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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)
Marshall & Sterling Wealth Advisors
6651
Marshall & Sterling Wealth Advisors
New York
US$ 145 mi – – 0,25% – 361 – 0
Echo Wealth Management
6652
Echo Wealth Management
Minnesota
US$ 145 mi +US$ 1,64 mi +1% 0,16% 42,9% 49 4,08% 2,3
Wallace Advisory Group
6653
Wallace Advisory Group
California
US$ 145 mi +US$ 8 mi +6% 1,29% 50,9% 199 19,6% 1,4
HIA
6654
Harvest Investment Advisors
Florida
US$ 145 mi -US$ 2,29 mi -2% 0,72% 78,3% 57 10,53% 1,7
Arlington Capital Management
6655
Arlington Capital Management
Illinois
US$ 145 mi +US$ 23,1 mi +19% 1,46% 146% 100 24% 0,8
PBK
6656
Peoples Bank (Kansas)
Kansas
US$ 145 mi -US$ 4,5 mi -3% 0,19% 74,5% 326 4,6% 1
Clayton Partners
6657
Clayton Partners
California
US$ 145 mi +US$ 5,76 mi +4% 5,62% 109% 43 20,93% 2
North Ridge Wealth Advisors
6658
North Ridge Wealth Advisors
Oregon
US$ 144 mi -US$ 2,61 mi -2% 3,83% 29,5% 195 78,46% 0,3
Whalen Wealth Management
6659
Whalen Wealth Management
Nevada
US$ 144 mi +US$ 2,95 mi +2% 3,24% 90,2% 182 62,64% 0,4
Taylor Financial Group
6660
Taylor Financial Group
Virginia
US$ 144 mi -US$ 328 mil -0,2% 0,73% 79% 102 8,82% 0,9
Better Money Decisions
6661
Better Money Decisions
New Mexico
US$ 144 mi +US$ 3,34 mi +2% 1,47% 32,7% 70 12,86% 2,6
Nalanda India Fund
6662
Nalanda India Fund
Mauritius
US$ 144 mi -US$ 54,1 mi -27% 10,1% 15,3% 1 0% 6
NWMP
6663
Noble Wealth Management PBC
Colorado
US$ 144 mi – – 0,19% – 454 – 0
Islay Capital Management
6664
Islay Capital Management
Texas
US$ 144 mi -US$ 5,1 mi -3% 1,08% 72% 227 18,5% 3,2
FinDec Wealth Services
6665
FinDec Wealth Services
California
US$ 144 mi -US$ 28,2 mi -16% 1,36% 52,7% 43 11,63% 1,8
Atmos Advisory
6666
Atmos Advisory
Pennsylvania
US$ 144 mi +US$ 3,3 mi +2% 3,19% 31,9% 32 37,5% 1,8
Objectivity Squared
6667
Objectivity Squared
South Carolina
US$ 144 mi +US$ 83,7 mil +0,1% 0,31% – 55 20% 0,9
Hippocratic Financial Advisors
6668
Hippocratic Financial Advisors
California
US$ 144 mi – – 1,22% – 21 – 0
Magnolia Wealth Management
6669
Magnolia Wealth Management
Alabama
US$ 144 mi +US$ 3,18 mi +2% 1,54% 48,7% 13 7,69% 1,9
Pacific Wealth Strategies Group
6670
Pacific Wealth Strategies Group
California
US$ 144 mi +US$ 8,97 mi +7% 1,77% 85,3% 57 17,54% 4,1
LWM Advisory Services
6671
LWM Advisory Services
Florida
US$ 144 mi +US$ 8,81 mi +7% 1,76% 64,9% 99 10,1% 1,8
Carson Advisory
6672
Carson Advisory
Georgia
US$ 144 mi -US$ 15,5 mi -10% 0,5% 70,9% 188 22,34% 2,1
Valley Financial Group
6673
Valley Financial Group
Pennsylvania
US$ 144 mi +US$ 658 mil +0,5% 1,57% – 60 8,33% 0,9
Gould Capital
6674
Gould Capital
Washington
US$ 144 mi -US$ 8,31 mi -5% 2,32% 60,1% 223 6,73% 2,4
Merrion Investment Management
6675
Merrion Investment Management
New Jersey
US$ 144 mi -US$ 7,82 mi -5% 6,5% 161% 109 12,84% 2,6