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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)
Divergent Planning
5426
Divergent Planning
Maryland
US$ 156 mi +US$ 19,6 mi +14% 5,5% 43,3% 22 22,73% 0,9
Kozak & Associates
5427
Kozak & Associates
Colorado
US$ 156 mi US$ 0 0% 5,9% 111% 388 0,52% 0,6
Rainsberger Wealth Advisors
5428
Rainsberger Wealth Advisors
Colorado
US$ 156 mi -US$ 14,1 mi -8% 1,89% – 68 10,29% 0,2
626 Financial
5429
626 Financial
Michigan
US$ 156 mi -US$ 7,21 mi -4% 2,91% 81,1% 113 8,85% 1
LFWA
5430
LBJ Family Wealth Advisors
Texas
US$ 156 mi -US$ 15,9 mi -9% 5,52% 64,9% 23 0% 5,6
Foundation Capital
5431
Foundation Capital
California
US$ 156 mi -US$ 104 mi -40% 49% – 5 20% 1,6
Royal Harbor Partners
5432
Royal Harbor Partners
Texas
US$ 156 mi -US$ 1,54 mi -1% 0,79% 54,6% 83 10,84% 1,4
CCM
5433
Conway Capital Management
California
US$ 156 mi -US$ 14,2 mi -8% 5,94% 139% 72 31,94% 0,9
Founders Capital Management (Texas)
5434
Founders Capital Management (Texas)
Texas
US$ 156 mi US$ 0 0% 2,75% 131% 317 0% 3,4
Medina Value Partners
5435
Medina Value Partners
California
US$ 156 mi +US$ 15,5 mi +11% 0,32% 80% 24 41,67% 0,2
BancFirst Trust & Investment Management
5436
BancFirst Trust & Investment Management
Oklahoma
US$ 156 mi +US$ 26,4 mi +20% 15,2% 44,1% 58 37,93% 0,2
Members Capital Advisors Inc
5437
Members Capital Advisors Inc
Wisconsin
US$ 156 mi -US$ 39,1 mi -20% 1,39% – 70 5,71% 1,5
Boyar Asset Management
5438
Boyar Asset Management
New York
US$ 156 mi -US$ 10,3 mi -6% 7,28% 87% 86 1,16% 5
Vetamer Capital Management
5439
Vetamer Capital Management
California
US$ 156 mi -US$ 52,5 mi -25% 12,3% – 49 38,78% 0,2
Highview Capital Management
5440
Highview Capital Management
Illinois
US$ 156 mi +US$ 1,38 mi +0,9% 3,41% 123% 125 32% 0,2
Palumbo Wealth Management
5441
Palumbo Wealth Management
New York
US$ 156 mi -US$ 4,12 mi -3% 0,17% 115% 97 19,59% 1,1
Providence Wealth Advisors
5442
Providence Wealth Advisors
Illinois
US$ 156 mi -US$ 3,6 mi -2% 2,27% 121% 102 6,86% 2,8
Activest Wealth Management
5443
Activest Wealth Management
Florida
US$ 155 mi -US$ 6,29 mi -4% 5,32% 117% 390 21,03% 0,7
Albert D. Mason Inc
5444
Albert D. Mason Inc
Massachusetts
US$ 155 mi -US$ 12,3 mi -7% 0,67% 83,4% 165 15,76% 4,5
Northstar Advisory Group
5445
Northstar Advisory Group
New Jersey
US$ 155 mi -US$ 13,4 mi -8% 2,82% 141% 117 30,77% 0,3
ACT Advisors
5446
ACT Advisors
North Carolina
US$ 155 mi +US$ 19,2 mi +14% 5,06% 75,4% 37 40,54% 0,9
Westhampton Capital
5447
Westhampton Capital
North Carolina
US$ 155 mi -US$ 8,17 mi -5% 3,18% 105% 120 9,17% 2,3
BCM
5448
Beaumont Capital Management
Massachusetts
US$ 155 mi -US$ 17,9 mi -10% 3,14% 49,6% 52 40,38% 0,5
Members Advisory Group
5449
Members Advisory Group
New York
US$ 155 mi +US$ 3,67 mi +2% 3,5% 74,9% 27 44,44% 0,2
Cordasco Financial Network
5450
Cordasco Financial Network
Florida
US$ 155 mi -US$ 5,02 mi -3% 2,57% 31,1% 612 16,01% 3,4