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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)
SWG
4776
Summit Wealth Group
Vermont
US$ 159 mi +US$ 44,2 mi +38% 7,81% 56,7% 41 26,83% 0,7
Altman Advisors
4777
Altman Advisors
Illinois
US$ 159 mi +US$ 18,2 mi +13% 11,5% 143% 87 17,24% 1,3
ARQ Wealth Advisors
4778
ARQ Wealth Advisors
Arizona
US$ 159 mi +US$ 55,4 mi +53% 10,6% 59,3% 50 18% 0,6
Adams Wealth Management
4779
Adams Wealth Management
Utah
US$ 159 mi +US$ 30,7 mi +24% 12,9% 112% 379 82,59% 0,7
Atwater Malick
4780
Atwater Malick
Pennsylvania
US$ 159 mi +US$ 16,3 mi +11% 10,6% 83,4% 43 9,3% 1,5
Detalus Advisors
4781
Detalus Advisors
Missouri
US$ 159 mi +US$ 22,2 mi +16% 10,9% 75,7% 100 12% 0,8
DHJJ Financial Advisors
4782
DHJJ Financial Advisors
Illinois
US$ 159 mi – – 13,6% 62,5% 103 – 0
Barnett & Company
4783
Barnett & Company
Tennessee
US$ 159 mi +US$ 18,9 mi +13% 18,7% 77% 317 16,72% 3,2
LWPC
4784
Legacy Wealth Partners (California)
California
US$ 159 mi +US$ 17,6 mi +12% 16,6% – 103 27,18% 0,6
SWMG
4785
Signature Wealth Management Group
Georgia
US$ 159 mi +US$ 19,6 mi +14% 9,69% – 77 14,29% 1,9
Fourthstone LLC
4786
Fourthstone LLC
Missouri
US$ 158 mi +US$ 39,2 mi +33% 34,4% 93,6% 54 50% 0,5
Adalta Capital Management
4787
Adalta Capital Management
New York
US$ 158 mi +US$ 21,4 mi +16% 18,8% 89,2% 84 23,81% 1,9
Grace Capital
4788
Grace Capital
Massachusetts
US$ 158 mi +US$ 29,3 mi +23% 17,2% 127% 280 24,29% 1,4
BNC Wealth Management
4789
BNC Wealth Management
Oregon
US$ 158 mi +US$ 16,2 mi +11% 15,1% 204% 530 82,64% 0,2
TL Private Wealth
4790
TL Private Wealth
Texas
US$ 158 mi +US$ 15,2 mi +11% 11,4% 50,6% 48 6,25% 0,9
WD Rutherford
4791
WD Rutherford
Oregon
US$ 158 mi – – 14% 189% 115 – 0
Juncture Wealth Strategies
4792
Juncture Wealth Strategies
Arizona
US$ 158 mi +US$ 13,2 mi +9% 13,5% 76,5% 111 13,51% 2,6
FBT
4793
First Bank & Trust
South Dakota
US$ 158 mi +US$ 7,38 mi +5% 12,6% 85,6% 422 6,64% 2,4
Stonebridge Financial Planning Group
4794
Stonebridge Financial Planning Group
Florida
US$ 158 mi +US$ 18,8 mi +14% 11,9% 72,4% 414 9,42% 0,8
Orser Capital Management
4795
Orser Capital Management
Texas
US$ 158 mi +US$ 31,3 mi +25% 12,7% 128% 92 28,26% 1,3
CPFP
4796
Clear Perspectives Financial Planning
Ohio
US$ 158 mi – – 6,72% – 187 – 0
LWMM
4797
Legacy Wealth Management (Mississippi)
Mississippi
US$ 158 mi +US$ 12,7 mi +9% 13,5% 105% 102 14,71% 0,8
KMWM
4798
Keudell/Morrison Wealth Management
Oregon
US$ 158 mi +US$ 1,93 mi +1% 13,7% – 161 11,18% 1,3
KFA Private Wealth Group
4799
KFA Private Wealth Group
Virginia
US$ 158 mi +US$ 24,1 mi +18% 11,6% 62,8% 73 13,7% 0,7
Salem Capital Management
4800
Salem Capital Management
Massachusetts
US$ 157 mi +US$ 19,3 mi +14% 14,6% 32,3% 67 8,96% 5,3