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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)
Lifelong Wealth Advisors
4301
Lifelong Wealth Advisors
Minnesota
US$ 376 mi -US$ 1,02 mi -0,3% 2,44% – 95 11,58% 1
McMill Wealth Management
4302
McMill Wealth Management
Nebraska
US$ 376 mi +US$ 20,5 mi +6% 0,5% – 88 67,05% 0,6
St. Clair Advisors
4303
St. Clair Advisors
Ohio
US$ 376 mi -US$ 11,7 mi -3% 3,27% 77,5% 84 5,95% 3,5
Access Investment Management
4304
Access Investment Management
Georgia
US$ 376 mi +US$ 3,44 mi +0,9% 1,76% – 183 22,95% 1,3
JRM Investment Counsel
4305
JRM Investment Counsel
Nebraska
US$ 375 mi +US$ 29,7 mi +9% 3,28% 65,5% 22 9,09% 6
DA
4306
DCF Advisers
Connecticut
US$ 375 mi +US$ 2,31 mi +0,6% 1,78% 379% 108 32,41% 2,4
CIM
4307
CIM Investment Management
Pennsylvania
US$ 375 mi -US$ 7,14 mi -2% 0,51% 123% 265 12,08% 4,9
Prism Advisors
4308
Prism Advisors
California
US$ 375 mi -US$ 561 mil -0,1% 0,4% 54,6% 83 18,07% 3,1
Keystone Financial Planning
4309
Keystone Financial Planning
Ohio
US$ 374 mi +US$ 29,6 mi +9% 8,62% 46% 45 13,33% 7,2
Straight Path Wealth Management
4310
Straight Path Wealth Management
Michigan
US$ 374 mi +US$ 3,47 mi +0,9% 1,87% 70,4% 137 11,68% 1,8
BankPlus Trust Department
4311
BankPlus Trust Department
Mississippi
US$ 374 mi -US$ 7,95 mi -2% 0,34% – 487 10,06% 1,1
RIT Capital Partners
4312
RIT Capital Partners
United Kingdom
US$ 374 mi -US$ 73,2 mi -16% 3,47% 73,5% 14 28,57% 0,5
Able Wealth Management
4313
Able Wealth Management
New Jersey
US$ 374 mi +US$ 57,9 mi +18% 1,72% 58,1% 147 29,25% 1,1
Helix Partners Management
4314
Helix Partners Management
New York
US$ 374 mi +US$ 76,3 mi +26% 1,58% – 16 43,75% 0,6
Compass Advisory Group
4315
Compass Advisory Group
New York
US$ 374 mi +US$ 3,6 mi +1% 1,05% 49,2% 88 6,82% 3,3
Once Capital Management
4316
Once Capital Management
New York
US$ 374 mi -US$ 114 mi -23% 4,09% 627% 27 33,33% 2,4
West Branch Capital
4317
West Branch Capital
Massachusetts
US$ 373 mi -US$ 14,6 mi -4% 3,02% 156% 437 18,54% 3,8
Landmark Wealth Management (New York)
4318
Landmark Wealth Management (New York)
New York
US$ 373 mi +US$ 112 mi +43% 0,36% 42,7% 149 41,61% 1,4
Bull Harbor Capital
4319
Bull Harbor Capital
Maryland
US$ 373 mi – – 2,92% – 458 – 0
Highland Peak Capital
4320
Highland Peak Capital
Connecticut
US$ 373 mi +US$ 69,4 mi +23% 20,4% 260% 21 52,38% 0,5
JC
4321
Joho Capital
New York
US$ 373 mi -US$ 95,5 mi -20% 10,4% 80,2% 13 53,85% 1,7
Freedom Day Solutions
4322
Freedom Day Solutions
Texas
US$ 373 mi +US$ 4,68 mi +1% 3,69% 86,6% 104 18,27% 3,9
Mindset Wealth Management
4323
Mindset Wealth Management
Indiana
US$ 372 mi -US$ 8,98 mi -2% 2,03% – 198 18,69% 1,1
Doma Perpetual Capital Management
4324
Doma Perpetual Capital Management
Florida
US$ 372 mi +US$ 16,8 mi +5% 0,54% – 14 35,71% 1,3
Gavilan Investment Partners
4325
Gavilan Investment Partners
California
US$ 372 mi -US$ 44,1 mi -11% 14,9% 109% 14 7,14% 2,6