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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)
Milestone Advisory Partners
4926
Milestone Advisory Partners
North Carolina
US$ 170 mi -US$ 19,5 mi -10% 0% 19,7% 90 14,44% 1,6
Harvest Group Wealth Management
4927
Harvest Group Wealth Management
Massachusetts
US$ 170 mi +US$ 2,24 mi +1% 1,46% 28,1% 73 26,03% 0,8
MCM
4928
McMillion Capital Management
North Carolina
US$ 170 mi -US$ 13,5 mi -7% 0,72% 59,3% 86 9,3% 4,7
Compass Advisory Group
4929
Compass Advisory Group
New York
US$ 170 mi +US$ 8,82 mi +5% 0,26% 49,2% 55 14,55% 0,6
Franklin Street Capital Partners
4930
Franklin Street Capital Partners
New York
US$ 170 mi +US$ 52 mi +44% 3,56% – 48 43,75% 0,5
Demars Financial Group
4931
Demars Financial Group
Washington
US$ 170 mi +US$ 3,51 mi +2% 1,49% 69,1% 98 27,55% 1
Yaupon Capital Management
4932
Yaupon Capital Management
New York
US$ 170 mi -US$ 11,2 mi -6% 2,87% 122% 89 71,91% 0,3
Brookmont Capital Management
4933
Brookmont Capital Management
Texas
US$ 170 mi +US$ 4,25 mi +3% 1,33% 32,2% 58 8,62% 5,1
I2I
4934
Insight 2811 Inc
Illinois
US$ 169 mi -US$ 8,04 mi -5% 0,43% 31,3% 87 20,69% 3,4
APSI
4935
Asset Planning Services Inc
Louisiana
US$ 169 mi -US$ 3,62 mi -2% 1,91% 138% 39 0% 3,2
TI
4936
Truehand Inc
New Hampshire
US$ 169 mi -US$ 525 mil -0,3% 1,21% 86,9% 200 4% 2,4
Kozak & Associates
4937
Kozak & Associates
Colorado
US$ 169 mi – – 0,73% 111% 333 – 0,2
Friedenthal Financial
4938
Friedenthal Financial
New Jersey
US$ 169 mi +US$ 2,24 mi +1% 0,84% 105% 79 29,11% 2,1
New England Professional Planning Group
4939
New England Professional Planning Group
Rhode Island
US$ 169 mi +US$ 2,97 mi +2% 1,75% 64,1% 55 18,18% 3
R.W. Roge & Company
4940
R.W. Roge & Company
New York
US$ 169 mi +US$ 9,14 mi +6% 0,08% 76,3% 44 13,64% 1,3
JPLA
4941
Joseph P. Lucia & Associates
New York
US$ 169 mi +US$ 1,43 mi +0,9% 0,82% 84% 639 10,49% 0,9
WA1
4942
Wimmer Associates 1
California
US$ 169 mi -US$ 1,76 mi -1% 0,16% 78,9% 123 5,69% 3,9
Fusion Capital
4943
Fusion Capital
South Carolina
US$ 169 mi +US$ 2,38 mi +1% 1,76% 108% 79 7,59% 1,3
BNC Wealth Management
4944
BNC Wealth Management
Oregon
US$ 169 mi +US$ 3,66 mi +2% 1,43% 204% 101 21,78% 0,7
Western Financial Corp
4945
Western Financial Corp
California
US$ 169 mi -US$ 16,5 mi -9% 6,58% 275% 101 21,78% 0,5
Summit Rock Advisors
4946
Summit Rock Advisors
New York
US$ 169 mi -US$ 83,8 mi -33% 2,65% – 5 20% 0,6
Hillcrest Wealth Advisors
4947
Hillcrest Wealth Advisors
New Jersey
US$ 169 mi +US$ 3,43 mi +2% 2,15% 58,7% 53 5,66% 1,9
VCU Investment Management
4948
VCU Investment Management
Virginia
US$ 168 mi -US$ 1,35 mi -0,8% 0,76% – 7 0% 2,8
Cincinnati Casualty Company
4949
Cincinnati Casualty Company
Ohio
US$ 168 mi +US$ 192 mil +0,1% 0,42% 68,7% 27 0% 5,8
Radnor Capital Management
4950
Radnor Capital Management
Pennsylvania
US$ 168 mi -US$ 128 mi -43% 1,74% 96,9% 213 65,26% 2,5