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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
JDH Wealth Management
Santa Rosa,
California
| US$ 148 mi | +US$ 2,45 mi | +2% | 1,74% | – | 54 | 5,56% | 1,1 |
|
| 7127 |
7127
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 148 mi | -US$ 848 mil | -0,6% | 1% | 62,1% | 42 | 2,38% | 2,9 |
|
| 7128 |
7128
Lakehouse Capital
Sydney NSW,
Australia
| US$ 148 mi | +US$ 9,6 mi | +7% | 21,6% | 87,4% | 14 | 14,29% | 3,5 |
|
| 7129 |
7129
UG Investment Advisers
Taipei,
Taiwan
| US$ 148 mi | -US$ 286 mi | -66% | 4,74% | 183% | 15 | 26,67% | 1,3 |
|
| 7130 |
7130
Authentikos Wealth Advisory
Morgan Hill,
California
| US$ 148 mi | -US$ 3,04 mi | -2% | 1,26% | 43,5% | 76 | 21,05% | 0,9 |
|
| 7131 |
7131
Jacksonville Wealth Management
Jacksonville,
Florida
| US$ 148 mi | +US$ 6,83 mi | +5% | 3,07% | – | 79 | 20,25% | 1,1 |
|
| 7132 |
7132
S.R. Schill & Associates
Mercer Island,
Washington
| US$ 148 mi | +US$ 6,41 mi | +5% | 1,91% | 42,7% | 31 | 25,81% | 3,3 |
|
| 7133 |
7133
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$ 148 mi | -US$ 3,91 mi | -3% | 2,92% | 74,9% | 45 | 11,11% | 2,3 |
|
| 7134 |
7134
DMC Group
Birmingham,
Alabama
| US$ 148 mi | -US$ 1,9 mi | -1% | 0,42% | 116% | 158 | 18,99% | 2,4 |
|
| 7135 |
7135
MQS Management
New York
| US$ 148 mi | -US$ 21,6 mi | -13% | 2,17% | 4,55% | 615 | 77,72% | 0,1 |
|
| 7136 |
7136
U.S. Wealth Group
Woodbury,
New York
| US$ 148 mi | -US$ 3,8 mi | -3% | 0,69% | – | 45 | 13,33% | 1,1 |
|
| 7137 |
7137
Orleans Capital Management
Mandeville,
Louisiana
| US$ 148 mi | -US$ 13,1 mi | -8% | 1,78% | 94,6% | 128 | 22,66% | 3,2 |
|
| 7138 |
7138
SLT Holdings
Scottsdale,
Arizona
| US$ 148 mi | -US$ 7,61 mi | -5% | 5,94% | – | 164 | 31,71% | 0,7 |
|
| 7139 |
7139
1620 Investment Advisors
Plymouth,
Massachusetts
| US$ 148 mi | -US$ 2,19 mi | -1% | 4,32% | 71,4% | 675 | 6,67% | 1,8 |
|
| 7140 |
7140
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$ 148 mi | +US$ 6,17 mi | +4% | 1,37% | – | 89 | 11,24% | 1,3 |
|
| 7141 |
7141
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$ 148 mi | +US$ 1,38 mi | +0,9% | 1,18% | 62,6% | 86 | 4,65% | 1,8 |
|
| 7142 |
7142
North Dallas Bank & Trust
Dallas,
Texas
| US$ 148 mi | -US$ 5,56 mi | -4% | 1,37% | – | 113 | 7,08% | 0,7 |
|
| 7143 |
7143
Northern Lights Advisors
Seattle,
Washington
| US$ 148 mi | +US$ 1,85 mi | +1% | 2,95% | – | 57 | 5,26% | 0,2 |
|
| 7144 |
7144
Davis Capital Management
Jacksonville,
Florida
| US$ 148 mi | +US$ 2,25 mi | +2% | 1% | – | 648 | 16,2% | 2,3 |
|
| 7145 |
7145
Wynnefield Capital
New York
| US$ 148 mi | -US$ 30,3 mi | -17% | 7,54% | 52,1% | 12 | 25% | 7,2 |
|
| 7146 |
7146
SwitchPoint Financial Planning
Lehi,
Utah
| US$ 147 mi | +US$ 4,7 mi | +3% | 0,36% | – | 65 | 6,15% | 1 |
|
| 7147 |
JWM
7147
JP Wealth Management
Mt. Pleasant,
South Carolina
| US$ 147 mi | +US$ 6 mi | +4% | 3,49% | – | 16 | 12,5% | 1 |
|
| 7148 |
7148
Campion Asset Management
Falls Church,
Virginia
| US$ 147 mi | +US$ 3,4 mi | +2% | 2,22% | 70,2% | 83 | 4,82% | 4,2 |
|
| 7149 |
7149
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 147 mi | -US$ 4,97 mi | -3% | 0,56% | 41,2% | 57 | 17,54% | 2,9 |
|
| 7150 |
7150
Entruity Wealth
Bakersfield,
California
| US$ 147 mi | +US$ 7,03 mi | +5% | 2,4% | – | 47 | 6,38% | 1,1 |
|