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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)
Heritage Investment Group
3151
Heritage Investment Group
Florida
US$ 536 mi +US$ 10,1 mi +2% 0,77% 54,5% 114 17,54% 2
Fermata Advisors
3152
Fermata Advisors
California
US$ 536 mi +US$ 43 mi +9% 0,71% 58,3% 290 23,1% 1,2
Bourgeon Capital Management
3153
Bourgeon Capital Management
Connecticut
US$ 536 mi +US$ 15,7 mi +3% 2,76% 121% 130 28,46% 3,8
Clark Asset Management
3154
Clark Asset Management
New Hampshire
US$ 535 mi +US$ 69,7 mi +15% 1,36% 51,8% 147 23,13% 1
Bell Investment Advisors
3155
Bell Investment Advisors
California
US$ 535 mi -US$ 10 mi -2% 2,61% 45% 1.975 8,61% 2,6
KFG Wealth Management
3156
KFG Wealth Management
Indiana
US$ 535 mi +US$ 75 mi +16% 0,12% 55,9% 190 8,95% 1,3
Citizens Business Bank
3157
Citizens Business Bank
California
US$ 535 mi +US$ 39,4 mi +8% 5,22% 120% 113 11,5% 6
MA Private Wealth
3158
MA Private Wealth
California
US$ 535 mi -US$ 64,9 mil -0% 1,09% 63,4% 74 6,76% 2,6
Princeton Global Asset Management
3159
Princeton Global Asset Management
New Jersey
US$ 535 mi +US$ 20,6 mi +4% 3,61% 110% 697 10,47% 3,2
GWI
3160
Grace & White Inc
New York
US$ 535 mi -US$ 19,1 mi -3% 1,12% 59,6% 141 9,22% 6,6
CacheTech Inc
3161
CacheTech Inc
Utah
US$ 533 mi +US$ 67,3 mi +14% 1,48% – 133 23,31% 0,4
Capricorn Investment Group
3162
Capricorn Investment Group
California
US$ 533 mi +US$ 126 mi +31% 48,5% 95,9% 8 12,5% 2,8
Catalyst Financial Partners
3163
Catalyst Financial Partners
Massachusetts
US$ 532 mi +US$ 20,7 mi +4% 0,76% 110% 283 7,07% 1,4
Tree Line Advisors
3164
Tree Line Advisors
Hong Kong
US$ 532 mi +US$ 101 mi +24% 14,7% 610% 9 22,22% 1,1
Intelligence Driven Advisers
3165
Intelligence Driven Advisers
California
US$ 532 mi -US$ 168 mi -24% 0,27% 65,6% 122 22,13% 2
Schneider Downs Wealth Management Advisors
3166
Schneider Downs Wealth Management Advisors
Pennsylvania
US$ 532 mi +US$ 43,1 mi +9% 0,55% 61,5% 146 7,53% 3,6
Affinity Capital Advisors
3167
Affinity Capital Advisors
California
US$ 532 mi +US$ 15,3 mi +3% 0,25% 72,7% 157 8,28% 3,2
Hohimer Wealth Management
3168
Hohimer Wealth Management
Washington
US$ 531 mi +US$ 66,4 mi +14% 3% 111% 264 22,73% 1,9
Advocate Group
3169
Advocate Group
Minnesota
US$ 531 mi -US$ 20,5 mi -4% 3,63% 56,3% 120 5,83% 2,2
Lawson Kroeker Investment Management
3170
Lawson Kroeker Investment Management
Nebraska
US$ 531 mi -US$ 17,8 mi -3% 0,25% 69,7% 91 3,3% 4,2
Morton Capital Management
3171
Morton Capital Management
California
US$ 531 mi +US$ 22,6 mi +4% 1,11% 75,4% 117 8,55% 2
Hutchinson Capital Management
3172
Hutchinson Capital Management
California
US$ 530 mi +US$ 2,08 mi +0,4% 0,71% 60,9% 94 6,38% 4,7
EWA
3173
ERTS Wealth Advisors
Michigan
US$ 530 mi -US$ 4,2 mi -0,8% 2,58% 39,3% 90 8,89% 4
HeadInvest LLC
3174
HeadInvest LLC
Maine
US$ 530 mi -US$ 10,5 mi -2% 0,86% 59,1% 250 11,6% 5,9
Asio Capital
3175
Asio Capital
Kentucky
US$ 529 mi +US$ 2,6 mi +0,5% 1,93% 98% 111 10,81% 2,7