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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)
New Potomac Partners
5501
New Potomac Partners
Maryland
US$ 168 mi +US$ 22,8 mi +16% 10,7% 37,2% 88 18,18% 3,5
ARQ Wealth Advisors
5502
ARQ Wealth Advisors
Arizona
US$ 168 mi +US$ 34,5 mi +26% 10,2% 59,3% 69 23,19% 1,9
Arbor Trust Wealth Advisors
5503
Arbor Trust Wealth Advisors
Michigan
US$ 168 mi +US$ 16,2 mi +11% 10,1% 63,8% 99 16,16% 3
Vision One Management Partners
5504
Vision One Management Partners
Florida
US$ 168 mi – – 35,1% – 8 – 0
Patrick Mauro Investment Advisor
5505
Patrick Mauro Investment Advisor
Illinois
US$ 168 mi +US$ 13,6 mi +9% 8,49% 38,7% 43 4,65% 1,2
Westhampton Capital
5506
Westhampton Capital
North Carolina
US$ 168 mi +US$ 12,6 mi +8% 10,7% 105% 122 9,02% 3,3
JCA
5507
Jade Capital Advisors
New Jersey
US$ 168 mi +US$ 56,6 mi +51% 17,9% 28,9% 105 59,05% 0,4
SC
5508
Slotnik Capital
Texas
US$ 168 mi – – 23,3% – 18 – 0
FWG Holdings
5509
FWG Holdings
Florida
US$ 168 mi +US$ 17,8 mi +12% 9,08% 91,6% 106 16,04% 1,4
MFG
5510
Monumental Financial Group
Maryland
US$ 168 mi +US$ 17,5 mi +12% 9,25% 18,2% 45 15,56% 1,4
TKG Advisors
5511
TKG Advisors
Indiana
US$ 168 mi +US$ 17,5 mi +12% 9,8% 116% 112 25% 1
SA
5512
Stonebridge Advisors
Connecticut
US$ 168 mi +US$ 31,4 mi +23% 7,01% 0,03% 5 0% 1,4
PHM
5513
Prospect Hill Management
New Jersey
US$ 168 mi +US$ 16,4 mi +11% 11,5% 119% 15 0% 2,6
Hiddenite Capital Partners
5514
Hiddenite Capital Partners
New York
US$ 167 mi +US$ 18 mi +12% 12,3% 466% 55 67,27% 0,5
Centennial Bank
5515
Centennial Bank
Arkansas
US$ 167 mi +US$ 22,6 mi +16% 11,8% 77,2% 334 7,19% 0,9
Birchcreek Wealth Management
5516
Birchcreek Wealth Management
Ohio
US$ 167 mi +US$ 19,7 mi +13% 9,4% 80,7% 143 13,29% 1,9
Altus Wealth Management
5517
Altus Wealth Management
Kentucky
US$ 167 mi +US$ 23,2 mi +16% 11% 73% 40 12,5% 2,4
SCM
5518
Sage Capital Management
New Jersey
US$ 167 mi – – 12% 94,3% 147 – 0
Trinity Wealth Management
5519
Trinity Wealth Management
Pennsylvania
US$ 167 mi +US$ 5,8 mi +4% 8,79% 56,7% 48 16,67% 2,2
Beaton Management Company
5520
Beaton Management Company
Massachusetts
US$ 167 mi +US$ 13,1 mi +8% 9,42% 110% 135 5,93% 4,7
Lloyd Harbor Capital Management
5521
Lloyd Harbor Capital Management
New York
US$ 167 mi -US$ 94,2 mi -36% 3,75% 144% 23 52,17% 0,4
Decatur Capital Management
5522
Decatur Capital Management
Georgia
US$ 167 mi +US$ 28,3 mi +20% 13,9% 155% 55 14,55% 3,7
Sapphire Ventures
5523
Sapphire Ventures
Texas
US$ 167 mi -US$ 6,82 mi -4% 18% 7,75% 8 12,5% 2,3
ORBA Wealth Advisors
5524
ORBA Wealth Advisors
Illinois
US$ 167 mi – – 9,47% 70,5% 92 – 0
Castle Wealth Management
5525
Castle Wealth Management
Florida
US$ 167 mi +US$ 26,5 mi +19% 10,2% 53,6% 120 18,33% 1,1