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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)
Avalon Capital Management
4351
Avalon Capital Management
California
US$ 310 mi -US$ 20,3 mi -6% 6,43% 163% 153 29,41% 1,5
Argonautica Private Wealth Management
4352
Argonautica Private Wealth Management
Massachusetts
US$ 310 mi +US$ 8,12 mi +3% 3,4% 167% 198 4,55% 1,5
Northcape Wealth Management
4353
Northcape Wealth Management
New York
US$ 310 mi +US$ 4,31 mi +1% 0,94% 74% 146 14,38% 1,9
Measured Wealth Private Client Group
4354
Measured Wealth Private Client Group
New Hampshire
US$ 309 mi +US$ 10,5 mi +4% 0% 84,3% 199 23,62% 2,6
Prasad Wealth Partners
4355
Prasad Wealth Partners
Ohio
US$ 309 mi – – 3,39% – 113 – 0
Claar Advisors
4356
Claar Advisors
New York
US$ 309 mi +US$ 11,9 mi +4% 2,81% 65,5% 22 18,18% 4,1
Winmill & Co
4357
Winmill & Co
New Hampshire
US$ 309 mi +US$ 11,8 mi +4% 0,76% 146% 57 8,77% 3
CWS Financial Advisors
4358
CWS Financial Advisors
Michigan
US$ 309 mi +US$ 26,6 mi +9% 0,19% 55,7% 133 14,29% 3,2
Integral Investment Advisors
4359
Integral Investment Advisors
California
US$ 309 mi +US$ 10,2 mi +3% 1,87% 69% 161 8,7% 1,6
Allegiance Financial Group Advisory Services
4360
Allegiance Financial Group Advisory Services
Virginia
US$ 309 mi +US$ 21,4 mi +7% 1,84% 71,1% 119 38,66% 1,1
First International Bank & Trust
4361
First International Bank & Trust
North Dakota
US$ 309 mi -US$ 3,28 mi -1% 0,67% 38,6% 75 8% 2,3
Long Path Partners
4362
Long Path Partners
Connecticut
US$ 309 mi +US$ 313 mil +0,1% 9,57% 9,18% 12 25% 1,7
Court Place Advisors
4363
Court Place Advisors
Maryland
US$ 308 mi -US$ 34,6 mi -10% 1,25% 92% 168 13,69% 7,5
AFS
4364
Aft Forsyth & Sober
Florida
US$ 308 mi +US$ 4,29 mi +1% 3,64% 94,6% 81 7,41% 4
Bay Harbor Wealth Management
4365
Bay Harbor Wealth Management
Maryland
US$ 308 mi +US$ 1,95 mi +0,6% 1,66% 52,9% 194 22,16% 2,4
O'Brien Greene & Co
4366
O'Brien Greene & Co
Pennsylvania
US$ 308 mi -US$ 13,1 mi -4% 0,39% 90,9% 143 11,19% 3,9
FP
4367
Fiduciary Planning
Florida
US$ 308 mi +US$ 13,3 mi +5% 1,42% 71,4% 76 21,05% 1,6
Wright Investors Service
4368
Wright Investors Service
Connecticut
US$ 308 mi -US$ 74,1 mi -19% 4,28% 161% 146 15,07% 4,5
USAdvisors Wealth Management
4369
USAdvisors Wealth Management
Minnesota
US$ 308 mi +US$ 21,9 mi +8% 0,31% 59,6% 145 15,17% 2,5
AMI Investment Management
4370
AMI Investment Management
Indiana
US$ 308 mi +US$ 12,3 mi +4% 0,63% 52% 72 11,11% 5,7
Total Clarity Wealth Management
4371
Total Clarity Wealth Management
Illinois
US$ 308 mi -US$ 3,13 mi -1% 1,01% 73,2% 299 23,75% 1,6
NIA Impact Advisors
4372
NIA Impact Advisors
California
US$ 308 mi +US$ 6,34 mi +2% 3,37% – 120 15,83% 1,5
Pinnacle Bancorp
4373
Pinnacle Bancorp
Nebraska
US$ 307 mi -US$ 66,6 mi -18% 0,38% 72,9% 910 7,47% 4,3
Beacon Financial Advisory
4374
Beacon Financial Advisory
Ohio
US$ 307 mi +US$ 13,4 mi +5% 0,94% 76,8% 313 9,27% 2,3
Strategic Family Wealth Counselors
4375
Strategic Family Wealth Counselors
New Jersey
US$ 307 mi +US$ 21,3 mi +7% 2,95% 83,8% 149 18,79% 3