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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)
Capital Planning Advisors
2826
Capital Planning Advisors
California
US$ 728 mi +US$ 46,3 mi +7% 7,61% 64,2% 154 18,18% 4,4
Family Management
2827
Family Management
New York
US$ 727 mi +US$ 59 mi +9% 7,47% 69% 278 22,3% 2,1
Victory Financial Group
2828
Victory Financial Group
Texas
US$ 727 mi +US$ 97,2 mi +15% 8,26% – 277 27,44% 0,7
Brio Consultants
2829
Brio Consultants
California
US$ 727 mi +US$ 42,3 mi +6% 5,34% 42,7% 143 10,49% 2,8
Meridian Wealth Partners
2830
Meridian Wealth Partners
Pennsylvania
US$ 727 mi +US$ 36,8 mi +5% 6,41% 59% 119 11,76% 3,3
Legacy Financial Advisors
2831
Legacy Financial Advisors
Kentucky
US$ 726 mi +US$ 85,7 mi +13% 8,2% 97,8% 432 25,23% 2,2
Portside Wealth Group
2832
Portside Wealth Group
Utah
US$ 726 mi +US$ 50,5 mi +7% 7,31% 90,1% 506 14,23% 1,4
Polymer Capital Management (HK)
2833
Polymer Capital Management (HK)
Hong Kong
US$ 725 mi +US$ 64,2 mi +10% 36,8% – 294 65,31% 0,3
Abacus Planning Group
2834
Abacus Planning Group
South Carolina
US$ 725 mi +US$ 52,3 mi +8% 6,77% 67,8% 265 7,92% 3,8
Concord Wealth Partners
2835
Concord Wealth Partners
Virginia
US$ 725 mi +US$ 38,6 mi +6% 5,99% 71,1% 892 10,31% 2,4
Fagan Associates
2836
Fagan Associates
New York
US$ 724 mi +US$ 77,7 mi +12% 11% 127% 139 11,51% 4,6
Skylands Capital
2837
Skylands Capital
Wisconsin
US$ 723 mi +US$ 33,9 mi +5% 10,1% 61% 162 12,35% 5,3
Cardinal Capital Management Inc (North Carolina)
2838
Cardinal Capital Management Inc (North Carolina)
North Carolina
US$ 723 mi +US$ 42 mi +6% 7,2% 86,4% 132 3,79% 8,7
Northcape Capital
2839
Northcape Capital
Australia
US$ 723 mi -US$ 62,2 mi -8% 0,08% – 8 0% 8,4
SKBA Capital Management
2840
SKBA Capital Management
California
US$ 723 mi +US$ 28,2 mi +4% 3,65% 55,7% 84 3,57% 4,7
ASK Capital Management
2841
ASK Capital Management
California
US$ 722 mi +US$ 96,7 mi +15% 19,2% – 5 20% 0,6
Intelligence Driven Advisers
2842
Intelligence Driven Advisers
California
US$ 721 mi +US$ 58,2 mi +9% 6,84% 65,6% 128 10,16% 2,1
CT
2843
Chicago Trust
Illinois
US$ 720 mi +US$ 8,96 mi +1% 7,36% 96,7% 444 15,32% 3,8
Nottingham Advisors
2844
Nottingham Advisors
New York
US$ 720 mi +US$ 46,1 mi +7% 5,46% 47,6% 116 9,48% 4,9
Ramirez Asset Management
2845
Ramirez Asset Management
New York
US$ 720 mi +US$ 58,9 mi +9% 7,72% 86,8% 369 10,03% 1,5
First Pacific Financial
2846
First Pacific Financial
Washington
US$ 720 mi +US$ 41,5 mi +6% 5,31% 53,6% 554 18,41% 1,6
Glen Eagle Advisors
2847
Glen Eagle Advisors
New Jersey
US$ 719 mi +US$ 69,4 mi +11% 7,22% 68,5% 1.152 11,72% 4,7
Hunter Associates Investment Management
2848
Hunter Associates Investment Management
Pennsylvania
US$ 719 mi +US$ 45,2 mi +7% 7,88% 81,7% 261 5,75% 4,9
Quantitative Investment Management
2849
Quantitative Investment Management
Virginia
US$ 719 mi -US$ 26,6 mi -4% 14,3% 24,6% 513 79,53% 0,1
Live Oak Private Wealth
2850
Live Oak Private Wealth
North Carolina
US$ 718 mi +US$ 47,7 mi +7% 7,77% 74,6% 200 7,5% 3,8