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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)
Pearl Planning
6901
Pearl Planning
Michigan
US$ 164 mi – – 2,42% – 52 – 0
Widmann Financial Services
6902
Widmann Financial Services
Maryland
US$ 163 mi +US$ 4,43 mi +3% 2,36% 75,2% 120 11,67% 2,8
Daner Wealth Management
6903
Daner Wealth Management
Georgia
US$ 163 mi +US$ 9,34 mi +6% 1,98% – 105 18,1% 0,7
Inman Jager Wealth Management
6904
Inman Jager Wealth Management
Mississippi
US$ 163 mi +US$ 6,71 mi +4% 0,77% – 83 2,41% 1
Eliot Finkel Investment Counsel
6905
Eliot Finkel Investment Counsel
California
US$ 163 mi -US$ 3,06 mi -2% 3,51% 85,5% 33 0% 5,4
Fort Henry Capital
6906
Fort Henry Capital
West Virginia
US$ 163 mi +US$ 5,82 mi +4% 1% 39,3% 17 5,88% 4,1
Camelot Portfolios
6907
Camelot Portfolios
Ohio
US$ 163 mi -US$ 6,19 mi -4% 1,64% 47,2% 612 65,2% 1,1
EMB
6908
Elefante Mark B
US$ 163 mi +US$ 6,9 mi +4% 5,16% – 58 6,9% 4,7
Saxony Capital Management
6909
Saxony Capital Management
Missouri
US$ 163 mi +US$ 11,5 mi +8% 2,48% 90% 187 30,48% 1,1
BWM
6910
BCO Wealth Management
New Mexico
US$ 163 mi +US$ 11,5 mi +8% 1,78% – 41 9,76% 0,8
Panoramic Capital Partners
6911
Panoramic Capital Partners
Oregon
US$ 163 mi +US$ 7,41 mi +5% 2,22% – 67 19,4% 0,8
Columbia River Financial Group
6912
Columbia River Financial Group
Washington
US$ 163 mi +US$ 786 mil +0,5% 0,59% – 54 1,85% 1
Kastel Capital Advisors
6913
Kastel Capital Advisors
Massachusetts
US$ 163 mi – – 1,49% – 55 – 0
Erickson Financial Group
6914
Erickson Financial Group
Pennsylvania
US$ 163 mi +US$ 3,61 mi +2% 2,26% 69,3% 26 3,85% 3,3
Obsido Oy
6915
Obsido Oy
US$ 163 mi +US$ 12,5 mi +8% 1,98% – 20 0% 1
Westco Advisory Services
6916
Westco Advisory Services
New York
US$ 163 mi – – 4,26% – 93 – 0
Live Oak Investment Partners
6917
Live Oak Investment Partners
Texas
US$ 163 mi +US$ 11,8 mi +8% 2,28% – 96 27,08% 2
Brewster Financial Planning
6918
Brewster Financial Planning
New York
US$ 163 mi +US$ 3,71 mi +2% 1,28% 44,3% 27 3,7% 2,5
SLFPAM
6919
St. Louis Financial Planners Asset Management
Missouri
US$ 163 mi +US$ 7,6 mi +5% 6,38% 139% 52 46,15% 0,6
Arlington Capital Management
6920
Arlington Capital Management
Illinois
US$ 163 mi +US$ 6,08 mi +4% 6,23% 146% 129 37,21% 0,9
Caldwell Investment Management
6921
Caldwell Investment Management
Ontario, Canada
US$ 163 mi +US$ 10,3 mi +7% 5,06% 162% 35 42,86% 1,1
Lummis Asset Management
6922
Lummis Asset Management
Texas
US$ 163 mi +US$ 10,3 mi +7% 4% 79,6% 197 24,87% 1,4
English Capital Management
6923
English Capital Management
Michigan
US$ 163 mi +US$ 7,8 mi +5% 7,31% – 36 2,78% 1,6
Zynergy Retirement Planning
6924
Zynergy Retirement Planning
New Jersey
US$ 163 mi +US$ 3,97 mi +3% 0,8% – 29 10,34% 1,4
Paragon Financial Partners
6925
Paragon Financial Partners
California
US$ 163 mi +US$ 4,13 mi +3% 1,59% 90,6% 77 9,09% 3,3