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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
SAM
4351
Security Asset Management
New York
| US$ 258 mi | +US$ 10,4 mi | +4% | 9,64% | 67,4% | 86 | 3,49% | 4,6 |
|
| 4352 |
4352
Herold Advisors
New York
| US$ 257 mi | +US$ 462 mil | +0,2% | 11,7% | 90,2% | 712 | 71,49% | 0,2 |
|
| 4353 |
4353
Lumature Wealth Partners
Alpharetta,
Georgia
| US$ 257 mi | +US$ 12,7 mi | +5% | 6,34% | – | 418 | 5,5% | 0,8 |
|
| 4354 |
4354
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$ 257 mi | +US$ 20,3 mi | +9% | 10,9% | 104% | 289 | 5,88% | 6 |
|
| 4355 |
4355
SYM Financial Corp
Winona Lake,
Indiana
| US$ 257 mi | +US$ 86,6 mi | +51% | 7,46% | 64,3% | 126 | 26,98% | 1,9 |
|
| 4356 |
4356
Ballast Inc
Lexington,
Kentucky
| US$ 257 mi | +US$ 19,7 mi | +8% | 8,72% | 71,3% | 110 | 16,36% | 2,6 |
|
| 4357 |
AIA
4357
AIMZ Investment Advisors
Los Altos,
California
| US$ 257 mi | +US$ 35,3 mi | +16% | 11,3% | 81,3% | 121 | 8,26% | 4,7 |
|
| 4358 |
4358
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 257 mi | +US$ 25,9 mi | +11% | 11% | 97% | 168 | 7,74% | 2,8 |
|
| 4359 |
OIA
4359
Optimum Investment Advisors
Chicago,
Illinois
| US$ 257 mi | +US$ 19,5 mi | +8% | 11,1% | 125% | 885 | 9,83% | 3,7 |
|
| 4360 |
4360
Thomas Story & Son
Culver,
Indiana
| US$ 257 mi | +US$ 12,6 mi | +5% | 12,8% | 101% | 66 | 7,58% | 5 |
|
| 4361 |
4361
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$ 257 mi | -US$ 60,8 mi | -19% | 1,92% | 319% | 52 | 19,23% | 1,2 |
|
| 4362 |
4362
Sovereign Investment Advisors
Phoenix,
Arizona
| US$ 257 mi | +US$ 5,96 mi | +2% | 4,17% | 46,6% | 30 | 3,33% | 1,7 |
|
| 4363 |
4363
Baldrige Asset Management
Allentown,
Pennsylvania
| US$ 257 mi | +US$ 16,7 mi | +7% | 5,42% | 43,5% | 366 | 10,38% | 0,9 |
|
| 4364 |
4364
Pinnbrook Capital Management
New York
| US$ 257 mi | – | – | 14,7% | 913% | 38 | – | 0 |
|
| 4365 |
4365
Canaan Partners X
Menlo Park,
California
| US$ 257 mi | -US$ 94,8 mi | -27% | 17,6% | 55,4% | 5 | 20% | 1,1 |
|
| 4366 |
4366
Eagle Strategies
New York
| US$ 257 mi | – | – | 8,14% | 77,7% | 143 | – | 0 |
|
| 4367 |
4367
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$ 256 mi | +US$ 13,6 mi | +6% | 7,97% | – | 128 | 13,28% | 1,9 |
|
| 4368 |
4368
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$ 256 mi | +US$ 28,5 mi | +13% | 9,14% | 73,9% | 508 | 29,53% | 1,2 |
|
| 4369 |
LBC
4369
Lawrence B. Cohen
| US$ 256 mi | +US$ 66,6 mi | +35% | 11,3% | 41,8% | 106 | 36,79% | 3,8 |
|
| 4370 |
4370
Friess Associates
Greenville,
Delaware
| US$ 256 mi | +US$ 18,1 mi | +8% | 19,4% | 256% | 111 | 42,34% | 0,7 |
|
| 4371 |
4371
Malaga Cove Capital
Pv Estates,
California
| US$ 256 mi | +US$ 13 mi | +5% | 8,47% | 97,3% | 184 | 13,59% | 1,7 |
|
| 4372 |
4372
BigSur Wealth Management
Miami,
Florida
| US$ 256 mi | +US$ 33 mi | +15% | 6,88% | 94,8% | 135 | 9,63% | 2,7 |
|
| 4373 |
4373
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| US$ 255 mi | – | – | 5,93% | 53,8% | 60 | – | 0 |
|
| 4374 |
4374
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$ 255 mi | -US$ 41,5 mi | -14% | 2,67% | 70,9% | 23 | 4,35% | 5,3 |
|
| 4375 |
4375
Cambridge Financial Group
Columbus,
Ohio
| US$ 255 mi | +US$ 27,4 mi | +12% | 9,61% | – | 33 | 12,12% | 4 |
|