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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Golden Road Advisors
Tampa,
Florida
| US$ 105 mi | – | – | 11,2% | – | 35 | – | 0 |
|
| 6777 |
6777
Caerus Investment Advisors
West Lake Hills,
Texas
| US$ 104 mi | +US$ 7,31 mi | +8% | 7,98% | 85% | 42 | 35,71% | 1,2 |
|
| 6778 |
FF
6778
Fox Financial
Wyomissing,
Pennsylvania
| US$ 104 mi | – | – | 12,7% | 78,9% | 13 | – | 0 |
|
| 6779 |
6779
Seamount Financial Group
Colorado Springs,
Colorado
| US$ 104 mi | – | – | 10,5% | 79,7% | 81 | – | 0 |
|
| 6780 |
6780
StoneCrest Wealth Management
Chandler,
Arizona
| US$ 104 mi | – | – | 14,2% | 168% | 50 | – | 0 |
|
| 6781 |
6781
EntryPoint Capital
New York
| US$ 104 mi | – | – | 9,15% | – | 1.330 | – | 0 |
|
| 6782 |
6782
DB Fitzpatrick & Co
Boise,
Idaho
| US$ 104 mi | +US$ 10,7 mi | +11% | 10,7% | 42,7% | 79 | 12,66% | 1,6 |
|
| 6783 |
6783
Paragon Financial Partners
Woodland Hills,
California
| US$ 104 mi | +US$ 7,93 mi | +8% | 11,5% | 90,6% | 85 | 10,59% | 1,8 |
|
| 6784 |
6784
Orca Investment Management
Roseburg,
Oregon
| US$ 104 mi | +US$ 14,1 mi | +16% | 12,5% | 139% | 58 | 3,45% | 6,5 |
|
| 6785 |
6785
Davis Capital Management
Jacksonville,
Florida
| US$ 104 mi | – | – | 10,1% | – | 297 | – | 2,5 |
|
| 6786 |
6786
MontVue Capital Management
Lynchburg,
Virginia
| US$ 104 mi | – | – | 10,7% | 76% | 48 | – | 0 |
|
| 6787 |
6787
Secured Retirement Advisors
St Louis Park,
Minnesota
| US$ 104 mi | – | – | 10,8% | 89% | 102 | – | 0 |
|
| 6788 |
6788
Darden Wealth Group
Ann Arbor,
Michigan
| US$ 104 mi | – | – | 12,7% | 243% | 102 | – | 0 |
|
| 6789 |
6789
Nipun Capital
Foster City,
California
| US$ 104 mi | – | – | 4,81% | 30,2% | 5 | – | 0 |
|
| 6790 |
RGI
6790
Resource Group International
Hamilton,
Bermuda
| US$ 104 mi | – | – | 23% | – | 1 | – | 0 |
|
| 6791 |
6791
NDWM LLC
La Jolla,
California
| US$ 104 mi | – | – | 7,57% | 50,3% | 29 | – | 0 |
|
| 6792 |
6792
Swisher Financial Concepts
Westerville,
Ohio
| US$ 104 mi | – | – | 10,4% | – | 81 | – | 0 |
|
| 6793 |
6793
HFG Advisors
Cincinatti,
Ohio
| US$ 104 mi | +US$ 12,4 mi | +14% | 11,2% | 69,7% | 110 | 20,91% | 1,3 |
|
| 6794 |
6794
Stage Harbor Financial
Westwood,
Massachusetts
| US$ 104 mi | – | – | 9,03% | 56,4% | 40 | – | 0 |
|
| 6795 |
DW
6795
Durante & Waters
Brewster,
New York
| US$ 104 mi | – | – | 9,59% | 59,1% | 30 | – | 0 |
|
| 6796 |
SIA
6796
Schear Investment Advisers
Cincinnati,
Ohio
| US$ 104 mi | +US$ 11 mi | +12% | 12,9% | 241% | 79 | 2,53% | 1 |
|
| 6797 |
6797
Madison Park Capital Advisors
Seattle,
Washington
| US$ 104 mi | – | – | 10,5% | 62,4% | 64 | – | 0 |
|
| 6798 |
6798
Armor Advisors
New York
| US$ 104 mi | -US$ 123 mi | -54% | 8,72% | 78,5% | 15 | 20% | 1,5 |
|
| 6799 |
6799
National Wealth Management Group
Cincinnati,
Ohio
| US$ 103 mi | +US$ 11,4 mi | +12% | 10,7% | 128% | 164 | 43,29% | 1 |
|
| 6800 |
6800
Gunma Bank
Gunma,
Japan
| US$ 103 mi | -US$ 33,9 mi | -25% | 7,12% | 24,5% | 28 | 28,57% | 1,9 |
|