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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
Abound Financial
Granite Bay,
California
| US$ 258 mi | +US$ 8,5 mi | +3% | 1,95% | – | 278 | 75,54% | 0,2 |
|
| 5452 |
5452
Weitzel Financial Services
Dubuque,
Iowa
| US$ 258 mi | +US$ 12,3 mi | +5% | 1,78% | 46,3% | 48 | 2,08% | 3,2 |
|
| 5453 |
5453
Riverwater Partners
Milwaukee,
Wisconsin
| US$ 258 mi | +US$ 17,4 mi | +7% | 2,03% | 112% | 227 | 11,01% | 2 |
|
| 5454 |
SST
5454
S Squared Technology
New York
| US$ 258 mi | -US$ 4,8 mi | -2% | 2,28% | 223% | 37 | 16,22% | 3,3 |
|
| 5455 |
5455
Victrix Investment Advisors
Stuart,
Florida
| US$ 258 mi | +US$ 75,8 mi | +42% | 5,04% | – | 108 | 38,89% | 0,6 |
|
| 5456 |
5456
Socorro Asset Management
Dallas,
Texas
| US$ 258 mi | -US$ 19,4 mi | -7% | 2,27% | 43,8% | 34 | 8,82% | 3 |
|
| 5457 |
5457
Dover Advisors
Richmond,
Virginia
| US$ 258 mi | +US$ 7,21 mi | +3% | 2,38% | 65% | 177 | 13,56% | 1,7 |
|
| 5458 |
5458
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$ 258 mi | +US$ 3,75 mi | +1% | 4,82% | 58,1% | 99 | 15,15% | 3,7 |
|
| 5459 |
BWIA
5459
Bryant Woods Investment Advisors
Getzville,
New York
| US$ 258 mi | +US$ 2,28 mi | +0,9% | 2,32% | 74,4% | 55 | 12,73% | 2,9 |
|
| 5460 |
5460
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 258 mi | -US$ 17,8 mi | -6% | 2,85% | 66,8% | 109 | 9,17% | 7,1 |
|
| 5461 |
SLA
5461
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$ 258 mi | +US$ 6,77 mi | +3% | 1,86% | 76,7% | 110 | 11,82% | 4,5 |
|
| 5462 |
5462
Lloyd Advisory Services
Suwanee,
Georgia
| US$ 258 mi | +US$ 45,3 mi | +21% | 1,13% | 51,1% | 565 | 80,88% | 0,2 |
|
| 5463 |
5463
JDM Financial Group
Austin,
Texas
| US$ 258 mi | +US$ 19 mi | +8% | 1,4% | 56,7% | 305 | 26,89% | 1,9 |
|
| 5464 |
5464
Hanover Advisors
Seneca,
South Carolina
| US$ 258 mi | -US$ 142 mil | -0,1% | 1,58% | 54,7% | 114 | 14,04% | 1,5 |
|
| 5465 |
5465
FIDELIS iM
Medford,
Oregon
| US$ 258 mi | +US$ 96,4 mi | +60% | 0,83% | 44,8% | 26 | 34,62% | 2,7 |
|
| 5466 |
5466
Tiemann Investment Advisors
Menlo Park,
California
| US$ 258 mi | -US$ 3,89 mi | -1% | 2,73% | 86,2% | 218 | 11,93% | 6,8 |
|
| 5467 |
5467
Foursixthree Capital
New York
| US$ 257 mi | -US$ 106 mi | -29% | 15,4% | – | 22 | 45,45% | 0,8 |
|
| 5468 |
5468
Mayfair Advisory Group
Birmingham,
Alabama
| US$ 257 mi | +US$ 24,3 mi | +10% | 2,6% | 71,5% | 197 | 13,71% | 2,7 |
|
| 5469 |
HRC
5469
Hoertkorn Richard Charles
| US$ 257 mi | -US$ 1,17 mi | -0,5% | 2,99% | 182% | 81 | 7,41% | 8,5 |
|
| 5470 |
5470
Vivid Wealth Management
West Des Moines,
Iowa
| US$ 257 mi | +US$ 5,71 mi | +2% | 1,28% | 107% | 71 | 15,49% | 1,3 |
|
| 5471 |
5471
Prosperitas Financial
Valencia,
California
| US$ 257 mi | +US$ 16,1 mi | +7% | 4,01% | 118% | 83 | 22,89% | 1,3 |
|
| 5472 |
EAM
5472
Eukles Asset Management
Cincinnati,
Ohio
| US$ 257 mi | +US$ 349 mil | +0,1% | 1,87% | 87,9% | 243 | 7% | 4,7 |
|
| 5473 |
5473
Swan Capital
Pensacola,
Florida
| US$ 257 mi | +US$ 10,5 mi | +4% | 0,56% | 47,9% | 560 | 20,89% | 1 |
|
| 5474 |
ORC
5474
O'Rourke & Company
Boston,
Massachusetts
| US$ 257 mi | +US$ 17,8 mi | +7% | 3,02% | 71,9% | 172 | 5,81% | 2,8 |
|
| 5475 |
5475
Adaptive Financial Consulting
Beachwood,
Ohio
| US$ 257 mi | +US$ 6,93 mi | +3% | 0,94% | 37% | 19 | 5,26% | 5,1 |
|