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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)
Lodestone Wealth Management
5601
Lodestone Wealth Management
Washington
US$ 246 mi +US$ 23,1 mi +10% 2,94% 87,1% 798 78,32% 0,5
LifePlan Investment Advisors
5602
LifePlan Investment Advisors
North Carolina
US$ 246 mi +US$ 7,16 mi +3% 1,44% 60,9% 119 8,4% 1,7
Metavasi Capital
5603
Metavasi Capital
New York
US$ 245 mi -US$ 85,6 mi -26% 8,45% 840% 45 62,22% 1
HighMark Wealth Management
5604
HighMark Wealth Management
Minnesota
US$ 245 mi +US$ 18,2 mi +8% 10,6% 110% 667 21,29% 3,1
Tumwater Wealth Management
5605
Tumwater Wealth Management
Idaho
US$ 245 mi +US$ 20,2 mi +9% 2,97% – 36 11,11% 0,9
SWMG
5606
Signature Wealth Management Group
Georgia
US$ 245 mi -US$ 12,4 mi -5% 0,24% – 120 16,67% 3,7
Financial Symmetry
5607
Financial Symmetry
North Carolina
US$ 245 mi +US$ 22,2 mi +10% 3,22% 68,4% 62 16,13% 1,3
AAG
5608
Avalon Advisory Group
Pennsylvania
US$ 245 mi -US$ 1,65 mi -0,7% 1,38% 46% 18 27,78% 3,8
Bayshore Asset Management
5609
Bayshore Asset Management
Florida
US$ 245 mi +US$ 11,8 mi +5% 3,09% 66,1% 41 2,44% 2,9
Dopkins Wealth Management
5610
Dopkins Wealth Management
New York
US$ 245 mi +US$ 7,77 mi +3% 2,93% 68,8% 82 4,88% 2
Elevation Capital Advisory
5611
Elevation Capital Advisory
Oregon
US$ 245 mi -US$ 5,59 mi -2% 1,02% – 86 56,98% 0,5
Bull Oak Capital
5612
Bull Oak Capital
California
US$ 245 mi +US$ 9,34 mi +4% 1,52% 62,1% 37 16,22% 1,2
Robinson Capital Management
5613
Robinson Capital Management
Michigan
US$ 245 mi +US$ 56,1 mi +30% 0,08% 7,8% 128 28,91% 1,2
Family Office Research
5614
Family Office Research
Maryland
US$ 245 mi +US$ 16 mi +7% 6,42% – 79 11,39% 0,8
Financial Guidance Group
5615
Financial Guidance Group
Florida
US$ 244 mi +US$ 21,4 mi +10% 1,65% 58,7% 91 8,79% 2,3
WealthCollab
5616
WealthCollab
Washington
US$ 244 mi +US$ 26,5 mi +12% 1,01% – 1.113 20,58% 1,4
CNB Bank
5617
CNB Bank
Pennsylvania
US$ 244 mi +US$ 4,32 mi +2% 3,28% 106% 523 6,69% 4,5
SM
5618
Salzhauer Michael
US$ 244 mi +US$ 35,9 mi +17% 6,99% 98% 106 23,58% 4
Financial Avengers
5619
Financial Avengers
California
US$ 244 mi +US$ 11,5 mi +5% 6,29% 108% 148 7,43% 3,8
Fiduciary Wealth Partners
5620
Fiduciary Wealth Partners
Massachusetts
US$ 244 mi +US$ 5,71 mi +2% 2,6% – 96 12,5% 1,2
Porter White Investment Advisors
5621
Porter White Investment Advisors
Alabama
US$ 244 mi +US$ 10,9 mi +5% 2,71% 58% 36 2,78% 2,4
Aristotle Pacific Capital
5622
Aristotle Pacific Capital
California
US$ 244 mi +US$ 38,4 mi +19% 0,47% 1,84% 6 16,67% 3,8
Glass Wealth Management
5623
Glass Wealth Management
Texas
US$ 244 mi +US$ 19,4 mi +9% 8,69% – 58 5,17% 1,6
Verisail Partners
5624
Verisail Partners
Georgia
US$ 243 mi +US$ 7,71 mi +3% 1,72% – 24 8,33% 0,9
Ananym Capital Management
5625
Ananym Capital Management
New York
US$ 243 mi -US$ 17 mi -7% 0,92% – 10 20% 0,9