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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)
Greystone Financial Group
3326
Greystone Financial Group
Michigan
US$ 396 mi -US$ 21,6 mi -5% 2% 79,3% 96 28,13% 0,8
Bedell Frazier Investment Counselling
3327
Bedell Frazier Investment Counselling
California
US$ 396 mi -US$ 14,8 mi -4% 1,21% 72,5% 104 21,15% 2,4
BSW Wealth Partners
3328
BSW Wealth Partners
Colorado
US$ 396 mi -US$ 2,7 mi -0,7% 4,89% 75,4% 309 21,04% 2,2
Oliver Luxxe Assets
3329
Oliver Luxxe Assets
New Jersey
US$ 395 mi +US$ 211 mil +0,1% 0,23% 137% 226 29,65% 1,9
SFE Investment Counsel
3330
SFE Investment Counsel
California
US$ 395 mi +US$ 5,79 mi +1% 1,44% 114% 126 8,73% 4,4
Journey Advisory Group
3331
Journey Advisory Group
Kentucky
US$ 395 mi +US$ 32,9 mi +9% 3,58% 74,9% 229 14,41% 1
Martin Investment Management
3332
Martin Investment Management
Florida
US$ 395 mi -US$ 8,9 mi -2% 3,64% 44% 53 9,43% 4
59 North Capital Management
3333
59 North Capital Management
Texas
US$ 395 mi +US$ 56 mi +17% 5,46% 81,4% 14 35,71% 0,8
EverSource Wealth Advisors
3334
EverSource Wealth Advisors
Alabama
US$ 394 mi +US$ 37,1 mi +10% 2,89% 98,1% 1.929 18,51% 0,2
Semper Augustus Investments Group
3335
Semper Augustus Investments Group
Colorado
US$ 393 mi +US$ 72,9 mi +23% 15,3% 95,4% 34 8,82% 5,3
Growth Interface Management
3336
Growth Interface Management
Florida
US$ 393 mi -US$ 560 mi -59% 21,4% 12% 10 10% 1,6
White Lighthouse Investment Management
3337
White Lighthouse Investment Management
Massachusetts
US$ 393 mi -US$ 8,14 mi -2% 4,92% 62,1% 118 5,93% 3,3
Schneider Downs Wealth Management Advisors
3338
Schneider Downs Wealth Management Advisors
Pennsylvania
US$ 392 mi -US$ 26,2 mi -6% 6,33% 61,5% 163 14,72% 2,2
Single Point Partners
3339
Single Point Partners
Massachusetts
US$ 392 mi +US$ 18,9 mi +5% 5,43% 56,4% 124 33,87% 0,4
Georgetown University
3340
Georgetown University
District of Columbia
US$ 392 mi +US$ 112 mi +40% 15,7% 79,9% 26 38,46% 0,7
Martin & Co
3341
Martin & Co
Tennessee
US$ 392 mi -US$ 45,4 mi -10% 2,64% 67,8% 111 2,7% 7
Squadra Investments
3342
Squadra Investments
Brazil
US$ 392 mi +US$ 206 mi +110% 1,7% 1,55% 9 44,44% 0,4
Marathon Asset Management (New York)
3343
Marathon Asset Management (New York)
New York
US$ 392 mi +US$ 156 mi +66% 9,16% 490% 30 40% 1
SG
3344
Swarthmore Group
Pennsylvania
US$ 392 mi -US$ 29,1 mi -7% 3,16% 44,2% 66 27,27% 1,3
Institutional Venture Management XIII
3345
Institutional Venture Management XIII
California
US$ 392 mi +US$ 22,6 mi +6% 15,4% – 5 20% 0,2
Brian C. Broderick
3346
Brian C. Broderick
US$ 391 mi -US$ 24,4 mi -6% 5,16% 98,6% 78 8,97% 5,9
Ullmann Wealth Partners Group
3347
Ullmann Wealth Partners Group
Florida
US$ 391 mi +US$ 16,9 mi +5% 5,1% 68% 92 15,22% 2,8
Occidental Asset Management
3348
Occidental Asset Management
California
US$ 391 mi -US$ 29,9 mi -7% 4,37% 97,4% 222 20,72% 3,2
Bond Capital Management
3349
Bond Capital Management
California
US$ 391 mi – – 24,3% 47,5% 5 – 0
PGCM
3350
Prescott Group Capital Management
Oklahoma
US$ 391 mi -US$ 49,9 mi -11% 2,89% 135% 220 51,82% 2