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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
BTS Asset Management
Lincoln,
Massachusetts
| US$ 121 mi | -US$ 11,7 mi | -9% | 0,76% | 8,8% | 37 | 35,14% | 0,9 |
|
| 6627 |
6627
Unionview LLC
Seattle,
Washington
| US$ 121 mi | +US$ 9,5 mi | +9% | 8,29% | 21,2% | 95 | 14,74% | 1,6 |
|
| 6628 |
6628
Dentgroup
Baton Rouge,
Louisiana
| US$ 121 mi | +US$ 8,23 mi | +7% | 6,87% | 53,6% | 82 | 14,63% | 1,8 |
|
| 6629 |
6629
Oceanside Advisors
Mount Pleasant,
South Carolina
| US$ 121 mi | +US$ 7,52 mi | +7% | 5,43% | 52,4% | 49 | 12,24% | 0,2 |
|
| 6630 |
6630
Encompass More Asset Management
Danville,
California
| US$ 121 mi | +US$ 31,7 mi | +36% | 6,66% | 80,4% | 129 | 52,71% | 0,2 |
|
| 6631 |
ASFA
6631
All Season Financial Advisors
Denver,
Colorado
| US$ 121 mi | +US$ 3,06 mi | +3% | 6,24% | 33,8% | 120 | 36,67% | 1 |
|
| 6632 |
FWM
6632
FMA Wealth Management
Duxbury,
Massachusetts
| US$ 121 mi | +US$ 11 mi | +10% | 4,63% | 40,8% | 41 | 9,76% | 0,2 |
|
| 6633 |
6633
Trademark Financial Management
Bloomington,
Minnesota
| US$ 121 mi | -US$ 15,6 mi | -11% | 7,81% | 67,5% | 92 | 23,91% | 0,2 |
|
| 6634 |
6634
Echo Wealth Management
Plymouth,
Minnesota
| US$ 121 mi | +US$ 13,4 mi | +13% | 5,51% | 42,9% | 45 | 15,56% | 1,9 |
|
| 6635 |
GAA
6635
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| US$ 121 mi | +US$ 14 mi | +13% | 8,64% | 106% | 105 | 12,38% | 0,2 |
|
| 6636 |
6636
Berry Wealth Group
Granbury,
Texas
| US$ 121 mi | +US$ 11,8 mi | +11% | 12,5% | – | 84 | 33,33% | 0,2 |
|
| 6637 |
6637
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$ 121 mi | -US$ 23,7 mi | -16% | 5,54% | 107% | 51 | 15,69% | 2 |
|
| 6638 |
6638
White Wing Wealth Management
The Wodlands,
Texas
| US$ 120 mi | +US$ 11,8 mi | +11% | 6,02% | 62,9% | 31 | 25,81% | 0,2 |
|
| 6639 |
6639
General Equity Holdings
Brooklyn,
New York
| US$ 120 mi | +US$ 34 mi | +39% | 53,7% | 775% | 5 | 20% | 2,6 |
|
| 6640 |
6640
Cravens & Co Advisors
Cookeville,
Tennessee
| US$ 120 mi | +US$ 4,47 mi | +4% | 4,45% | 70,4% | 75 | 9,33% | 1,1 |
|
| 6641 |
6641
Golden Road Advisors
Tampa,
Florida
| US$ 120 mi | +US$ 15,8 mi | +15% | 9,48% | 86,4% | 38 | 10,53% | 0,2 |
|
| 6642 |
6642
Courant Investment Management
Franklin,
Tennessee
| US$ 120 mi | +US$ 17,4 mi | +17% | 17,4% | 35,2% | 9 | 0% | 5,1 |
|
| 6643 |
TCM
6643
TAM Capital Management
Stamford,
Connecticut
| US$ 120 mi | -US$ 29,7 mi | -20% | 11,6% | 4,15% | 18 | 66,67% | 1,3 |
|
| 6644 |
6644
Arlington Capital Management
Arlington Heights,
Illinois
| US$ 120 mi | +US$ 10,3 mi | +9% | 20,7% | 146% | 131 | 44,27% | 0,4 |
|
| 6645 |
6645
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 120 mi | +US$ 1,54 mi | +1% | 3,19% | 27,1% | 69 | 1,45% | 1,2 |
|
| 6646 |
6646
Atlantic Private Wealth
Chapel Hill,
North Carolina
| US$ 120 mi | +US$ 8,27 mi | +7% | 7,65% | 60,5% | 119 | 15,13% | 1,1 |
|
| 6647 |
6647
Perkins Capital Management
Wayzata,
Minnesota
| US$ 120 mi | +US$ 2,84 mi | +2% | 7,64% | 389% | 96 | 10,42% | 5 |
|
| 6648 |
6648
Fairfield University
Fairfield,
Connecticut
| US$ 120 mi | +US$ 17,7 mi | +17% | 7,36% | 70,6% | 3 | 0% | 6,6 |
|
| 6649 |
6649
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$ 120 mi | +US$ 15 mi | +14% | 11,4% | 85,3% | 50 | 10% | 4,2 |
|
| 6650 |
6650
EDMP Inc
Lutz,
Florida
| US$ 120 mi | +US$ 10 mi | +9% | 7,97% | 78% | 76 | 6,58% | 3,6 |
|