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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)
Summit Wealth Partners
3351
Summit Wealth Partners
Florida
US$ 554 mi +US$ 29,7 mi +6% 4,5% 44,9% 220 6,82% 3,5
Bourgeon Capital Management
3352
Bourgeon Capital Management
Connecticut
US$ 554 mi +US$ 47,3 mi +9% 9,45% 121% 119 18,49% 3,9
Kirr Marbach & Co
3353
Kirr Marbach & Co
Indiana
US$ 554 mi +US$ 48,1 mi +10% 9,36% 121% 59 10,17% 4,1
Arvin Capital Management
3354
Arvin Capital Management
Texas
US$ 554 mi +US$ 65,4 mi +13% 7,48% – 54 59,26% 0,4
Ellis Investment Partners
3355
Ellis Investment Partners
Pennsylvania
US$ 554 mi +US$ 39,1 mi +8% 8,23% 70,8% 248 8,47% 4,7
Legacy Financial Strategies
3356
Legacy Financial Strategies
Kansas
US$ 554 mi +US$ 44,1 mi +9% 6,97% 76,7% 140 12,86% 2,9
Truvestments Capital
3357
Truvestments Capital
Florida
US$ 553 mi +US$ 53,4 mi +11% 11,3% 131% 1.133 19,59% 1,4
SP
3358
Saranac Partners
US$ 552 mi +US$ 364 mi +193% 3,11% 69% 326 53,99% 0,2
Essex LLC
3359
Essex LLC
Illinois
US$ 552 mi +US$ 43,7 mi +9% 10,7% 91,4% 187 12,83% 2,7
Trigran Investments
3360
Trigran Investments
Illinois
US$ 552 mi -US$ 24,3 mi -4% 15,1% 30,2% 17 5,88% 4,3
Hiddenite Capital Partners
3361
Hiddenite Capital Partners
New York
US$ 551 mi +US$ 169 mi +44% 19,7% 466% 45 73,33% 0,4
CoreCommodity Management
3362
CoreCommodity Management
Connecticut
US$ 551 mi -US$ 56,5 mi -9% 18,6% 65,8% 149 21,48% 3,6
Brady Martz Wealth Solutions
3363
Brady Martz Wealth Solutions
North Dakota
US$ 551 mi +US$ 33,9 mi +7% 6,17% – 152 5,92% 0,7
Aire Advisors
3364
Aire Advisors
California
US$ 551 mi +US$ 34,5 mi +7% 8,82% 77,4% 173 8,09% 2,5
Sensible Financial Planning & Management
3365
Sensible Financial Planning & Management
Massachusetts
US$ 551 mi +US$ 24 mi +5% 2,92% 24,5% 37 16,22% 6,5
Elgethun Capital Management
3366
Elgethun Capital Management
South Dakota
US$ 551 mi +US$ 53,7 mi +11% 5,91% 61,5% 160 8,13% 4,7
Concord Asset Management (Virginia)
3367
Concord Asset Management (Virginia)
Virginia
US$ 551 mi -US$ 114 mi -17% 5,85% 69% 202 40,59% 2,1
Canvas Wealth Advisors
3368
Canvas Wealth Advisors
Kansas
US$ 550 mi +US$ 42,8 mi +8% 12,7% 133% 227 14,54% 1,9
DGS Capital Management
3369
DGS Capital Management
New Jersey
US$ 550 mi +US$ 65,5 mi +14% 8,7% 177% 460 25,43% 1,6
Inspire Trust Company
3370
Inspire Trust Company
Nevada
US$ 549 mi +US$ 64,6 mi +13% 6,67% 64,4% 113 7,96% 1,5
Affiance Financial
3371
Affiance Financial
Minnesota
US$ 549 mi +US$ 56,9 mi +12% 6,82% 57,8% 108 7,41% 5,6
OP
3372
ORG Partners
Indiana
US$ 549 mi +US$ 79,7 mi +17% 9,53% 69,5% 1.723 16,42% 1
Austin Asset Management
3373
Austin Asset Management
Texas
US$ 548 mi +US$ 35 mi +7% 6,76% 93,4% 76 5,26% 2,5
Wedgewood Partners
3374
Wedgewood Partners
Missouri
US$ 548 mi +US$ 32,7 mi +6% 8,13% 78,1% 19 0% 6,2
Quadrant Private Wealth Management
3375
Quadrant Private Wealth Management
Pennsylvania
US$ 548 mi +US$ 65,4 mi +14% 8,68% 100% 267 11,99% 3,5