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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)
Mission Hills Financial Advisory
6251
Mission Hills Financial Advisory
California
US$ 195 mi +US$ 5,95 mi +3% 1,21% – 58 15,52% 1
Revere Asset Management
6252
Revere Asset Management
Texas
US$ 195 mi -US$ 88,9 mi -31% 0,14% 592% 46 69,57% 0,6
International City Management Association Retirement Corp
6253
International City Management Association Retirement Corp
District of Columbia
US$ 195 mi -US$ 1,74 mi -0,9% 0,82% 48,1% 6 0% 2,4
Yardley Wealth Management
6254
Yardley Wealth Management
Pennsylvania
US$ 195 mi +US$ 7,02 mi +4% 0,9% – 36 0% 1,4
Castleview Partners
6255
Castleview Partners
Texas
US$ 195 mi -US$ 6,73 mi -3% 1,34% 61,3% 225 23,56% 2,7
W Advisors LLC
6256
W Advisors LLC
Tennessee
US$ 195 mi -US$ 3,75 mi -2% 0,1% 88,7% 149 10,74% 2,8
Crestview Partners III
6257
Crestview Partners III
New York
US$ 195 mi -US$ 8,52 mi -4% 0,47% 51,2% 2 0% 3
Lantern Wealth Advisors
6258
Lantern Wealth Advisors
New York
US$ 195 mi +US$ 6,82 mi +4% 0,74% – 190 22,63% 1,4
Alethea Capital Management
6259
Alethea Capital Management
Washington
US$ 195 mi -US$ 11 mi -5% 6,06% 246% 17 41,18% 2,3
WestCap Management
6260
WestCap Management
California
US$ 195 mi -US$ 265 mi -58% 53,9% – 2 0% 0,3
Tower View Wealth Management
6261
Tower View Wealth Management
Wisconsin
US$ 195 mi -US$ 7,45 mi -4% 1,51% 135% 208 17,31% 3,5
Symphony Financial Services
6262
Symphony Financial Services
Ohio
US$ 195 mi -US$ 271 mil -0,1% 0,78% – 107 12,15% 1,3
Wynn Capital
6263
Wynn Capital
Georgia
US$ 195 mi -US$ 11,2 mi -5% 4,06% 115% 109 1,83% 2,1
Next Level Wealth Planning
6264
Next Level Wealth Planning
Idaho
US$ 195 mi +US$ 6,79 mi +4% 1,07% – 73 9,59% 0,9
Clayton Financial Group
6265
Clayton Financial Group
Missouri
US$ 195 mi -US$ 1,45 mi -0,7% 0,7% 69,8% 641 10,61% 0,4
Exit Wealth Advisors
6266
Exit Wealth Advisors
Georgia
US$ 195 mi +US$ 25,4 mi +15% 1,36% – 166 45,78% 0,3
Cassia Capital Partners
6267
Cassia Capital Partners
North Carolina
US$ 194 mi +US$ 9,6 mi +5% 0,67% 59,9% 67 5,97% 2,8
KIM
6268
Kane Investment Management
California
US$ 194 mi -US$ 11,7 mi -6% 1,54% – 107 19,63% 0,9
Treasure Coast Financial Planning
6269
Treasure Coast Financial Planning
Florida
US$ 194 mi +US$ 6 mi +3% 0,93% 35,5% 50 12% 2,5
Pettee Investors
6270
Pettee Investors
Connecticut
US$ 194 mi +US$ 15,9 mi +9% 0,29% 102% 119 10,08% 6,7
17 Capital Partners
6271
17 Capital Partners
Arizona
US$ 194 mi +US$ 139 mil +0,1% 3,6% – 183 18,03% 2,1
OEP Capital Advisors
6272
OEP Capital Advisors
New York
US$ 194 mi +US$ 56,5 mi +41% 19,5% 23,2% 1 0% 5,3
IFS Advisors
6273
IFS Advisors
Kansas
US$ 194 mi +US$ 1,57 mi +0,8% 0,92% 54,2% 220 14,09% 2,5
True Vision MN
6274
True Vision MN
Minnesota
US$ 194 mi -US$ 2,87 mi -1% 1,07% – 129 37,98% 1,2
Omni 360 Wealth
6275
Omni 360 Wealth
New Jersey
US$ 194 mi -US$ 1,48 mi -0,8% 1,14% 59,9% 131 8,4% 1,8