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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)
Arcadia Wealth Management (New Hampshire)
5926
Arcadia Wealth Management (New Hampshire)
New Hampshire
US$ 114 mi – – 7,2% 55,5% 59 – 0
Clarus Group
5927
Clarus Group
Texas
US$ 114 mi +US$ 4,23 mi +4% 8,85% 67,5% 100 15% 1,6
Innova Wealth Partners
5928
Innova Wealth Partners
Pennsylvania
US$ 114 mi +US$ 4,22 mi +4% 6,84% 72,5% 68 41,18% 1,3
Hazlett, Burt & Watson
5929
Hazlett, Burt & Watson
West Virginia
US$ 114 mi +US$ 10,5 mi +10% 10,2% 108% 657 7,15% 0,7
Peak Planning Group
5930
Peak Planning Group
Colorado
US$ 114 mi +US$ 5,61 mi +5% 7,11% 105% 83 10,84% 1,6
Western Standard LLC
5931
Western Standard LLC
California
US$ 114 mi +US$ 26,2 mi +30% 48,4% 83,7% 36 52,78% 0,9
Dopkins Wealth Management
5932
Dopkins Wealth Management
New York
US$ 114 mi +US$ 24,4 mi +27% 10,5% 64,4% 48 29,17% 0,7
Aegis Financial
5933
Aegis Financial
Virginia
US$ 114 mi – – 33,6% 266% 28 – 1,5
Altus Wealth Management
5934
Altus Wealth Management
Kentucky
US$ 114 mi -US$ 3,28 mi -3% 7,04% 73% 35 25,71% 2,2
Weaver C. Barksdale & Associates
5935
Weaver C. Barksdale & Associates
Tennessee
US$ 113 mi +US$ 13,8 mi +14% 15% 52,2% 65 7,69% 4,6
Somerset Group
5936
Somerset Group
Minnesota
US$ 113 mi +US$ 3,95 mi +4% 4,34% 84,6% 70 12,86% 5,3
Caldwell Sutter Capital
5937
Caldwell Sutter Capital
California
US$ 113 mi – – 7,8% 79,5% 315 – 0
Silverhawk Asset Management
5938
Silverhawk Asset Management
Arizona
US$ 113 mi +US$ 13,6 mi +14% 8,12% – 35 20% 0,7
Simplicity Wealth
5939
Simplicity Wealth
New Jersey
US$ 113 mi +US$ 38,8 mi +52% 6,11% 82,2% 102 69,61% 0,3
Shelter Insurance Retirement Plan
5940
Shelter Insurance Retirement Plan
Missouri
US$ 113 mi -US$ 25,7 mi -18% 10% 60,5% 8 0% 2,2
Velan Capital Investment Management
5941
Velan Capital Investment Management
Georgia
US$ 113 mi +US$ 12,4 mi +12% 15,8% 2.395% 35 51,43% 0,4
ASFA
5942
All Season Financial Advisors
Colorado
US$ 113 mi +US$ 21 mi +23% 7,94% 33,8% 143 54,55% 0,5
Davidson Trust Company
5943
Davidson Trust Company
Washington
US$ 113 mi +US$ 9,06 mi +9% 10,5% 77% 110 6,36% 2,6
Disciplined Equity Management
5944
Disciplined Equity Management
Florida
US$ 113 mi +US$ 11,7 mi +12% 12,4% 72,3% 57 19,3% 0,7
Stevens Capital Partners
5945
Stevens Capital Partners
Nebraska
US$ 113 mi – – 7,31% 76,3% 50 – 0
Basepoint Wealth
5946
Basepoint Wealth
Iowa
US$ 113 mi +US$ 19,3 mi +21% 14,7% 113% 91 7,69% 0,8
Porter White Investment Advisors
5947
Porter White Investment Advisors
Alabama
US$ 113 mi – – 10,7% 58% 20 – 0
Convergence Financial
5948
Convergence Financial
Missouri
US$ 113 mi +US$ 21,7 mi +24% 5,93% 70,6% 30 36,67% 0,6
Pinnacle Wealth Management Group
5949
Pinnacle Wealth Management Group
Michigan
US$ 113 mi -US$ 610 mil -0,5% 7,24% 64,3% 111 10,81% 1,2
Institutional Venture Management XIII
5950
Institutional Venture Management XIII
California
US$ 113 mi -US$ 25 mi -18% 15,2% – 4 0% 0,9