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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Pearl Planning
Dexter,
Michigan
| US$ 164 mi | – | – | 2,42% | – | 52 | – | 0 |
|
| 6902 |
6902
Widmann Financial Services
Bowie,
Maryland
| US$ 163 mi | +US$ 4,43 mi | +3% | 2,36% | 75,2% | 120 | 11,67% | 2,8 |
|
| 6903 |
6903
Daner Wealth Management
Alpharetta,
Georgia
| US$ 163 mi | +US$ 9,34 mi | +6% | 1,98% | – | 105 | 18,1% | 0,7 |
|
| 6904 |
6904
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| US$ 163 mi | +US$ 6,71 mi | +4% | 0,77% | – | 83 | 2,41% | 1 |
|
| 6905 |
6905
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$ 163 mi | -US$ 3,06 mi | -2% | 3,51% | 85,5% | 33 | 0% | 5,4 |
|
| 6906 |
6906
Fort Henry Capital
Wheeling,
West Virginia
| US$ 163 mi | +US$ 5,82 mi | +4% | 1% | 39,3% | 17 | 5,88% | 4,1 |
|
| 6907 |
6907
Camelot Portfolios
Maumee,
Ohio
| US$ 163 mi | -US$ 6,19 mi | -4% | 1,64% | 47,2% | 612 | 65,2% | 1,1 |
|
| 6908 |
EMB
6908
Elefante Mark B
| US$ 163 mi | +US$ 6,9 mi | +4% | 5,16% | – | 58 | 6,9% | 4,7 |
|
| 6909 |
6909
Saxony Capital Management
St. Louis,
Missouri
| US$ 163 mi | +US$ 11,5 mi | +8% | 2,48% | 90% | 187 | 30,48% | 1,1 |
|
| 6910 |
BWM
6910
BCO Wealth Management
Carlsbad,
New Mexico
| US$ 163 mi | +US$ 11,5 mi | +8% | 1,78% | – | 41 | 9,76% | 0,8 |
|
| 6911 |
6911
Panoramic Capital Partners
Lake Oswego,
Oregon
| US$ 163 mi | +US$ 7,41 mi | +5% | 2,22% | – | 67 | 19,4% | 0,8 |
|
| 6912 |
6912
Columbia River Financial Group
Vancouver,
Washington
| US$ 163 mi | +US$ 786 mil | +0,5% | 0,59% | – | 54 | 1,85% | 1 |
|
| 6913 |
6913
Kastel Capital Advisors
Wellesley,
Massachusetts
| US$ 163 mi | – | – | 1,49% | – | 55 | – | 0 |
|
| 6914 |
6914
Erickson Financial Group
Allentown,
Pennsylvania
| US$ 163 mi | +US$ 3,61 mi | +2% | 2,26% | 69,3% | 26 | 3,85% | 3,3 |
|
| 6915 |
6915
Obsido Oy
Tampere,
| US$ 163 mi | +US$ 12,5 mi | +8% | 1,98% | – | 20 | 0% | 1 |
|
| 6916 |
6916
Westco Advisory Services
Lynbrook,
New York
| US$ 163 mi | – | – | 4,26% | – | 93 | – | 0 |
|
| 6917 |
6917
Live Oak Investment Partners
Austin,
Texas
| US$ 163 mi | +US$ 11,8 mi | +8% | 2,28% | – | 96 | 27,08% | 2 |
|
| 6918 |
6918
Brewster Financial Planning
Brooklyn,
New York
| US$ 163 mi | +US$ 3,71 mi | +2% | 1,28% | 44,3% | 27 | 3,7% | 2,5 |
|
| 6919 |
SLFPAM
6919
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$ 163 mi | +US$ 7,6 mi | +5% | 6,38% | 139% | 52 | 46,15% | 0,6 |
|
| 6920 |
6920
Arlington Capital Management
Arlington Heights,
Illinois
| US$ 163 mi | +US$ 6,08 mi | +4% | 6,23% | 146% | 129 | 37,21% | 0,9 |
|
| 6921 |
6921
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$ 163 mi | +US$ 10,3 mi | +7% | 5,06% | 162% | 35 | 42,86% | 1,1 |
|
| 6922 |
6922
Lummis Asset Management
Fort Worth,
Texas
| US$ 163 mi | +US$ 10,3 mi | +7% | 4% | 79,6% | 197 | 24,87% | 1,4 |
|
| 6923 |
6923
English Capital Management
Bloomfield Hills,
Michigan
| US$ 163 mi | +US$ 7,8 mi | +5% | 7,31% | – | 36 | 2,78% | 1,6 |
|
| 6924 |
6924
Zynergy Retirement Planning
Red Bank,
New Jersey
| US$ 163 mi | +US$ 3,97 mi | +3% | 0,8% | – | 29 | 10,34% | 1,4 |
|
| 6925 |
6925
Paragon Financial Partners
Woodland Hills,
California
| US$ 163 mi | +US$ 4,13 mi | +3% | 1,59% | 90,6% | 77 | 9,09% | 3,3 |
|