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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
Crux Wealth Advisors
Long Beach,
California
| US$ 180 mi | – | – | 1,73% | – | 150 | – | 0 |
|
| 6002 |
CWM
6002
CCG Wealth Management
San Diego,
California
| US$ 180 mi | +US$ 946 mil | +0,5% | 1,69% | 82,6% | 77 | 15,58% | 3,2 |
|
| 6003 |
6003
Grand Wealth Management
Grand Rapids,
Michigan
| US$ 179 mi | +US$ 2,19 mi | +1% | 2,56% | 58,5% | 69 | 8,7% | 2 |
|
| 6004 |
6004
GEM Asset Management
Plymouth,
Michigan
| US$ 179 mi | +US$ 4,41 mi | +3% | 0,59% | 62,9% | 97 | 12,37% | 1,6 |
|
| 6005 |
6005
Axiom Financial Strategies
New Albany,
Indiana
| US$ 179 mi | -US$ 10,1 mi | -5% | 0,74% | 54,5% | 46 | 10,87% | 2,3 |
|
| 6006 |
6006
Security National Bank of So Dak
Sioux City,
Iowa
| US$ 179 mi | -US$ 766 mil | -0,4% | 2,04% | 67,7% | 113 | 15,04% | 5,5 |
|
| 6007 |
6007
NBZ Investment Advisors
Knoxville,
Tennessee
| US$ 179 mi | – | – | 1,95% | – | 69 | – | 0 |
|
| 6008 |
6008
Haven Private
Orlando,
Florida
| US$ 179 mi | – | – | 5,44% | – | 136 | – | 0 |
|
| 6009 |
KIM
6009
Kane Investment Management
Los Gatos,
California
| US$ 179 mi | – | – | 6,03% | – | 90 | – | 0 |
|
| 6010 |
6010
First County Bank
Stamford,
Connecticut
| US$ 179 mi | -US$ 23,6 mi | -12% | 1,27% | 101% | 164 | 14,63% | 1,8 |
|
| 6011 |
6011
Fortitude Financial
Spokane,
Washington
| US$ 179 mi | – | – | 2,14% | – | 31 | – | 0 |
|
| 6012 |
6012
Solstein Capital
Menlo Park,
California
| US$ 179 mi | -US$ 9,9 mi | -5% | 1,55% | 102% | 318 | 2,83% | 3 |
|
| 6013 |
6013
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$ 179 mi | +US$ 3,73 mi | +2% | 0,46% | 74,4% | 148 | 7,43% | 2,6 |
|
| 6014 |
6014
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 179 mi | +US$ 7,7 mi | +4% | 2,44% | 84,1% | 81 | 14,81% | 2 |
|
| 6015 |
6015
Orleans Capital Management
Mandeville,
Louisiana
| US$ 179 mi | +US$ 2,75 mi | +2% | 0,44% | 94,6% | 99 | 10,1% | 2,9 |
|
| 6016 |
6016
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 179 mi | -US$ 3,97 mi | -2% | 0,83% | 81,9% | 170 | 15,29% | 2,8 |
|
| 6017 |
6017
Tribune Investment Group
New York
| US$ 179 mi | – | – | 4,73% | – | 27 | – | 0 |
|
| 6018 |
6018
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 179 mi | +US$ 1,11 mi | +0,6% | 1,09% | 68,7% | 24 | 0% | 8,8 |
|
| 6019 |
RWIA
6019
Roger Wittlin Investment Advisory
San Francisco,
California
| US$ 179 mi | +US$ 4,73 mi | +3% | 1,42% | 61,3% | 56 | 26,79% | 1,7 |
|
| 6020 |
6020
Integrity Wealth Solutions
Denver,
Colorado
| US$ 179 mi | +US$ 7,14 mi | +4% | 0,01% | – | 101 | 13,86% | 0,9 |
|
| 6021 |
6021
Avory & Company
Miami,
Florida
| US$ 178 mi | +US$ 13,6 mi | +8% | 14,4% | 74,9% | 32 | 12,5% | 2,3 |
|
| 6022 |
6022
Burns Matteson Capital Management
Corning,
New York
| US$ 178 mi | -US$ 24,8 mil | -0% | 2,62% | 137% | 194 | 35,57% | 1,4 |
|
| 6023 |
6023
Constitution Capital
Shelton,
Connecticut
| US$ 178 mi | -US$ 9,04 mi | -5% | 0,43% | 91,1% | 63 | 17,46% | 2,9 |
|
| 6024 |
6024
Mudita Advisors
London,
United Kingdom
| US$ 178 mi | -US$ 4,61 mi | -3% | 0,83% | 143% | 19 | 15,79% | 1,8 |
|
| 6025 |
6025
University of Maryland Foundation
Adelphi,
Maryland
| US$ 178 mi | +US$ 37,2 mi | +26% | 0,79% | 54,9% | 8 | 12,5% | 3,4 |
|