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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
KC
6151
Kenfarb & Co
Ashland,
Kentucky
| US$ 109 mi | -US$ 5,41 mi | -5% | 2,66% | – | 216 | 2,31% | 1,5 |
|
| 6152 |
6152
Mosaic Advisors
Houston,
Texas
| US$ 109 mi | -US$ 25,1 mi | -19% | 4,26% | 50,9% | 20 | 40% | 2,1 |
|
| 6153 |
6153
Petiole USA
New York
| US$ 109 mi | +US$ 7,06 mi | +7% | 1,49% | 105% | 41 | 14,63% | 1,3 |
|
| 6154 |
6154
Northern Financial Advisors
Bloomfield Hills,
Michigan
| US$ 109 mi | -US$ 4,31 mi | -4% | 2,12% | 120% | 117 | 5,98% | 0,7 |
|
| 6155 |
6155
Quarry Hill Advisors
St Paul,
Minnesota
| US$ 109 mi | -US$ 1,68 mi | -2% | 2,2% | 65% | 40 | 2,5% | 0,7 |
|
| 6156 |
LFGH
6156
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$ 109 mi | -US$ 479 mil | -0,4% | 3,11% | 12,9% | 31 | 6,45% | 1,7 |
|
| 6157 |
6157
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| US$ 109 mi | -US$ 6,72 mi | -6% | 3,59% | 79,7% | 101 | 5,94% | 1,4 |
|
| 6158 |
6158
Trevian Wealth Management
Weston,
Massachusetts
| US$ 109 mi | +US$ 96,4 mi | +769% | 3,04% | 103% | 31 | 61,29% | 0,6 |
|
| 6159 |
6159
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$ 109 mi | +US$ 4,37 mi | +4% | 1,05% | 110% | 88 | 10,23% | 0,7 |
|
| 6160 |
BCM
6160
BML Capital Management
Zionsville,
Indiana
| US$ 109 mi | -US$ 2,27 mi | -2% | 2,01% | 376% | 33 | 27,27% | 0,5 |
|
| 6161 |
6161
Omega Fund Management
Boston,
Massachusetts
| US$ 109 mi | -US$ 69,6 mi | -39% | 27,9% | 106% | 12 | 0% | 2,9 |
|
| 6162 |
6162
BluePath Capital Management
Atlanta,
Georgia
| US$ 109 mi | – | – | 1,04% | 106% | 335 | – | 0 |
|
| 6163 |
6163
Washington Capital Management
Seattle,
Washington
| US$ 109 mi | -US$ 8,78 mi | -7% | 1,7% | 81,8% | 114 | 19,3% | 2,9 |
|
| 6164 |
6164
Costello Asset Management
Feasterville,
Pennsylvania
| US$ 109 mi | -US$ 7,98 mi | -7% | 5,04% | 81,5% | 207 | 10,14% | 2,8 |
|
| 6165 |
6165
Panoramic Investment Advisors
Denver,
Colorado
| US$ 109 mi | – | – | 2,74% | – | 99 | – | 0,6 |
|
| 6166 |
6166
Maripau Wealth Management
Fort Wayne,
Indiana
| US$ 109 mi | -US$ 3,66 mi | -3% | 3,65% | 55,6% | 116 | 26,72% | 1 |
|
| 6167 |
YRHAM
6167
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| US$ 109 mi | -US$ 119 mi | -52% | 12,9% | 1.944% | 28 | 75% | 0,4 |
|
| 6168 |
6168
Strategic Financial Planning
Plano,
Texas
| US$ 109 mi | -US$ 4,38 mi | -4% | 4,37% | 47,5% | 32 | 6,25% | 3,4 |
|
| 6169 |
AIM
6169
Aquila Investment Management
New York
| US$ 109 mi | -US$ 13,7 mi | -11% | 3,22% | 53,3% | 91 | 16,48% | 1,2 |
|
| 6170 |
6170
JDM Financial Group
Austin,
Texas
| US$ 108 mi | -US$ 6,63 mi | -6% | 4,2% | 56,7% | 213 | 3,76% | 0,7 |
|
| 6171 |
6171
Howard Wealth Management
Madison,
Connecticut
| US$ 108 mi | -US$ 6,85 mi | -6% | 3,76% | 69,9% | 102 | 6,86% | 2,1 |
|
| 6172 |
6172
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$ 108 mi | -US$ 6,09 mi | -5% | 5,1% | 59,7% | 59 | 5,08% | 0,7 |
|
| 6173 |
6173
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$ 108 mi | -US$ 2,22 mi | -2% | 3,42% | 59,6% | 14 | 14,29% | 0,7 |
|
| 6174 |
6174
Campion Asset Management
Falls Church,
Virginia
| US$ 108 mi | -US$ 3,89 mi | -3% | 3,84% | 70,2% | 98 | 6,12% | 2,1 |
|
| 6175 |
6175
Castleview Partners
Dallas,
Texas
| US$ 108 mi | -US$ 2,78 mi | -3% | 2,77% | 61,3% | 782 | 26,34% | 1,7 |
|