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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| US$ 114 mi | – | – | 7,2% | 55,5% | 59 | – | 0 |
|
| 5927 |
5927
Clarus Group
Houston,
Texas
| US$ 114 mi | +US$ 4,23 mi | +4% | 8,85% | 67,5% | 100 | 15% | 1,6 |
|
| 5928 |
5928
Innova Wealth Partners
Newtown,
Pennsylvania
| US$ 114 mi | +US$ 4,22 mi | +4% | 6,84% | 72,5% | 68 | 41,18% | 1,3 |
|
| 5929 |
5929
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$ 114 mi | +US$ 10,5 mi | +10% | 10,2% | 108% | 657 | 7,15% | 0,7 |
|
| 5930 |
5930
Peak Planning Group
Centennial,
Colorado
| US$ 114 mi | +US$ 5,61 mi | +5% | 7,11% | 105% | 83 | 10,84% | 1,6 |
|
| 5931 |
5931
Western Standard LLC
Los Angeles,
California
| US$ 114 mi | +US$ 26,2 mi | +30% | 48,4% | 83,7% | 36 | 52,78% | 0,9 |
|
| 5932 |
5932
Dopkins Wealth Management
Williamsville,
New York
| US$ 114 mi | +US$ 24,4 mi | +27% | 10,5% | 64,4% | 48 | 29,17% | 0,7 |
|
| 5933 |
5933
Aegis Financial
Mc Lean,
Virginia
| US$ 114 mi | – | – | 33,6% | 266% | 28 | – | 1,5 |
|
| 5934 |
5934
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$ 114 mi | -US$ 3,28 mi | -3% | 7,04% | 73% | 35 | 25,71% | 2,2 |
|
| 5935 |
5935
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$ 113 mi | +US$ 13,8 mi | +14% | 15% | 52,2% | 65 | 7,69% | 4,6 |
|
| 5936 |
5936
Somerset Group
Wayzata,
Minnesota
| US$ 113 mi | +US$ 3,95 mi | +4% | 4,34% | 84,6% | 70 | 12,86% | 5,3 |
|
| 5937 |
5937
Caldwell Sutter Capital
Sausalito,
California
| US$ 113 mi | – | – | 7,8% | 79,5% | 315 | – | 0 |
|
| 5938 |
5938
Silverhawk Asset Management
Scottsdale,
Arizona
| US$ 113 mi | +US$ 13,6 mi | +14% | 8,12% | – | 35 | 20% | 0,7 |
|
| 5939 |
5939
Simplicity Wealth
Summit,
New Jersey
| US$ 113 mi | +US$ 38,8 mi | +52% | 6,11% | 82,2% | 102 | 69,61% | 0,3 |
|
| 5940 |
5940
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$ 113 mi | -US$ 25,7 mi | -18% | 10% | 60,5% | 8 | 0% | 2,2 |
|
| 5941 |
5941
Velan Capital Investment Management
Alpharetta,
Georgia
| US$ 113 mi | +US$ 12,4 mi | +12% | 15,8% | 2.395% | 35 | 51,43% | 0,4 |
|
| 5942 |
ASFA
5942
All Season Financial Advisors
Denver,
Colorado
| US$ 113 mi | +US$ 21 mi | +23% | 7,94% | 33,8% | 143 | 54,55% | 0,5 |
|
| 5943 |
5943
Davidson Trust Company
Seattle,
Washington
| US$ 113 mi | +US$ 9,06 mi | +9% | 10,5% | 77% | 110 | 6,36% | 2,6 |
|
| 5944 |
5944
Disciplined Equity Management
Neptune Beach,
Florida
| US$ 113 mi | +US$ 11,7 mi | +12% | 12,4% | 72,3% | 57 | 19,3% | 0,7 |
|
| 5945 |
5945
Stevens Capital Partners
Omaha,
Nebraska
| US$ 113 mi | – | – | 7,31% | 76,3% | 50 | – | 0 |
|
| 5946 |
5946
Basepoint Wealth
Cedar Rapids,
Iowa
| US$ 113 mi | +US$ 19,3 mi | +21% | 14,7% | 113% | 91 | 7,69% | 0,8 |
|
| 5947 |
5947
Porter White Investment Advisors
Birmingham,
Alabama
| US$ 113 mi | – | – | 10,7% | 58% | 20 | – | 0 |
|
| 5948 |
5948
Convergence Financial
Columbia,
Missouri
| US$ 113 mi | +US$ 21,7 mi | +24% | 5,93% | 70,6% | 30 | 36,67% | 0,6 |
|
| 5949 |
5949
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$ 113 mi | -US$ 610 mil | -0,5% | 7,24% | 64,3% | 111 | 10,81% | 1,2 |
|
| 5950 |
5950
Institutional Venture Management XIII
Menlo Park,
California
| US$ 113 mi | -US$ 25 mi | -18% | 15,2% | – | 4 | 0% | 0,9 |
|