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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)
Asset Planning Corporation
6251
Asset Planning Corporation
Tennessee
US$ 129 mi -US$ 537 mil -0,4% 9,02% 44,5% 43 9,3% 2,2
Fort Henry Capital
6252
Fort Henry Capital
West Virginia
US$ 129 mi +US$ 12,4 mi +11% 9,36% 39,3% 15 6,67% 2,7
Keener Financial Planning
6253
Keener Financial Planning
Texas
US$ 129 mi – – 11% 70,5% 185 – 0
LAM
6254
LifePro Asset Management
California
US$ 129 mi +US$ 8,03 mi +7% 7,07% 49% 127 35,43% 1
Philip James Wealth Mangement
6255
Philip James Wealth Mangement
Georgia
US$ 129 mi – – 7,23% 76% 74 – 0
Mainsail Financial Group
6256
Mainsail Financial Group
Washington
US$ 129 mi +US$ 18,8 mi +17% 9,99% 61,9% 52 7,69% 0,8
SWP Financial
6257
SWP Financial
California
US$ 129 mi – – 9,69% 58,4% 44 – 0
Sterling Group Wealth Management
6258
Sterling Group Wealth Management
California
US$ 129 mi +US$ 23 mi +22% 10,9% 75,9% 55 14,55% 0,9
Lakewood Asset Management
6259
Lakewood Asset Management
Illinois
US$ 129 mi +US$ 6,03 mi +5% 8,87% 69,3% 113 5,31% 1
Fidelity D&D Bancorp
6260
Fidelity D&D Bancorp
Pennsylvania
US$ 129 mi +US$ 31,3 mi +32% 10,8% 63,8% 109 16,51% 0,6
Carson Advisory
6261
Carson Advisory
Georgia
US$ 129 mi +US$ 14,5 mi +13% 12,7% 70,9% 165 12,12% 1,4
Beacon Financial Strategies
6262
Beacon Financial Strategies
North Carolina
US$ 129 mi +US$ 12,8 mi +11% 9,23% 54,2% 35 5,71% 2,3
Dopkins Wealth Management
6263
Dopkins Wealth Management
New York
US$ 129 mi -US$ 3,53 mi -3% 10,8% 68,8% 60 33,33% 1,4
Tenzing Global Management
6264
Tenzing Global Management
California
US$ 129 mi -US$ 52,9 mi -29% 5,63% 273% 17 41,18% 1,8
Trevian Wealth Management
6265
Trevian Wealth Management
Massachusetts
US$ 128 mi +US$ 19,5 mi +18% 12,3% 103% 34 23,53% 0,7
Trust Investment Advisors
6266
Trust Investment Advisors
Indiana
US$ 128 mi +US$ 12 mi +10% 14,4% 178% 113 28,32% 3,9
Refined Wealth Management
6267
Refined Wealth Management
Utah
US$ 128 mi +US$ 16,8 mi +15% 21% 99,4% 26 0% 1,9
WealthCollab
6268
WealthCollab
Washington
US$ 128 mi – – 9,69% 85,3% 877 – 0
Channing Global Advisors
6269
Channing Global Advisors
Florida
US$ 128 mi +US$ 25,6 mi +25% 15,3% 128% 50 16% 1,3
Mendota Financial Group
6270
Mendota Financial Group
Wisconsin
US$ 128 mi +US$ 32,1 mi +33% 9,73% 50,1% 414 37,44% 0,6
Presidio Capital Management
6271
Presidio Capital Management
California
US$ 128 mi +US$ 14,2 mi +12% 7,79% 56,8% 43 18,6% 1,1
PIP
6272
PB Investment Partners
California
US$ 128 mi +US$ 11 mi +9% 14,7% 81,1% 9 11,11% 1,8
Jacobs Asset Management
6273
Jacobs Asset Management
New York
US$ 128 mi -US$ 19,2 mi -13% 19,2% 114% 39 30,77% 1,8
Olistico Wealth
6274
Olistico Wealth
Oklahoma
US$ 128 mi +US$ 16 mi +14% 12,2% 108% 109 8,26% 0,9
HAM
6275
Hedges Asset Management
Nevada
US$ 128 mi +US$ 13,5 mi +12% 15,8% – 113 11,5% 1,7