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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$ 153 mi | +US$ 17,4 mi | +13% | 5,66% | 48,4% | 37 | 5,41% | 0,2 |
|
| 6002 |
6002
McGinn Penninger Investment Management
Alexandria,
Virginia
| US$ 153 mi | +US$ 14,9 mi | +11% | 8,54% | 71,6% | 25 | 0% | 2,9 |
|
| 6003 |
6003
Burford Brothers
Dallas,
Texas
| US$ 152 mi | +US$ 10,9 mi | +8% | 8,89% | 97,4% | 157 | 9,55% | 0,2 |
|
| 6004 |
6004
Significant Wealth Partners
Cary,
Illinois
| US$ 152 mi | +US$ 15 mi | +11% | 4,3% | – | 207 | 57% | 0,1 |
|
| 6005 |
6005
Lauterbach Financial Advisors
El Paso,
Texas
| US$ 152 mi | +US$ 8,83 mi | +6% | 8,51% | 76,5% | 69 | 7,25% | 1,7 |
|
| 6006 |
OR
6006
Olympiad Research
Stamford,
Connecticut
| US$ 152 mi | +US$ 25,2 mi | +20% | 4,99% | 187% | 502 | 69,12% | 0,2 |
|
| 6007 |
6007
Obsidian Personal Planning Solutions
Rockville,
Maryland
| US$ 152 mi | +US$ 20,9 mi | +16% | 5,41% | 58,2% | 105 | 28,57% | 0,9 |
|
| 6008 |
6008
Orleans Capital Management
Mandeville,
Louisiana
| US$ 152 mi | +US$ 3,42 mi | +2% | 8,65% | 94,6% | 86 | 18,6% | 3,1 |
|
| 6009 |
6009
Plan Group Financial
Oklahoma City,
Oklahoma
| US$ 152 mi | +US$ 38,3 mi | +34% | 5,96% | 63,4% | 98 | 31,63% | 0,6 |
|
| 6010 |
6010
Finer Wealth Management
Salem,
Massachusetts
| US$ 152 mi | +US$ 18 mi | +13% | 15,3% | 175% | 83 | 12,05% | 1,9 |
|
| 6011 |
6011
West Bancorporation
West Des Moines,
Iowa
| US$ 152 mi | -US$ 2,76 mi | -2% | 6,33% | 72,5% | 110 | 20% | 2,7 |
|
| 6012 |
6012
Corrado Advisors
Ramsey,
New Jersey
| US$ 152 mi | +US$ 29,9 mi | +24% | 5,2% | 73,1% | 108 | 29,63% | 2,4 |
|
| 6013 |
6013
4Thought Financial Group
Syosset,
New York
| US$ 152 mi | +US$ 13,7 mi | +10% | 4,63% | 40,8% | 114 | 5,26% | 2,2 |
|
| 6014 |
6014
Clarity Capital Partners
Newport Beach,
California
| US$ 152 mi | +US$ 9,44 mi | +7% | 16,2% | – | 137 | 21,9% | 0,2 |
|
| 6015 |
6015
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| US$ 152 mi | -US$ 6,68 mi | -4% | 6,89% | 49,9% | 381 | 25,98% | 0,8 |
|
| 6016 |
6016
Gray Private Wealth
Canton,
Massachusetts
| US$ 152 mi | – | – | 8,39% | – | 37 | – | 0 |
|
| 6017 |
MA
6017
McBroom & Associates
Las Vegas,
Nevada
| US$ 152 mi | +US$ 14,7 mi | +11% | 18,6% | 148% | 34 | 5,88% | 1,9 |
|
| 6018 |
6018
Sightline Wealth Advisors
Groton,
Connecticut
| US$ 152 mi | +US$ 20,3 mi | +15% | 5,6% | 48,5% | 80 | 13,75% | 1,8 |
|
| 6019 |
6019
Financial Designs
Claremont,
California
| US$ 152 mi | +US$ 29,4 mi | +24% | 5,92% | 49% | 19 | 57,89% | 0,1 |
|
| 6020 |
BCM
6020
BML Capital Management
Zionsville,
Indiana
| US$ 152 mi | +US$ 19,6 mi | +15% | 18% | 376% | 38 | 23,68% | 0,7 |
|
| 6021 |
6021
Black Diamond Capital Management
Stamford,
Connecticut
| US$ 152 mi | +US$ 12,1 mi | +9% | 0,78% | 28,3% | 13 | 15,38% | 2,2 |
|
| 6022 |
6022
Brogan Financial
Knoxville,
Tennessee
| US$ 151 mi | +US$ 16 mi | +12% | 7,51% | 46,4% | 51 | 31,37% | 0,9 |
|
| 6023 |
6023
Palouse Capital Management
Spokane,
Washington
| US$ 151 mi | +US$ 10 mi | +7% | 6,5% | 67,8% | 153 | 60,13% | 1,6 |
|
| 6024 |
6024
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$ 151 mi | -US$ 7,31 mi | -5% | 3,53% | 38,4% | 88 | 35,23% | 1,2 |
|
| 6025 |
LAM
6025
LifePro Asset Management
San Diego,
California
| US$ 151 mi | +US$ 22,1 mi | +17% | 8,89% | 49% | 148 | 43,24% | 0,9 |
|