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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)
Processus Wealth & Capital Management
7151
Processus Wealth & Capital Management
Tennessee
US$ 147 mi -US$ 4,4 mi -3% 1,92% 160% 36 5,56% 2
Strategent Financial
7152
Strategent Financial
Virginia
US$ 147 mi -US$ 10,8 mi -7% 1,53% – 41 2,44% 1,1
Brian Low Financial Group
7153
Brian Low Financial Group
Louisiana
US$ 147 mi +US$ 6,06 mi +4% 0,65% – 128 18,75% 0,6
LWM
7154
Lighthouse Wealth Management
Ohio
US$ 147 mi +US$ 801 mil +0,5% 0,43% – 45 8,89% 1,1
PWAM
7155
Pinnacle West Asset Management
Wyoming
US$ 147 mi -US$ 6,81 mi -4% 2,24% 100% 117 5,13% 2,6
Krane Financial Solutions
7156
Krane Financial Solutions
California
US$ 147 mi – – 0,05% – 48 – 0
Income Insurance Ltd
7157
Income Insurance Ltd
US$ 147 mi -US$ 7,16 mi -5% 2,86% – 172 12,21% 0,2
Philadelphia Investment Partners
7158
Philadelphia Investment Partners
New Jersey
US$ 147 mi – – 0,72% – 188 – 0
Slocum, Gordon & Co
7159
Slocum, Gordon & Co
Rhode Island
US$ 147 mi +US$ 8,91 mi +6% 12,9% 65,3% 69 20,29% 2,1
Tide Cove Capital Partners
7160
Tide Cove Capital Partners
California
US$ 147 mi +US$ 2,05 mi +1% 2,03% – 13 0% 1
Lesa Sroufe & Co
7161
Lesa Sroufe & Co
Washington
US$ 147 mi +US$ 12,6 mi +9% 12,6% – 75 17,33% 5,2
Moulton Wealth Management
7162
Moulton Wealth Management
Washington
US$ 147 mi +US$ 41,4 mi +39% 1,38% 47,8% 81 86,42% 0,6
MontVue Capital Management
7163
MontVue Capital Management
Virginia
US$ 147 mi -US$ 3,57 mi -2% 1,91% 76% 68 5,88% 1,8
Kerntke Otto McGlone Wealth Management Group
7164
Kerntke Otto McGlone Wealth Management Group
Wisconsin
US$ 147 mi +US$ 5,31 mi +4% 1,41% 64,9% 93 11,83% 2,9
Sound Financial Strategies Group
7165
Sound Financial Strategies Group
Mississippi
US$ 147 mi +US$ 4,91 mi +3% 1,35% 27,1% 126 25,4% 1,5
WealthGarden F.S.
7166
WealthGarden F.S.
California
US$ 147 mi -US$ 5,14 mi -3% 2,41% – 172 11,63% 1,2
Broadview Financial Management
7167
Broadview Financial Management
Wisconsin
US$ 146 mi -US$ 3,01 mi -2% 0,48% 52,4% 41 2,44% 6,6
SWM
7168
SpringVest Wealth Management
Texas
US$ 146 mi +US$ 2,91 mi +2% 0,17% – 74 10,81% 1,1
Greycroft
7169
Greycroft
New York
US$ 146 mi -US$ 11,5 mi -7% 6,32% 20% 14 14,29% 1,5
Cygnus Capital Advisors
7170
Cygnus Capital Advisors
Georgia
US$ 146 mi +US$ 9,3 mi +7% 2,38% – 205 68,78% 0,1
Clearwave Capital
7171
Clearwave Capital
California
US$ 146 mi +US$ 10,8 mi +8% 0,07% – 159 21,38% 0,2
AC
7172
Anson Capital
Georgia
US$ 146 mi +US$ 8,72 mi +6% 2,32% 50,5% 91 7,69% 2,2
Sippican Capital Advisors
7173
Sippican Capital Advisors
Massachusetts
US$ 146 mi -US$ 9,5 mi -6% 3,37% 81,1% 116 10,34% 6,4
Bright Futures Wealth Management
7174
Bright Futures Wealth Management
New York
US$ 146 mi +US$ 11 mi +8% 1,81% – 210 33,33% 0,9
Aspetuck Financial Management
7175
Aspetuck Financial Management
Connecticut
US$ 146 mi -US$ 2,96 mi -2% 0,34% – 78 8,97% 1,1