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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)
Sunpointe
4976
Sunpointe
Missouri
US$ 302 mi +US$ 24,6 mi +9% 3,55% 122% 288 20,49% 1,1
BCR Wealth Strategies
4977
BCR Wealth Strategies
Alabama
US$ 302 mi +US$ 17,2 mi +6% 1,84% 45,1% 38 23,68% 2,1
Bourne Lent Asset Management
4978
Bourne Lent Asset Management
New York
US$ 301 mi +US$ 20 mi +7% 10,1% 95,1% 65 6,15% 7,6
LifeGuide Financial Advisors
4979
LifeGuide Financial Advisors
Pennsylvania
US$ 301 mi +US$ 29,8 mi +11% 0,29% 35,4% 52 17,31% 2,4
Peachtree Investment Partners
4980
Peachtree Investment Partners
Florida
US$ 301 mi +US$ 12,9 mi +4% 4,86% 111% 136 12,5% 3,7
Sonoma Allocations
4981
Sonoma Allocations
California
US$ 301 mi +US$ 26,3 mi +10% 3,02% – 154 27,92% 0,2
Richard W. Paul & Associates
4982
Richard W. Paul & Associates
Michigan
US$ 301 mi +US$ 8,24 mi +3% 1,76% 65,2% 330 15,15% 2,4
A
4983
Alongside
Texas
US$ 301 mi – – 1,3% – 83 – 0
DHJJ Financial Advisors
4984
DHJJ Financial Advisors
Illinois
US$ 301 mi +US$ 6,25 mi +2% 2,04% 62,5% 1.046 4,78% 2,1
Hamilton Capital Partners
4985
Hamilton Capital Partners
Georgia
US$ 301 mi +US$ 40,5 mi +16% 1,68% – 36 41,67% 0,5
Beacon Bridge Wealth Partners
4986
Beacon Bridge Wealth Partners
Pennsylvania
US$ 301 mi +US$ 19,9 mi +7% 1,55% 52% 101 16,83% 1,9
Cooper Investors
4987
Cooper Investors
Australia
US$ 301 mi -US$ 65,3 mi -18% 5,08% 57,5% 49 34,69% 1,8
LJHT
4988
Laurie J. Hall Trustee
US$ 301 mi -US$ 5,16 mi -2% 4,41% 105% 116 9,48% 8,8
Punch Card Management
4989
Punch Card Management
Florida
US$ 301 mi -US$ 21,5 mi -7% 3,43% 41% 6 16,67% 3,1
Tulsa Wealth Advisors
4990
Tulsa Wealth Advisors
Oklahoma
US$ 301 mi – – 1,73% – 110 – 0
Vert Asset Management
4991
Vert Asset Management
California
US$ 301 mi +US$ 3,24 mi +1% 2,99% 43,1% 47 6,38% 3,2
Hi-Line Capital Management
4992
Hi-Line Capital Management
South Dakota
US$ 300 mi -US$ 16,4 mi -5% 1,64% 57,5% 42 19,05% 2,3
OneAscent Wealth Management
4993
OneAscent Wealth Management
Alabama
US$ 300 mi +US$ 2,77 mi +0,9% 1,76% 50,6% 191 16,23% 1,5
Ketron Financial
4994
Ketron Financial
California
US$ 300 mi – – 2,96% – 56 – 0
Wellington Group
4995
Wellington Group
Indiana
US$ 300 mi – – 3,75% – 397 – 0
PWM
4996
Prosperity Wealth Management
California
US$ 300 mi +US$ 5,76 mi +2% 1,74% 175% 309 41,1% 1,1
Aspect Management
4997
Aspect Management
California
US$ 300 mi – – 24,8% – 1 – 0
Buttonwood Financial Advisors
4998
Buttonwood Financial Advisors
Maryland
US$ 300 mi +US$ 9,5 mi +3% 3,8% 73,4% 106 4,72% 2,9
Ravenswood Partners
4999
Ravenswood Partners
Virginia
US$ 300 mi -US$ 16,4 mi -5% 0,31% – 37 10,81% 0,2
Front Row Advisors
5000
Front Row Advisors
California
US$ 300 mi +US$ 2,37 mi +0,8% 2,65% 142% 573 4,54% 5,2