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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$ 161 mi | -US$ 42,3 mi | -21% | 9,6% | 137% | 106 | 23,58% | 3,9 |
|
| 5127 |
5127
First Financial Corp
Terre Haute,
Indiana
| US$ 161 mi | -US$ 2,18 mi | -1% | 3,08% | 95,3% | 383 | 2,35% | 6 |
|
| 5128 |
5128
Aflac Inc
Columbus,
Georgia
| US$ 161 mi | -US$ 17,6 mi | -10% | 9,87% | 13,4% | 4 | 0% | 0,6 |
|
| 5129 |
5129
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 161 mi | +US$ 3,27 mi | +2% | 5,19% | 43,1% | 85 | 48,24% | 0,2 |
|
| 5130 |
5130
MBA Advisors
Hermitage,
Pennsylvania
| US$ 161 mi | +US$ 7,76 mi | +5% | 4,63% | 66,1% | 133 | 16,54% | 1,6 |
|
| 5131 |
5131
Zullo Investment Group
Scranton,
Pennsylvania
| US$ 161 mi | -US$ 2,83 mi | -2% | 14,2% | 143% | 767 | 82,01% | 1,2 |
|
| 5132 |
5132
TKG Advisors
Valparaiso,
Indiana
| US$ 160 mi | +US$ 8,62 mi | +6% | 5,91% | 116% | 109 | 40,37% | 0,6 |
|
| 5133 |
5133
Round Hill Asset Management
Pasadena,
California
| US$ 160 mi | -US$ 1,41 mi | -0,9% | 2,54% | 43,2% | 61 | 6,56% | 4,6 |
|
| 5134 |
5134
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| US$ 160 mi | +US$ 5,91 mi | +4% | 3,19% | 38,7% | 43 | 9,3% | 0,5 |
|
| 5135 |
5135
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 160 mi | +US$ 12,1 mi | +8% | 4,34% | 107% | 174 | 12,07% | 0,8 |
|
| 5136 |
5136
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$ 160 mi | -US$ 3,78 mi | -2% | 7,6% | 111% | 97 | 6,19% | 2,7 |
|
| 5137 |
SVG
5137
Sun Valley Gold
Sun Valley,
Idaho
| US$ 160 mi | +US$ 13,7 mi | +9% | 18,4% | 160% | 13 | 38,46% | 2,8 |
|
| 5138 |
5138
Ironwood Investment Management
Boston,
Massachusetts
| US$ 160 mi | +US$ 8,27 mi | +5% | 9,53% | 164% | 167 | 4,19% | 5,9 |
|
| 5139 |
5139
Texas Capital Bancshares
Dallas,
Texas
| US$ 160 mi | +US$ 17,2 mi | +12% | 13,4% | 175% | 89 | 12,36% | 2,7 |
|
| 5140 |
5140
Mayport LLC
Newton,
Massachusetts
| US$ 160 mi | +US$ 26 mi | +19% | 6,82% | 57% | 66 | 15,15% | 0,9 |
|
| 5141 |
5141
Peninsula Asset Management
Bradenton,
Florida
| US$ 160 mi | -US$ 3,29 mi | -2% | 5,02% | 54,2% | 45 | 11,11% | 7,2 |
|
| 5142 |
5142
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$ 160 mi | +US$ 7,35 mi | +5% | 3,59% | 82,3% | 155 | 6,45% | 2 |
|
| 5143 |
5143
Lansing Street Advisors
Ambler,
Pennsylvania
| US$ 160 mi | +US$ 13,7 mi | +9% | 4,65% | – | 378 | 27,25% | 0,8 |
|
| 5144 |
5144
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 160 mi | -US$ 2,66 mi | -2% | 0,31% | 68,7% | 26 | 0% | 7,5 |
|
| 5145 |
5145
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 159 mi | +US$ 6,1 mi | +4% | 2,93% | 47,5% | 32 | 3,13% | 3,2 |
|
| 5146 |
5146
United Fire Group
Cedar Rapids,
Iowa
| US$ 159 mi | -US$ 9,7 mi | -6% | 0,1% | 27,4% | 46 | 4,35% | 8,1 |
|
| 5147 |
5147
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 159 mi | +US$ 9,23 mi | +6% | 4,95% | 62,1% | 40 | 5% | 2 |
|
| 5148 |
5148
Successful Portfolios
Clearwater,
Florida
| US$ 159 mi | +US$ 5,95 mi | +4% | 7,12% | 110% | 202 | 12,87% | 3,6 |
|
| 5149 |
5149
Brookmont Capital Management
Dallas,
Texas
| US$ 159 mi | -US$ 3,85 mi | -2% | 1,02% | 32,2% | 51 | 11,76% | 6,1 |
|
| 5150 |
5150
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 159 mi | +US$ 6,42 mi | +4% | 7,28% | 89,7% | 149 | 38,93% | 1,5 |
|