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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)
FNWM
5026
Financial Network Wealth Management
Utah
US$ 153 mi +US$ 25,7 mi +20% 2,83% – 107 11,21% 0,2
Albert D. Mason Inc
5027
Albert D. Mason Inc
Massachusetts
US$ 153 mi +US$ 9,32 mi +6% 9,58% 83,4% 153 9,8% 4,4
Mendel Money Management
5028
Mendel Money Management
Illinois
US$ 153 mi +US$ 10,3 mi +7% 5,71% 88,8% 67 4,48% 3,2
CIA
5029
Citadel Investment Advisory
Ohio
US$ 153 mi +US$ 13 mi +9% 8,97% 66,1% 74 2,7% 0,2
Trust Company of Kansas
5030
Trust Company of Kansas
Kansas
US$ 153 mi -US$ 38,3 mi -20% 10,1% 100% 56 37,5% 0,8
Powell Investment Advisors
5031
Powell Investment Advisors
Florida
US$ 153 mi +US$ 21,4 mi +16% 7,96% 82,4% 128 21,09% 0,9
Resource Planning Group
5032
Resource Planning Group
Georgia
US$ 153 mi +US$ 12 mi +9% 1,98% 1,9% 68 11,76% 1,7
Hutner Capital Management
5033
Hutner Capital Management
Vermont
US$ 152 mi +US$ 8,85 mi +6% 5,29% 52,2% 46 6,52% 3,4
CSA
5034
Cottage Street Advisors
Massachusetts
US$ 152 mi +US$ 45,4 mi +42% 6,26% 95,8% 92 21,74% 3,2
Van Leeuwen & Company
5035
Van Leeuwen & Company
New Jersey
US$ 152 mi +US$ 2,94 mi +2% 8,02% 75,4% 82 45,12% 1,2
One Advisory Partners
5036
One Advisory Partners
Kansas
US$ 152 mi +US$ 6,28 mi +4% 3,86% 58,3% 34 41,18% 0,5
Donald L. Hagan LLC
5037
Donald L. Hagan LLC
Florida
US$ 152 mi +US$ 15,5 mi +11% 5,56% 47,9% 97 20,62% 1,9
Hollow Brook Wealth Management
5038
Hollow Brook Wealth Management
New York
US$ 152 mi -US$ 15,6 mi -9% 1,38% 97,8% 56 19,64% 3,5
DA
5039
Dash Acquisitions
California
US$ 152 mi +US$ 9,11 mi +6% 2,26% 76,2% 39 15,38% 0,2
Levy Wealth Management Group
5040
Levy Wealth Management Group
Pennsylvania
US$ 152 mi +US$ 11,1 mi +8% 3,39% 21,1% 68 8,82% 0,2
AUA Capital Management
5041
AUA Capital Management
Pennsylvania
US$ 152 mi +US$ 12 mi +9% 4,38% 70,2% 379 7,65% 2
Cribstone Capital Management
5042
Cribstone Capital Management
Maine
US$ 152 mi +US$ 6,06 mi +4% 3,64% 22,4% 369 14,09% 2,9
Otter Creek Advisors
5043
Otter Creek Advisors
Florida
US$ 152 mi +US$ 26,4 mi +21% 12,3% 173% 60 53,33% 0,8
Pavion Blue Capital
5044
Pavion Blue Capital
California
US$ 152 mi +US$ 5,77 mi +4% 8,26% 87,8% 92 6,52% 1
Successful Portfolios
5045
Successful Portfolios
Florida
US$ 152 mi +US$ 12,3 mi +9% 5,13% 110% 199 10,05% 2,1
Key Financial Inc
5046
Key Financial Inc
Pennsylvania
US$ 152 mi +US$ 17,4 mi +13% 6,04% 64,1% 823 10,81% 0,3
Holistic Financial Partners
5047
Holistic Financial Partners
Indiana
US$ 152 mi +US$ 6,64 mi +5% 5,14% 95,7% 136 34,56% 1,4
Centennial Wealth Advisory
5048
Centennial Wealth Advisory
Michigan
US$ 151 mi +US$ 10,3 mi +7% 2,14% 63% 84 26,19% 0,2
Loveless Wealth Management
5049
Loveless Wealth Management
Montana
US$ 151 mi +US$ 15,9 mi +12% 9,85% – 119 2,52% 1,1
Baugh & Associates
5050
Baugh & Associates
Georgia
US$ 151 mi +US$ 11,2 mi +8% 8,58% 98,8% 43 11,63% 2,6