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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
LFWA
5701
LBJ Family Wealth Advisors
Austin,
Texas
| US$ 133 mi | -US$ 10,7 mi | -7% | 4,43% | 64,9% | 24 | 8,33% | 7 |
|
| 5702 |
5702
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 133 mi | -US$ 12,7 mi | -9% | 4,83% | 100% | 34 | 0% | 3,2 |
|
| 5703 |
5703
SMART Wealth
Omaha,
Nebraska
| US$ 133 mi | +US$ 640 mil | +0,5% | 0,96% | 83,6% | 88 | 26,14% | 0,6 |
|
| 5704 |
5704
Midwest Heritage Bank
West Des Moines,
Iowa
| US$ 133 mi | +US$ 1,3 mi | +1% | 2,72% | 52,2% | 57 | 14,04% | 1,4 |
|
| 5705 |
5705
Spartan Fund Management
Toronto, Ontario,
Canada
| US$ 133 mi | -US$ 72,1 mi | -35% | 2,09% | 25% | 392 | 40,56% | 0,6 |
|
| 5706 |
5706
Crown Wealth Group
Charlotte,
North Carolina
| US$ 133 mi | +US$ 6,26 mi | +5% | 2,6% | 98,2% | 78 | 25,64% | 1 |
|
| 5707 |
5707
AJ Advisors
Nashville,
Tennessee
| US$ 133 mi | -US$ 10,8 mi | -7% | 3,57% | 64,6% | 39 | 20,51% | 0,6 |
|
| 5708 |
5708
Fortis Advisors
Wayne,
Pennsylvania
| US$ 133 mi | -US$ 6,86 mi | -5% | 2,26% | 72,8% | 98 | 19,39% | 3,2 |
|
| 5709 |
5709
Coombe, Bender & Co
Ellenville,
New York
| US$ 133 mi | -US$ 4,3 mi | -3% | 2,57% | – | 76 | 11,84% | 1,2 |
|
| 5710 |
5710
Deere & Company
Moline,
Illinois
| US$ 133 mi | -US$ 61,7 mi | -32% | 4,12% | – | 3 | 0% | 6,1 |
|
| 5711 |
5711
Financial Guidance Group
Palm Harbor,
Florida
| US$ 133 mi | -US$ 3,15 mi | -2% | 2,77% | 58,7% | 55 | 10,91% | 1,3 |
|
| 5712 |
5712
Financial Designs
Claremont,
California
| US$ 133 mi | -US$ 4,1 mi | -3% | 2,84% | 49% | 27 | 48,15% | 0,4 |
|
| 5713 |
BSWA
5713
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| US$ 133 mi | +US$ 6,77 mi | +5% | 3,31% | – | 98 | 2,04% | 1,4 |
|
| 5714 |
AWM
5714
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$ 133 mi | -US$ 5,64 mi | -4% | 2,75% | 73,1% | 163 | 3,68% | 2,9 |
|
| 5715 |
5715
Capital Wealth Alliance
Scottsdale,
Arizona
| US$ 133 mi | -US$ 368 mil | -0,3% | 1,71% | 124% | 112 | 17,86% | 2,2 |
|
| 5716 |
5716
Covestor
London,
United Kingdom
| US$ 133 mi | +US$ 1,28 mi | +1% | 1,03% | 134% | 2.921 | 8,39% | 1,4 |
|
| 5717 |
5717
ADE LLC
Baltimore,
Maryland
| US$ 132 mi | -US$ 10,8 mi | -8% | 3,37% | 59,8% | 85 | 10,59% | 2,1 |
|
| 5718 |
5718
EPIQ Partners
Minneapolis,
Minnesota
| US$ 132 mi | -US$ 14,8 mi | -10% | 4,16% | 49,6% | 76 | 13,16% | 2,9 |
|
| 5719 |
5719
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$ 132 mi | -US$ 12,8 mi | -9% | 3,04% | 61,1% | 120 | 8,33% | 6,3 |
|
| 5720 |
5720
Brooks Moore & Associates
Chattanooga,
Tennessee
| US$ 132 mi | -US$ 9,7 mi | -7% | 3,04% | 63,7% | 85 | 9,41% | 3,9 |
|
| 5721 |
IF
5721
Integrity Financial
Cheyenne,
Wyoming
| US$ 132 mi | -US$ 5,04 mi | -4% | 3,23% | 66,3% | 232 | 12,07% | 1,4 |
|
| 5722 |
5722
Wayfinding Financial
Lynnwood,
Washington
| US$ 132 mi | -US$ 11,7 mi | -8% | 4,11% | 68,3% | 119 | 10,92% | 1 |
|
| 5723 |
RCM
5723
Ratan Capital Management
Miami Beach,
Florida
| US$ 132 mi | +US$ 59,8 mi | +83% | 5,77% | 616% | 40 | 45% | 1,8 |
|
| 5724 |
5724
Avaii Wealth Management
Appleton,
Wisconsin
| US$ 132 mi | +US$ 1,87 mi | +1% | 3,1% | 100% | 156 | 19,23% | 1 |
|
| 5725 |
5725
Dopkins Wealth Management
Williamsville,
New York
| US$ 132 mi | +US$ 19,8 mi | +18% | 2,13% | 64,4% | 55 | 27,27% | 1 |
|