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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)
LFP
5176
Lakeshore Financial Planning
Michigan
US$ 234 mi +US$ 7,4 mi +3% 1,28% 65,4% 80 8,75% 1
BVC
5177
Bright Valley Capital
Hong Kong
US$ 234 mi +US$ 107 mi +83% 31,5% – 13 61,54% 0,3
Kings Path Partners
5178
Kings Path Partners
Texas
US$ 234 mi -US$ 4,15 mi -2% 1,81% – 314 13,06% 0,5
Miller Value Partners
5179
Miller Value Partners
Florida
US$ 234 mi +US$ 57 mi +32% 11,1% 133% 33 9,09% 2,5
Prairiewood Capital
5180
Prairiewood Capital
North Dakota
US$ 234 mi -US$ 2 mi -0,8% 4,11% 42,6% 87 19,54% 2,3
WMA
5181
Wealth Management Associates
New Jersey
US$ 234 mi +US$ 6,61 mi +3% 6,78% 111% 219 8,68% 3,4
Bond & Devick Financial Network
5182
Bond & Devick Financial Network
Minnesota
US$ 234 mi US$ 0 0% 3,71% 46,9% 157 0% 2,7
Tanglewood Legacy Advisors
5183
Tanglewood Legacy Advisors
Texas
US$ 234 mi +US$ 8,81 mi +4% 1,23% 61,1% 306 9,8% 1,6
Cambridge Financial Group (Arizona)
5184
Cambridge Financial Group (Arizona)
Arizona
US$ 234 mi -US$ 6,42 mi -3% 1,97% 69,5% 135 8,15% 0,9
CVS Health
5185
CVS Health
Rhode Island
US$ 234 mi +US$ 3,54 mi +2% 2,13% 50% 5 40% 2,6
Murchinson
5186
Murchinson
Ontario, Canada
US$ 234 mi -US$ 134 mi -37% 10,6% 107% 107 74,77% 0,4
Monte Financial Group
5187
Monte Financial Group
Connecticut
US$ 234 mi -US$ 7,6 mi -3% 1,83% 66,7% 87 8,05% 3,6
Wealth Advisors of Tampa Bay
5188
Wealth Advisors of Tampa Bay
Florida
US$ 234 mi -US$ 6,11 mi -3% 3,73% 86,2% 89 4,49% 3,9
HGC Investment Management
5189
HGC Investment Management
Ontario, Canada
US$ 234 mi -US$ 9,27 mi -4% 4,22% 33,2% 113 45,13% 1
Topel & Distasi Wealth Management
5190
Topel & Distasi Wealth Management
California
US$ 233 mi -US$ 7,74 mi -3% 1,76% 43,6% 78 0% 2,5
AFP
5191
Advus Financial Partners
Florida
US$ 233 mi -US$ 4,48 mi -2% 1,95% 56,5% 67 16,42% 2,1
Elevation Capital Advisory
5192
Elevation Capital Advisory
Oregon
US$ 233 mi +US$ 6,87 mi +3% 2,56% – 80 66,25% 0,3
CWM
5193
Capital Wealth Management
Rhode Island
US$ 233 mi -US$ 80,6 mil -0% 2,04% 51,3% 44 15,91% 2,9
Northwest Capital Management
5194
Northwest Capital Management
Oregon
US$ 233 mi -US$ 44,2 mi -16% 0,82% 57% 467 8,99% 2
Morris Financial Concepts
5195
Morris Financial Concepts
South Carolina
US$ 233 mi +US$ 388 mil +0,2% 0,03% 56,5% 197 8,63% 2,1
LifeGuide Financial Advisors
5196
LifeGuide Financial Advisors
Pennsylvania
US$ 233 mi -US$ 1,3 mi -0,6% 4,78% 35,4% 43 6,98% 2,1
Diadema Partners
5197
Diadema Partners
New Jersey
US$ 233 mi – – 9,46% – 107 – 0
Samalin Investment Counsel
5198
Samalin Investment Counsel
New York
US$ 233 mi +US$ 3,2 mi +1% 0,75% 68,3% 322 20,5% 2,6
Warner Financial
5199
Warner Financial
Maryland
US$ 233 mi +US$ 7,13 mi +3% 0,68% 69,2% 119 9,24% 2,3
Lumbard & Kellner
5200
Lumbard & Kellner
New Hampshire
US$ 233 mi +US$ 5,69 mi +3% 6,87% 137% 84 11,9% 3,1