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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)
PCR
3951
Potrero Capital Research
California
US$ 181 mi +US$ 7,38 mi +4% 9,45% 226% 54 29,63% 1
Spectrum Asset Management (California)
3952
Spectrum Asset Management (California)
California
US$ 181 mi +US$ 25,2 mi +16% 7,05% 68,3% 100 27% 1,9
Affiance Financial
3953
Affiance Financial
Minnesota
US$ 181 mi +US$ 16,6 mi +10% 5,9% 57,8% 147 40,14% 2,3
Blankinship & Foster
3954
Blankinship & Foster
California
US$ 181 mi +US$ 13 mi +8% 6,81% 67,1% 49 8,16% 2
Ballast Inc
3955
Ballast Inc
Kentucky
US$ 181 mi +US$ 18,3 mi +11% 7,17% 71,3% 108 12,04% 1,5
Pacific Wealth Strategies Group
3956
Pacific Wealth Strategies Group
California
US$ 181 mi +US$ 18,6 mi +11% 8,01% 85,3% 84 3,57% 2,5
Torch Wealth Management
3957
Torch Wealth Management
Ohio
US$ 181 mi +US$ 12,1 mi +7% 8,09% 48,8% 113 6,19% 3,7
OneAscent Financial Services
3958
OneAscent Financial Services
Alabama
US$ 181 mi +US$ 158 mi +707% 5,97% 63,8% 189 95,77% 0
Cota Capital Management
3959
Cota Capital Management
California
US$ 181 mi – – 10,7% 46% 13 – 0
Lowe Wealth Advisors
3960
Lowe Wealth Advisors
Maryland
US$ 180 mi +US$ 12,6 mi +8% 6,03% 63,3% 340 16,18% 2,9
Arlington Financial Advisors
3961
Arlington Financial Advisors
California
US$ 180 mi +US$ 4,61 mi +3% 8,02% 67,6% 61 24,59% 1,6
Impactive Capital
3962
Impactive Capital
New York
US$ 180 mi – – 21% 25% 6 – 0
Taiyo Life Insurance Company
3963
Taiyo Life Insurance Company
Japan
US$ 180 mi +US$ 12,8 mi +8% 7,68% 90,5% 5 0% 1,8
Oak Asset Management
3964
Oak Asset Management
California
US$ 180 mi +US$ 13,8 mi +8% 11,2% 91,8% 97 4,12% 1,7
MinichMacGregor Wealth Management
3965
MinichMacGregor Wealth Management
New York
US$ 180 mi +US$ 31,7 mi +21% 4,05% 130% 56 12,5% 1,1
REDW Wealth
3966
REDW Wealth
New Mexico
US$ 180 mi +US$ 9,42 mi +6% 4,53% 59,1% 88 11,36% 2,3
TAP Consulting
3967
TAP Consulting
Missouri
US$ 179 mi +US$ 10 mi +6% 5,42% 3,08% 113 8,85% 0,6
ITIM
3968
Indiana Trust & Investment Management
Indiana
US$ 179 mi +US$ 724 mil +0,4% 4,65% 114% 119 5,04% 4,9
Lexington Partners
3969
Lexington Partners
New York
US$ 179 mi – – 13,3% 24,5% 4 – 1
ETI
3970
Enterprise Trust & Investment
California
US$ 179 mi +US$ 16,1 mi +10% 11,5% 58,6% 206 11,17% 0,5
CoreCommodity Management
3971
CoreCommodity Management
Connecticut
US$ 179 mi +US$ 19,9 mi +12% 12,1% 65,8% 185 16,76% 3
Bernicke Wealth Management
3972
Bernicke Wealth Management
Wisconsin
US$ 179 mi +US$ 6,28 mi +4% 3,29% – 47 4,26% 3
Tillar-Wenstrup Advisors
3973
Tillar-Wenstrup Advisors
Ohio
US$ 179 mi +US$ 6,48 mi +4% 5,17% 27,4% 53 22,64% 1,9
Provenire Capital
3974
Provenire Capital
Minnesota
US$ 179 mi – – 9,06% – 31 – 0
Steel Grove Capital Advisors
3975
Steel Grove Capital Advisors
Tennessee
US$ 179 mi +US$ 10 mi +6% 7,03% 106% 126 10,32% 3