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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Kraft Asset Management
Nashville,
Tennessee
| US$ 119 mi | +US$ 12,4 mi | +12% | 10,8% | 41% | 44 | 34,09% | 1,2 |
|
| 6477 |
6477
QVIDTVM Management
The Woodlands,
Texas
| US$ 119 mi | -US$ 10 mi | -8% | 0,69% | 19,5% | 11 | 18,18% | 1 |
|
| 6478 |
6478
Wilson & Boucher Capital Management
Moraga,
California
| US$ 119 mi | +US$ 13,5 mi | +13% | 10,4% | 69,8% | 106 | 4,72% | 1,8 |
|
| 6479 |
6479
Holistic Planning
Nacogdoches,
Texas
| US$ 119 mi | – | – | 9,38% | 61,9% | 117 | – | 0 |
|
| 6480 |
6480
Guardian Investment Management
Tiburon,
California
| US$ 119 mi | +US$ 8,69 mi | +8% | 10,9% | 103% | 58 | 12,07% | 5,7 |
|
| 6481 |
6481
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 119 mi | -US$ 2,29 mi | -2% | 2,2% | 27,1% | 77 | 18,18% | 1 |
|
| 6482 |
WCM
6482
W Capital Management
New York
| US$ 119 mi | +US$ 1,42 mi | +1% | 12,5% | – | 4 | 0% | 1,9 |
|
| 6483 |
6483
Martin Capital Advisors
San Antonio,
Texas
| US$ 118 mi | +US$ 15,7 mi | +15% | 16,1% | 140% | 67 | 7,46% | 1,7 |
|
| 6484 |
6484
Brightwater Advisory
Tampa,
Florida
| US$ 118 mi | – | – | 9,25% | – | 52 | – | 0 |
|
| 6485 |
6485
Financial Alternatives
La Jolla,
California
| US$ 118 mi | +US$ 10,4 mi | +10% | 9,58% | 50,2% | 84 | 11,9% | 0,9 |
|
| 6486 |
6486
Wealth Forward LLC
Fargo,
North Dakota
| US$ 118 mi | – | – | 9,75% | 48,8% | 30 | – | 0 |
|
| 6487 |
6487
Cosner Financial Group
Windsor,
Colorado
| US$ 118 mi | +US$ 4,87 mi | +4% | 9,68% | 56,1% | 34 | 38,24% | 0,3 |
|
| 6488 |
GWMI
6488
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$ 118 mi | +US$ 11,5 mi | +11% | 10,3% | 98,1% | 265 | 17,36% | 1,5 |
|
| 6489 |
WWS
6489
Wellington Wealth Strategies
Indianapolis,
Indiana
| US$ 118 mi | – | – | 9,89% | – | 94 | – | 2,7 |
|
| 6490 |
6490
Campion Asset Management
Falls Church,
Virginia
| US$ 118 mi | +US$ 9,9 mi | +9% | 10,9% | 70,2% | 100 | 8% | 2,3 |
|
| 6491 |
6491
Sterling Manor Financial
Saratoga Springs,
New York
| US$ 118 mi | +US$ 7,68 mi | +7% | 9,61% | – | 27 | 37,04% | 1,1 |
|
| 6492 |
6492
Cambridge Capital Management
O'fallon,
Illinois
| US$ 118 mi | – | – | 11,5% | 55,9% | 32 | – | 0 |
|
| 6493 |
6493
C2C Wealth Management
Scottsdale,
Arizona
| US$ 118 mi | -US$ 586 mi | -83% | 9,57% | 77,2% | 237 | 58,23% | 1,8 |
|
| 6494 |
6494
Foundry Financial Group
Laconia,
New Hampshire
| US$ 118 mi | – | – | 8,28% | 57,4% | 51 | – | 0 |
|
| 6495 |
ICMP
6495
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$ 118 mi | +US$ 4,71 mi | +4% | 6,94% | 39,7% | 82 | 9,76% | 1,9 |
|
| 6496 |
6496
Venrock Management VI
Palo Alto,
California
| US$ 118 mi | – | – | 35,7% | – | 1 | – | 3,5 |
|
| 6497 |
6497
Certus Wealth Management
Redwood City,
California
| US$ 118 mi | +US$ 13,3 mi | +13% | 9,21% | – | 59 | 16,95% | 0,4 |
|
| 6498 |
6498
Exane Asset Management
Paris,
France
| US$ 118 mi | -US$ 6,58 mi | -5% | 19,5% | 74,5% | 10 | 40% | 0,7 |
|
| 6499 |
6499
Bancreek Capital Management
Santa Monica,
California
| US$ 118 mi | +US$ 6,48 mi | +6% | 8,88% | 33,6% | 19 | 15,79% | 1,4 |
|
| 6500 |
6500
Northwest Financial Advisors
Herndon,
Virginia
| US$ 118 mi | – | – | 10,8% | 67% | 563 | – | 0 |
|