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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)
SWP
6401
Semus Wealth Partners
Florida
US$ 122 mi +US$ 14,7 mi +14% 10,2% 107% 133 15,79% 0,8
Core Wealth Partners
6402
Core Wealth Partners
California
US$ 122 mi +US$ 12 mi +11% 8,98% 75,7% 121 13,22% 0,8
Guardian Financial Partners
6403
Guardian Financial Partners
California
US$ 122 mi +US$ 15,5 mi +15% 7,89% 53,9% 45 11,11% 0,6
Vannoy Advisory Group
6404
Vannoy Advisory Group
Texas
US$ 122 mi – – 9,81% 52,5% 28 – 0
Priebe Wealth Holdings
6405
Priebe Wealth Holdings
Minnesota
US$ 122 mi – – 11,9% – 64 – 0
Private Client Services
6406
Private Client Services
Kentucky
US$ 122 mi – – 8,55% 72% 135 – 0
Pinnacle Wealth Management Group
6407
Pinnacle Wealth Management Group
Michigan
US$ 122 mi +US$ 11,9 mi +11% 9,62% 64,3% 98 4,08% 1,9
AMAL
6408
Asset Management Advisors LLC
Oklahoma
US$ 122 mi +US$ 15 mi +14% 13,1% 125% 18 22,22% 4
Taylor Financial Group
6409
Taylor Financial Group
Virginia
US$ 122 mi – – 13,3% 79% 89 – 0
RFMS
6410
RWQ Financial Management Services
Florida
US$ 122 mi +US$ 29,4 mi +32% 17,7% 446% 28 50% 1,2
Cottonwood Capital Advisors
6411
Cottonwood Capital Advisors
Utah
US$ 121 mi +US$ 14,4 mi +13% 11% 79% 131 29,01% 1,3
Rosalind Advisors
6412
Rosalind Advisors
Ontario, Canada
US$ 121 mi – – 40,6% – 30 – 0
OM
6413
OV Management
Minnesota
US$ 121 mi – – 13,9% 44,8% 59 – 0
Paladin Advisory Group
6414
Paladin Advisory Group
Iowa
US$ 121 mi +US$ 2,49 mi +2% 9,92% 78,7% 262 14,12% 0,7
MWA Asset Management
6415
MWA Asset Management
Massachusetts
US$ 121 mi +US$ 17,5 mi +17% 14,6% 183% 118 9,32% 0,2
SFM LLC
6416
SFM LLC
New Hampshire
US$ 121 mi – – 10,3% 67,5% 57 – 0
Mainsail Management Company
6417
Mainsail Management Company
Texas
US$ 121 mi +US$ 25,1 mi +26% 26,4% 55% 2 0% 1
Penney Financial
6418
Penney Financial
Texas
US$ 121 mi – – 10,1% 54,8% 31 – 0
Data Collective IV
6419
Data Collective IV
California
US$ 121 mi +US$ 15,2 mi +14% 16,5% 317% 5 0% 1,8
Diker Management
6420
Diker Management
New York
US$ 121 mi +US$ 8,9 mi +8% 11,6% 210% 41 26,83% 2,6
ROI Financial Advisors
6421
ROI Financial Advisors
Oregon
US$ 121 mi – – 13% 165% 62 – 0
Smallwood Wealth Investment Management
6422
Smallwood Wealth Investment Management
New Jersey
US$ 121 mi +US$ 11 mi +10% 10,2% 78% 66 7,58% 1,6
Cedar Point Capital Partners
6423
Cedar Point Capital Partners
Iowa
US$ 121 mi – – 8,85% 55,4% 50 – 0
CWM
6424
Cordatus Wealth Management
Pennsylvania
US$ 121 mi +US$ 11,4 mi +10% 11,1% 108% 60 10% 0,8
Tikehau Investment Management
6425
Tikehau Investment Management
France
US$ 121 mi -US$ 2,07 mi -2% 14,7% 102% 15 0% 2,5