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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
WF
6326
Williams Financial
North Bennington,
Vermont
| US$ 161 mi | +US$ 642 mil | +0,4% | 1,03% | 33,1% | 18 | 0% | 1,5 |
|
| 6327 |
6327
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$ 161 mi | +US$ 2,09 mi | +1% | 0,02% | 64,3% | 121 | 6,61% | 2,3 |
|
| 6328 |
6328
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$ 161 mi | +US$ 1,31 mi | +0,8% | 2,64% | 90% | 54 | 11,11% | 5,2 |
|
| 6329 |
6329
Herbst Group
Westport,
Connecticut
| US$ 160 mi | -US$ 1,04 mi | -0,6% | 3% | 142% | 62 | 9,68% | 2,2 |
|
| 6330 |
6330
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$ 160 mi | +US$ 5,44 mi | +4% | 1,6% | 65,6% | 63 | 42,86% | 0,7 |
|
| 6331 |
6331
Passumpsic Savings Bank
St. Johnsbury,
Vermont
| US$ 160 mi | +US$ 7,99 mi | +5% | 5,95% | – | 89 | 17,98% | 0,6 |
|
| 6332 |
6332
Bradley & Co Private Wealth Management
Miami,
Florida
| US$ 160 mi | – | – | 8,09% | – | 187 | – | 2,8 |
|
| 6333 |
6333
Hager Investment Management Services
New London,
New Hampshire
| US$ 160 mi | – | – | 10,3% | – | 286 | – | 0 |
|
| 6334 |
6334
Hamilton Capital Partners
Atlanta,
Georgia
| US$ 160 mi | – | – | 13,7% | – | 31 | – | 0 |
|
| 6335 |
6335
Martin Worley Group
Cottonwood Heights,
Utah
| US$ 160 mi | – | – | 1,97% | – | 86 | – | 0 |
|
| 6336 |
6336
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$ 160 mi | +US$ 3,7 mi | +2% | 3,57% | – | 113 | 7,96% | 2,4 |
|
| 6337 |
RGC
6337
Rubicon Global Capital
London,
United Kingdom
| US$ 160 mi | – | – | 6,58% | – | 9 | – | 0 |
|
| 6338 |
6338
Draper Asset Management
Smithtown,
New York
| US$ 160 mi | +US$ 20,2 mi | +14% | 14,9% | 187% | 27 | 25,93% | 1,7 |
|
| 6339 |
6339
Soviero Asset Management
New York
| US$ 160 mi | +US$ 49,7 mi | +45% | 92,2% | 676% | 66 | 65,15% | 0,3 |
|
| 6340 |
6340
Long Island Wealth Management
Melville,
New York
| US$ 160 mi | +US$ 7,5 mi | +5% | 0,3% | 58,2% | 73 | 9,59% | 0,9 |
|
| 6341 |
6341
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 160 mi | +US$ 1,48 mi | +0,9% | 1,73% | 100% | 34 | 20,59% | 3,2 |
|
| 6342 |
6342
Asset Planning Corporation
Knoxville,
Tennessee
| US$ 160 mi | +US$ 6,46 mi | +4% | 3,3% | 44,5% | 46 | 10,87% | 2,7 |
|
| 6343 |
6343
Covestor
London,
United Kingdom
| US$ 160 mi | +US$ 166 mil | +0,1% | 3,69% | 134% | 2.896 | 6,22% | 2,4 |
|
| 6344 |
6344
Muzinich & Co
New York
| US$ 160 mi | +US$ 17,9 mi | +13% | 4,35% | 13,5% | 65 | 29,23% | 4,6 |
|
| 6345 |
6345
Valued Wealth Advisors
Holladay,
Utah
| US$ 160 mi | +US$ 5,36 mi | +3% | 2,19% | 62% | 683 | 11,71% | 0,8 |
|
| 6346 |
6346
Ventas Inc
Chicago,
Illinois
| US$ 160 mi | – | – | 7,07% | – | 1 | – | 0 |
|
| 6347 |
6347
Aurora Investment Managers
Naples,
Florida
| US$ 159 mi | +US$ 3,28 mi | +2% | 0,45% | 74,4% | 47 | 6,38% | 2,7 |
|
| 6348 |
6348
Birchcreek Wealth Management
Miami Township,
Ohio
| US$ 159 mi | +US$ 6,61 mi | +4% | 0,78% | 86,1% | 130 | 16,92% | 2,5 |
|
| 6349 |
6349
Bright Financial Advisors
Portage,
Michigan
| US$ 159 mi | +US$ 1,89 mi | +1% | 0,34% | – | 57 | 10,53% | 0,6 |
|
| 6350 |
6350
Eagle Bay Advisors
New York
| US$ 159 mi | -US$ 102 mi | -39% | 3,38% | 85% | 1.405 | 32,46% | 2,1 |
|