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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)
Oakhurst Advisors
4101
Oakhurst Advisors
California
US$ 272 mi -US$ 53,8 mi -16% 3,17% – 6 16,67% 0,8
MONECO Advisors
4102
MONECO Advisors
Connecticut
US$ 272 mi +US$ 6,08 mi +2% 3,09% 77,7% 261 9,96% 1,8
Richard P. Slaughter Associates
4103
Richard P. Slaughter Associates
Texas
US$ 272 mi -US$ 10,7 mi -4% 3,76% 55,7% 146 26,03% 1,4
Measured Wealth Private Client Group
4104
Measured Wealth Private Client Group
New Hampshire
US$ 272 mi -US$ 10,9 mi -4% 2,51% 89,4% 192 28,65% 1,8
Trustees of the Smith College
4105
Trustees of the Smith College
Massachusetts
US$ 272 mi – – 4,85% – 8 – 0
Gries Financial
4106
Gries Financial
Ohio
US$ 272 mi +US$ 27,1 mi +11% 0,72% 71,3% 168 18,45% 0,8
Hill Island Financial
4107
Hill Island Financial
Michigan
US$ 272 mi -US$ 8,49 mi -3% 5,78% 78,3% 59 11,86% 0,2
Stewardship Advisors
4108
Stewardship Advisors
Pennsylvania
US$ 271 mi -US$ 7,07 mi -3% 6,02% 46,1% 56 23,21% 1,4
HF
4109
Halpern Financial
Virginia
US$ 271 mi +US$ 37,5 mi +16% 4,24% 26,3% 279 31,18% 1,3
Searle & Co
4110
Searle & Co
Connecticut
US$ 271 mi -US$ 3,81 mi -1% 0,93% 108% 164 8,54% 3,8
EVR Research
4111
EVR Research
Virginia
US$ 271 mi +US$ 57 mi +27% 6,43% 165% 35 51,43% 0,4
ML&R Wealth Management
4112
ML&R Wealth Management
Texas
US$ 271 mi +US$ 1,71 mi +0,6% 3,93% – 58 20,69% 0,2
Citizens & Northern Corp
4113
Citizens & Northern Corp
Pennsylvania
US$ 271 mi -US$ 8,32 mi -3% 2,81% 84,6% 105 5,71% 4,9
Stone Run Capital
4114
Stone Run Capital
New York
US$ 271 mi -US$ 39 mi -13% 9,32% 77,8% 65 6,15% 5,7
FAP
4115
Financial Advisory Partners
Florida
US$ 270 mi -US$ 3,48 mi -1% 4,34% 52,9% 73 4,11% 0,2
AlphaMark Advisors
4116
AlphaMark Advisors
Kentucky
US$ 270 mi -US$ 15,7 mi -5% 3,13% 26,4% 675 15,11% 3,3
Hayek Kallen Investment Management
4117
Hayek Kallen Investment Management
Alabama
US$ 270 mi -US$ 10,4 mi -4% 1,99% 71,9% 97 9,28% 4,4
WA
4118
Wealthstar Advisors
Texas
US$ 270 mi -US$ 21,6 mi -7% 5,54% – 105 29,52% 1,8
Sovereign Financial Group
4119
Sovereign Financial Group
Connecticut
US$ 270 mi +US$ 20,9 mi +8% 3,44% 90,7% 231 16,45% 0,9
Stordahl Capital Management
4120
Stordahl Capital Management
Colorado
US$ 270 mi +US$ 968 mil +0,4% 4,61% 54% 56 14,29% 2,9
Taylor Frigon Capital Management
4121
Taylor Frigon Capital Management
Arizona
US$ 269 mi -US$ 49,7 mi -16% 11,6% 152% 95 14,74% 3,1
Forefront Analytics
4122
Forefront Analytics
Pennsylvania
US$ 269 mi -US$ 29,5 mi -10% 3,33% 50,9% 73 16,44% 2,6
Mill Road Capital Management
4123
Mill Road Capital Management
Connecticut
US$ 269 mi -US$ 31,7 mi -11% 6,79% 85,1% 29 13,79% 1,9
Cincinnati Specialty Underwriters Insurance
4124
Cincinnati Specialty Underwriters Insurance
Ohio
US$ 269 mi -US$ 17,9 mi -6% 4,83% 137% 38 0% 5,9
UBP Investment Advisors
4125
UBP Investment Advisors
Switzerland
US$ 269 mi -US$ 5,78 mi -2% 1,84% 11,2% 105 10,48% 1,8