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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
Yoder Wealth Management
Walnut Creek,
California
| US$ 178 mi | -US$ 3,36 mi | -2% | 3,25% | 69,3% | 112 | 5,36% | 1,6 |
|
| 5927 |
5927
Resolute Capital Asset Partners
Denver,
Colorado
| US$ 178 mi | -US$ 8,23 mi | -4% | 4,46% | 657% | 56 | 69,64% | 0,5 |
|
| 5928 |
5928
MSD Capital
New York
| US$ 178 mi | -US$ 5,56 mi | -3% | 2,76% | 11,5% | 3 | 0% | 4,3 |
|
| 5929 |
5929
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$ 178 mi | +US$ 6,5 mi | +4% | 1,98% | 45,1% | 38 | 10,53% | 6,4 |
|
| 5930 |
II
5930
Ironclad Investments
Maitland,
Florida
| US$ 178 mi | +US$ 6,65 mi | +4% | 4,58% | 78,4% | 3 | 0% | 1,3 |
|
| 5931 |
5931
BOCHK Asset Management
Hong Kong
| US$ 178 mi | -US$ 149 mi | -46% | 2,38% | 503% | 77 | 53,25% | 0,6 |
|
| 5932 |
5932
Brooks Moore & Associates
Chattanooga,
Tennessee
| US$ 177 mi | +US$ 8,18 mi | +5% | 1,83% | 72,3% | 105 | 11,43% | 4,1 |
|
| 5933 |
5933
Strategic Planning Inc
Columbus,
Ohio
| US$ 177 mi | – | – | 2,4% | – | 57 | – | 0 |
|
| 5934 |
5934
Brookmont Capital Management
Dallas,
Texas
| US$ 177 mi | -US$ 9,9 mi | -5% | 0,9% | 32,2% | 54 | 1,85% | 7,3 |
|
| 5935 |
5935
Carl Stuart Investment Advisor
Austin,
Texas
| US$ 177 mi | -US$ 10,2 mi | -5% | 1,23% | 94,5% | 20 | 25% | 2,1 |
|
| 5936 |
5936
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 177 mi | +US$ 1,32 mi | +0,8% | 0,25% | 111% | 94 | 6,38% | 3,1 |
|
| 5937 |
5937
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 177 mi | -US$ 20,7 mi | -10% | 3,92% | 68,6% | 56 | 17,86% | 2,6 |
|
| 5938 |
5938
Banyan Capital Management
Atlanta,
Georgia
| US$ 177 mi | +US$ 10,3 mi | +6% | 3,13% | 44,4% | 16 | 0% | 4,5 |
|
| 5939 |
5939
Cairn Investment Group
Vancouver,
Washington
| US$ 177 mi | +US$ 6,84 mi | +4% | 3,28% | 67,4% | 73 | 16,44% | 3,5 |
|
| 5940 |
5940
Horizon Bancorp
Michigan City,
Indiana
| US$ 177 mi | -US$ 35,2 mi | -17% | 1,06% | 35,3% | 198 | 10,1% | 3 |
|
| 5941 |
5941
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 177 mi | -US$ 10,6 mi | -6% | 1,12% | 156% | 118 | 8,47% | 1,8 |
|
| 5942 |
5942
Haven Private
Orlando,
Florida
| US$ 177 mi | -US$ 2,28 mi | -1% | 2,31% | – | 153 | 24,84% | 0,2 |
|
| 5943 |
FCFC
5943
First Citizens Financial Corp
Mason City,
Iowa
| US$ 177 mi | -US$ 7,42 mi | -4% | 0,98% | 72,9% | 126 | 7,94% | 3,4 |
|
| 5944 |
5944
Security National Bank of So Dak
Sioux City,
Iowa
| US$ 177 mi | -US$ 2,52 mi | -1% | 1,51% | 67,7% | 117 | 11,97% | 5,5 |
|
| 5945 |
5945
International City Management Association Retirement Corp
Washington,
District of Columbia
| US$ 177 mi | +US$ 14,1 mi | +9% | 2,22% | 48,1% | 6 | 16,67% | 1,4 |
|
| 5946 |
5946
Horizon Advisory Services
West Henrietta,
New York
| US$ 177 mi | +US$ 2,01 mi | +1% | 1,07% | – | 47 | 4,26% | 0,6 |
|
| 5947 |
5947
Worldly Partners Management
Needham,
Massachusetts
| US$ 177 mi | -US$ 14,5 mi | -8% | 8,65% | 19,2% | 3 | 0% | 2,3 |
|
| 5948 |
5948
JW Asset Management
Miami Beach,
Florida
| US$ 177 mi | -US$ 33,7 mi | -16% | 7,04% | 251% | 20 | 25% | 1,2 |
|
| 5949 |
5949
Brown Shipley & Co
London,
United Kingdom
| US$ 177 mi | -US$ 24,8 mi | -12% | 6,97% | 125% | 65 | 3,08% | 1,8 |
|
| 5950 |
5950
Longaeva Partners
Chicago,
Illinois
| US$ 177 mi | – | – | 2,81% | – | 21 | – | 0 |
|