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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)
Samalin Investment Counsel
5051
Samalin Investment Counsel
New York
US$ 166 mi +US$ 7,59 mi +5% 5,06% 68,3% 275 13,82% 2
Davis Rea
5052
Davis Rea
Ontario, Canada
US$ 166 mi +US$ 5,87 mi +4% 11,2% 66,9% 44 11,36% 5,4
Sandbox Financial Partners
5053
Sandbox Financial Partners
Maryland
US$ 166 mi +US$ 21,2 mi +15% 10,7% 69,6% 98 16,33% 1,5
CNA Financial
5054
CNA Financial
Illinois
US$ 166 mi +US$ 1,31 mi +0,8% 5,48% 48,6% 82 84,15% 1,6
Fermata Advisors
5055
Fermata Advisors
California
US$ 166 mi -US$ 172 mi -51% 5,25% 58,3% 143 35,66% 1,3
New England Professional Planning Group
5056
New England Professional Planning Group
Rhode Island
US$ 166 mi -US$ 12,4 mi -7% 4,75% 64,1% 43 11,63% 4,4
WealthCare Investment Partners
5057
WealthCare Investment Partners
Rhode Island
US$ 165 mi +US$ 18,5 mi +13% 3,62% 67,6% 132 17,42% 0,9
Marshall & Sullivan
5058
Marshall & Sullivan
Washington
US$ 165 mi +US$ 5,67 mi +4% 6,44% 82% 96 59,38% 6,4
Sitrin Capital Management
5059
Sitrin Capital Management
California
US$ 165 mi +US$ 8,08 mi +5% 9,33% 139% 40 7,5% 3
Running Point Capital Advisors
5060
Running Point Capital Advisors
California
US$ 165 mi +US$ 2,27 mi +1% 7,45% 52,1% 215 34,42% 1,5
Tradewinds LLC
5061
Tradewinds LLC
North Carolina
US$ 165 mi +US$ 9,9 mi +6% 5,16% – 232 95,69% 0,1
PCMK
5062
Paragon Capital Management (Kansas)
Kansas
US$ 165 mi +US$ 4,47 mi +3% 6,1% 87,5% 52 1,92% 5,9
Constitution Capital
5063
Constitution Capital
Connecticut
US$ 165 mi +US$ 3 mi +2% 6,66% 91,1% 70 10% 1,7
Essential Planning
5064
Essential Planning
New Hampshire
US$ 165 mi +US$ 34,6 mi +27% 4,2% 40,9% 55 27,27% 0,3
Lapides Asset Management
5065
Lapides Asset Management
Connecticut
US$ 165 mi -US$ 22,7 mi -12% 2,47% 63% 53 9,43% 3,5
Silverlake Wealth Management
5066
Silverlake Wealth Management
Vermont
US$ 165 mi +US$ 4,53 mi +3% 4,78% 73,3% 223 8,07% 1
Hubbell Strickland Wealth Management
5067
Hubbell Strickland Wealth Management
Louisiana
US$ 165 mi +US$ 401 mil +0,2% 4,06% 64,8% 68 7,35% 2,8
Safeguard Financial
5068
Safeguard Financial
Wisconsin
US$ 165 mi +US$ 25,1 mi +18% 6,58% 21,9% 81 30,86% 0,6
Retirement Planning Company of New England
5069
Retirement Planning Company of New England
Rhode Island
US$ 165 mi +US$ 11,5 mi +7% 8,91% 125% 240 10% 1,1
Davidson Capital Management
5070
Davidson Capital Management
Texas
US$ 165 mi +US$ 18,9 mi +13% 6,01% 79,4% 159 50,31% 1,7
Union Heritage Capital
5071
Union Heritage Capital
Michigan
US$ 165 mi +US$ 677 mil +0,4% 6,38% 82,1% 53 7,55% 2
Seaside Wealth Management
5072
Seaside Wealth Management
California
US$ 165 mi +US$ 13,3 mi +9% 5,29% 58,1% 49 8,16% 0,7
Smith Shellnut Wilson
5073
Smith Shellnut Wilson
Mississippi
US$ 165 mi +US$ 2,57 mi +2% 5,22% 98,6% 135 8,15% 4,1
Access Financial Services
5074
Access Financial Services
Minnesota
US$ 165 mi +US$ 727 mil +0,4% 3,92% 51,1% 89 10,11% 3,5
Glovista Investments
5075
Glovista Investments
New Jersey
US$ 165 mi -US$ 36,8 mi -18% 4,85% 2,48% 53 35,85% 2,5