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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)
Legacy Advisors
4551
Legacy Advisors
Pennsylvania
US$ 176 mi +US$ 24,6 mi +16% 17,2% – 120 16,67% 2,3
Pacific Capital Wealth Advisors
4552
Pacific Capital Wealth Advisors
California
US$ 176 mi +US$ 7,69 mi +5% 9,64% 54,1% 220 71,82% 0,8
Tower View Wealth Management
4553
Tower View Wealth Management
Wisconsin
US$ 176 mi +US$ 22,3 mi +15% 12,3% 135% 181 15,47% 1,7
Tamar Securities
4554
Tamar Securities
California
US$ 176 mi +US$ 15 mi +9% 17,7% 101% 48 18,75% 0,4
Corre Partners Management
4555
Corre Partners Management
New York
US$ 176 mi – – 25% 102% 9 – 0
Vontobel Swiss Wealth Advisors
4556
Vontobel Swiss Wealth Advisors
Switzerland
US$ 176 mi +US$ 32,6 mi +23% 15,4% 70,1% 77 23,38% 1,8
BDWCC
4557
B&D White Capital Company
Texas
US$ 176 mi – – 5,73% 44,2% 85 – 0
Mark Sheptoff Financial Planning
4558
Mark Sheptoff Financial Planning
Connecticut
US$ 176 mi +US$ 13,3 mi +8% 11,5% 92,4% 373 14,48% 3,7
GPI Capital
4559
GPI Capital
New York
US$ 176 mi – – 39,8% 261% 1 – 0
Vishria Bird Financial Group
4560
Vishria Bird Financial Group
Tennessee
US$ 176 mi +US$ 16,5 mi +10% 11% 74,3% 51 15,69% 1,4
PWAP
4561
Private Wealth Advisors (Pennsylvania)
Pennsylvania
US$ 175 mi +US$ 19,2 mi +12% 12,5% 58,5% 128 17,97% 4,2
Milestone Advisory Partners
4562
Milestone Advisory Partners
North Carolina
US$ 175 mi +US$ 14,7 mi +9% 10,5% 19,7% 55 12,73% 1,6
Gradient Capital Advisors
4563
Gradient Capital Advisors
California
US$ 175 mi +US$ 15,2 mi +10% 12,9% 78,5% 105 7,62% 2,2
AIA
4564
Arcadia Investment Advisors
Idaho
US$ 175 mi +US$ 18,7 mi +12% 12,7% 56,4% 131 29,01% 1,4
Crystal Rock Capital Management
4565
Crystal Rock Capital Management
Illinois
US$ 175 mi +US$ 16,7 mi +11% 16,9% 164% 39 25,64% 2,4
Accel Growth Fund V Associates
4566
Accel Growth Fund V Associates
California
US$ 175 mi – – 37% 3,57% 1 – 0
PM
4567
Ponoi Management
California
US$ 175 mi – – 27,8% – 5 – 0
EisnerAmper Wealth Management Corporate Benefits
4568
EisnerAmper Wealth Management Corporate Benefits
New Jersey
US$ 175 mi +US$ 22,5 mi +15% 12,9% 13% 48 10,42% 2,9
CP
4569
CPV Partners
Connecticut
US$ 174 mi +US$ 163 mi +1.443% 16% 105% 3 33,33% 1,2
SST
4570
S Squared Technology
New York
US$ 174 mi +US$ 39,8 mi +30% 50,6% 223% 36 13,89% 2,4
HM
4571
HCEP Management
Hong Kong
US$ 174 mi – – 39,1% 175% 6 – 0
NEPC LLC
4572
NEPC LLC
Massachusetts
US$ 174 mi +US$ 30,8 mi +21% 9,92% 21,3% 28 7,14% 0,9
Norway Savings Bank
4573
Norway Savings Bank
Maine
US$ 174 mi +US$ 26,3 mi +18% 12,6% 117% 473 39,11% 1,8
Hillman Company
4574
Hillman Company
Pennsylvania
US$ 174 mi +US$ 5,84 mi +3% 14,8% 118% 9 22,22% 1,5
OR
4575
Olympiad Research
Connecticut
US$ 174 mi -US$ 21,9 mi -11% 14,1% 187% 407 87,22% 0,3