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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Virtus Investment Advisers
Hartford,
Connecticut
| US$ 127 mi | +US$ 8,91 mi | +8% | 15,1% | 172% | 384 | 27,08% | 0,8 |
|
| 6652 |
HFAS
6652
Hummer Financial Advisory Services
Chicago,
Illinois
| US$ 127 mi | +US$ 11,4 mi | +10% | 8,62% | 71,8% | 112 | 10,71% | 3,4 |
|
| 6653 |
6653
Profit Investment Management
North Bethesda,
Maryland
| US$ 127 mi | -US$ 32,7 mi | -20% | 9,69% | 101% | 86 | 11,63% | 6,2 |
|
| 6654 |
6654
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| US$ 127 mi | +US$ 8,18 mi | +7% | 5,5% | 72,3% | 93 | 8,6% | 1,7 |
|
| 6655 |
SR
6655
Summer Road
West Palm Beach,
Florida
| US$ 127 mi | +US$ 23,6 mi | +23% | 27% | 130% | 32 | 28,13% | 0,5 |
|
| 6656 |
SA
6656
Sage Advisors
Boulder,
Colorado
| US$ 127 mi | +US$ 3,94 mi | +3% | 3,61% | – | 27 | 14,81% | 0,6 |
|
| 6657 |
6657
Merkkuri Wealth Advisors
Hicksville,
New York
| US$ 127 mi | +US$ 18 mi | +17% | 5,05% | – | 83 | 4,82% | 0,2 |
|
| 6658 |
6658
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$ 127 mi | +US$ 1,73 mi | +1% | 6,57% | 65,5% | 82 | 47,56% | 1,2 |
|
| 6659 |
6659
Davis Capital Management
Jacksonville,
Florida
| US$ 126 mi | +US$ 11,3 mi | +10% | 8,26% | – | 348 | 12,64% | 2,7 |
|
| 6660 |
APS
6660
American Planning Services
Sun City Center,
Florida
| US$ 126 mi | -US$ 15,7 mi | -11% | 4,4% | 23,8% | 54 | 5,56% | 1,3 |
|
| 6661 |
6661
IFS Advisors
Overland Park,
Kansas
| US$ 126 mi | +US$ 7,71 mi | +6% | 5,17% | 54,2% | 159 | 1,89% | 2,2 |
|
| 6662 |
6662
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| US$ 126 mi | +US$ 20,4 mi | +19% | 7,16% | – | 135 | 15,56% | 2,5 |
|
| 6663 |
6663
Trademark Financial Management
Bloomington,
Minnesota
| US$ 126 mi | +US$ 3,27 mi | +3% | 5,31% | 67,5% | 102 | 24,51% | 0,6 |
|
| 6664 |
6664
Mount Vernon Associates
Baltimore,
Maryland
| US$ 126 mi | +US$ 13,2 mi | +12% | 6,17% | 136% | 56 | 10,71% | 7,3 |
|
| 6665 |
6665
Grafton Street Partners
North Palm Beach,
Florida
| US$ 126 mi | +US$ 6,68 mi | +6% | 8,17% | – | 13 | 7,69% | 0,7 |
|
| 6666 |
SLFPAM
6666
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$ 126 mi | +US$ 9,6 mi | +8% | 4,77% | 139% | 44 | 45,45% | 0,7 |
|
| 6667 |
6667
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$ 126 mi | +US$ 11,4 mi | +10% | 7,33% | 67,5% | 113 | 6,19% | 4,8 |
|
| 6668 |
6668
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| US$ 126 mi | – | – | 6,19% | – | 180 | – | 0 |
|
| 6669 |
MCM
6669
Magnolia Capital Management
Cold Spring,
New York
| US$ 126 mi | +US$ 6,6 mi | +6% | 5,73% | 85,9% | 71 | 2,82% | 3,4 |
|
| 6670 |
6670
Northwest Financial Advisors
Herndon,
Virginia
| US$ 126 mi | +US$ 27,3 mi | +28% | 6,18% | 67% | 570 | 84,21% | 0,1 |
|
| 6671 |
6671
Accordant Advisory Group
Annapolis,
Maryland
| US$ 126 mi | +US$ 19,9 mi | +19% | 8,15% | – | 167 | 28,14% | 0,4 |
|
| 6672 |
6672
Laraway Financial Advisors
Saint Cloud,
Minnesota
| US$ 125 mi | +US$ 8,34 mi | +7% | 6,55% | 92,3% | 116 | 4,31% | 2,4 |
|
| 6673 |
6673
Catalys Pacific
Tokyo,
Japan
| US$ 125 mi | -US$ 7,1 mi | -5% | 14,9% | 189% | 3 | 0% | 0,8 |
|
| 6674 |
6674
Ridgepath Capital Management
Knoxville,
Tennessee
| US$ 125 mi | +US$ 23,5 mi | +23% | 7,82% | 73,5% | 48 | 18,75% | 0,6 |
|
| 6675 |
6675
Gordian Advisors
Tucson,
Arizona
| US$ 125 mi | +US$ 21,6 mi | +21% | 5,65% | 55,4% | 41 | 36,59% | 0,4 |
|