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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)
KPP Advisory Services
2976
KPP Advisory Services
Kentucky
US$ 675 mi +US$ 69,2 mi +11% 8,36% 87,9% 340 12,65% 1,2
Kelman-Lazarov Inc
2977
Kelman-Lazarov Inc
Tennessee
US$ 674 mi +US$ 57,2 mi +9% 5,98% 51,6% 137 14,6% 4,4
ShawSpring Partners
2978
ShawSpring Partners
Massachusetts
US$ 673 mi -US$ 120 mi -15% 9,35% 23,4% 11 9,09% 1,3
Faithward Advisors
2979
Faithward Advisors
Pennsylvania
US$ 673 mi +US$ 28,1 mi +4% 10,9% 119% 311 17,04% 2,1
Impact Partnership Wealth
2980
Impact Partnership Wealth
Georgia
US$ 672 mi +US$ 130 mi +24% 6,06% 50,9% 378 41,01% 0,8
James J. Burns & Company
2981
James J. Burns & Company
New York
US$ 671 mi +US$ 57,7 mi +9% 8,06% 70,2% 163 6,75% 1,8
Permanens Capital
2982
Permanens Capital
New York
US$ 671 mi -US$ 62,8 mi -9% 8,94% 76,9% 94 61,7% 1,4
Foresight Group
2983
Foresight Group
United Kingdom
US$ 670 mi -US$ 35 mi -5% 6,63% – 60 3,33% 1,1
Newbridge Financial Services Group
2984
Newbridge Financial Services Group
Florida
US$ 669 mi +US$ 53 mi +9% 12,1% 189% 1.400 14,07% 1,6
Peterson Wealth Advisors
2985
Peterson Wealth Advisors
Utah
US$ 669 mi +US$ 62,8 mi +10% 5,5% 50,9% 101 5,94% 3,5
TAA
2986
TB Alternative Assets
Cayman Islands
US$ 668 mi +US$ 128 mi +24% 23,8% 312% 58 46,55% 0,9
Asio Capital
2987
Asio Capital
Kentucky
US$ 668 mi +US$ 67,7 mi +11% 7,65% 98% 116 12,07% 2,7
WealthPLAN Partners
2988
WealthPLAN Partners
Nebraska
US$ 667 mi +US$ 45,8 mi +7% 8,35% 71,6% 273 15,75% 4,4
Kera Capital Partners
2989
Kera Capital Partners
California
US$ 667 mi +US$ 159 mi +31% 13,7% – 457 30,63% 0,3
Klaas Financial Asset Advisors
2990
Klaas Financial Asset Advisors
Illinois
US$ 666 mi +US$ 34,6 mi +5% 4,65% 39,5% 47 0% 3,4
Calton & Associates
2991
Calton & Associates
Florida
US$ 666 mi +US$ 87,8 mi +15% 7,54% 79% 463 25,05% 1,1
Canal Capital Management
2992
Canal Capital Management
Virginia
US$ 666 mi +US$ 31,8 mi +5% 6,37% 69,5% 199 12,06% 4
First Turn Management
2993
First Turn Management
California
US$ 666 mi +US$ 130 mi +24% 64,4% – 42 47,62% 0,8
Convergence Financial
2994
Convergence Financial
Missouri
US$ 666 mi +US$ 84,3 mi +14% 6,52% 70,6% 200 16,5% 1,2
CFGSD
2995
Compass Financial Group (South Dakota)
South Dakota
US$ 665 mi +US$ 55,5 mi +9% 6,58% 72% 104 5,77% 2,2
Capital Advantage
2996
Capital Advantage
California
US$ 665 mi +US$ 33,5 mi +5% 4,95% 49,2% 142 4,93% 2,4
Leelyn Smith
2997
Leelyn Smith
Illinois
US$ 664 mi +US$ 54,4 mi +9% 6,24% 86% 146 9,59% 3,4
Thrive Wealth Management
2998
Thrive Wealth Management
Pennsylvania
US$ 663 mi +US$ 43,6 mi +7% 7,72% 84,1% 254 15,35% 2,3
Delta Air Lines
2999
Delta Air Lines
Georgia
US$ 663 mi +US$ 265 mi +66% 66,9% 40,7% 2 0% 3,3
Triasima Portfolio Management
3000
Triasima Portfolio Management
Quebec, Canada
US$ 663 mi +US$ 115 mi +21% 17,1% 224% 180 46,11% 1