarillo,
California
| US$ 203 mi | +US$ 906 mil | +0,4% | 2,23% | 46,2% | 42 | 9,52% | 3,2 |
|