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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)
Swisher Financial Concepts
7051
Swisher Financial Concepts
Ohio
US$ 121 mi +US$ 36,1 mi +43% 0,88% – 90 41,11% 0,8
Lewis Asset Management
7052
Lewis Asset Management
California
US$ 121 mi -US$ 10,1 mi -8% 4,13% 142% 140 17,14% 1
Archvest Wealth Advisors
7053
Archvest Wealth Advisors
California
US$ 121 mi -US$ 17,1 mi -12% 0,22% 53,1% 66 12,12% 1,9
Tiptree Advisors
7054
Tiptree Advisors
New York
US$ 121 mi +US$ 24,4 mi +25% 0,8% – 27 40,74% 0,2
Morey & Quinn Wealth Partners
7055
Morey & Quinn Wealth Partners
Nebraska
US$ 121 mi +US$ 2,89 mi +2% 0,38% – 126 6,35% 0,2
Kepos Capital
7056
Kepos Capital
New York
US$ 121 mi +US$ 5,02 mi +4% 2,22% 21,1% 74 51,35% 0,9
Sand Grove Capital Management
7057
Sand Grove Capital Management
United Kingdom
US$ 121 mi -US$ 85,4 mi -41% 7,58% 410% 15 73,33% 0,5
SWM
7058
SpringVest Wealth Management
Texas
US$ 121 mi +US$ 3,88 mi +3% 2,63% – 60 18,33% 0,2
Northwest Financial Advisors
7059
Northwest Financial Advisors
Virginia
US$ 121 mi -US$ 539 mil -0,4% 3,36% 67% 125 14,4% 1
SIMA Wealth Partners
7060
SIMA Wealth Partners
Virginia
US$ 120 mi +US$ 2,79 mi +2% 0,3% – 192 15,1% 0,6
Northeast Planning Associates NH
7061
Northeast Planning Associates NH
New Hampshire
US$ 120 mi +US$ 23,8 mi +25% 6,61% – 60 46,67% 0,2
Holcombe Financial
7062
Holcombe Financial
Georgia
US$ 120 mi -US$ 1,02 mi -0,8% 1,06% – 42 16,67% 0,2
Marest Capital
7063
Marest Capital
California
US$ 120 mi -US$ 3,35 mi -3% 4,93% 84,5% 26 23,08% 0,9
Dynamic Wealth Strategies
7064
Dynamic Wealth Strategies
California
US$ 120 mi +US$ 7,92 mi +7% 0,94% 52,2% 233 72,53% 0,3
Avant Capital
7065
Avant Capital
Louisiana
US$ 120 mi -US$ 324 mil -0,3% 0,61% – 68 7,35% 2,6
JAIC
7066
Josh Arnold Investment Consultant
Minnesota
US$ 120 mi +US$ 2,01 mi +2% 4,3% 272% 23 69,57% 0,4
Baypointe Partners
7067
Baypointe Partners
Connecticut
US$ 120 mi – – 9,6% – 19 – 0
SPAS
7068
Spectrum Planning & Advisory Services
California
US$ 120 mi +US$ 4,9 mi +4% 0,88% – 71 23,94% 1,7
A.D. Beadell Investment Counsel
7069
A.D. Beadell Investment Counsel
Wisconsin
US$ 120 mi -US$ 3,26 mi -3% 1,78% 83,3% 93 13,98% 4,7
Bay Capital Advisors
7070
Bay Capital Advisors
Virginia
US$ 120 mi -US$ 4,25 mi -3% 3,15% – 116 8,62% 0,2
Gerber LLC
7071
Gerber LLC
Ohio
US$ 120 mi -US$ 17,3 mi -13% 3,5% 137% 101 19,8% 1,1
Pangea Capital Gestao de Recursos
7072
Pangea Capital Gestao de Recursos
US$ 120 mi -US$ 10,2 mi -8% 13,3% 54,4% 6 33,33% 1,3
Two West Capital Advisors
7073
Two West Capital Advisors
Kansas
US$ 120 mi +US$ 3,04 mi +3% 0,55% – 82 15,85% 0,6
Guided Capital Wealth Management
7074
Guided Capital Wealth Management
Texas
US$ 120 mi +US$ 10,6 mi +10% 4,26% – 38 28,95% 0,2
Accredited Investor Services
7075
Accredited Investor Services
Minnesota
US$ 120 mi -US$ 5,3 mi -4% 2,84% – 98 70,41% 0,1