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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)
Wall Capital Group
3526
Wall Capital Group
Arizona
US$ 233 mi +US$ 8,27 mi +4% 8,72% – 20 25% 2,9
Meridian Wealth Advisors
3527
Meridian Wealth Advisors
Texas
US$ 233 mi +US$ 16,3 mi +8% 8,33% 79,9% 177 15,25% 1,2
SGH
3528
Sivik Global Healthcare
Connecticut
US$ 232 mi -US$ 69,4 mi -23% 13,3% 83,8% 63 58,73% 1,1
LFG
3529
LifePlan Financial Group
Ohio
US$ 232 mi +US$ 12,9 mi +6% 5,57% 20,2% 612 6,37% 2,7
Concentric Wealth Management
3530
Concentric Wealth Management
California
US$ 232 mi +US$ 19,2 mi +9% 8,56% 33,4% 120 5% 2,6
WA
3531
WealthTrust Axiom
Pennsylvania
US$ 232 mi +US$ 4,96 mi +2% 6,12% 125% 219 10,96% 4,6
Smart Money Group
3532
Smart Money Group
Texas
US$ 232 mi +US$ 63 mi +37% 5,67% 58,9% 96 22,92% 1,1
JT Stratford LLC
3533
JT Stratford LLC
Georgia
US$ 232 mi +US$ 37,7 mi +19% 7,97% 103% 177 28,81% 1,6
Glade Brook Capital Partners
3534
Glade Brook Capital Partners
Connecticut
US$ 232 mi +US$ 31,5 mi +16% 16,3% – 2 0% 1,4
VisionPoint Advisory Group
3535
VisionPoint Advisory Group
Texas
US$ 232 mi -US$ 15,2 mi -6% 5,59% 79,3% 132 24,24% 0,8
Peak Financial Management
3536
Peak Financial Management
Massachusetts
US$ 232 mi +US$ 18,7 mi +9% 6,49% 58,2% 61 13,11% 2,6
Diversified Portfolios Inc
3537
Diversified Portfolios Inc
Michigan
US$ 231 mi +US$ 22,2 mi +11% 6,14% 40,2% 75 22,67% 2,9
Global Wealth Management Investment Advisory
3538
Global Wealth Management Investment Advisory
Florida
US$ 231 mi -US$ 3,02 mi -1% 7,56% 75,1% 681 34,8% 1,4
APSP
3539
Asset Planning Services (Pennsylvania)
Pennsylvania
US$ 231 mi -US$ 567 mil -0,2% 6,6% 62,1% 84 9,52% 4
Oakcliff Capital Partners
3540
Oakcliff Capital Partners
New York
US$ 231 mi +US$ 42,8 mi +23% 24,9% 133% 11 9,09% 2,3
Rice Partnership
3541
Rice Partnership
Hawaii
US$ 230 mi +US$ 35,5 mi +18% 14,1% 135% 100 23% 1,7
NKCFO LLC
3542
NKCFO LLC
Illinois
US$ 230 mi +US$ 82,4 mi +56% 3,75% 237% 129 62,02% 0,4
Crossvault Capital Management
3543
Crossvault Capital Management
Texas
US$ 230 mi +US$ 14,6 mi +7% 10,8% 56,4% 73 6,85% 3,7
Holloway Wealth Management
3544
Holloway Wealth Management
Florida
US$ 230 mi +US$ 14,4 mi +7% 5,29% 50,7% 244 0% 1,7
BT Wealth Management
3545
BT Wealth Management
Georgia
US$ 230 mi +US$ 32,8 mi +17% 9,08% 34,8% 64 21,88% 1,1
Frisch Financial Group
3546
Frisch Financial Group
New York
US$ 230 mi +US$ 18,1 mi +9% 6,83% 66,6% 108 12,96% 1,3
Day & Ennis
3547
Day & Ennis
Georgia
US$ 230 mi +US$ 27,3 mi +13% 5,94% 15,2% 103 12,62% 2,5
Ninepoint Partners
3548
Ninepoint Partners
Ontario, Canada
US$ 230 mi -US$ 19,7 mi -8% 9,5% 82,6% 76 43,42% 0,8
Harrell Investment Partners
3549
Harrell Investment Partners
Texas
US$ 229 mi +US$ 33 mi +17% 8,84% 121% 87 19,54% 0,6
Wilsey Asset Management
3550
Wilsey Asset Management
California
US$ 229 mi -US$ 12 mi -5% 9,38% 66,9% 24 29,17% 2,8