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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
SMI Advisory Services
Columbus,
Indiana
| US$ 580 mi | +US$ 51,7 mi | +10% | 2,25% | 80,7% | 68 | 30,88% | 1,2 |
|
| 3352 |
3352
Altiora Financial Group
Lebanon,
Ohio
| US$ 580 mi | +US$ 33,6 mi | +6% | 1,54% | 41,1% | 100 | 9% | 2,1 |
|
| 3353 |
3353
PAX Financial Group
San Antonio,
Texas
| US$ 580 mi | +US$ 24,9 mi | +4% | 1,62% | 61,5% | 228 | 14,47% | 3,2 |
|
| 3354 |
CNBTD
3354
Citizens National Bank Trust Department
Meridian,
Mississippi
| US$ 580 mi | +US$ 19,3 mi | +3% | 4,57% | 124% | 389 | 7,46% | 3,7 |
|
| 3355 |
3355
Overbrook Management Corp
New York
| US$ 579 mi | +US$ 23,3 mi | +4% | 4,44% | 157% | 52 | 25% | 3,7 |
|
| 3356 |
3356
Elgethun Capital Management
Sioux Falls,
South Dakota
| US$ 579 mi | +US$ 28,3 mi | +5% | 1,78% | 60,7% | 166 | 7,23% | 4,7 |
|
| 3357 |
RIS
3357
Richmond Investment Services
Mequon,
Wisconsin
| US$ 579 mi | +US$ 41,2 mi | +8% | 2,75% | – | 242 | 10,33% | 0,6 |
|
| 3358 |
3358
Oakmont Corp
Los Angeles,
California
| US$ 578 mi | +US$ 18,6 mi | +3% | 2,37% | 96% | 33 | 15,15% | 4 |
|
| 3359 |
3359
Monaco Asset Management
Monaco
| US$ 578 mi | -US$ 1,07 bi | -65% | 6,93% | 136% | 115 | 57,39% | 0,9 |
|
| 3360 |
3360
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$ 577 mi | +US$ 26,8 mi | +5% | 2,39% | 69% | 122 | 2,46% | 2,3 |
|
| 3361 |
3361
Aspen Grove Capital
Avon,
Colorado
| US$ 577 mi | -US$ 17,6 mi | -3% | 3,99% | 90% | 222 | 15,77% | 2 |
|
| 3362 |
3362
Delta Investment Management
San Francisco,
California
| US$ 576 mi | +US$ 18,3 mi | +3% | 4,63% | 69,9% | 308 | 22,08% | 2,4 |
|
| 3363 |
3363
Apis Capital Advisors
New York
| US$ 574 mi | +US$ 121 mi | +27% | 30,8% | 1.493% | 57 | 38,6% | 0,6 |
|
| 3364 |
3364
XY Planning Network
Bozeman,
Montana
| US$ 574 mi | +US$ 280 mi | +95% | 1,64% | – | 258 | 36,82% | 0,5 |
|
| 3365 |
3365
Ellis Investment Partners
Berwyn,
Pennsylvania
| US$ 573 mi | +US$ 19,7 mi | +4% | 2,18% | 70,8% | 267 | 17,6% | 4,4 |
|
| 3366 |
3366
Freemont Management
Vaud,
Switzerland
| US$ 573 mi | +US$ 373 mi | +186% | 4,28% | 102% | 135 | 31,85% | 1,6 |
|
| 3367 |
3367
Nordwand Advisors
Radnor,
Pennsylvania
| US$ 572 mi | -US$ 58,2 mi | -9% | 2,27% | 103% | 159 | 10,69% | 1 |
|
| 3368 |
3368
Tufton Capital Management
Hunt Valley,
Maryland
| US$ 572 mi | +US$ 11,1 mi | +2% | 4,43% | 96,1% | 124 | 6,45% | 8,3 |
|
| 3369 |
3369
Atlas Legacy Advisors
Los Angeles,
California
| US$ 571 mi | +US$ 52,5 mi | +10% | 2,59% | – | 217 | 17,51% | 0,8 |
|
| 3370 |
3370
Manitou Investment Management
Toronto,
Ontario, Canada
| US$ 571 mi | -US$ 2,51 mi | -0,4% | 5% | 69,3% | 57 | 1,75% | 3,5 |
|
| 3371 |
IIA
3371
IPG Investment Advisors
San Diego,
California
| US$ 570 mi | +US$ 9,7 mi | +2% | 2,56% | 126% | 253 | 28,46% | 2 |
|
| 3372 |
3372
Brandywine Trust
Hockessin,
Delaware
| US$ 570 mi | -US$ 87 mi | -13% | 0,81% | 32,7% | 33 | 3,03% | 8,1 |
|
| 3373 |
3373
Bregal Sagemount IV
St. Helier,
| US$ 570 mi | – | – | 17,6% | – | 1 | – | 0 |
|
| 3374 |
3374
Amarillo National Bank
Amarillo,
Texas
| US$ 569 mi | +US$ 494 mil | +0,1% | 2,11% | 63,5% | 85 | 12,94% | 6,8 |
|
| 3375 |
3375
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| US$ 569 mi | +US$ 7,06 mi | +1% | 2,34% | – | 284 | 18,31% | 0,9 |
|