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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
Forbes Financial Planning
East Greenwich,
Rhode Island
| US$ 206 mi | +US$ 67,6 mi | +49% | 1,57% | 52,3% | 34 | 20,59% | 2,1 |
|
| 5552 |
5552
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| US$ 206 mi | – | – | 2,5% | – | 89 | – | 0 |
|
| 5553 |
5553
Bay Rivers Group
Williamsburg,
Virginia
| US$ 206 mi | +US$ 5,05 mi | +3% | 5,9% | 166% | 91 | 16,48% | 2,9 |
|
| 5554 |
5554
Dravo Bay
Rehoboth Beach,
Delaware
| US$ 206 mi | +US$ 11,9 mi | +6% | 1,63% | 45,2% | 51 | 11,76% | 1,9 |
|
| 5555 |
5555
Fortress Wealth Management
Culver City,
California
| US$ 206 mi | +US$ 6,05 mi | +3% | 1,7% | 52,1% | 76 | 18,42% | 1,9 |
|
| 5556 |
5556
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$ 206 mi | +US$ 5,26 mi | +3% | 2,53% | 125% | 243 | 10,7% | 2,3 |
|
| 5557 |
5557
Canerector Inc
Toronto,
Ontario, Canada
| US$ 206 mi | – | – | 0,7% | – | 10 | – | 0 |
|
| 5558 |
5558
Sand Grove Capital Management
London,
United Kingdom
| US$ 206 mi | -US$ 50 mi | -20% | 9,27% | 410% | 18 | 44,44% | 0,3 |
|
| 5559 |
5559
Birnam Oak Advisors
New York
| US$ 206 mi | – | – | 1,8% | – | 27 | – | 0 |
|
| 5560 |
5560
Jones Road Capital Management
New York
| US$ 206 mi | -US$ 114 mi | -36% | 1,48% | 88,5% | 46 | 41,3% | 1 |
|
| 5561 |
5561
Yardley Wealth Management
Yardley,
Pennsylvania
| US$ 206 mi | +US$ 37,3 mi | +22% | 2,42% | – | 42 | 4,76% | 0,2 |
|
| 5562 |
5562
Brighton Securities
Rochester,
New York
| US$ 206 mi | – | – | 1,17% | – | 55 | – | 0 |
|
| 5563 |
HPFG
5563
Hart & Patterson Financial Group
Amherst,
Massachusetts
| US$ 206 mi | -US$ 5,42 mi | -3% | 2,58% | – | 73 | 2,74% | 0,9 |
|
| 5564 |
5564
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 206 mi | +US$ 31,9 mi | +18% | 2,51% | 72% | 137 | 17,52% | 2,7 |
|
| 5565 |
5565
Innealta Capital
Austin,
Texas
| US$ 206 mi | -US$ 40,9 mi | -17% | 2,5% | 69,8% | 172 | 34,88% | 1,4 |
|
| 5566 |
5566
Riverwater Partners
Milwaukee,
Wisconsin
| US$ 206 mi | +US$ 4,07 mi | +2% | 2,16% | 112% | 235 | 22,13% | 1,6 |
|
| 5567 |
BOCM
5567
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 205 mi | -US$ 13,7 mi | -6% | 4,02% | 49,6% | 35 | 2,86% | 5 |
|
| 5568 |
LWMI
5568
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$ 205 mi | +US$ 4,68 mi | +2% | 2,42% | 42,4% | 47 | 14,89% | 0,5 |
|
| 5569 |
5569
Three Seasons Wealth
Salt Lake City,
Utah
| US$ 205 mi | +US$ 15,2 mi | +8% | 4,42% | 169% | 141 | 36,88% | 0,6 |
|
| 5570 |
5570
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 205 mi | -US$ 6,98 mi | -3% | 0,02% | 118% | 168 | 5,95% | 6,6 |
|
| 5571 |
APSI
5571
Asset Planning Services Inc
Covington,
Louisiana
| US$ 205 mi | +US$ 2,86 mi | +1% | 1,93% | 138% | 35 | 0% | 5,4 |
|
| 5572 |
5572
Redwood Wealth Management Group
Medford,
New Jersey
| US$ 205 mi | +US$ 3,44 mi | +2% | 3,4% | 74,1% | 171 | 15,79% | 1,2 |
|
| 5573 |
5573
Ayrshire Capital Management
Westport,
Connecticut
| US$ 205 mi | -US$ 5,21 mi | -2% | 0,21% | 84,8% | 54 | 20,37% | 3,2 |
|
| 5574 |
5574
Swan Capital
Pensacola,
Florida
| US$ 205 mi | +US$ 1,74 mi | +0,9% | 3,17% | 47,9% | 431 | 31,55% | 0,5 |
|
| 5575 |
5575
New England Capital Financial Advisors
Meriden,
Connecticut
| US$ 205 mi | +US$ 12,2 mi | +6% | 0,12% | 58,3% | 429 | 10,72% | 1,7 |
|