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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo

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