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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)
Summit Wealth & Retirement Planning
4326
Summit Wealth & Retirement Planning
California
US$ 280 mi +US$ 43,8 mi +19% 8,06% 67,6% 68 27,94% 2,4
Jackson Creek Investment Advisors
4327
Jackson Creek Investment Advisors
Colorado
US$ 280 mi +US$ 20 mi +8% 12,6% 245% 385 47,53% 0,9
BBJS Financial Advisors
4328
BBJS Financial Advisors
Washington
US$ 280 mi -US$ 7,46 mi -3% 0,99% – 143 15,38% 1
HighVista Strategies
4329
HighVista Strategies
Massachusetts
US$ 280 mi +US$ 4,87 mi +2% 15,2% 622% 166 45,18% 0,7
HGC Investment Management
4330
HGC Investment Management
Ontario, Canada
US$ 280 mi -US$ 64,3 mi -19% 2,14% 33,2% 118 36,44% 0,8
MorganRosel Wealth Management
4331
MorganRosel Wealth Management
Colorado
US$ 280 mi +US$ 21,7 mi +8% 8,05% 67,5% 112 19,64% 2
Shoker Investment Counsel
4332
Shoker Investment Counsel
Ohio
US$ 280 mi +US$ 21,5 mi +8% 9,2% 88,9% 101 9,9% 5,3
WT Wealth Management
4333
WT Wealth Management
Arizona
US$ 280 mi +US$ 27 mi +11% 6,35% 72% 115 7,83% 2
Hilltop Partners
4334
Hilltop Partners
Indiana
US$ 280 mi +US$ 25,8 mi +10% 6,85% 64,9% 105 13,33% 0,9
Hendley & Co
4335
Hendley & Co
Ohio
US$ 280 mi +US$ 22,8 mi +9% 7,17% 64,9% 56 7,14% 5,8
Coyle Financial Counsel
4336
Coyle Financial Counsel
Illinois
US$ 280 mi +US$ 19,4 mi +7% 6,93% 67,3% 80 21,25% 2,9
WHAM
4337
Windmill Hill Asset Management
United Kingdom
US$ 279 mi +US$ 108 mi +63% 12,1% 98,1% 41 41,46% 1,2
RG
4338
Retirement Group
California
US$ 279 mi +US$ 31,5 mi +13% 9,73% 33,7% 884 10,29% 2,2
Annis Gardner Whiting Capital Advisors
4339
Annis Gardner Whiting Capital Advisors
Florida
US$ 279 mi +US$ 53 mi +23% 10,2% 102% 970 30,93% 0,3
Park Place Capital
4340
Park Place Capital
Alabama
US$ 279 mi +US$ 28,1 mi +11% 7,83% 67,9% 928 11,1% 1,1
Boyd Watterson Asset Management
4341
Boyd Watterson Asset Management
Ohio
US$ 279 mi +US$ 25,9 mi +10% 12,3% 116% 449 7,8% 2,7
Argonautica Private Wealth Management
4342
Argonautica Private Wealth Management
Massachusetts
US$ 279 mi +US$ 34,8 mi +14% 10% 167% 209 19,14% 0,9
ForthRight Wealth Management
4343
ForthRight Wealth Management
Georgia
US$ 279 mi +US$ 20,5 mi +8% 6,69% 50,4% 66 10,61% 2
BCGM Wealth Management
4344
BCGM Wealth Management
Indiana
US$ 279 mi +US$ 33 mi +13% 6,56% 58,3% 147 10,2% 1,8
Gateway Wealth Partners
4345
Gateway Wealth Partners
Wisconsin
US$ 279 mi +US$ 30,3 mi +12% 7,38% 58,9% 257 21,4% 0,8
Bay Harbor Wealth Management
4346
Bay Harbor Wealth Management
Maryland
US$ 278 mi +US$ 16,8 mi +6% 5,31% 52,9% 185 16,76% 2,3
Arcataur Capital Management
4347
Arcataur Capital Management
Wisconsin
US$ 278 mi +US$ 15,5 mi +6% 7,18% 65,4% 98 1,02% 0,7
Family Legacy Inc
4348
Family Legacy Inc
South Carolina
US$ 278 mi +US$ 16,2 mi +6% 9,51% 89% 119 1,68% 4,7
Bard Associates
4349
Bard Associates
Illinois
US$ 278 mi +US$ 14,8 mi +6% 11% 241% 184 10,33% 5,3
Westmount Partners
4350
Westmount Partners
California
US$ 278 mi +US$ 33,1 mi +14% 10,8% 101% 219 10,5% 1