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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Ignite Planners
San Clemente,
California
| US$ 149 mi | -US$ 4,47 mi | -3% | 2,66% | 83,8% | 197 | 21,32% | 0,2 |
|
| 5552 |
5552
Wolff Wiese Magana
Carslbad,
California
| US$ 149 mi | -US$ 5,7 mi | -4% | 3,09% | 149% | 888 | 10,59% | 1 |
|
| 5553 |
5553
Peterson Wealth Management
Sparks,
Nevada
| US$ 149 mi | -US$ 683 mil | -0,5% | 5,63% | 88,9% | 70 | 32,86% | 1,3 |
|
| 5554 |
5554
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 149 mi | +US$ 4,36 mi | +3% | 2,98% | 111% | 115 | 20% | 1,3 |
|
| 5555 |
5555
ION Acquisition Corp
Herzliya,
Israel
| US$ 149 mi | -US$ 23,2 mi | -13% | 11,1% | – | 5 | 0% | 0,3 |
|
| 5556 |
5556
Chicago Wealth Management
Chicago,
Illinois
| US$ 149 mi | -US$ 174 mil | -0,1% | 3,38% | 134% | 49 | 14,29% | 1,2 |
|
| 5557 |
5557
Smart Money Group
Eastland,
Texas
| US$ 149 mi | -US$ 7,64 mi | -5% | 3,97% | 58,9% | 71 | 28,17% | 2,2 |
|
| 5558 |
5558
Signify Wealth
Saint Louis,
Missouri
| US$ 149 mi | -US$ 12,1 mi | -8% | 4,23% | 36,7% | 34 | 64,71% | 0,6 |
|
| 5559 |
5559
CVS Health
Woonsocket,
Rhode Island
| US$ 149 mi | +US$ 34,6 mi | +30% | 9,44% | 50% | 6 | 33,33% | 0,2 |
|
| 5560 |
5560
Old Well Partners
Charlotte,
North Carolina
| US$ 149 mi | -US$ 12,9 mi | -8% | 22,2% | 97,8% | 50 | 54% | 0,9 |
|
| 5561 |
5561
Westshore Wealth
Newport Beach,
California
| US$ 149 mi | +US$ 2,95 mi | +2% | 2,81% | 58,8% | 101 | 16,83% | 1,2 |
|
| 5562 |
5562
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| US$ 149 mi | +US$ 16,9 mi | +13% | 2,41% | 2,24% | 341 | 23,46% | 0,2 |
|
| 5563 |
5563
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$ 149 mi | -US$ 6,04 mi | -4% | 4,28% | 42,7% | 49 | 8,16% | 1,9 |
|
| 5564 |
5564
Client First Capital
San Diego,
California
| US$ 149 mi | +US$ 7,85 mi | +6% | 4,77% | 54,6% | 31 | 38,71% | 0,2 |
|
| 5565 |
5565
Renasant Bank
Tupelo,
Mississippi
| US$ 149 mi | +US$ 1,61 mi | +1% | 3,29% | 72,3% | 221 | 22,17% | 0,9 |
|
| 5566 |
5566
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$ 149 mi | +US$ 7,82 mi | +6% | 5,39% | 59,3% | 52 | 15,38% | 1,6 |
|
| 5567 |
5567
RiverTree Advisors
Winter Park,
Florida
| US$ 149 mi | -US$ 7,64 mi | -5% | 2,03% | 25,4% | 50 | 60% | 0,5 |
|
| 5568 |
5568
Builders Union
London,
United Kingdom
| US$ 149 mi | -US$ 73,5 mi | -33% | 35,2% | – | 15 | 40% | 0,6 |
|
| 5569 |
5569
Sterling Investment Counsel
Buffalo,
New York
| US$ 148 mi | +US$ 807 mil | +0,5% | 4,36% | 93,8% | 161 | 21,12% | 0,2 |
|
| 5570 |
5570
Zoom Communications
San Jose,
California
| US$ 148 mi | -US$ 82,7 mi | -36% | 31% | 10,7% | 2 | 0% | 0,3 |
|
| 5571 |
CWM
5571
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 148 mi | +US$ 5,59 mi | +4% | 4,96% | 51,3% | 46 | 26,09% | 2,1 |
|
| 5572 |
5572
Green Alpha Advisors
Niwot,
Colorado
| US$ 148 mi | +US$ 153 mil | +0,1% | 6,4% | 316% | 138 | 11,59% | 1 |
|
| 5573 |
5573
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$ 148 mi | -US$ 17,1 mi | -10% | 6,13% | 78,6% | 128 | 7,81% | 1,6 |
|
| 5574 |
5574
Laurel Wealth Planning
Edina,
Minnesota
| US$ 148 mi | +US$ 16,2 mi | +12% | 3,97% | 59,5% | 284 | 28,52% | 0,7 |
|
| 5575 |
5575
Next Capital Management
New York
| US$ 148 mi | +US$ 184 mil | +0,1% | 3,01% | 61,3% | 126 | 20,63% | 1,8 |
|