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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)
CWAG
4726
Compton Wealth Advisory Group
Virginia
US$ 175 mi +US$ 14,3 mi +9% 5,33% 76,1% 75 8% 1,6
Beacon Financial Advisory
4727
Beacon Financial Advisory
Ohio
US$ 175 mi +US$ 20,9 mi +14% 5,33% 76,8% 237 21,94% 0,8
EPIQ Partners
4728
EPIQ Partners
Minnesota
US$ 175 mi +US$ 30,9 mi +21% 5,02% 49,6% 87 13,79% 0,9
Client 1st Advisory Group
4729
Client 1st Advisory Group
Florida
US$ 175 mi +US$ 20,6 mi +13% 2,55% 64,5% 70 20% 0,8
HR
4730
Hayden Royal
North Carolina
US$ 175 mi -US$ 9,29 mi -5% 8,46% 100% 594 86,03% 0,5
LP
4731
LGL Partners
Pennsylvania
US$ 175 mi +US$ 1,55 mi +0,9% 7,18% 68,9% 98 16,33% 2,4
BC Gestao de Recursos
4732
BC Gestao de Recursos
Brazil
US$ 174 mi -US$ 107 mi -38% 12,5% – 5 40% 0,2
Vest Financial
4733
Vest Financial
Virginia
US$ 174 mi +US$ 25,1 mi +17% 8,93% 68,4% 68 8,82% 0,2
Acuitas Investments
4734
Acuitas Investments
Washington
US$ 174 mi +US$ 20,4 mi +13% 33,5% 120% 77 23,38% 0,5
Mark Sheptoff Financial Planning
4735
Mark Sheptoff Financial Planning
Connecticut
US$ 174 mi -US$ 1,53 mi -0,9% 3,41% 92,4% 403 16,63% 3,6
Bennicas & Associates
4736
Bennicas & Associates
California
US$ 174 mi +US$ 2,64 mi +2% 2% 40,3% 101 3,96% 4,8
Total Clarity Wealth Management
4737
Total Clarity Wealth Management
Illinois
US$ 174 mi +US$ 30,1 mi +21% 5,81% 73,2% 829 82,27% 0,2
Peachtree Investment Partners
4738
Peachtree Investment Partners
Florida
US$ 174 mi +US$ 2,22 mi +1% 1,87% 111% 107 21,5% 1,3
KCM
4739
Kempner Capital Management
Texas
US$ 174 mi +US$ 22,6 mi +15% 16,9% 60,9% 50 14% 4,3
TriaGen Wealth Management
4740
TriaGen Wealth Management
California
US$ 174 mi +US$ 3,27 mi +2% 5,55% 132% 190 24,21% 0,2
Palmer Knight Company
4741
Palmer Knight Company
Florida
US$ 174 mi +US$ 42,4 mi +32% 7,44% 90,5% 28 3,57% 1,7
SYM Financial Corp
4742
SYM Financial Corp
Indiana
US$ 174 mi +US$ 37,4 mi +27% 6,89% 64,3% 96 33,33% 1,8
Oldfather Financial Services
4743
Oldfather Financial Services
Nebraska
US$ 174 mi +US$ 5,24 mi +3% 7,99% 60,8% 66 13,64% 1,1
St. Johns Investment Management
4744
St. Johns Investment Management
Florida
US$ 174 mi +US$ 11,7 mi +7% 7,43% 91,9% 187 17,11% 4,5
Wolf Group Capital Advisors
4745
Wolf Group Capital Advisors
Virginia
US$ 174 mi +US$ 12,1 mi +7% 6,35% 28,2% 105 14,29% 2,2
Central Asset Investments & Management Holdings
4746
Central Asset Investments & Management Holdings
Hong Kong
US$ 174 mi -US$ 148 mi -46% 13,9% 3.078% 73 54,79% 0,4
Avory & Company
4747
Avory & Company
Florida
US$ 174 mi +US$ 24,9 mi +17% 12,1% 74,9% 16 31,25% 0,2
Sculati Wealth Management
4748
Sculati Wealth Management
Michigan
US$ 174 mi +US$ 21,3 mi +14% 7,57% 80,3% 123 21,95% 0,9
Tieton Capital Management
4749
Tieton Capital Management
Washington
US$ 174 mi +US$ 36,9 mi +27% 30% 172% 36 16,67% 3,4
Collaborative Wealth Management
4750
Collaborative Wealth Management
Florida
US$ 173 mi – – 3,96% 46,6% 189 – 0