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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)
BFI Wealth Solutions
8126
BFI Wealth Solutions
Texas
US$ 104 mi -US$ 702 mil -0,7% 1,07% – 76 5,26% 0,2
Trailhead Planners
8127
Trailhead Planners
Minnesota
US$ 104 mi +US$ 2,39 mi +2% 2,38% – 52 7,69% 0,2
Breachway Investments
8128
Breachway Investments
Rhode Island
US$ 104 mi +US$ 9,36 mi +10% 1,07% – 99 4,04% 0,2
J.M. Arbour
8129
J.M. Arbour
Maine
US$ 104 mi +US$ 3,95 mi +4% 1,08% – 131 23,66% 0,2
Fiscal Wisdom Wealth Management
8130
Fiscal Wisdom Wealth Management
Connecticut
US$ 104 mi -US$ 1,97 mi -2% 18,3% – 103 27,18% 0,4
LCS
8131
Luma Capital SA
US$ 104 mi -US$ 2,68 mi -3% 10,6% – 12 8,33% 0,2
FinArc Investments
8132
FinArc Investments
Massachusetts
US$ 104 mi -US$ 8,07 mi -7% 1,67% – 59 30,51% 0,2
Birchwood Financial Partners
8133
Birchwood Financial Partners
Minnesota
US$ 104 mi +US$ 2,99 mi +3% 1,55% – 372 11,83% 0,2
Scalar Gauge Management
8134
Scalar Gauge Management
Texas
US$ 104 mi -US$ 47,9 mi -32% 25,3% – 48 79,17% 0,3
Reality Financial Planning Services
8135
Reality Financial Planning Services
Florida
US$ 104 mi -US$ 786 mil -0,8% 1,26% – 20 0% 0,3
High Point Wealth Management
8136
High Point Wealth Management
New Jersey
US$ 104 mi -US$ 2,9 mi -3% 1,13% – 276 19,93% 0,2
Fulcrum Equity Management
8137
Fulcrum Equity Management
Texas
US$ 103 mi -US$ 995 mil -1% 1,59% 116% 154 41,56% 1,3
MS
8138
Monetary Solutions
Ohio
US$ 103 mi +US$ 1,96 mi +2% 0,91% – 322 3,42% 0,2
Ruggiero Investments
8139
Ruggiero Investments
Florida
US$ 103 mi -US$ 7,34 mi -7% 3,13% – 88 22,73% 0,2
Crescent Sterling
8140
Crescent Sterling
Louisiana
US$ 103 mi +US$ 5,79 mi +6% 5,59% 68,6% 83 9,64% 2,4
Three Bearings Fiduciary Advisors
8141
Three Bearings Fiduciary Advisors
New Hampshire
US$ 103 mi -US$ 3,54 mi -3% 0,07% – 413 20,82% 0,2
Townsend Financial Planning
8142
Townsend Financial Planning
Kentucky
US$ 103 mi +US$ 3,4 mi +3% 0,82% – 29 10,34% 0,2
MY Wealth Management
8143
MY Wealth Management
Maryland
US$ 103 mi -US$ 11,4 mi -10% 1,22% 41,2% 38 34,21% 3
Dalton Investments
8144
Dalton Investments
Nevada
US$ 103 mi -US$ 31,4 mi -23% 19,2% 125% 21 28,57% 2,9
SVRN Asset Management
8145
SVRN Asset Management
Texas
US$ 103 mi -US$ 18,1 mi -15% 0,22% – 43 13,95% 0,3
Alan B. Lancz & Associates
8146
Alan B. Lancz & Associates
Ohio
US$ 103 mi -US$ 10,8 mi -9% 1,76% – 141 14,89% 3,1
Generations Wealth LLC
8147
Generations Wealth LLC
Ohio
US$ 103 mi +US$ 5,26 mi +5% 0,41% – 30 10% 0,2
Rangeley Capital
8148
Rangeley Capital
Connecticut
US$ 103 mi -US$ 17,5 mi -15% 3,19% – 169 46,15% 0,4
EFT
8149
Envision Financial Transparency
North Carolina
US$ 103 mi – – 0,72% – 56 – 0
Vavra Capital Management
8150
Vavra Capital Management
Pennsylvania
US$ 103 mi +US$ 1,06 mi +1% 1,24% – 24 4,17% 0,2