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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)
Finer Wealth Management
6176
Finer Wealth Management
Massachusetts
US$ 199 mi -US$ 7,28 mi -4% 1,43% 175% 89 8,99% 2,9
Signature Wealth Management Partners
6177
Signature Wealth Management Partners
New Jersey
US$ 199 mi -US$ 2,83 mi -1% 2,05% 97,9% 123 8,13% 3,3
BWM
6178
Bullock Wealth Management
Indiana
US$ 199 mi -US$ 5,19 mi -3% 0,35% 101% 658 13,68% 3
Crown Oak Advisors
6179
Crown Oak Advisors
California
US$ 199 mi -US$ 11,5 mi -5% 0,76% 53,3% 23 0% 2,1
Flower City Capital
6180
Flower City Capital
New York
US$ 199 mi +US$ 3,27 mi +2% 1,69% 69,5% 47 8,51% 2,4
LCM Capital Management
6181
LCM Capital Management
Illinois
US$ 199 mi -US$ 7,6 mi -4% 1,56% 128% 116 7,76% 3,6
Strategic Planning Inc
6182
Strategic Planning Inc
Ohio
US$ 199 mi +US$ 13,7 mi +7% 4,1% – 62 29,03% 0,7
Prospera Capital Management
6183
Prospera Capital Management
Arizona
US$ 199 mi +US$ 1,11 mi +0,6% 2,1% – 45 8,89% 0,9
Asset Advisory Group
6184
Asset Advisory Group
New Jersey
US$ 199 mi -US$ 892 mil -0,4% 2,04% – 121 4,96% 0,2
Park Avenue Institutional Advisers
6185
Park Avenue Institutional Advisers
New York
US$ 199 mi +US$ 198 mi +19.705% 0,5% – 5 40% 0,2
PIM
6186
Pullen Investment Management
Florida
US$ 199 mi +US$ 9,31 mi +5% 7,75% – 105 14,29% 1,5
DCM
6187
Dilation Capital Management
New York
US$ 199 mi -US$ 18,3 mi -8% 17,6% – 28 60,71% 0,5
William John Sempolinski
6188
William John Sempolinski
Massachusetts
US$ 199 mi -US$ 4,09 mi -2% 3,44% – 99 16,16% 0,2
Plotkin Financial Advisors
6189
Plotkin Financial Advisors
Maryland
US$ 199 mi -US$ 5,86 mi -3% 3,56% 95,3% 105 8,57% 3,6
Cape Ann Savings Bank
6190
Cape Ann Savings Bank
Massachusetts
US$ 199 mi +US$ 4,16 mi +2% 0,57% 82% 124 14,52% 4,6
Disciplined Equity Management
6191
Disciplined Equity Management
Florida
US$ 199 mi +US$ 6 mi +3% 3,2% 72,3% 65 33,85% 3,2
Patrick Mauro Investment Advisor
6192
Patrick Mauro Investment Advisor
Illinois
US$ 199 mi +US$ 7,68 mi +4% 3,66% 38,7% 43 9,3% 2,9
PS
6193
Pennant Select
New Jersey
US$ 199 mi +US$ 9,9 mi +5% 1,23% – 16 25% 1,4
NWMP
6194
Noble Wealth Management PBC
Colorado
US$ 199 mi -US$ 175 mil -0,1% 1,74% – 655 20,31% 0,9
Mendel Capital Management
6195
Mendel Capital Management
Arkansas
US$ 199 mi – – 1,18% – 97 – 3,2
Gray Private Wealth
6196
Gray Private Wealth
Massachusetts
US$ 199 mi -US$ 5,93 mi -3% 2,89% – 52 9,62% 1,6
Sage Private Wealth Group
6197
Sage Private Wealth Group
Illinois
US$ 199 mi +US$ 12,7 mi +7% 3,12% 72,3% 99 11,11% 2,4
Niatross Investments
6198
Niatross Investments
US$ 199 mi +US$ 40,7 mi +26% 13,1% – 1 0% 0,3
Smith Thornton Advisors
6199
Smith Thornton Advisors
Alabama
US$ 199 mi +US$ 1,99 mi +1% 0,08% – 133 6,77% 1,5
KilterHowling LLC
6200
KilterHowling LLC
Colorado
US$ 198 mi +US$ 978 mil +0,5% 2,72% 51,3% 54 14,81% 3,1