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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)
JDH Wealth Management
7126
JDH Wealth Management
California
US$ 148 mi +US$ 2,45 mi +2% 1,74% – 54 5,56% 1,1
Corepath Wealth Partners
7127
Corepath Wealth Partners
Arizona
US$ 148 mi -US$ 848 mil -0,6% 1% 62,1% 42 2,38% 2,9
Lakehouse Capital
7128
Lakehouse Capital
Australia
US$ 148 mi +US$ 9,6 mi +7% 21,6% 87,4% 14 14,29% 3,5
UG Investment Advisers
7129
UG Investment Advisers
Taiwan
US$ 148 mi -US$ 286 mi -66% 4,74% 183% 15 26,67% 1,3
Authentikos Wealth Advisory
7130
Authentikos Wealth Advisory
California
US$ 148 mi -US$ 3,04 mi -2% 1,26% 43,5% 76 21,05% 0,9
Jacksonville Wealth Management
7131
Jacksonville Wealth Management
Florida
US$ 148 mi +US$ 6,83 mi +5% 3,07% – 79 20,25% 1,1
S.R. Schill & Associates
7132
S.R. Schill & Associates
Washington
US$ 148 mi +US$ 6,41 mi +5% 1,91% 42,7% 31 25,81% 3,3
Foundation Wealth Management (Missouri)
7133
Foundation Wealth Management (Missouri)
Missouri
US$ 148 mi -US$ 3,91 mi -3% 2,92% 74,9% 45 11,11% 2,3
DMC Group
7134
DMC Group
Alabama
US$ 148 mi -US$ 1,9 mi -1% 0,42% 116% 158 18,99% 2,4
MQS Management
7135
MQS Management
New York
US$ 148 mi -US$ 21,6 mi -13% 2,17% 4,55% 615 77,72% 0,1
U.S. Wealth Group
7136
U.S. Wealth Group
New York
US$ 148 mi -US$ 3,8 mi -3% 0,69% – 45 13,33% 1,1
Orleans Capital Management
7137
Orleans Capital Management
Louisiana
US$ 148 mi -US$ 13,1 mi -8% 1,78% 94,6% 128 22,66% 3,2
SLT Holdings
7138
SLT Holdings
Arizona
US$ 148 mi -US$ 7,61 mi -5% 5,94% – 164 31,71% 0,7
1620 Investment Advisors
7139
1620 Investment Advisors
Massachusetts
US$ 148 mi -US$ 2,19 mi -1% 4,32% 71,4% 675 6,67% 1,8
Cannon Wealth Management Services
7140
Cannon Wealth Management Services
North Carolina
US$ 148 mi +US$ 6,17 mi +4% 1,37% – 89 11,24% 1,3
Robinson Smith Wealth Advisors
7141
Robinson Smith Wealth Advisors
Maine
US$ 148 mi +US$ 1,38 mi +0,9% 1,18% 62,6% 86 4,65% 1,8
North Dallas Bank & Trust
7142
North Dallas Bank & Trust
Texas
US$ 148 mi -US$ 5,56 mi -4% 1,37% – 113 7,08% 0,7
Northern Lights Advisors
7143
Northern Lights Advisors
Washington
US$ 148 mi +US$ 1,85 mi +1% 2,95% – 57 5,26% 0,2
Davis Capital Management
7144
Davis Capital Management
Florida
US$ 148 mi +US$ 2,25 mi +2% 1% – 648 16,2% 2,3
Wynnefield Capital
7145
Wynnefield Capital
New York
US$ 148 mi -US$ 30,3 mi -17% 7,54% 52,1% 12 25% 7,2
SwitchPoint Financial Planning
7146
SwitchPoint Financial Planning
Utah
US$ 147 mi +US$ 4,7 mi +3% 0,36% – 65 6,15% 1
JWM
7147
JP Wealth Management
South Carolina
US$ 147 mi +US$ 6 mi +4% 3,49% – 16 12,5% 1
Campion Asset Management
7148
Campion Asset Management
Virginia
US$ 147 mi +US$ 3,4 mi +2% 2,22% 70,2% 83 4,82% 4,2
Paradigm Strategies in Wealth Management
7149
Paradigm Strategies in Wealth Management
Minnesota
US$ 147 mi -US$ 4,97 mi -3% 0,56% 41,2% 57 17,54% 2,9
Entruity Wealth
7150
Entruity Wealth
California
US$ 147 mi +US$ 7,03 mi +5% 2,4% – 47 6,38% 1,1