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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
GIM
5826
Greenwich Investment Management
Norwalk,
Connecticut
| US$ 126 mi | -US$ 6,2 mi | -5% | 3,3% | – | 49 | 22,45% | 3,5 |
|
| 5827 |
5827
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 126 mi | -US$ 7,04 mi | -5% | 3,33% | 72% | 112 | 9,82% | 2,4 |
|
| 5828 |
5828
Rise Advisors
Rochester,
New York
| US$ 126 mi | -US$ 3,21 mi | -2% | 3,07% | 62,8% | 704 | 11,36% | 1,6 |
|
| 5829 |
5829
SFG Wealth Management
Towson,
Maryland
| US$ 126 mi | +US$ 6,55 mi | +5% | 2,02% | 86,3% | 109 | 27,52% | 1,1 |
|
| 5830 |
5830
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 126 mi | -US$ 6,67 mi | -5% | 3,83% | 92,7% | 90 | 10% | 5,1 |
|
| 5831 |
5831
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| US$ 126 mi | -US$ 5,23 mi | -4% | 3,19% | 106% | 168 | 23,21% | 1,2 |
|
| 5832 |
5832
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| US$ 126 mi | +US$ 657 mil | +0,5% | 0,23% | 83% | 129 | 18,6% | 1,2 |
|
| 5833 |
5833
Blue Investment Partners
Alamo,
California
| US$ 126 mi | -US$ 5,35 mi | -4% | 5,96% | – | 33 | 27,27% | 0,6 |
|
| 5834 |
5834
Financial Council
Towson,
Maryland
| US$ 126 mi | -US$ 5,31 mi | -4% | 4,01% | 88,6% | 72 | 11,11% | 1,4 |
|
| 5835 |
5835
Precept Management
Dallas,
Texas
| US$ 126 mi | +US$ 52 mi | +70% | 4,05% | 110% | 36 | 47,22% | 0,8 |
|
| 5836 |
BC
5836
Bowman & Company
Oshkosh,
Wisconsin
| US$ 126 mi | -US$ 6,42 mi | -5% | 2,75% | 59,7% | 89 | 5,62% | 1,4 |
|
| 5837 |
MA
5837
McBroom & Associates
Las Vegas,
Nevada
| US$ 126 mi | -US$ 1,17 mi | -0,9% | 3,38% | 148% | 38 | 7,89% | 1,4 |
|
| 5838 |
5838
BCR Wealth Strategies
Vestavia,
Alabama
| US$ 126 mi | -US$ 3,78 mi | -3% | 3,35% | 45,1% | 19 | 0% | 1,6 |
|
| 5839 |
5839
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$ 125 mi | +US$ 94 | +0% | 3,4% | 81,9% | 94 | 0% | 2,6 |
|
| 5840 |
5840
Swan Capital
Pensacola,
Florida
| US$ 125 mi | – | – | 4,1% | 47,9% | 31 | – | 0,4 |
|
| 5841 |
5841
Piedmont Capital Management (Montana)
Whitefish,
Montana
| US$ 125 mi | -US$ 6,41 mi | -5% | 3,74% | 94% | 47 | 8,51% | 1,7 |
|
| 5842 |
5842
Naman Capital
Sao Paulo,
Brazil
| US$ 125 mi | -US$ 21,8 mi | -15% | 1,6% | 89,9% | 11 | 9,09% | 3,4 |
|
| 5843 |
5843
Arrow Investment Advisors
Laurel,
Maryland
| US$ 125 mi | -US$ 1,86 mi | -1% | 2,32% | 38,1% | 70 | 44,29% | 1,2 |
|
| 5844 |
VCM
5844
Viewpoint Capital Management
Seattle,
Washington
| US$ 125 mi | -US$ 4,18 mi | -3% | 3,36% | 127% | 128 | 5,47% | 1,5 |
|
| 5845 |
5845
Finer Wealth Management
Salem,
Massachusetts
| US$ 125 mi | -US$ 2,92 mi | -2% | 2,08% | 175% | 85 | 9,41% | 1,5 |
|
| 5846 |
5846
Shelton Wealth Management
Fort Worth,
Texas
| US$ 125 mi | -US$ 3,96 mi | -3% | 1,81% | 89,4% | 70 | 10% | 1,5 |
|
| 5847 |
SLFPAM
5847
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$ 125 mi | +US$ 25,1 mi | +25% | 0,7% | 139% | 37 | 62,16% | 0,4 |
|
| 5848 |
5848
Mills Wealth Advisors
Southlake,
Texas
| US$ 125 mi | -US$ 6,65 mi | -5% | 1,99% | 37,9% | 51 | 11,76% | 0,6 |
|
| 5849 |
5849
V Wealth Advisors
Overland Park,
Kansas
| US$ 125 mi | -US$ 475 mi | -79% | 3,03% | 36,9% | 388 | 72,94% | 3,8 |
|
| 5850 |
5850
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 125 mi | +US$ 3,7 mi | +3% | 3,65% | 57,4% | 54 | 9,26% | 0,7 |
|