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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Stegent Equity Advisors
Houston,
Texas
| US$ 123 mi | – | – | 4,13% | 96,4% | 100 | – | 0 |
|
| 6127 |
6127
Paladin Advisory Group
Clive,
Iowa
| US$ 123 mi | – | – | – | 78,7% | 278 | – | 0 |
|
| 6128 |
SCC
6128
Steel Canyon Capital
Phoenix,
Arizona
| US$ 123 mi | -US$ 7,04 mi | -5% | 4,28% | 62,8% | 24 | 12,5% | 1,3 |
|
| 6129 |
CWMGP
6129
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$ 123 mi | – | – | 9,57% | 85,4% | 80 | – | 0 |
|
| 6130 |
6130
McDonough Capital Management
Orlando,
Florida
| US$ 123 mi | – | – | 9,93% | 98,1% | 41 | – | 0 |
|
| 6131 |
ASA
6131
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$ 123 mi | +US$ 8,57 mi | +7% | 11,8% | 51,2% | 44 | 6,82% | 4,9 |
|
| 6132 |
6132
Operose Advisors
Milwaukee,
Wisconsin
| US$ 123 mi | – | – | 6,8% | 68,8% | 304 | – | 0 |
|
| 6133 |
6133
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$ 123 mi | +US$ 9,9 mi | +9% | 8,59% | 74,4% | 121 | 7,44% | 0,9 |
|
| 6134 |
6134
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$ 123 mi | – | – | 6,7% | 61,6% | 316 | – | 0 |
|
| 6135 |
6135
Surience Private Wealth
Yakima,
Washington
| US$ 123 mi | – | – | 12,7% | 169% | 23 | – | 0 |
|
| 6136 |
6136
Draper Asset Management
Smithtown,
New York
| US$ 123 mi | +US$ 16,1 mi | +15% | 16,2% | 187% | 67 | 44,78% | 0,6 |
|
| 6137 |
6137
Peterson Financial Group
Des Moines,
Iowa
| US$ 123 mi | – | – | 11,9% | 32,4% | 79 | – | 0 |
|
| 6138 |
6138
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| US$ 122 mi | – | – | 4,61% | 50,6% | 118 | – | 0 |
|
| 6139 |
6139
Accurate Wealth Management
Wesley Chapel,
Florida
| US$ 122 mi | +US$ 7,52 mi | +7% | 9,58% | 101% | 144 | 6,94% | 0,4 |
|
| 6140 |
6140
Caxton Corporation
Princeton,
New Jersey
| US$ 122 mi | -US$ 1,06 mi | -0,9% | 2,6% | 512% | 57 | 12,28% | 1,2 |
|
| 6141 |
6141
Defined Wealth Management
Beaverton,
Oregon
| US$ 122 mi | +US$ 9,5 mi | +8% | 8,35% | 78,1% | 96 | 6,25% | 0,9 |
|
| 6142 |
6142
Weinberger Asset Management
Los Angeles,
California
| US$ 122 mi | – | – | 8,48% | 89,6% | 35 | – | 0 |
|
| 6143 |
6143
Financial Futures
Brielle,
New Jersey
| US$ 122 mi | – | – | 5,24% | 48,5% | 52 | – | 0 |
|
| 6144 |
6144
Menard Financial Group
Houston,
Texas
| US$ 122 mi | +US$ 7,9 mi | +7% | 11,4% | 141% | 175 | 28% | 0,9 |
|
| 6145 |
LJCM
6145
Lee Johnson Capital Management
Fort Worth,
Texas
| US$ 122 mi | – | – | 11,3% | 136% | 69 | – | 0 |
|
| 6146 |
6146
Paragon Financial Partners
Woodland Hills,
California
| US$ 122 mi | – | – | 10,3% | 90,6% | 86 | – | 0 |
|
| 6147 |
6147
Axiom Advisory
San Diego,
California
| US$ 122 mi | – | – | 5,25% | 16,4% | 32 | – | 0 |
|
| 6148 |
6148
Robinson Value Management
San Antonio,
Texas
| US$ 122 mi | +US$ 9,7 mi | +9% | 8,56% | 79,3% | 116 | 45,69% | 2,6 |
|
| 6149 |
6149
Orca Investment Management
Roseburg,
Oregon
| US$ 122 mi | +US$ 7,43 mi | +7% | 8,41% | 139% | 66 | 12,12% | 4,6 |
|
| 6150 |
6150
Nierenberg Investment Management Company
Camas,
Washington
| US$ 122 mi | -US$ 7,38 mi | -6% | 5,55% | 135% | 40 | 7,5% | 0,9 |
|