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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
| US$ 170 mi | – | – | 1,89% | – | 125 | – | 0 |
|
| 6702 |
6702
Cyr Financial
Hennepin,
Illinois
| US$ 170 mi | +US$ 9,6 mi | +6% | 1,36% | – | 61 | 9,84% | 1,1 |
|
| 6703 |
6703
Brandywine Managers
Hockessin,
Delaware
| US$ 170 mi | -US$ 32,3 mi | -16% | 13,9% | 96,3% | 45 | 26,67% | 3,7 |
|
| 6704 |
6704
Coppell Advisory Solutions
Coppell,
Texas
| US$ 170 mi | -US$ 846 mi | -83% | 3,51% | – | 402 | 92,79% | 2 |
|
| 6705 |
6705
Financial Harvest
Winter Park,
Florida
| US$ 170 mi | +US$ 7,82 mi | +5% | 1,42% | – | 63 | 11,11% | 0,7 |
|
| 6706 |
6706
Rayburn West Financial Services
Nashville,
Tennessee
| US$ 170 mi | +US$ 8,91 mi | +6% | 1,34% | – | 83 | 4,82% | 0,2 |
|
| 6707 |
6707
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
| US$ 170 mi | +US$ 34,7 mi | +26% | 1,26% | – | 775 | 23,87% | 0,2 |
|
| 6708 |
CF
6708
Carlson Financial
Canby,
Oregon
| US$ 170 mi | -US$ 3,04 mi | -2% | 0,19% | – | 194 | 13,92% | 0,2 |
|
| 6709 |
6709
Financial Planning Hawaii
Honolulu,
Hawaii
| US$ 170 mi | -US$ 3,98 mi | -2% | 0,01% | – | 130 | 6,92% | 0,2 |
|
| 6710 |
6710
Live Oak Investment Partners
Austin,
Texas
| US$ 169 mi | +US$ 6,67 mi | +4% | 1,76% | – | 98 | 19,39% | 2 |
|
| 6711 |
6711
PVG Asset Management
Golden,
Colorado
| US$ 169 mi | +US$ 122 mi | +260% | 5,56% | – | 142 | 47,89% | 0,5 |
|
| 6712 |
6712
Madrid Financial Services
Manhattan Beach,
California
| US$ 169 mi | +US$ 30,2 mi | +22% | 8,48% | – | 29 | 41,38% | 0,6 |
|
| 6713 |
6713
Upper Left Wealth Management
Tampa,
Florida
| US$ 169 mi | +US$ 5,28 mi | +3% | 1,43% | 52,7% | 71 | 9,86% | 3 |
|
| 6714 |
NWM
6714
Navigoe Wealth Management
Redondo Beach,
California
| US$ 169 mi | +US$ 7,3 mi | +5% | 2,38% | – | 277 | 20,58% | 0,9 |
|
| 6715 |
6715
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| US$ 169 mi | +US$ 28,3 mi | +20% | 1,42% | 41,6% | 18 | 44,44% | 1,3 |
|
| 6716 |
6716
Emergent Wealth Advisors
Williamsville,
New York
| US$ 169 mi | -US$ 8,6 mi | -5% | 1,13% | 74,2% | 151 | 28,48% | 1,5 |
|
| 6717 |
6717
United Financial Planning Group
Hauppauge,
New York
| US$ 169 mi | +US$ 4,34 mi | +3% | 0,4% | – | 660 | 56,21% | 0,2 |
|
| 6718 |
6718
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 169 mi | +US$ 13,4 mi | +9% | 0,82% | 61% | 107 | 18,69% | 5,9 |
|
| 6719 |
6719
Forerunner Ventures Management
San Francisco,
California
| US$ 169 mi | -US$ 58,2 mi | -26% | 25,6% | – | 1 | 0% | 0,3 |
|
| 6720 |
6720
Optimus Capital Advisors
Coppel,
Texas
| US$ 169 mi | -US$ 1,67 mi | -1% | 0,55% | – | 33 | 12,12% | 0,2 |
|
| 6721 |
TCM
6721
Thoma Capital Management
Towson,
Maryland
| US$ 169 mi | -US$ 4,48 mi | -3% | 2,11% | – | 62 | 14,52% | 1,1 |
|
| 6722 |
6722
Daviman Financial
Noblesville,
Indiana
| US$ 169 mi | -US$ 1,32 mi | -0,8% | 1,77% | – | 95 | 17,89% | 0,2 |
|
| 6723 |
6723
Granite FO LLC
Bedford,
New Hampshire
| US$ 169 mi | -US$ 18,4 mi | -10% | 2,28% | 112% | 175 | 2,86% | 1,9 |
|
| 6724 |
6724
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| US$ 169 mi | +US$ 29,4 mi | +21% | 7,9% | – | 250 | 30,4% | 0,9 |
|
| 6725 |
6725
William Allan Corp
Fort Collins,
Colorado
| US$ 169 mi | -US$ 7,29 mi | -4% | 1,22% | 94,2% | 62 | 11,29% | 2,6 |
|