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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Columbia Advisory Partners
Spokane,
Washington
| US$ 157 mi | +US$ 9,9 mi | +7% | 1,1% | 69,7% | 107 | 29,91% | 1,6 |
|
| 6952 |
6952
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$ 157 mi | +US$ 2,64 mi | +2% | 6,47% | 83,3% | 108 | 15,74% | 4,7 |
|
| 6953 |
6953
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 157 mi | -US$ 14,1 mi | -8% | 1,07% | 121% | 99 | 25,25% | 4,6 |
|
| 6954 |
DIS
6954
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 157 mi | +US$ 4 mi | +3% | 9,11% | 93,8% | 56 | 12,5% | 5,2 |
|
| 6955 |
6955
Cultivar Capital
Denton,
Texas
| US$ 156 mi | +US$ 266 mil | +0,2% | 4,45% | 38,3% | 50 | 22% | 1,4 |
|
| 6956 |
6956
Lakewood Asset Management
Naperville,
Illinois
| US$ 156 mi | -US$ 13,8 mi | -8% | 3,19% | 69,3% | 112 | 10,71% | 2,6 |
|
| 6957 |
CMP
6957
Christine Messmer PC
Collegeville,
Pennsylvania
| US$ 156 mi | +US$ 3,07 mi | +2% | 0,13% | – | 84 | 10,71% | 0,2 |
|
| 6958 |
6958
Harber Asset Management
Asheville,
North Carolina
| US$ 156 mi | -US$ 82,1 mi | -34% | 10,4% | 82% | 49 | 51,02% | 0,9 |
|
| 6959 |
6959
Compass Planning Associates
Greenfield,
Massachusetts
| US$ 156 mi | +US$ 12 mi | +8% | 0,75% | – | 31 | 6,45% | 1,1 |
|
| 6960 |
6960
McGuire Capital Advisors
Bethany,
Oklahoma
| US$ 156 mi | -US$ 1,01 mi | -0,6% | 2,3% | – | 1.023 | 22,87% | 0,2 |
|
| 6961 |
6961
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$ 156 mi | -US$ 3,89 mi | -2% | 0,63% | 90,4% | 166 | 5,42% | 1,9 |
|
| 6962 |
BCM
6962
Bluefin Capital Management
New York
| US$ 156 mi | -US$ 248 mi | -61% | 2,94% | – | 249 | 72,29% | 0,2 |
|
| 6963 |
6963
Invera Wealth Advisors
Bend,
Oregon
| US$ 156 mi | -US$ 2,45 mi | -2% | 0,3% | 102% | 102 | 15,69% | 1,2 |
|
| 6964 |
6964
Cornerstone Financial Group
Omaha,
Nebraska
| US$ 156 mi | +US$ 12,5 mi | +9% | 1,1% | – | 73 | 1,37% | 1,1 |
|
| 6965 |
BCM
6965
BML Capital Management
Zionsville,
Indiana
| US$ 156 mi | +US$ 40,1 mi | +35% | 28,6% | 376% | 19 | 31,58% | 1,2 |
|
| 6966 |
6966
Accredited Investor Services
St. Cloud,
Minnesota
| US$ 156 mi | +US$ 4,82 mi | +3% | 0,42% | – | 83 | 16,87% | 0,9 |
|
| 6967 |
6967
BNB Wealth Management
Silver Spring,
Maryland
| US$ 156 mi | +US$ 535 mil | +0,3% | 1,22% | – | 95 | 12,63% | 0,2 |
|
| 6968 |
6968
Truxt Investmentos
Rio De Janeiro,
Brazil
| US$ 156 mi | – | – | 8,86% | – | 29 | – | 0,2 |
|
| 6969 |
6969
Winebrenner Capital Management
Louisville,
Kentucky
| US$ 156 mi | +US$ 5,66 mi | +4% | 1,45% | – | 146 | 10,27% | 1 |
|
| 6970 |
6970
Adirondack Capital Advisors
Syracuse,
New York
| US$ 156 mi | +US$ 6,99 mi | +5% | 0,85% | – | 45 | 8,89% | 0,2 |
|
| 6971 |
6971
Pioneer Family Office
North Miami Beach,
Florida
| US$ 156 mi | +US$ 7,67 mi | +5% | 2,85% | – | 143 | 31,47% | 0,2 |
|
| 6972 |
6972
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| US$ 156 mi | +US$ 1,15 mi | +0,7% | 1,64% | – | 127 | 33,86% | 0,7 |
|
| 6973 |
6973
Southern Capital Services
Daphne,
Alabama
| US$ 156 mi | -US$ 3,08 mi | -2% | 0,77% | – | 29 | 6,9% | 0,2 |
|
| 6974 |
6974
Good Steward Wealth Advisors
Clarksville,
Tennessee
| US$ 156 mi | +US$ 4 mi | +3% | 1,15% | – | 73 | 10,96% | 0,9 |
|
| 6975 |
6975
Westco Advisory Services
Lynbrook,
New York
| US$ 156 mi | -US$ 7,24 mi | -4% | 1,24% | – | 113 | 25,66% | 0,2 |
|