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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$ 109 mi | – | – | 6,75% | 72,1% | 50 | – | 0 |
|
| 6377 |
PM
6377
Ponoi Management
San Francisco,
California
| US$ 108 mi | -US$ 4,17 mi | -4% | 4,92% | – | 4 | 0% | 1 |
|
| 6378 |
6378
Von Berge Wealth Management Group
San Diego,
California
| US$ 108 mi | – | – | 8,06% | 60,5% | 63 | – | 0 |
|
| 6379 |
6379
Steward Financial Group
Colleyville,
Texas
| US$ 108 mi | – | – | 8,73% | – | 304 | – | 0 |
|
| 6380 |
6380
Kolinsky Wealth Management
Ramsey,
New Jersey
| US$ 108 mi | – | – | 11,6% | 44,6% | 149 | – | 0 |
|
| 6381 |
6381
Warren Street Wealth Advisors
Newport Beach,
California
| US$ 108 mi | – | – | 4,69% | 84,6% | 56 | – | 0 |
|
| 6382 |
6382
AWH Capital
Dallas,
Texas
| US$ 108 mi | +US$ 12,8 mi | +13% | 12,4% | 183% | 27 | 14,81% | 1,7 |
|
| 6383 |
6383
River Oaks Capital
Wayzata,
Minnesota
| US$ 108 mi | – | – | 6,52% | – | 55 | – | 2,5 |
|
| 6384 |
6384
CNO Financial Group
Carmel,
Indiana
| US$ 108 mi | -US$ 740 mil | -0,7% | 0,6% | – | 10 | 20% | 1,1 |
|
| 6385 |
6385
Absolute Capital Management
Pittsburgh,
Pennsylvania
| US$ 108 mi | – | – | 7,34% | 98,2% | 546 | – | 0 |
|
| 6386 |
6386
McDonald Partners
Cleveland,
Ohio
| US$ 108 mi | -US$ 318 mi | -75% | 7,34% | 102% | 739 | 85,66% | 0,2 |
|
| 6387 |
6387
Cypress Point Wealth Management
Dallas,
Texas
| US$ 108 mi | -US$ 32,3 mi | -23% | 14,1% | 255% | 174 | 84,48% | 0,8 |
|
| 6388 |
6388
Vericrest Private Wealth
Newtown,
Pennsylvania
| US$ 108 mi | – | – | 4,15% | – | 39 | – | 0 |
|
| 6389 |
6389
Crown Wealth Group
Charlotte,
North Carolina
| US$ 108 mi | – | – | 5,53% | 98,2% | 67 | – | 0 |
|
| 6390 |
6390
HST Ventures
Park City,
Utah
| US$ 108 mi | – | – | 7,15% | 8,24% | 19 | – | 0 |
|
| 6391 |
6391
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$ 107 mi | – | – | 10,3% | 78% | 54 | – | 0 |
|
| 6392 |
6392
Miller Equity Capital Advisors
Irving,
Texas
| US$ 107 mi | +US$ 5,8 mi | +6% | 6,77% | 23,7% | 47 | 4,26% | 1,7 |
|
| 6393 |
6393
Counterpoint Mutual Funds
San Diego,
California
| US$ 107 mi | +US$ 7,4 mi | +7% | 0,61% | 74,3% | 268 | 83,21% | 0,1 |
|
| 6394 |
6394
Mission Financial Group
Las Vegas,
Nevada
| US$ 107 mi | – | – | 6,91% | – | 143 | – | 0 |
|
| 6395 |
6395
Roberts Capital Advisors
Denver,
Colorado
| US$ 107 mi | – | – | 13,9% | – | 95 | – | 0 |
|
| 6396 |
6396
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$ 107 mi | – | – | 11,9% | 86,3% | 105 | – | 0 |
|
| 6397 |
6397
Silphium Asset Management
London,
United Kingdom
| US$ 107 mi | -US$ 149 mi | -58% | 7,98% | 118% | 110 | 58,18% | 0,4 |
|
| 6398 |
MF
6398
Meridian Financial
Holliston,
Massachusetts
| US$ 107 mi | – | – | 6,95% | 58,5% | 99 | – | 0 |
|
| 6399 |
AFA
6399
Atlas Financial Advisors
Oroville,
California
| US$ 107 mi | – | – | 3,2% | 5,34% | 15 | – | 0 |
|
| 6400 |
6400
Andrew Hill Investment Advisors
Naples,
Florida
| US$ 107 mi | – | – | 12% | 269% | 227 | – | 0 |
|