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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
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| US$ 145 mi | – | – | 0,25% | – | 361 | – | 0 |
|
| 6652 |
6652
Echo Wealth Management
Plymouth,
Minnesota
| US$ 145 mi | +US$ 1,64 mi | +1% | 0,16% | 42,9% | 49 | 4,08% | 2,3 |
|
| 6653 |
6653
Wallace Advisory Group
Lafayette,
California
| US$ 145 mi | +US$ 8 mi | +6% | 1,29% | 50,9% | 199 | 19,6% | 1,4 |
|
| 6654 |
HIA
6654
Harvest Investment Advisors
Tallahassee,
Florida
| US$ 145 mi | -US$ 2,29 mi | -2% | 0,72% | 78,3% | 57 | 10,53% | 1,7 |
|
| 6655 |
6655
Arlington Capital Management
Arlington Heights,
Illinois
| US$ 145 mi | +US$ 23,1 mi | +19% | 1,46% | 146% | 100 | 24% | 0,8 |
|
| 6656 |
PBK
6656
Peoples Bank (Kansas)
Pratt,
Kansas
| US$ 145 mi | -US$ 4,5 mi | -3% | 0,19% | 74,5% | 326 | 4,6% | 1 |
|
| 6657 |
6657
Clayton Partners
Berkeley,
California
| US$ 145 mi | +US$ 5,76 mi | +4% | 5,62% | 109% | 43 | 20,93% | 2 |
|
| 6658 |
6658
North Ridge Wealth Advisors
Beaverton,
Oregon
| US$ 144 mi | -US$ 2,61 mi | -2% | 3,83% | 29,5% | 195 | 78,46% | 0,3 |
|
| 6659 |
6659
Whalen Wealth Management
Las Vegas,
Nevada
| US$ 144 mi | +US$ 2,95 mi | +2% | 3,24% | 90,2% | 182 | 62,64% | 0,4 |
|
| 6660 |
6660
Taylor Financial Group
Roanoke,
Virginia
| US$ 144 mi | -US$ 328 mil | -0,2% | 0,73% | 79% | 102 | 8,82% | 0,9 |
|
| 6661 |
6661
Better Money Decisions
Santa Fe,
New Mexico
| US$ 144 mi | +US$ 3,34 mi | +2% | 1,47% | 32,7% | 70 | 12,86% | 2,6 |
|
| 6662 |
6662
Nalanda India Fund
Moka,
Mauritius
| US$ 144 mi | -US$ 54,1 mi | -27% | 10,1% | 15,3% | 1 | 0% | 6 |
|
| 6663 |
NWMP
6663
Noble Wealth Management PBC
Greenwood Village,
Colorado
| US$ 144 mi | – | – | 0,19% | – | 454 | – | 0 |
|
| 6664 |
6664
Islay Capital Management
Lubbock,
Texas
| US$ 144 mi | -US$ 5,1 mi | -3% | 1,08% | 72% | 227 | 18,5% | 3,2 |
|
| 6665 |
6665
FinDec Wealth Services
Stockton,
California
| US$ 144 mi | -US$ 28,2 mi | -16% | 1,36% | 52,7% | 43 | 11,63% | 1,8 |
|
| 6666 |
6666
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$ 144 mi | +US$ 3,3 mi | +2% | 3,19% | 31,9% | 32 | 37,5% | 1,8 |
|
| 6667 |
6667
Objectivity Squared
Charleston,
South Carolina
| US$ 144 mi | +US$ 83,7 mil | +0,1% | 0,31% | – | 55 | 20% | 0,9 |
|
| 6668 |
6668
Hippocratic Financial Advisors
Westlake Village,
California
| US$ 144 mi | – | – | 1,22% | – | 21 | – | 0 |
|
| 6669 |
6669
Magnolia Wealth Management
Dothan,
Alabama
| US$ 144 mi | +US$ 3,18 mi | +2% | 1,54% | 48,7% | 13 | 7,69% | 1,9 |
|
| 6670 |
6670
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$ 144 mi | +US$ 8,97 mi | +7% | 1,77% | 85,3% | 57 | 17,54% | 4,1 |
|
| 6671 |
6671
LWM Advisory Services
Plantation,
Florida
| US$ 144 mi | +US$ 8,81 mi | +7% | 1,76% | 64,9% | 99 | 10,1% | 1,8 |
|
| 6672 |
6672
Carson Advisory
Athens,
Georgia
| US$ 144 mi | -US$ 15,5 mi | -10% | 0,5% | 70,9% | 188 | 22,34% | 2,1 |
|
| 6673 |
6673
Valley Financial Group
Ambler,
Pennsylvania
| US$ 144 mi | +US$ 658 mil | +0,5% | 1,57% | – | 60 | 8,33% | 0,9 |
|
| 6674 |
6674
Gould Capital
Tacoma,
Washington
| US$ 144 mi | -US$ 8,31 mi | -5% | 2,32% | 60,1% | 223 | 6,73% | 2,4 |
|
| 6675 |
6675
Merrion Investment Management
Cranford,
New Jersey
| US$ 144 mi | -US$ 7,82 mi | -5% | 6,5% | 161% | 109 | 12,84% | 2,6 |
|