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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
St. Johns Investment Management
Jacksonville,
Florida
| US$ 238 mi | -US$ 2,1 mi | -0,9% | 0,18% | 91,9% | 196 | 4,08% | 6,7 |
|
| 5627 |
5627
CNB Bank
Clearfield,
Pennsylvania
| US$ 238 mi | -US$ 6,68 mi | -3% | 0,77% | 106% | 533 | 6,94% | 4,6 |
|
| 5628 |
5628
Values Added Financial
Washington,
District of Columbia
| US$ 238 mi | +US$ 789 mil | +0,3% | 1,18% | 65,9% | 144 | 13,19% | 1,9 |
|
| 5629 |
5629
Howard Wealth Management
Madison,
Connecticut
| US$ 238 mi | +US$ 8,57 mi | +4% | 2,29% | 69,9% | 146 | 10,96% | 2,8 |
|
| 5630 |
5630
Millington Financial Advisors
Naperville,
Illinois
| US$ 237 mi | +US$ 11,7 mi | +5% | 0,94% | 77,5% | 124 | 8,06% | 1,7 |
|
| 5631 |
5631
Evolution Advisers
Richmond,
Virginia
| US$ 237 mi | +US$ 6,32 mi | +3% | 0,91% | 44,8% | 174 | 11,49% | 3,4 |
|
| 5632 |
5632
TradeWell Securities
Fort Wayne,
Indiana
| US$ 237 mi | -US$ 19,7 mi | -8% | 5,17% | – | 53 | 20,75% | 1 |
|
| 5633 |
5633
FreeGulliver LLC
New Orleans,
Louisiana
| US$ 237 mi | -US$ 34,5 mi | -13% | 3,15% | 94,4% | 136 | 37,5% | 1 |
|
| 5634 |
5634
One Plus One Wealth Management
Jupiter,
Florida
| US$ 237 mi | +US$ 20,3 mi | +9% | 5,52% | 71,9% | 107 | 22,43% | 2,6 |
|
| 5635 |
AG
5635
ASO Group
Road Town,
| US$ 237 mi | -US$ 18,8 mi | -7% | 4,47% | – | 57 | 5,26% | 0,2 |
|
| 5636 |
5636
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$ 237 mi | +US$ 4,55 mi | +2% | 1,28% | – | 64 | 14,06% | 1,2 |
|
| 5637 |
5637
Foresite Capital Management IV
Larkspur,
California
| US$ 237 mi | +US$ 7,37 mi | +3% | 0,68% | 151% | 8 | 12,5% | 1,7 |
|
| 5638 |
BCM
5638
Birmingham Capital Management
Birmingham,
Alabama
| US$ 237 mi | +US$ 10,1 mi | +4% | 9,41% | 100% | 91 | 3,3% | 9,9 |
|
| 5639 |
5639
Bayshore Capital Advisors
Tampa,
Florida
| US$ 237 mi | +US$ 36,7 mi | +18% | 14,9% | – | 44 | 29,55% | 0,2 |
|
| 5640 |
5640
Gables Capital Management
Miami,
Florida
| US$ 237 mi | +US$ 205 mil | +0,1% | 1,41% | 173% | 480 | 5% | 4,6 |
|
| 5641 |
5641
Guardian Financial Partners
Orange,
California
| US$ 237 mi | -US$ 264 mil | -0,1% | 0,01% | 53,9% | 72 | 9,72% | 1,9 |
|
| 5642 |
5642
Palogic Value Management
Dallas,
Texas
| US$ 237 mi | -US$ 3 mi | -1% | 6,07% | 31,3% | 200 | 33% | 1,9 |
|
| 5643 |
5643
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$ 237 mi | US$ 0 | 0% | 1,27% | 14,4% | 55 | 0% | 1,6 |
|
| 5644 |
5644
Tekne Capital Management
New York
| US$ 237 mi | -US$ 43,5 mi | -16% | 13,3% | 589% | 5 | 60% | 1,5 |
|
| 5645 |
5645
Windle Wealth
Oklahoma City,
Oklahoma
| US$ 237 mi | +US$ 13,4 mi | +6% | 5,25% | 93% | 34 | 5,88% | 3 |
|
| 5646 |
NERM
5646
New England Research & Management
Chicago,
Illinois
| US$ 237 mi | +US$ 8,01 mi | +4% | 0,47% | 65% | 173 | 34,1% | 4,3 |
|
| 5647 |
5647
Boyd Wealth Management
Sacramento,
California
| US$ 236 mi | +US$ 658 mil | +0,3% | 1,85% | 56,8% | 51 | 11,76% | 3,1 |
|
| 5648 |
5648
Kaizen Financial Strategies
Campbell,
California
| US$ 236 mi | +US$ 9,8 mi | +4% | 2,06% | 126% | 191 | 22,51% | 2,1 |
|
| 5649 |
5649
StoneCrest Wealth Management
Chandler,
Arizona
| US$ 236 mi | -US$ 11,4 mi | -5% | 2,95% | 168% | 77 | 12,99% | 1,4 |
|
| 5650 |
5650
Johnson & White Wealth Management
York,
Pennsylvania
| US$ 236 mi | +US$ 6,57 mi | +3% | 1,97% | 85,1% | 113 | 7,96% | 1,8 |
|