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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 438 mi | -US$ 30,7 mi | -7% | 3,98% | 64,8% | 130 | 3,85% | 8,2 |
|
| 2977 |
2977
Taikang Asset Management (HK)
Hong Kong
| US$ 438 mi | +US$ 8,81 mi | +2% | 3,24% | 166% | 70 | 10% | 3,4 |
|
| 2978 |
2978
Insight Advisors
Newtown,
Pennsylvania
| US$ 438 mi | -US$ 10,1 mi | -2% | 1,91% | 74% | 294 | 9,52% | 2,1 |
|
| 2979 |
2979
First Dallas Securities
Dallas,
Texas
| US$ 437 mi | +US$ 257 mi | +144% | 0% | 163% | 195 | 67,18% | 1,8 |
|
| 2980 |
2980
ECP ControlCo
Summit,
New Jersey
| US$ 436 mi | -US$ 60,1 mi | -12% | 11,7% | 42,5% | 9 | 0% | 1,8 |
|
| 2981 |
2981
Howard Financial Services
Dallas,
Texas
| US$ 436 mi | +US$ 17 mi | +4% | 3,23% | 55,9% | 155 | 11,61% | 2,5 |
|
| 2982 |
GCMG
2982
Gyroscope Capital Management Group
Naples,
Florida
| US$ 436 mi | +US$ 2,72 mi | +0,6% | 3,73% | 24,8% | 244 | 34,02% | 1,6 |
|
| 2983 |
2983
Chemung Canal Trust
Elmira,
New York
| US$ 436 mi | -US$ 30,1 mi | -6% | 3,69% | 93,4% | 120 | 6,67% | 6,7 |
|
| 2984 |
2984
Realta Investment Advisors
Wilmington,
Delaware
| US$ 435 mi | -US$ 22,5 mi | -5% | 4,05% | 151% | 829 | 6,51% | 1,7 |
|
| 2985 |
2985
Team Hewins
Redwood City,
California
| US$ 435 mi | +US$ 226 mi | +108% | 2,12% | 60,5% | 50 | 84% | 0,2 |
|
| 2986 |
2986
Ithaka Group
Arlington,
Virginia
| US$ 434 mi | -US$ 44,5 mi | -9% | 5,2% | 180% | 39 | 10,26% | 4,7 |
|
| 2987 |
2987
Affinity Wealth Management
Wilmington,
Delaware
| US$ 434 mi | -US$ 1,75 mi | -0,4% | 0,6% | 125% | 107 | 14,02% | 2,3 |
|
| 2988 |
2988
Revolve Wealth Partners
Hackensack,
New Jersey
| US$ 434 mi | +US$ 7,14 mi | +2% | 3,37% | 67,4% | 160 | 14,38% | 1,3 |
|
| 2989 |
2989
Probity Advisors
Dallas,
Texas
| US$ 434 mi | -US$ 24,3 mi | -5% | 3,48% | 61,7% | 190 | 6,84% | 5,2 |
|
| 2990 |
AGM
2990
Alpine Global Management
New York
| US$ 434 mi | +US$ 70,3 mi | +19% | 16,4% | 149% | 287 | 73,87% | 0,5 |
|
| 2991 |
2991
Northside Capital Management
Hood River,
Oregon
| US$ 434 mi | +US$ 145 mi | +50% | 0,57% | 99,6% | 120 | 14,17% | 3,9 |
|
| 2992 |
2992
Siemens Pension Trust
Munich Germany,
Germany
| US$ 433 mi | -US$ 68,8 mi | -14% | 13,7% | 66,6% | 1 | 0% | 0,8 |
|
| 2993 |
2993
Farmers Trust Company
Youngstown,
Ohio
| US$ 433 mi | -US$ 33,9 mi | -7% | 2,77% | 73,5% | 163 | 9,2% | 6,3 |
|
| 2994 |
2994
CFO4Life Group
Coppell,
Texas
| US$ 433 mi | -US$ 32,9 mi | -7% | 4,97% | 67,6% | 187 | 12,83% | 3,1 |
|
| 2995 |
2995
Fiduciary Alliance
Greenville,
South Carolina
| US$ 433 mi | -US$ 32,9 mi | -7% | 2,69% | 104% | 1.013 | 83,71% | 0,6 |
|
| 2996 |
2996
Charles-Lim Capital
Central,
Hong Kong
| US$ 433 mi | -US$ 245 mi | -36% | 18,7% | 4,44% | 9 | 44,44% | 2,3 |
|
| 2997 |
2997
Marotta Asset Management
Charlottesville,
Virginia
| US$ 432 mi | -US$ 16,2 mi | -4% | 4,35% | 51% | 113 | 6,19% | 2,8 |
|
| 2998 |
2998
Occidental Asset Management
Burlingame,
California
| US$ 432 mi | -US$ 9,6 mi | -2% | 3,18% | 97,4% | 228 | 17,54% | 3,5 |
|
| 2999 |
2999
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$ 432 mi | +US$ 10,9 mi | +3% | 3,06% | 85,4% | 2.141 | 10,09% | 4,2 |
|
| 3000 |
3000
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$ 432 mi | -US$ 5,98 mi | -1% | 4,1% | 61,5% | 113 | 6,19% | 3,6 |
|