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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
LI
5576
Latigo Investments
Fort Lauderdale,
Florida
| US$ 131 mi | +US$ 12,3 mi | +10% | 10,2% | 62,6% | 16 | 0% | 0,9 |
|
| 5577 |
5577
Planning Directions
Glen Mills,
Pennsylvania
| US$ 131 mi | +US$ 7,22 mi | +6% | 8,02% | 46,3% | 76 | 17,11% | 2,2 |
|
| 5578 |
EWG
5578
Executive Wealth Group
Kirkland,
Washington
| US$ 131 mi | +US$ 14,5 mi | +12% | 15,1% | 14,9% | 44 | 4,55% | 4,2 |
|
| 5579 |
5579
Barnett & Company
Chattanooga,
Tennessee
| US$ 131 mi | +US$ 17,7 mi | +16% | 12,7% | 65,9% | 86 | 12,79% | 4 |
|
| 5580 |
CAM
5580
CPA Asset Management
West Palm Beach,
Florida
| US$ 131 mi | – | – | 8,46% | 53,3% | 64 | – | 0 |
|
| 5581 |
5581
Caliber Wealth Management (Utah)
Orem,
Utah
| US$ 131 mi | +US$ 4,17 mi | +3% | 7,6% | 36,5% | 99 | 48,48% | 0,9 |
|
| 5582 |
5582
Motive Wealth Advisors
Birmingham,
Michigan
| US$ 131 mi | +US$ 7,39 mi | +6% | 8,82% | 73,4% | 65 | 18,46% | 1 |
|
| 5583 |
5583
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 131 mi | +US$ 18,5 mi | +17% | 12,8% | 61% | 101 | 12,87% | 4,8 |
|
| 5584 |
5584
Nucleo Capital
Sao Paulo, Sp,
Brazil
| US$ 131 mi | – | – | 3,24% | 116% | 2 | – | 1,3 |
|
| 5585 |
5585
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| US$ 131 mi | +US$ 7,73 mi | +6% | 9,01% | 215% | 89 | 32,58% | 1,3 |
|
| 5586 |
FP
5586
Factorial Partners
Mt. Kisco,
New York
| US$ 131 mi | +US$ 15,5 mi | +13% | 13,5% | 88,7% | 95 | 14,74% | 2,4 |
|
| 5587 |
5587
WFA of San Diego
San Diego,
California
| US$ 131 mi | +US$ 19,7 mi | +18% | 6,91% | – | 475 | 81,47% | 0,4 |
|
| 5588 |
5588
Orleans Capital Management
Mandeville,
Louisiana
| US$ 131 mi | +US$ 11,1 mi | +9% | 11,3% | 94,6% | 79 | 3,8% | 2,3 |
|
| 5589 |
5589
Ballew Advisors
Jackson,
Mississippi
| US$ 131 mi | +US$ 19,1 mi | +17% | 7,85% | 68% | 107 | 18,69% | 3 |
|
| 5590 |
5590
Stewart Asset Management
New York
| US$ 130 mi | -US$ 7,33 mi | -5% | 6,7% | 42,5% | 29 | 10,34% | 2,2 |
|
| 5591 |
5591
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 130 mi | +US$ 8,42 mi | +7% | 8,83% | 58,8% | 169 | 15,38% | 2,9 |
|
| 5592 |
5592
Baron Wealth Management
Troy,
Michigan
| US$ 130 mi | – | – | 4,47% | 88,6% | 133 | – | 0 |
|
| 5593 |
5593
New Perspectives Inc
Ridgeland,
Mississippi
| US$ 130 mi | +US$ 14,3 mi | +12% | 6,85% | – | 24 | 25% | 1,2 |
|
| 5594 |
5594
Sterling Financial Group
Pasadena,
California
| US$ 130 mi | – | – | 5,83% | 49,6% | 52 | – | 0 |
|
| 5595 |
5595
Mork Capital Management
Healdsburg,
California
| US$ 130 mi | +US$ 28,5 mi | +28% | 13,3% | 61,9% | 137 | 31,39% | 2,3 |
|
| 5596 |
5596
Essential Planning
Portsmouth,
New Hampshire
| US$ 130 mi | +US$ 113 mi | +652% | 4,46% | 40,9% | 43 | 53,49% | 0,1 |
|
| 5597 |
5597
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$ 130 mi | +US$ 5,18 mi | +4% | 7,39% | 62,6% | 149 | 6,71% | 4,1 |
|
| 5598 |
5598
University of Chicago
Chicago,
Illinois
| US$ 130 mi | – | – | 2,49% | 62,3% | 5 | – | 2,9 |
|
| 5599 |
5599
ETF Store
Overland Park,
Kansas
| US$ 130 mi | +US$ 15,4 mi | +13% | 6,66% | 61% | 94 | 13,83% | 0,8 |
|
| 5600 |
5600
Granite FO LLC
Bedford,
New Hampshire
| US$ 130 mi | – | – | 11,7% | 112% | 142 | – | 0 |
|