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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)
Moisand Fitzgerald Tamayo
2701
Moisand Fitzgerald Tamayo
Florida
US$ 578 mi +US$ 104 mi +22% 10,2% 51,1% 833 29,77% 2,5
Southern Farm Bureau Life Insurance
2702
Southern Farm Bureau Life Insurance
Mississippi
US$ 578 mi +US$ 13,5 mi +2% 9,88% 52,3% 15 0% 2
Personal CFO Solutions
2703
Personal CFO Solutions
New Jersey
US$ 578 mi +US$ 71,6 mi +14% 10,7% 98,9% 553 25,32% 1,9
Bain Capital Credit
2704
Bain Capital Credit
Massachusetts
US$ 577 mi -US$ 37,7 mi -6% 3,5% 14,4% 9 33,33% 1,4
Insight Wealth Partners
2705
Insight Wealth Partners
Texas
US$ 577 mi +US$ 60,1 mi +12% 4,68% 56,2% 79 15,19% 2
CF
2706
Clarity Financial
Texas
US$ 577 mi -US$ 18,6 mi -3% 7,13% 56,8% 129 23,26% 0,8
LS Investment Advisors
2707
LS Investment Advisors
Michigan
US$ 577 mi +US$ 44,7 mi +8% 11,7% 98,7% 134 8,21% 8,1
Strategic Investment Solutions
2708
Strategic Investment Solutions
Illinois
US$ 576 mi -US$ 7,53 bi -93% 4,38% – 1.250 51,12% 0,4
Private Advisory Group
2709
Private Advisory Group
Washington
US$ 576 mi +US$ 70,1 mi +14% 16,2% 187% 240 40% 1,5
De Burlo Group
2710
De Burlo Group
Massachusetts
US$ 576 mi US$ 0 0% 13,7% 164% 81 0% 3
Keystone Financial Group (Kentucky)
2711
Keystone Financial Group (Kentucky)
Kentucky
US$ 575 mi -US$ 21,9 mi -4% 10,6% 116% 319 12,54% 3,6
Slow Capital
2712
Slow Capital
California
US$ 575 mi +US$ 30,1 mi +6% 12,7% 156% 127 7,09% 4,6
HHM Wealth Advisors
2713
HHM Wealth Advisors
Tennessee
US$ 575 mi +US$ 62,8 mi +12% 11,1% 70,6% 834 16,43% 2,4
Murchinson
2714
Murchinson
Ontario, Canada
US$ 574 mi -US$ 205 mi -26% 10,6% 107% 77 79,22% 0,4
Montag & Caldwell
2715
Montag & Caldwell
Georgia
US$ 573 mi -US$ 206 mi -26% 15% 91,3% 89 11,24% 4
Falcon Wealth Planning
2716
Falcon Wealth Planning
California
US$ 572 mi +US$ 111 mi +24% 10,2% 56,4% 134 19,4% 1,7
USA Financial Formulas
2717
USA Financial Formulas
Michigan
US$ 572 mi +US$ 505 mi +754% 11,7% 104% 570 54,91% 1,5
Cullen Investment Group
2718
Cullen Investment Group
Louisiana
US$ 571 mi – – 9,55% 102% 172 – 0
Planning Alternatives
2719
Planning Alternatives
Michigan
US$ 571 mi +US$ 55 mi +11% 10,8% 69,6% 51 13,73% 5,5
Capital Investment Counsel Inc
2720
Capital Investment Counsel Inc
North Carolina
US$ 571 mi +US$ 73,3 mi +15% 11,7% 174% 236 16,1% 4,7
PGCM
2721
Prescott Group Capital Management
Oklahoma
US$ 571 mi +US$ 120 mi +26% 15,9% 135% 193 30,57% 2,2
Acorn Financial Advisory Services
2722
Acorn Financial Advisory Services
Virginia
US$ 571 mi +US$ 10,5 mi +2% 11,2% 108% 257 11,67% 2,6
Lee Financial
2723
Lee Financial
Texas
US$ 570 mi +US$ 33,2 mi +6% 9,28% 75% 945 20,53% 2,9
GWI
2724
Grace & White Inc
New York
US$ 570 mi +US$ 33,5 mi +6% 9,03% 59,6% 145 2,76% 6,3
FengHe Fund Management
2725
FengHe Fund Management
Singapore
US$ 570 mi +US$ 149 mi +35% 29,4% 779% 25 60% 0,4