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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 |
5701
MYeCFO
La Jolla,
California
| US$ 185 mi | +US$ 11,2 mi | +6% | 5,55% | 58,5% | 57 | 3,51% | 1,4 |
|
| 5702 |
5702
Norway Savings Bank
Portland,
Maine
| US$ 184 mi | +US$ 8,95 mi | +5% | 5,95% | 117% | 107 | 6,54% | 5,4 |
|
| 5703 |
5703
Values First Advisors
Gray,
Tennessee
| US$ 184 mi | +US$ 17,5 mi | +10% | 7,03% | 87,6% | 280 | 42,5% | 1,7 |
|
| 5704 |
5704
Foresight Global Investors
Purchase,
New York
| US$ 184 mi | -US$ 23,7 mi | -11% | 3,78% | 69,9% | 51 | 31,37% | 0,8 |
|
| 5705 |
5705
Aviso Wealth Management
Bellevue,
Washington
| US$ 184 mi | +US$ 15,9 mi | +9% | 6,31% | 153% | 160 | 15% | 0,7 |
|
| 5706 |
5706
River Street Advisors
Aurora,
Illinois
| US$ 184 mi | +US$ 21,5 mi | +13% | 7,21% | 93,5% | 150 | 9,33% | 1,2 |
|
| 5707 |
5707
Shelton Wealth Management
Fort Worth,
Texas
| US$ 184 mi | +US$ 7,75 mi | +4% | 4,94% | 89,4% | 151 | 27,15% | 1,2 |
|
| 5708 |
5708
WFA Asset Management
Whitefish Bay,
Wisconsin
| US$ 184 mi | +US$ 6,98 mi | +4% | 6,91% | 60% | 213 | 8,92% | 2,2 |
|
| 5709 |
5709
Boulder Wealth Advisors
Boulder,
Colorado
| US$ 184 mi | +US$ 12,6 mi | +7% | 4,88% | – | 27 | 11,11% | 1,1 |
|
| 5710 |
5710
Battery Global Advisors
Boston,
Massachusetts
| US$ 184 mi | +US$ 32,9 mi | +22% | 7,2% | 76,5% | 136 | 75% | 0,2 |
|
| 5711 |
5711
Windle Wealth
Oklahoma City,
Oklahoma
| US$ 184 mi | +US$ 20 mi | +12% | 10,1% | 93% | 32 | 9,38% | 1,5 |
|
| 5712 |
5712
JDM Financial Group
Austin,
Texas
| US$ 184 mi | +US$ 35,9 mi | +24% | 6,1% | 56,7% | 419 | 50,12% | 0,8 |
|
| 5713 |
5713
Worth Asset Management
Dallas,
Texas
| US$ 184 mi | +US$ 15,5 mi | +9% | 7,03% | 115% | 169 | 46,75% | 0,9 |
|
| 5714 |
5714
IRON Financial
Northbrook,
Illinois
| US$ 184 mi | +US$ 5,42 mi | +3% | 6,74% | 60,6% | 128 | 36,72% | 3,1 |
|
| 5715 |
5715
Evolution Advisers
Richmond,
Virginia
| US$ 184 mi | +US$ 9,7 mi | +6% | 5,79% | 44,8% | 198 | 7,07% | 1,8 |
|
| 5716 |
5716
Ariadne Wealth Management
Santa Barbara,
California
| US$ 184 mi | +US$ 54,3 mi | +42% | 6,9% | – | 296 | 70,61% | 0,1 |
|
| 5717 |
LA
5717
Lane & Associates
Moorestown,
New Jersey
| US$ 184 mi | +US$ 14,1 mi | +8% | 5,93% | – | 123 | 17,07% | 1,3 |
|
| 5718 |
CSA
5718
Cottage Street Advisors
Marion,
Massachusetts
| US$ 184 mi | +US$ 14,1 mi | +8% | 6,27% | 95,8% | 110 | 14,55% | 2,4 |
|
| 5719 |
MWA
5719
Miller Wealth Advisors
Ridgeway,
Colorado
| US$ 184 mi | -US$ 1,33 mi | -0,7% | 0,53% | 147% | 89 | 13,48% | 2 |
|
| 5720 |
IC
5720
Immersion Capital
London,
United Kingdom
| US$ 183 mi | +US$ 4,73 mi | +3% | 2,84% | 63,4% | 10 | 20% | 1,8 |
|
| 5721 |
5721
Harrington Investments
Napa,
California
| US$ 183 mi | +US$ 7 mi | +4% | 5,69% | 109% | 83 | 4,82% | 5,6 |
|
| 5722 |
5722
Consilium Wealth Advisory
Richardson,
Texas
| US$ 183 mi | +US$ 42,5 mil | +0% | 5,64% | 126% | 93 | 13,98% | 1,9 |
|
| 5723 |
5723
Leverty Financial Group
Hudson,
Wisconsin
| US$ 183 mi | +US$ 14 mi | +8% | 6,24% | 57,3% | 39 | 23,08% | 1,6 |
|
| 5724 |
PWP
5724
Pursue Wealth Partners
Clayton,
California
| US$ 183 mi | -US$ 373 mil | -0,2% | 2,63% | 108% | 124 | 20,16% | 1,6 |
|
| 5725 |
5725
MRA Advisory Group
Parsippany,
New Jersey
| US$ 183 mi | +US$ 8,06 mi | +5% | 5,13% | 86,8% | 127 | 18,11% | 1,8 |
|