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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8126 |
8126
BFI Wealth Solutions
Dallas,
Texas
| US$ 104 mi | -US$ 702 mil | -0,7% | 1,07% | – | 76 | 5,26% | 0,2 |
|
| 8127 |
8127
Trailhead Planners
Edina,
Minnesota
| US$ 104 mi | +US$ 2,39 mi | +2% | 2,38% | – | 52 | 7,69% | 0,2 |
|
| 8128 |
8128
Breachway Investments
Charlestown,
Rhode Island
| US$ 104 mi | +US$ 9,36 mi | +10% | 1,07% | – | 99 | 4,04% | 0,2 |
|
| 8129 |
8129
J.M. Arbour
Gardiner,
Maine
| US$ 104 mi | +US$ 3,95 mi | +4% | 1,08% | – | 131 | 23,66% | 0,2 |
|
| 8130 |
8130
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| US$ 104 mi | -US$ 1,97 mi | -2% | 18,3% | – | 103 | 27,18% | 0,4 |
|
| 8131 |
LCS
8131
Luma Capital SA
Luxembourg,
| US$ 104 mi | -US$ 2,68 mi | -3% | 10,6% | – | 12 | 8,33% | 0,2 |
|
| 8132 |
8132
FinArc Investments
Norwood,
Massachusetts
| US$ 104 mi | -US$ 8,07 mi | -7% | 1,67% | – | 59 | 30,51% | 0,2 |
|
| 8133 |
8133
Birchwood Financial Partners
Bloomington,
Minnesota
| US$ 104 mi | +US$ 2,99 mi | +3% | 1,55% | – | 372 | 11,83% | 0,2 |
|
| 8134 |
8134
Scalar Gauge Management
Dallas,
Texas
| US$ 104 mi | -US$ 47,9 mi | -32% | 25,3% | – | 48 | 79,17% | 0,3 |
|
| 8135 |
8135
Reality Financial Planning Services
Sarasota,
Florida
| US$ 104 mi | -US$ 786 mil | -0,8% | 1,26% | – | 20 | 0% | 0,3 |
|
| 8136 |
8136
High Point Wealth Management
Chester,
New Jersey
| US$ 104 mi | -US$ 2,9 mi | -3% | 1,13% | – | 276 | 19,93% | 0,2 |
|
| 8137 |
8137
Fulcrum Equity Management
Plano,
Texas
| US$ 103 mi | -US$ 995 mil | -1% | 1,59% | 116% | 154 | 41,56% | 1,3 |
|
| 8138 |
MS
8138
Monetary Solutions
Dayton,
Ohio
| US$ 103 mi | +US$ 1,96 mi | +2% | 0,91% | – | 322 | 3,42% | 0,2 |
|
| 8139 |
8139
Ruggiero Investments
West Palm Beach,
Florida
| US$ 103 mi | -US$ 7,34 mi | -7% | 3,13% | – | 88 | 22,73% | 0,2 |
|
| 8140 |
8140
Crescent Sterling
Metairie,
Louisiana
| US$ 103 mi | +US$ 5,79 mi | +6% | 5,59% | 68,6% | 83 | 9,64% | 2,4 |
|
| 8141 |
8141
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| US$ 103 mi | -US$ 3,54 mi | -3% | 0,07% | – | 413 | 20,82% | 0,2 |
|
| 8142 |
8142
Townsend Financial Planning
Mt Sterling,
Kentucky
| US$ 103 mi | +US$ 3,4 mi | +3% | 0,82% | – | 29 | 10,34% | 0,2 |
|
| 8143 |
8143
MY Wealth Management
Germantown,
Maryland
| US$ 103 mi | -US$ 11,4 mi | -10% | 1,22% | 41,2% | 38 | 34,21% | 3 |
|
| 8144 |
8144
Dalton Investments
Las Vegas,
Nevada
| US$ 103 mi | -US$ 31,4 mi | -23% | 19,2% | 125% | 21 | 28,57% | 2,9 |
|
| 8145 |
8145
SVRN Asset Management
Austin,
Texas
| US$ 103 mi | -US$ 18,1 mi | -15% | 0,22% | – | 43 | 13,95% | 0,3 |
|
| 8146 |
8146
Alan B. Lancz & Associates
Toledo,
Ohio
| US$ 103 mi | -US$ 10,8 mi | -9% | 1,76% | – | 141 | 14,89% | 3,1 |
|
| 8147 |
8147
Generations Wealth LLC
Mason,
Ohio
| US$ 103 mi | +US$ 5,26 mi | +5% | 0,41% | – | 30 | 10% | 0,2 |
|
| 8148 |
8148
Rangeley Capital
New Canaan,
Connecticut
| US$ 103 mi | -US$ 17,5 mi | -15% | 3,19% | – | 169 | 46,15% | 0,4 |
|
| 8149 |
EFT
8149
Envision Financial Transparency
Greensboro,
North Carolina
| US$ 103 mi | – | – | 0,72% | – | 56 | – | 0 |
|
| 8150 |
8150
Vavra Capital Management
Collegeville,
Pennsylvania
| US$ 103 mi | +US$ 1,06 mi | +1% | 1,24% | – | 24 | 4,17% | 0,2 |
|