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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)
MPS Loria Financial Planners
4201
MPS Loria Financial Planners
Illinois
US$ 225 mi -US$ 32,6 mi -13% 5,73% 80% 72 6,94% 4,1
Jackson Creek Investment Advisors
4202
Jackson Creek Investment Advisors
Colorado
US$ 225 mi +US$ 11,4 mi +5% 13,6% 245% 397 52,64% 0,7
Capital Planning
4203
Capital Planning
Washington
US$ 225 mi +US$ 48,5 mi +27% 8,06% 81,2% 79 24,05% 1,3
Hendley & Co
4204
Hendley & Co
Ohio
US$ 225 mi +US$ 8,07 mi +4% 11,3% 64,9% 57 7,02% 5,5
Princeton Capital Management
4205
Princeton Capital Management
New Jersey
US$ 225 mi -US$ 3,45 mi -2% 6,03% 206% 99 14,14% 4,5
Financial Management Network
4206
Financial Management Network
California
US$ 225 mi +US$ 22,3 mi +11% 8,92% 62,5% 144 17,36% 1,4
H2CM
4207
H/2 Credit Manager
Connecticut
US$ 225 mi +US$ 35 mi +18% 13,9% 97,4% 13 7,69% 1,4
Baldrige Asset Management
4208
Baldrige Asset Management
Pennsylvania
US$ 225 mi +US$ 14,6 mi +7% 7,27% 43,5% 331 9,67% 1,8
TMD Wealth Management
4209
TMD Wealth Management
Arizona
US$ 225 mi +US$ 2,34 mi +1% 6,05% 2,41% 54 44,44% 1,1
TFA
4210
Triad Financial Advisors
North Carolina
US$ 224 mi +US$ 40,4 mi +22% 7,12% – 116 18,1% 0,8
Cornell Pochily Investment Advisors
4211
Cornell Pochily Investment Advisors
New York
US$ 224 mi -US$ 4,57 mi -2% 9,54% 97% 173 6,94% 3,5
Castle Rock Wealth Management
4212
Castle Rock Wealth Management
California
US$ 224 mi +US$ 25,3 mi +13% 7,69% 115% 235 22,55% 1,7
WA
4213
WP Advisors
California
US$ 224 mi +US$ 2,83 mi +1% 7,24% 113% 111 14,41% 2,9
PH
4214
Pinnacle Holdings
Oklahoma
US$ 224 mi +US$ 10,1 mi +5% 10,5% 79,6% 231 14,72% 4,4
Mokosak Advisory Group
4215
Mokosak Advisory Group
Iowa
US$ 224 mi +US$ 20,5 mi +10% 7,69% 59,2% 26 15,38% 3,1
Elizabeth Park Capital Advisors
4216
Elizabeth Park Capital Advisors
Ohio
US$ 224 mi +US$ 5,1 mi +2% 7,23% 119% 62 22,58% 1,6
272 Capital
4217
272 Capital
Texas
US$ 223 mi +US$ 37,3 mi +20% 7,44% 222% 88 52,27% 0,4
Clear Sky Carbon Solutions Investment Management
4218
Clear Sky Carbon Solutions Investment Management
Texas
US$ 223 mi +US$ 55,4 mi +33% 4,72% – 72 37,5% 0,5
Shoker Investment Counsel
4219
Shoker Investment Counsel
Ohio
US$ 223 mi +US$ 32,4 mi +17% 13,2% 88,9% 91 9,89% 5,1
Bessemer Securities
4220
Bessemer Securities
New York
US$ 223 mi -US$ 54,9 mi -20% 10,6% 45% 138 15,22% 2,3
RFG
4221
RFP Financial Group
Georgia
US$ 223 mi – – 7,52% 63,4% 915 – 0
Bay Harbor Wealth Management
4222
Bay Harbor Wealth Management
Maryland
US$ 223 mi +US$ 10,9 mi +5% 5,72% 52,9% 213 16,9% 2
MP
4223
Mediatel Partners
Texas
US$ 223 mi +US$ 35,3 mi +19% 18,9% 11,6% 3 0% 6,5
Perseverance Asset Management International
4224
Perseverance Asset Management International
Cayman Islands
US$ 223 mi +US$ 56,8 mi +34% 13,9% 101% 18 22,22% 1
IBOK
4225
Independence Bank of Kentucky
Kentucky
US$ 223 mi +US$ 19,9 mi +10% 9,83% 94,3% 459 13,73% 3,3