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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
BankPlus Wealth Management
Jackson,
Mississippi
| US$ 194 mi | +US$ 12,4 mi | +7% | 1,67% | – | 126 | 19,05% | 1 |
|
| 6277 |
LAI
6277
Legal Advantage Investments
Los Altos Hills,
California
| US$ 194 mi | -US$ 22,5 mi | -10% | 2,22% | 116% | 91 | 21,98% | 3,2 |
|
| 6278 |
6278
BostonPremier Wealth
Hanover,
Massachusetts
| US$ 194 mi | -US$ 1,62 mi | -0,8% | 1,92% | – | 74 | 12,16% | 1 |
|
| 6279 |
6279
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$ 193 mi | -US$ 11,7 mi | -6% | 2,82% | 151% | 110 | 37,27% | 1,9 |
|
| 6280 |
6280
Topel & Distasi Wealth Management
Berkeley,
California
| US$ 193 mi | -US$ 11,3 mi | -6% | 0,93% | 43,6% | 61 | 4,92% | 3,7 |
|
| 6281 |
6281
Jackson Hill Advisors
Houston,
Texas
| US$ 193 mi | -US$ 22,2 mi | -10% | 11,3% | 61,2% | 13 | 7,69% | 2,6 |
|
| 6282 |
6282
Broadway Wealth Solutions
San Antonio,
Texas
| US$ 193 mi | +US$ 6,15 mi | +3% | 1,1% | – | 100 | 12% | 1 |
|
| 6283 |
6283
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$ 193 mi | -US$ 79,4 mi | -29% | 1,93% | 111% | 303 | 30,03% | 1,2 |
|
| 6284 |
6284
Exome Asset Management
New York
| US$ 193 mi | -US$ 13,2 mi | -6% | 14,6% | – | 83 | 60,24% | 0,5 |
|
| 6285 |
6285
Ayrshire Capital Management
Westport,
Connecticut
| US$ 193 mi | -US$ 24,6 mi | -11% | 3,61% | 84,8% | 54 | 16,67% | 3,1 |
|
| 6286 |
6286
Banque de Luxembourg
Luxembourg
| US$ 193 mi | -US$ 41,6 mi | -18% | 6,5% | – | 92 | 22,83% | 1 |
|
| 6287 |
6287
Downshift Financial
Boulder,
Colorado
| US$ 193 mi | +US$ 31 mi | +19% | 1,74% | – | 82 | 23,17% | 0,2 |
|
| 6288 |
6288
Sandler Capital Management
New York
| US$ 193 mi | -US$ 112 mi | -37% | 11,4% | 325% | 191 | 63,35% | 0,6 |
|
| 6289 |
6289
Cassady Wealth & Retirement Planning
Henderson,
Nevada
| US$ 193 mi | +US$ 39,7 mi | +26% | 0,8% | – | 102 | 5,88% | 0,2 |
|
| 6290 |
6290
Promethium Advisors
Bethesda,
Maryland
| US$ 193 mi | +US$ 7,67 mi | +4% | 6,38% | – | 121 | 11,57% | 1,3 |
|
| 6291 |
6291
Galilei Investment Office
London,
United Kingdom
| US$ 193 mi | -US$ 19,2 mi | -9% | 2,74% | – | 27 | 11,11% | 1,1 |
|
| 6292 |
6292
Carson Advisory
Athens,
Georgia
| US$ 193 mi | +US$ 478 mil | +0,2% | 0,32% | 70,9% | 194 | 8,76% | 2,7 |
|
| 6293 |
6293
OmniStar Financial Group
Wilmington,
North Carolina
| US$ 193 mi | +US$ 22,2 mi | +13% | 4,21% | 75,6% | 139 | 51,8% | 1,2 |
|
| 6294 |
AIM
6294
Athena Investment Management
Orinda,
California
| US$ 193 mi | -US$ 2,38 mi | -1% | 0,91% | 80,6% | 158 | 5,06% | 3,3 |
|
| 6295 |
6295
RCS Financial Planning
Annapolis,
Maryland
| US$ 193 mi | -US$ 39,2 mi | -17% | 0,67% | 48,2% | 111 | 30,63% | 1,7 |
|
| 6296 |
6296
Whipplewood Advisors
Littleton,
Colorado
| US$ 193 mi | +US$ 37,1 mi | +24% | 2,38% | – | 1.100 | 57,45% | 0,4 |
|
| 6297 |
6297
Vaughan & Co Securities
Ridgewood,
New Jersey
| US$ 193 mi | -US$ 767 mil | -0,4% | 1,13% | 70,7% | 59 | 5,08% | 4,3 |
|
| 6298 |
6298
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| US$ 192 mi | +US$ 1,45 mi | +0,8% | 0,03% | – | 142 | 10,56% | 1,1 |
|
| 6299 |
6299
Client First Investment Management
West Bend,
Wisconsin
| US$ 192 mi | +US$ 1,71 mi | +0,9% | 1,71% | 243% | 39 | 82,05% | 0,8 |
|
| 6300 |
6300
Gross & Hartman Investments
Leola,
Pennsylvania
| US$ 192 mi | +US$ 16,9 mi | +10% | 0,8% | – | 79 | 18,99% | 0,2 |
|