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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
Stegner Investment Associates
Louisville,
Kentucky
| US$ 183 mi | -US$ 5,59 mi | -3% | 4,28% | 84,8% | 32 | 18,75% | 3,6 |
|
| 6477 |
6477
MWA Asset Management
Lexington,
Massachusetts
| US$ 183 mi | +US$ 3,13 mi | +2% | 2,78% | 174% | 133 | 14,29% | 1,9 |
|
| 6478 |
6478
Sage Advisory Services
Austin,
Texas
| US$ 183 mi | -US$ 1 mi | -0,5% | 1,96% | 37,8% | 49 | 22,45% | 3,7 |
|
| 6479 |
6479
Meriwether Wealth & Planning
Minden,
Louisiana
| US$ 183 mi | +US$ 5,25 mi | +3% | 0,51% | – | 135 | 15,56% | 1 |
|
| 6480 |
6480
Trivant Custom Portfolio Group
San Diego,
California
| US$ 182 mi | +US$ 8,76 mi | +5% | 2,35% | 86,1% | 87 | 20,69% | 1,8 |
|
| 6481 |
6481
Wisconsin Capital Management
Madison,
Wisconsin
| US$ 182 mi | -US$ 15,6 mi | -8% | 1,12% | 153% | 55 | 16,36% | 4,6 |
|
| 6482 |
RS
6482
R Squared
Central,
Hong Kong
| US$ 182 mi | -US$ 31,9 mi | -15% | 2,25% | – | 696 | 57,76% | 0,4 |
|
| 6483 |
NED
6483
Nancy E. Dempze
| US$ 182 mi | -US$ 9,9 mi | -5% | 3,12% | 83,1% | 100 | 10% | 4,2 |
|
| 6484 |
6484
Cosner Financial Group
Windsor,
Colorado
| US$ 182 mi | -US$ 13,9 mi | -7% | 1,86% | 56,1% | 38 | 13,16% | 2,1 |
|
| 6485 |
6485
Capital Financial Group
Greenwood Village,
Colorado
| US$ 182 mi | +US$ 2,76 mi | +2% | 2,21% | – | 108 | 4,63% | 0,2 |
|
| 6486 |
6486
Oak Wealth Advisors
Northbrook,
Illinois
| US$ 182 mi | +US$ 7,83 mi | +4% | 0,26% | – | 60 | 6,67% | 1,1 |
|
| 6487 |
6487
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$ 182 mi | +US$ 829 mil | +0,5% | 1,01% | 101% | 121 | 9,92% | 3,1 |
|
| 6488 |
6488
Hager Investment Management Services
New London,
New Hampshire
| US$ 182 mi | -US$ 1,4 mi | -0,8% | 1,29% | – | 343 | 10,2% | 1 |
|
| 6489 |
6489
LAM Group
Lake Oswego,
Oregon
| US$ 182 mi | +US$ 7,22 mi | +4% | 0,96% | 61,8% | 135 | 45,19% | 1,6 |
|
| 6490 |
6490
Anderson Financial Strategies
Dayton,
Ohio
| US$ 182 mi | +US$ 9,7 mi | +6% | 0,13% | – | 39 | 23,08% | 0,9 |
|
| 6491 |
EMB
6491
Elefante Mark B
| US$ 182 mi | +US$ 18,6 mi | +11% | 2,28% | – | 60 | 10% | 4,7 |
|
| 6492 |
6492
Cladis Investment Advisory
Billings,
Montana
| US$ 182 mi | -US$ 942 mil | -0,5% | 2,31% | 131% | 166 | 11,45% | 2,7 |
|
| 6493 |
6493
HFG Wealth Management
The Woodlands,
Texas
| US$ 182 mi | +US$ 329 mil | +0,2% | 0,63% | 45,9% | 53 | 7,55% | 2 |
|
| 6494 |
6494
Lancaster Investment Management
London,
United Kingdom
| US$ 182 mi | -US$ 13,2 mi | -7% | 10,6% | 0,78% | 10 | 30% | 1,5 |
|
| 6495 |
6495
Delta Capital Management
Red Bank,
New Jersey
| US$ 182 mi | +US$ 3,69 mi | +2% | 5,12% | 129% | 106 | 8,49% | 5,9 |
|
| 6496 |
SBCM
6496
Silverberg Bernstein Capital Management
Armonk,
New York
| US$ 182 mi | +US$ 8,37 mi | +5% | 6,28% | 133% | 68 | 2,94% | 1,8 |
|
| 6497 |
6497
Successful Portfolios
Clearwater,
Florida
| US$ 181 mi | -US$ 14,8 mi | -8% | 0,98% | 110% | 200 | 10% | 4,9 |
|
| 6498 |
WPEP
6498
Walnut Private Equity Partners
Omaha,
Nebraska
| US$ 181 mi | +US$ 9,42 mi | +5% | 6,11% | 48% | 14 | 7,14% | 4,8 |
|
| 6499 |
6499
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| US$ 181 mi | +US$ 921 mil | +0,5% | 2,37% | 80,6% | 248 | 33,47% | 1,6 |
|
| 6500 |
HWMC
6500
Heritage Wealth Management (California)
San Diego,
California
| US$ 181 mi | +US$ 23,9 mi | +15% | 1,46% | 78,5% | 99 | 14,14% | 1,7 |
|