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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Monetta Financial Services
Wheaton,
Illinois
| US$ 121 mi | -US$ 8,71 mi | -7% | 2,4% | 305% | 70 | 54,29% | 1,8 |
|
| 6027 |
6027
Working Capital Advisors (UK)
London,
United Kingdom
| US$ 121 mi | -US$ 89,2 mi | -42% | 46,8% | 17,1% | 1 | 0% | 1,3 |
|
| 6028 |
6028
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$ 121 mi | -US$ 2,2 mi | -2% | 1,33% | 74,4% | 125 | 15,2% | 1,1 |
|
| 6029 |
6029
Future Financial Wealth Management
Cincinnati,
Ohio
| US$ 121 mi | -US$ 4,43 mi | -4% | 2,8% | 65,2% | 580 | 11,03% | 0,4 |
|
| 6030 |
6030
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$ 121 mi | +US$ 949 mil | +0,8% | 3,74% | 31,9% | 21 | 0% | 0,3 |
|
| 6031 |
6031
Sippican Capital Advisors
Boston,
Massachusetts
| US$ 120 mi | +US$ 2,77 mi | +2% | 5,17% | 81,1% | 113 | 7,08% | 4,3 |
|
| 6032 |
JKSF
6032
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$ 120 mi | +US$ 2,21 mi | +2% | 1,82% | 8,95% | 3 | 0% | 0,3 |
|
| 6033 |
PCC
6033
Park Circle Company
Baltimore,
Maryland
| US$ 120 mi | -US$ 6,42 mi | -5% | 0,21% | 75,7% | 138 | 18,84% | 2,3 |
|
| 6034 |
6034
Sandy Cove Advisors
Hingham,
Massachusetts
| US$ 120 mi | +US$ 1,52 mi | +1% | 5,07% | 78% | 452 | 18,58% | 0,2 |
|
| 6035 |
6035
Strategic Financial Planning
Plano,
Texas
| US$ 120 mi | -US$ 18,9 mi | -14% | 6,24% | 47,5% | 37 | 18,92% | 1,9 |
|
| 6036 |
6036
Broadcrest Asset Management
Winter Park,
Florida
| US$ 120 mi | -US$ 17,9 mi | -13% | 17% | 54,1% | 8 | 25% | 0,2 |
|
| 6037 |
6037
Axiom Advisory
San Diego,
California
| US$ 120 mi | -US$ 1,49 mi | -1% | 6,27% | 16,4% | 34 | 11,76% | 0,2 |
|
| 6038 |
6038
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$ 120 mi | -US$ 2,53 mi | -2% | 4,83% | 66,9% | 317 | 85,49% | 0,2 |
|
| 6039 |
6039
Islay Capital Management
Lubbock,
Texas
| US$ 120 mi | -US$ 12,1 mi | -9% | 0,1% | 72% | 325 | 23,69% | 1,4 |
|
| 6040 |
6040
Sightline Wealth Advisors
Groton,
Connecticut
| US$ 120 mi | +US$ 8,42 mi | +8% | 4,31% | 48,5% | 61 | 19,67% | 1 |
|
| 6041 |
6041
Blodgett Wealth Advisors
Concord,
California
| US$ 120 mi | -US$ 8,77 mi | -7% | 5,6% | 150% | 92 | 18,48% | 0,2 |
|
| 6042 |
6042
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 120 mi | +US$ 55 mil | +0% | 4,65% | 56,5% | 123 | 9,76% | 0,2 |
|
| 6043 |
GL
6043
GHE LLC
Memphis,
Tennessee
| US$ 120 mi | -US$ 10,4 mi | -8% | 8,81% | 188% | 56 | 12,5% | 0,2 |
|
| 6044 |
6044
Blue Square Asset Management
New York
| US$ 120 mi | -US$ 41,3 mi | -26% | 5,55% | 117% | 88 | 26,14% | 1,6 |
|
| 6045 |
6045
Wells Financial Advisors
Framingham,
Massachusetts
| US$ 120 mi | -US$ 5,58 mi | -4% | 4,68% | 58,9% | 61 | 6,56% | 1,2 |
|
| 6046 |
6046
Safir Wealth Advisors
Greenland,
New Hampshire
| US$ 120 mi | -US$ 8,73 mi | -7% | 5,07% | 52,1% | 17 | 29,41% | 0,8 |
|
| 6047 |
6047
AllGen Financial Advisors
Orlando,
Florida
| US$ 120 mi | -US$ 15,1 mi | -11% | 0,71% | 39,7% | 40 | 20% | 1,1 |
|
| 6048 |
AA
6048
Alta Advisers
London,
United Kingdom
| US$ 120 mi | -US$ 7,02 mi | -6% | 4,01% | 129% | 6 | 0% | 3,3 |
|
| 6049 |
SRAM
6049
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| US$ 120 mi | -US$ 7,84 mi | -6% | 2,59% | 74,7% | 73 | 42,47% | 1 |
|
| 6050 |
6050
Carmel Capital Partners
San Diego,
California
| US$ 120 mi | -US$ 14,3 mi | -11% | 11,7% | 65,9% | 136 | 19,85% | 0,2 |
|