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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Alternative Investment Advisors
Maitland,
Florida
| US$ 190 mi | +US$ 15,2 mi | +9% | 5,61% | 78,6% | 51 | 13,73% | 0,7 |
|
| 5627 |
5627
Three Seasons Wealth
Salt Lake City,
Utah
| US$ 190 mi | +US$ 9,2 mi | +5% | 7,48% | 169% | 119 | 36,97% | 0,6 |
|
| 5628 |
5628
Optivise Advisory Services
Franklin,
Tennessee
| US$ 190 mi | +US$ 4,83 mi | +3% | 3,72% | – | 192 | 21,35% | 0,2 |
|
| 5629 |
5629
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$ 190 mi | +US$ 10,7 mi | +6% | 7,14% | 78,6% | 120 | 8,33% | 3,2 |
|
| 5630 |
5630
New Insight Wealth Advisors
San Ramon,
California
| US$ 190 mi | +US$ 20,1 mi | +12% | 6,97% | – | 93 | 12,9% | 0,6 |
|
| 5631 |
5631
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| US$ 190 mi | +US$ 14,9 mi | +9% | 5,57% | 55,5% | 65 | 9,23% | 1,2 |
|
| 5632 |
5632
Envision Financial Planning
Memphis,
Tennessee
| US$ 190 mi | +US$ 59 mi | +45% | 5,17% | 32,1% | 38 | 26,32% | 0,7 |
|
| 5633 |
5633
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$ 190 mi | +US$ 7,35 mi | +4% | 8,12% | 128% | 118 | 7,63% | 2,8 |
|
| 5634 |
5634
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| US$ 190 mi | +US$ 17,5 mi | +10% | 8,95% | 38,7% | 44 | 4,55% | 1,8 |
|
| 5635 |
5635
Discipline Wealth Solutions
Greenville,
South Carolina
| US$ 189 mi | +US$ 62,8 mi | +50% | 5,29% | 45,9% | 70 | 62,86% | 0,2 |
|
| 5636 |
5636
Plan Group Financial
Oklahoma City,
Oklahoma
| US$ 189 mi | +US$ 25,9 mi | +16% | 6,69% | 63,4% | 120 | 22,5% | 0,9 |
|
| 5637 |
5637
Hansen & Associates Financial Group
Roseville,
California
| US$ 189 mi | +US$ 265 mil | +0,1% | 4,54% | 56,5% | 23 | 73,91% | 0,2 |
|
| 5638 |
5638
Axiom Financial Strategies
New Albany,
Indiana
| US$ 189 mi | +US$ 35,5 mi | +23% | 6,62% | 54,5% | 45 | 42,22% | 2 |
|
| 5639 |
5639
D. Scott Neal
Lexington,
Kentucky
| US$ 189 mi | +US$ 9,43 mi | +5% | 8,88% | 105% | 67 | 19,4% | 3,5 |
|
| 5640 |
FCFC
5640
First Citizens Financial Corp
Mason City,
Iowa
| US$ 189 mi | +US$ 20,1 mi | +12% | 6,55% | 72,9% | 121 | 5,79% | 3 |
|
| 5641 |
5641
Holowesko Partners
Nassau,
Bahamas
| US$ 189 mi | +US$ 1,55 mi | +0,8% | 8,39% | 51,1% | 27 | 14,81% | 3,3 |
|
| 5642 |
5642
Financial Freedom LLC
Cincinnati,
Ohio
| US$ 189 mi | +US$ 12,9 mi | +7% | 4,86% | 76,9% | 372 | 4,3% | 1,6 |
|
| 5643 |
5643
Solstein Capital
Menlo Park,
California
| US$ 189 mi | +US$ 35,6 mi | +23% | 5,21% | 102% | 323 | 5,26% | 2,8 |
|
| 5644 |
5644
Element Wealth
Ridgeland,
Mississippi
| US$ 189 mi | +US$ 11,1 mi | +6% | 6,05% | 59,6% | 306 | 12,09% | 2,7 |
|
| 5645 |
5645
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$ 189 mi | – | – | 5,18% | – | 59 | – | 0 |
|
| 5646 |
SHFP
5646
Second Half Financial Partners
Sebring,
Florida
| US$ 189 mi | +US$ 63,8 mi | +51% | 7,83% | 36,8% | 100 | 67% | 0,5 |
|
| 5647 |
5647
S.A. Mason
Holland,
Michigan
| US$ 189 mi | +US$ 12,8 mi | +7% | 6,36% | 116% | 332 | 6,33% | 3,7 |
|
| 5648 |
5648
Quantitative Strategies
Calabasas,
California
| US$ 189 mi | +US$ 13,4 mi | +8% | 6,23% | – | 21 | 14,29% | 1,2 |
|
| 5649 |
5649
Sterling Group Wealth Management
Pasadena,
California
| US$ 189 mi | +US$ 14,4 mi | +8% | 5,85% | 75,9% | 63 | 7,94% | 0,3 |
|
| 5650 |
5650
Acorn Creek Capital
Fort Collins,
Colorado
| US$ 189 mi | +US$ 21 mi | +13% | 5,78% | 66,6% | 76 | 17,11% | 0,6 |
|