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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)
Crux Wealth Advisors
5326
Crux Wealth Advisors
California
US$ 252 mi +US$ 17,5 mi +7% 6,18% – 172 6,4% 0,7
West Oak Capital
5327
West Oak Capital
California
US$ 252 mi -US$ 3,16 mi -1% 7,89% 110% 322 18,01% 7,1
Arcadia Wealth Management (New Hampshire)
5328
Arcadia Wealth Management (New Hampshire)
New Hampshire
US$ 252 mi +US$ 23,3 mi +10% 6,04% 55,5% 65 15,38% 1,8
AAFMAA Wealth Management & Trust
5329
AAFMAA Wealth Management & Trust
North Carolina
US$ 252 mi +US$ 10,2 mi +4% 4,6% 62,3% 82 0% 1,8
OIA
5330
Optimum Investment Advisors
Illinois
US$ 252 mi +US$ 21,8 mi +9% 11,4% 125% 631 5,55% 6,5
Wittenberg Investment Management
5331
Wittenberg Investment Management
Massachusetts
US$ 252 mi +US$ 23 mi +10% 15,9% 89,9% 78 6,41% 5,5
Landmark Wealth Management (New York)
5332
Landmark Wealth Management (New York)
New York
US$ 252 mi +US$ 17 mi +7% 4,76% 42,7% 89 6,74% 1,9
Decatur Capital Management
5333
Decatur Capital Management
Georgia
US$ 252 mi +US$ 23,5 mi +10% 14,1% 155% 43 18,6% 4,3
Fedenia Advisers
5334
Fedenia Advisers
Wisconsin
US$ 252 mi +US$ 40,2 mi +19% 14,2% – 186 37,63% 0,4
Vivid Wealth Management
5335
Vivid Wealth Management
Iowa
US$ 252 mi +US$ 24 mi +11% 8,75% 107% 71 18,31% 1,1
Kennedy Investment Group
5336
Kennedy Investment Group
New Jersey
US$ 252 mi +US$ 16,1 mi +7% 8,23% 95,4% 144 9,72% 2
DI
5337
Disciplined Investments
Oklahoma
US$ 251 mi +US$ 15,1 mi +6% 5,15% 51,4% 132 7,58% 3,8
Deepwater Asset Management
5338
Deepwater Asset Management
Minnesota
US$ 251 mi -US$ 1,36 mi -0,5% 6,21% 142% 33 45,45% 1
Sellwood Investment Partners
5339
Sellwood Investment Partners
Oregon
US$ 251 mi +US$ 41,9 mi +20% 5,35% – 107 54,21% 0,3
Powers Advisory Group
5340
Powers Advisory Group
Illinois
US$ 251 mi +US$ 23,7 mi +10% 4,9% 49,8% 121 4,96% 2,6
Summit Investment Advisory Services
5341
Summit Investment Advisory Services
Minnesota
US$ 251 mi +US$ 21,1 mi +9% 7,01% 74,2% 77 9,09% 1,1
SLA
5342
Silver Lake Advisory
Utah
US$ 251 mi +US$ 16,3 mi +7% 6,92% 76,7% 109 9,17% 4,3
ECP ControlCo
5343
ECP ControlCo
New Jersey
US$ 251 mi +US$ 35,7 mi +17% 12,8% 42,5% 4 0% 2,9
Dover Advisors
5344
Dover Advisors
Virginia
US$ 251 mi +US$ 23,8 mi +10% 7,29% 65% 175 12,57% 1,6
Spreng Capital Management
5345
Spreng Capital Management
Ohio
US$ 251 mi +US$ 8,85 mi +4% 7,21% 84,4% 79 7,59% 4,2
Argentarii
5346
Argentarii
Ohio
US$ 251 mi +US$ 32,7 mi +15% 11,6% – 174 15,52% 0,6
Arrowroot Family Office
5347
Arrowroot Family Office
California
US$ 251 mi +US$ 27,5 mi +12% 5,9% – 149 12,75% 1,8
Elevation Capital Advisory
5348
Elevation Capital Advisory
Oregon
US$ 250 mi +US$ 899 mil +0,4% 6,38% – 82 59,76% 0,5
OGF
5349
Orin Green Financial
California
US$ 250 mi +US$ 13,9 mi +6% 6,28% 59,1% 88 11,36% 0,4
Adaptive Financial Consulting
5350
Adaptive Financial Consulting
Ohio
US$ 250 mi +US$ 10,7 mi +4% 4,13% 33,4% 21 9,52% 4,6