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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Blodgett Wealth Advisors
Concord,
California
| US$ 111 mi | +US$ 12,9 mi | +13% | 16,5% | 150% | 67 | 11,94% | 1,7 |
|
| 6802 |
BAWM
6802
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$ 111 mi | +US$ 8,26 mi | +8% | 4,95% | 51% | 42 | 19,05% | 0,2 |
|
| 6803 |
6803
Investment Partners Asset Management
Metuchen,
New Jersey
| US$ 111 mi | +US$ 10,2 mi | +10% | 8,94% | 86,1% | 139 | 10,07% | 0,2 |
|
| 6804 |
6804
Klein Pavlis & Peasley Financial
Irvine,
California
| US$ 111 mi | +US$ 3,41 mi | +3% | 7,78% | 97,4% | 82 | 18,29% | 0,2 |
|
| 6805 |
6805
Sard Wealth Management Group
Atlanta,
Georgia
| US$ 111 mi | +US$ 11,6 mi | +12% | 7,67% | 51,3% | 44 | 11,36% | 0,2 |
|
| 6806 |
6806
Monetta Financial Services
Wheaton,
Illinois
| US$ 111 mi | +US$ 5,74 mi | +5% | 16% | 275% | 58 | 37,93% | 2,7 |
|
| 6807 |
6807
Finivi Inc
Westborough,
Massachusetts
| US$ 110 mi | +US$ 8,03 mi | +8% | 14,7% | 144% | 97 | 20,62% | 1,4 |
|
| 6808 |
FF
6808
Fox Financial
Wyomissing,
Pennsylvania
| US$ 110 mi | +US$ 5,99 mi | +6% | 7,7% | 78,9% | 13 | 0% | 0,3 |
|
| 6809 |
6809
M3 Advisory Group
Needham Heights,
Massachusetts
| US$ 110 mi | +US$ 25 mi | +29% | 9,91% | – | 134 | 24,63% | 0,2 |
|
| 6810 |
6810
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$ 110 mi | – | – | 10% | – | 77 | – | 0 |
|
| 6811 |
6811
PrairieView Wealth Partners
Orland Park,
Illinois
| US$ 110 mi | +US$ 10,2 mi | +10% | 4,93% | – | 19 | 21,05% | 0,2 |
|
| 6812 |
GSC
6812
Ground Swell Capital
Folly Beach,
South Carolina
| US$ 110 mi | +US$ 83 mi | +305% | 2,17% | 81,2% | 133 | 93,98% | 0,1 |
|
| 6813 |
6813
Schrum Private Wealth Management
St. Augustine,
Florida
| US$ 110 mi | +US$ 39,7 mi | +56% | 8,1% | 60,9% | 132 | 27,27% | 1,4 |
|
| 6814 |
6814
Chiron Capital Management
Tallahassee,
Florida
| US$ 110 mi | -US$ 4,84 mi | -4% | 4,85% | – | 126 | 21,43% | 1,9 |
|
| 6815 |
6815
Tenzing Global Management
San Francisco,
California
| US$ 110 mi | -US$ 18,5 mi | -14% | 12,8% | 273% | 18 | 55,56% | 1,6 |
|
| 6816 |
6816
Stage Harbor Financial
Westwood,
Massachusetts
| US$ 110 mi | +US$ 6,17 mi | +6% | 6,24% | 56,4% | 45 | 13,33% | 0,2 |
|
| 6817 |
6817
Concorde Financial
Dallas,
Texas
| US$ 110 mi | -US$ 36,1 mi | -25% | 9,39% | 81,3% | 41 | 21,95% | 1,4 |
|
| 6818 |
6818
Alpha Financial Partners
Lexington,
Kentucky
| US$ 110 mi | +US$ 8,53 mi | +8% | 7,83% | 61,8% | 88 | 25% | 0,9 |
|
| 6819 |
6819
Oxford Wealth Group
Orlando,
Florida
| US$ 110 mi | – | – | 15% | – | 60 | – | 0 |
|
| 6820 |
6820
NDWM LLC
La Jolla,
California
| US$ 110 mi | +US$ 5,89 mi | +6% | 4,95% | 50,3% | 33 | 15,15% | 0,2 |
|
| 6821 |
6821
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| US$ 110 mi | +US$ 3,42 mi | +3% | 4,64% | 41,6% | 10 | 20% | 0,3 |
|
| 6822 |
6822
Crescent Sterling
Metairie,
Louisiana
| US$ 110 mi | +US$ 9,48 mi | +9% | 9,86% | 68,6% | 81 | 7,41% | 1,1 |
|
| 6823 |
6823
Nightview Capital
Austin,
Texas
| US$ 110 mi | -US$ 41,7 mi | -28% | 11,8% | 170% | 21 | 23,81% | 1,4 |
|
| 6824 |
HC
6824
Hoese & Co
Glencoe,
Minnesota
| US$ 110 mi | +US$ 7,53 mi | +7% | 7,58% | 51% | 146 | 6,16% | 2,6 |
|
| 6825 |
6825
Grafton Street Partners
North Palm Beach,
Florida
| US$ 110 mi | +US$ 11 mi | +11% | 2,69% | – | 12 | 8,33% | 0,2 |
|