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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
ShariaPortfolio
Lake Mary,
Florida
| US$ 237 mi | -US$ 23,9 mi | -9% | 5,36% | 254% | 25 | 8% | 1,6 |
|
| 5702 |
BC
5702
Bowman & Company
Oshkosh,
Wisconsin
| US$ 237 mi | +US$ 359 mil | +0,2% | 1,57% | 59,7% | 120 | 11,67% | 2,6 |
|
| 5703 |
5703
Ballentine Capital Advisors
Greenville,
South Carolina
| US$ 237 mi | +US$ 11,3 mi | +5% | 2,2% | 48,8% | 26 | 3,85% | 1,8 |
|
| 5704 |
5704
Kessler Investment Group
Columbus,
Indiana
| US$ 237 mi | +US$ 4,47 mi | +2% | 1,21% | 251% | 94 | 21,28% | 2,6 |
|
| 5705 |
5705
Sea Cliff Partners Management
San Francisco,
California
| US$ 237 mi | -US$ 24,1 mi | -9% | 3,55% | – | 18 | 44,44% | 0,9 |
|
| 5706 |
5706
Client First Capital
San Diego,
California
| US$ 237 mi | +US$ 12,8 mi | +6% | 2,19% | 54,6% | 27 | 18,52% | 1,4 |
|
| 5707 |
5707
Tenon Financial
Metuchen,
New Jersey
| US$ 237 mi | +US$ 42,5 mi | +22% | 1,97% | – | 55 | 23,64% | 1,3 |
|
| 5708 |
5708
AAF Wealth Management
Westborough,
Massachusetts
| US$ 237 mi | +US$ 16,4 mi | +7% | 3,32% | 75,1% | 52 | 21,15% | 2,7 |
|
| 5709 |
5709
Guardian Financial Partners
Orange,
California
| US$ 237 mi | +US$ 110 mil | +0% | 1,36% | 53,9% | 74 | 20,27% | 1,7 |
|
| 5710 |
5710
Vawter Financial
Columbus,
Ohio
| US$ 237 mi | +US$ 16,5 mi | +7% | 1,47% | 49,9% | 123 | 8,13% | 0,7 |
|
| 5711 |
5711
Values Added Financial
Washington,
District of Columbia
| US$ 237 mi | +US$ 12 mi | +5% | 2,42% | 65,9% | 137 | 7,3% | 1,7 |
|
| 5712 |
CA
5712
Continental Advisors
Park City,
Utah
| US$ 237 mi | +US$ 5,72 mi | +2% | 8,98% | 73,6% | 46 | 17,39% | 5,9 |
|
| 5713 |
5713
Granite Harbor Advisors
Houston,
Texas
| US$ 237 mi | -US$ 1,11 mi | -0,5% | 3,2% | 70,1% | 135 | 12,59% | 1,8 |
|
| 5714 |
5714
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$ 237 mi | +US$ 12,8 mi | +6% | 0,06% | 14,4% | 59 | 23,73% | 1,4 |
|
| 5715 |
5715
Gables Capital Management
Miami,
Florida
| US$ 237 mi | +US$ 3,34 mi | +1% | 2,88% | 173% | 476 | 6,3% | 4,5 |
|
| 5716 |
5716
Boulder Wealth Advisors
Boulder,
Colorado
| US$ 237 mi | +US$ 21,5 mi | +10% | 1,93% | – | 39 | 30,77% | 1,5 |
|
| 5717 |
5717
Creekside Partners
Petaluma,
California
| US$ 237 mi | +US$ 9,6 mi | +4% | 2,32% | – | 183 | 7,1% | 1,3 |
|
| 5718 |
5718
Pfizer
New York
| US$ 236 mi | -US$ 201 mi | -46% | 36,3% | – | 21 | 14,29% | 1 |
|
| 5719 |
CSA
5719
Cottage Street Advisors
Marion,
Massachusetts
| US$ 236 mi | +US$ 957 mil | +0,4% | 3,48% | 95,8% | 156 | 16,67% | 2,5 |
|
| 5720 |
5720
SimpliFi Inc
San Diego,
California
| US$ 236 mi | +US$ 2,67 mi | +1% | 1,04% | 27,9% | 47 | 14,89% | 2,8 |
|
| 5721 |
5721
Shore Point Advisors
Brielle,
New Jersey
| US$ 236 mi | +US$ 10,2 mi | +4% | 1,13% | 54,6% | 77 | 9,09% | 2,4 |
|
| 5722 |
5722
Heartland Bank & Trust
Bloomington,
Illinois
| US$ 236 mi | -US$ 5,85 mi | -2% | 4,94% | 118% | 179 | 18,44% | 1,9 |
|
| 5723 |
5723
Wayfinding Financial
Lynnwood,
Washington
| US$ 236 mi | +US$ 3,94 mi | +2% | 1,11% | 81,9% | 166 | 16,87% | 1,2 |
|
| 5724 |
5724
Navis Wealth Advisors
Rye Brook,
New York
| US$ 236 mi | +US$ 102 mi | +77% | 3,71% | 106% | 187 | 37,97% | 1,7 |
|
| 5725 |
5725
Squadron Capital Management
Westmont,
Illinois
| US$ 236 mi | – | – | 123% | – | 33 | – | 0 |
|