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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
IWN
5476
Independent Wealth Network
Urbandale,
Iowa
| US$ 162 mi | +US$ 9,5 mi | +6% | 7,46% | 78,2% | 233 | 18,03% | 0,2 |
|
| 5477 |
5477
Cooper/Haims Advisors
Victor,
New York
| US$ 162 mi | -US$ 3,42 mi | -2% | 7,57% | 58,8% | 88 | 19,32% | 2,2 |
|
| 5478 |
5478
Herbst Group
Westport,
Connecticut
| US$ 162 mi | – | – | 6,42% | 142% | 80 | – | 0 |
|
| 5479 |
5479
City State Bank
Norwalk,
Iowa
| US$ 162 mi | – | – | 8,94% | 79,1% | 667 | – | 0 |
|
| 5480 |
5480
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 162 mi | +US$ 24,6 mi | +18% | 9,14% | 134% | 160 | 20,63% | 0,8 |
|
| 5481 |
5481
David J. Yvars Group
University Park,
Florida
| US$ 162 mi | -US$ 9,21 mi | -5% | 7% | 143% | 89 | 14,61% | 0,9 |
|
| 5482 |
5482
Southern Capital Advisors
Jackson,
Tennessee
| US$ 162 mi | – | – | 7,98% | 66,8% | 81 | – | 0 |
|
| 5483 |
5483
Total Wealth Planning
Cincinnati,
Ohio
| US$ 162 mi | -US$ 114 mi | -41% | 4,59% | 37,2% | 47 | 34,04% | 2,6 |
|
| 5484 |
5484
Israel Discount Bank of New York
New York
| US$ 162 mi | +US$ 13,9 mi | +9% | 5,91% | 40,8% | 88 | 5,68% | 3,6 |
|
| 5485 |
5485
Old Well Partners
Charlotte,
North Carolina
| US$ 162 mi | -US$ 32,1 mi | -17% | 10,4% | 97,8% | 56 | 55,36% | 0,6 |
|
| 5486 |
EWG
5486
Executive Wealth Group
Kirkland,
Washington
| US$ 162 mi | -US$ 1,84 mi | -1% | 4,65% | 14,9% | 50 | 6% | 3 |
|
| 5487 |
5487
Activest Wealth Management
Aventure,
Florida
| US$ 162 mi | +US$ 11,6 mi | +8% | 7,79% | 117% | 435 | 32,64% | 0,6 |
|
| 5488 |
5488
Martin Capital Advisors
San Antonio,
Texas
| US$ 162 mi | – | – | 11,3% | 140% | 64 | – | 0 |
|
| 5489 |
5489
Addison Advisors
Middlebury,
Vermont
| US$ 162 mi | +US$ 36,8 mi | +30% | 7,02% | 54,5% | 736 | 37,77% | 0,5 |
|
| 5490 |
LI
5490
Latash Investments
Anchorage,
Alaska
| US$ 162 mi | +US$ 1,42 mi | +0,9% | 2,84% | 111% | 21 | 0% | 1,6 |
|
| 5491 |
5491
Offit Capital Advisors
New York
| US$ 162 mi | – | – | 3,59% | – | 1 | – | 0 |
|
| 5492 |
5492
Silicon Hills Wealth Management
Austin,
Texas
| US$ 162 mi | +US$ 15,7 mi | +11% | 6,36% | 30,9% | 125 | 16,8% | 1,1 |
|
| 5493 |
5493
Phase 2 Partners
San Francisco,
California
| US$ 161 mi | – | – | 5,32% | 25,1% | 20 | – | 0 |
|
| 5494 |
5494
MBA Advisors
Hermitage,
Pennsylvania
| US$ 161 mi | +US$ 25,9 mi | +19% | 6,94% | 66,1% | 152 | 12,5% | 0,6 |
|
| 5495 |
5495
Kinloch Capital
Glen Allen,
Virginia
| US$ 161 mi | +US$ 19,7 mi | +14% | 8,87% | 63,4% | 68 | 13,24% | 0,8 |
|
| 5496 |
5496
Perseverance Asset Management International
George Town,
Cayman Islands
| US$ 161 mi | -US$ 51,3 mi | -24% | 6,56% | 101% | 20 | 60% | 1,1 |
|
| 5497 |
5497
Friedenthal Financial
Marlton,
New Jersey
| US$ 161 mi | -US$ 7,85 mi | -5% | 4,29% | 105% | 84 | 32,14% | 2,1 |
|
| 5498 |
5498
Whelan Financial
Fresno,
California
| US$ 161 mi | +US$ 51,7 mi | +47% | 5,89% | 64,6% | 20 | 25% | 0,2 |
|
| 5499 |
5499
Blue Square Asset Management
New York
| US$ 161 mi | +US$ 1,15 mi | +0,7% | 7,21% | 117% | 94 | 25,53% | 1,4 |
|
| 5500 |
5500
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$ 161 mi | +US$ 10,8 mi | +7% | 9,4% | 151% | 122 | 19,67% | 0,4 |
|