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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)
AdviceOne Advisory Services
6801
AdviceOne Advisory Services
Connecticut
US$ 165 mi -US$ 3,96 mi -2% 2,69% – 41 4,88% 1
Optivise Advisory Services
6802
Optivise Advisory Services
Tennessee
US$ 165 mi -US$ 8,3 mi -5% 1,38% – 219 25,57% 1,1
Grand Alliance Asset Management
6803
Grand Alliance Asset Management
Hong Kong
US$ 165 mi +US$ 27,8 mi +20% 49,1% – 15 40% 0,5
Dominguez Wealth Management Solutions
6804
Dominguez Wealth Management Solutions
Virginia
US$ 165 mi +US$ 1,5 mi +0,9% 0,5% 59,7% 69 5,8% 2,8
Charter Oak Advisors
6805
Charter Oak Advisors
New York
US$ 165 mi +US$ 46 mi +39% 17,1% – 14 14,29% 1
Taylor Financial Group
6806
Taylor Financial Group
Virginia
US$ 165 mi -US$ 5,18 mi -3% 1,95% 79% 103 4,85% 2
Rochester Wealth Strategies
6807
Rochester Wealth Strategies
Michigan
US$ 165 mi +US$ 5,69 mi +4% 0,32% – 24 0% 0,9
Buckland Partners Management Co
6808
Buckland Partners Management Co
New York
US$ 165 mi -US$ 15,5 mi -9% 0,18% – 111 24,32% 0,2
Capital & Planning LLC
6809
Capital & Planning LLC
Georgia
US$ 165 mi +US$ 143 mi +663% 4,34% – 172 94,77% 0,1
Occam Crest Management
6810
Occam Crest Management
Connecticut
US$ 165 mi +US$ 20,7 mi +14% 3,76% – 38 36,84% 0,3
Sugar Maple Asset Management
6811
Sugar Maple Asset Management
Wisconsin
US$ 165 mi +US$ 16 mi +11% 0,22% – 98 28,57% 1,1
Bitterroot Capital Advisors
6812
Bitterroot Capital Advisors
Montana
US$ 165 mi +US$ 18,7 mi +13% 1,28% – 61 18,03% 0,2
Sender Company & Partners
6813
Sender Company & Partners
New York
US$ 165 mi -US$ 49,9 mi -23% 0,28% 69,8% 132 82,58% 0,3
Addis & Hill
6814
Addis & Hill
Pennsylvania
US$ 164 mi -US$ 618 mil -0,4% 0,59% 65,1% 27 0% 2
General Partner Inc
6815
General Partner Inc
Pennsylvania
US$ 164 mi -US$ 12,2 mi -7% 1,76% 83,1% 169 2,37% 2,7
CCM
6816
Clutterbuck Capital Management
Ohio
US$ 164 mi +US$ 44,2 mi +37% 4,29% – 9 55,56% 0,2
Newport Capital Group
6817
Newport Capital Group
New Jersey
US$ 164 mi +US$ 464 mil +0,3% 1,3% – 75 8% 1,9
PVAMC
6818
PPS&V Asset Management Consultants
Michigan
US$ 164 mi -US$ 8,48 mi -5% 2,79% 80,7% 42 4,76% 2,8
Prospect Financial Services
6819
Prospect Financial Services
New York
US$ 164 mi -US$ 10,3 mi -6% 4,27% – 109 9,17% 1,6
VMS Asset Management
6820
VMS Asset Management
US$ 164 mi -US$ 95,8 mi -37% 29,5% – 54 79,63% 0,1
Chico Wealth RIA
6821
Chico Wealth RIA
California
US$ 164 mi +US$ 10,2 mi +7% 1,98% 74,7% 40 25% 2,2
Alamar Capital Management
6822
Alamar Capital Management
California
US$ 164 mi -US$ 17,6 mi -10% 4,86% – 92 15,22% 2,4
Papamarkou Wellner Asset Management
6823
Papamarkou Wellner Asset Management
New York
US$ 164 mi -US$ 2,72 mi -2% 2,74% – 94 17,02% 0,9
Gridiron Partners
6824
Gridiron Partners
Pennsylvania
US$ 164 mi -US$ 11,9 mi -7% 1,78% 15,5% 60 23,33% 2,2
Longview Financial Advisors
6825
Longview Financial Advisors
Alabama
US$ 164 mi +US$ 16,5 mi +11% 5,72% 47,4% 163 71,17% 0,5