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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)
NewGen Asset Management
5451
NewGen Asset Management
Ontario, Canada
US$ 201 mi -US$ 29,3 mi -13% 10,8% 402% 41 58,54% 0,5
LWMI
5452
Landmark Wealth Management (Illinois)
Illinois
US$ 201 mi +US$ 19,1 mi +11% 6,4% 42,4% 42 2,38% 0,3
Red Tortoise LLC
5453
Red Tortoise LLC
Georgia
US$ 201 mi +US$ 15,2 mi +8% 6,97% 43,7% 577 2,77% 1,5
Taylor Frigon Capital Management
5454
Taylor Frigon Capital Management
Arizona
US$ 201 mi -US$ 9,41 mi -4% 9,23% 152% 94 13,83% 4,3
Physician Wealth Solutions
5455
Physician Wealth Solutions
Nevada
US$ 201 mi +US$ 60,4 mi +43% 5,93% 43,6% 41 0% 0,7
FOCUS Wealth Advisors
5456
FOCUS Wealth Advisors
Texas
US$ 201 mi +US$ 5,68 mi +3% 6,03% 68,7% 60 1,67% 2,2
Powers Advisory Group
5457
Powers Advisory Group
Illinois
US$ 200 mi +US$ 17,1 mi +9% 6,72% 49,8% 101 7,92% 2,2
Agate Pass Investment Management
5458
Agate Pass Investment Management
Washington
US$ 200 mi +US$ 12,4 mi +7% 7,74% 76% 96 4,17% 2,3
Hillcrest Wealth Advisors
5459
Hillcrest Wealth Advisors
New Jersey
US$ 200 mi +US$ 14,6 mi +8% 6,65% 58,7% 48 4,17% 4,5
Ridgewood Investments
5460
Ridgewood Investments
New Jersey
US$ 200 mi +US$ 406 mil +0,2% 7,78% – 823 15,07% 1,1
1492 Capital Management
5461
1492 Capital Management
Wisconsin
US$ 200 mi +US$ 23,3 mi +13% 21,9% 332% 113 26,55% 1,6
Sitrin Capital Management
5462
Sitrin Capital Management
California
US$ 200 mi +US$ 12 mi +6% 5,88% 139% 44 6,82% 3,5
Fortress Wealth Management
5463
Fortress Wealth Management
California
US$ 200 mi +US$ 4,68 mi +2% 5,61% 52,1% 72 6,94% 1,8
Choice Wealth Advisors
5464
Choice Wealth Advisors
Maine
US$ 200 mi +US$ 11,6 mi +6% 5,65% 60,3% 31 9,68% 1,7
Private Wealth Group
5465
Private Wealth Group
Florida
US$ 200 mi +US$ 9,6 mi +5% 6,42% 52,9% 67 17,91% 3
Members Advisory Group
5466
Members Advisory Group
New York
US$ 200 mi +US$ 16,8 mi +9% 5,7% 70,6% 36 19,44% 1,3
Magnolia Capital Advisors
5467
Magnolia Capital Advisors
Mississippi
US$ 200 mi +US$ 21,3 mi +12% 6,73% 78,7% 153 29,41% 0,8
Bridger Management
5468
Bridger Management
New York
US$ 200 mi +US$ 5,58 mi +3% 8,3% 103% 34 32,35% 1,6
Lodestone Wealth Management
5469
Lodestone Wealth Management
Washington
US$ 200 mi +US$ 10,1 mi +5% 5,75% 87,1% 157 12,1% 1,4
ORC
5470
O'Rourke & Company
Massachusetts
US$ 200 mi +US$ 22,2 mi +12% 8,48% 71,9% 152 9,21% 2
EL
5471
EQ LLC
Washington
US$ 200 mi +US$ 32,8 mi +20% 5,96% 72,9% 64 25% 2,1
Signet Investment Advisory Group
5472
Signet Investment Advisory Group
Rhode Island
US$ 200 mi +US$ 13,3 mi +7% 8,04% 68,2% 72 8,33% 4,4
Trellis Wealth Advisors
5473
Trellis Wealth Advisors
California
US$ 200 mi +US$ 17,6 mi +10% 5,89% 62,2% 31 6,45% 1,3
GSI Capital Advisors
5474
GSI Capital Advisors
California
US$ 200 mi +US$ 30,3 mi +18% 15,7% 39,7% 35 34,29% 1,7
Porter White Investment Advisors
5475
Porter White Investment Advisors
Alabama
US$ 200 mi +US$ 13 mi +7% 6,67% 58% 33 3,03% 1,4