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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
EP
6926
Elkhorn Partners
Omaha,
Nebraska
| US$ 147 mi | +US$ 9,8 mi | +7% | 9,88% | 32,2% | 40 | 15% | 6,1 |
|
| 6927 |
6927
Soapstone Management
Bethesda,
Maryland
| US$ 147 mi | -US$ 3,36 mi | -2% | 8,89% | 30,3% | 17 | 35,29% | 2,7 |
|
| 6928 |
6928
1620 Investment Advisors
Plymouth,
Massachusetts
| US$ 147 mi | +US$ 6,26 mi | +4% | 7,15% | 71,4% | 710 | 12,68% | 1,4 |
|
| 6929 |
PIP
6929
PB Investment Partners
Burlingame,
California
| US$ 147 mi | +US$ 234 mil | +0,2% | 2,48% | 81,1% | 8 | 0% | 2,8 |
|
| 6930 |
6930
Pacific Asset Management
Gig Harbor,
Washington
| US$ 147 mi | +US$ 23 mi | +18% | 7,6% | – | 65 | 13,85% | 0,6 |
|
| 6931 |
6931
Reyes Financial Architecture
San Diego,
California
| US$ 147 mi | +US$ 31,3 mi | +27% | 12,1% | – | 326 | 22,39% | 0,6 |
|
| 6932 |
6932
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| US$ 147 mi | +US$ 8,68 mi | +6% | 8,64% | – | 48 | 8,33% | 0,7 |
|
| 6933 |
6933
Sagace Wealth Management
St. Petersburg,
Florida
| US$ 147 mi | +US$ 13,4 mi | +10% | 4,53% | – | 73 | 26,03% | 0,9 |
|
| 6934 |
SC
6934
Settian Capital
New York
| US$ 147 mi | +US$ 5,25 mi | +4% | 4,48% | 69% | 23 | 0% | 2,5 |
|
| 6935 |
6935
Zeit Capital
Greenwood Village,
Colorado
| US$ 147 mi | +US$ 7,23 mi | +5% | 5,83% | 56,5% | 28 | 3,57% | 4 |
|
| 6936 |
6936
Chico Wealth RIA
Chico,
California
| US$ 147 mi | +US$ 20,7 mi | +16% | 7,3% | 74,7% | 39 | 30,77% | 2 |
|
| 6937 |
6937
Wernau Asset Management
Gloucester,
Massachusetts
| US$ 147 mi | +US$ 3,23 mi | +2% | 12,1% | – | 49 | 6,12% | 0,7 |
|
| 6938 |
6938
Accelerate Investment Advisors
Aliso Viejo,
California
| US$ 147 mi | +US$ 12,6 mi | +9% | 6,93% | – | 126 | 12,7% | 0,7 |
|
| 6939 |
6939
Accordant Advisory Group
Annapolis,
Maryland
| US$ 147 mi | +US$ 12,7 mi | +9% | 16,5% | – | 185 | 21,62% | 1 |
|
| 6940 |
6940
Parsonex Advisory Services
Englewood,
Colorado
| US$ 147 mi | +US$ 27 mi | +22% | 7,71% | – | 105 | 13,33% | 0,2 |
|
| 6941 |
6941
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$ 147 mi | +US$ 15,7 mi | +12% | 13,3% | 83,3% | 98 | 16,33% | 4,8 |
|
| 6942 |
6942
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$ 147 mi | +US$ 13,3 mi | +10% | 4,01% | 44,9% | 45 | 4,44% | 1,8 |
|
| 6943 |
6943
Horizons Wealth Management
Asheville,
North Carolina
| US$ 147 mi | +US$ 6,53 mi | +5% | 4,42% | – | 182 | 8,24% | 2,8 |
|
| 6944 |
6944
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$ 147 mi | +US$ 16,2 mi | +12% | 8,34% | – | 79 | 11,39% | 0,6 |
|
| 6945 |
BF
6945
Baring Financial
Bellingham,
Washington
| US$ 147 mi | +US$ 12,8 mi | +10% | 7,47% | – | 67 | 1,49% | 0,7 |
|
| 6946 |
6946
MidAtlantic Capital Management
Richmond,
Virginia
| US$ 147 mi | +US$ 5,58 mi | +4% | 6,39% | 61,2% | 80 | 2,5% | 1,7 |
|
| 6947 |
6947
Chartist Inc
Seal Beach,
California
| US$ 146 mi | – | – | 4,66% | – | 21 | – | 6,5 |
|
| 6948 |
6948
Cravens & Co Advisors
Cookeville,
Tennessee
| US$ 146 mi | +US$ 12,5 mi | +9% | 4,53% | 70,4% | 59 | 8,47% | 2,1 |
|
| 6949 |
6949
Laraway Financial Advisors
Saint Cloud,
Minnesota
| US$ 146 mi | +US$ 14,6 mi | +11% | 9,28% | 101% | 127 | 3,94% | 3,1 |
|
| 6950 |
6950
WFA of San Diego
San Diego,
California
| US$ 146 mi | +US$ 10,6 mi | +8% | 8,8% | – | 436 | 6,65% | 2,2 |
|