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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)
IWN
5476
Independent Wealth Network
Iowa
US$ 162 mi +US$ 9,5 mi +6% 7,46% 78,2% 233 18,03% 0,2
Cooper/Haims Advisors
5477
Cooper/Haims Advisors
New York
US$ 162 mi -US$ 3,42 mi -2% 7,57% 58,8% 88 19,32% 2,2
Herbst Group
5478
Herbst Group
Connecticut
US$ 162 mi – – 6,42% 142% 80 – 0
City State Bank
5479
City State Bank
Iowa
US$ 162 mi – – 8,94% 79,1% 667 – 0
Alta Wealth Advisors
5480
Alta Wealth Advisors
Massachusetts
US$ 162 mi +US$ 24,6 mi +18% 9,14% 134% 160 20,63% 0,8
David J. Yvars Group
5481
David J. Yvars Group
Florida
US$ 162 mi -US$ 9,21 mi -5% 7% 143% 89 14,61% 0,9
Southern Capital Advisors
5482
Southern Capital Advisors
Tennessee
US$ 162 mi – – 7,98% 66,8% 81 – 0
Total Wealth Planning
5483
Total Wealth Planning
Ohio
US$ 162 mi -US$ 114 mi -41% 4,59% 37,2% 47 34,04% 2,6
Israel Discount Bank of New York
5484
Israel Discount Bank of New York
New York
US$ 162 mi +US$ 13,9 mi +9% 5,91% 40,8% 88 5,68% 3,6
Old Well Partners
5485
Old Well Partners
North Carolina
US$ 162 mi -US$ 32,1 mi -17% 10,4% 97,8% 56 55,36% 0,6
EWG
5486
Executive Wealth Group
Washington
US$ 162 mi -US$ 1,84 mi -1% 4,65% 14,9% 50 6% 3
Activest Wealth Management
5487
Activest Wealth Management
Florida
US$ 162 mi +US$ 11,6 mi +8% 7,79% 117% 435 32,64% 0,6
Martin Capital Advisors
5488
Martin Capital Advisors
Texas
US$ 162 mi – – 11,3% 140% 64 – 0
Addison Advisors
5489
Addison Advisors
Vermont
US$ 162 mi +US$ 36,8 mi +30% 7,02% 54,5% 736 37,77% 0,5
LI
5490
Latash Investments
Alaska
US$ 162 mi +US$ 1,42 mi +0,9% 2,84% 111% 21 0% 1,6
Offit Capital Advisors
5491
Offit Capital Advisors
New York
US$ 162 mi – – 3,59% – 1 – 0
Silicon Hills Wealth Management
5492
Silicon Hills Wealth Management
Texas
US$ 162 mi +US$ 15,7 mi +11% 6,36% 30,9% 125 16,8% 1,1
Phase 2 Partners
5493
Phase 2 Partners
California
US$ 161 mi – – 5,32% 25,1% 20 – 0
MBA Advisors
5494
MBA Advisors
Pennsylvania
US$ 161 mi +US$ 25,9 mi +19% 6,94% 66,1% 152 12,5% 0,6
Kinloch Capital
5495
Kinloch Capital
Virginia
US$ 161 mi +US$ 19,7 mi +14% 8,87% 63,4% 68 13,24% 0,8
Perseverance Asset Management International
5496
Perseverance Asset Management International
Cayman Islands
US$ 161 mi -US$ 51,3 mi -24% 6,56% 101% 20 60% 1,1
Friedenthal Financial
5497
Friedenthal Financial
New Jersey
US$ 161 mi -US$ 7,85 mi -5% 4,29% 105% 84 32,14% 2,1
Whelan Financial
5498
Whelan Financial
California
US$ 161 mi +US$ 51,7 mi +47% 5,89% 64,6% 20 25% 0,2
Blue Square Asset Management
5499
Blue Square Asset Management
New York
US$ 161 mi +US$ 1,15 mi +0,7% 7,21% 117% 94 25,53% 1,4
Cherry Creek Investment Advisors
5500
Cherry Creek Investment Advisors
Colorado
US$ 161 mi +US$ 10,8 mi +7% 9,4% 151% 122 19,67% 0,4