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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)
American Assets Capital Advisers
2051
American Assets Capital Advisers
California
US$ 620 mi +US$ 100 mi +19% 10,2% 73,5% 36 8,33% 2,5
Transform Wealth
2052
Transform Wealth
Colorado
US$ 620 mi +US$ 36,4 mi +6% 9,32% 48,4% 237 14,77% 1,9
Narwhal Capital Management
2053
Narwhal Capital Management
Georgia
US$ 620 mi +US$ 42,9 mi +7% 9,8% 109% 160 23,13% 3,7
Weatherly Asset Management
2054
Weatherly Asset Management
California
US$ 620 mi +US$ 54,1 mi +10% 9,26% 116% 183 6,56% 4,7
Oxford Financial Group
2055
Oxford Financial Group
Indiana
US$ 620 mi +US$ 30,1 mi +5% 9,48% 77,2% 204 17,65% 1
Hengehold Capital Management
2056
Hengehold Capital Management
Ohio
US$ 619 mi +US$ 55,9 mi +10% 5,41% 54,5% 141 9,22% 3,3
Woodstock Corp
2057
Woodstock Corp
Massachusetts
US$ 619 mi +US$ 32,6 mi +6% 9,3% 115% 162 2,47% 5,3
C
2058
Chescapmanager
Maryland
US$ 619 mi +US$ 24,5 mi +4% 23,7% 202% 66 50% 0,8
IFG Advisory
2059
IFG Advisory
Georgia
US$ 618 mi +US$ 63 mi +11% 7,33% 76,3% 423 12,53% 1,6
Maple Capital Management
2060
Maple Capital Management
Vermont
US$ 617 mi +US$ 107 mi +21% 10,2% 114% 105 7,62% 3,8
Oakworth Capital
2061
Oakworth Capital
Alabama
US$ 617 mi +US$ 60 mi +11% 8,01% 70% 635 13,23% 4,3
Segment Wealth Management
2062
Segment Wealth Management
Texas
US$ 616 mi +US$ 75 mi +14% 10,7% 108% 210 12,38% 3,3
CCM Investment Advisers
2063
CCM Investment Advisers
South Carolina
US$ 616 mi +US$ 28,9 mi +5% 6,55% 170% 69 11,59% 3,4
American Financial Advisors
2064
American Financial Advisors
Georgia
US$ 615 mi -US$ 9,2 mi -1% 5,36% 52,7% 112 6,25% 1,3
BDO Wealth Advisors
2065
BDO Wealth Advisors
Florida
US$ 614 mi +US$ 45,1 mi +8% 7,14% 38,3% 993 36,96% 1,3
Steamboat Capital Partners
2066
Steamboat Capital Partners
New York
US$ 614 mi +US$ 76,9 mi +14% 10,8% 280% 60 20% 1
Resource Management
2067
Resource Management
Louisiana
US$ 613 mi +US$ 35,3 mi +6% 6,47% 82,7% 164 17,07% 1,9
RPGK
2068
Retirement Planning Group (Kansas)
Kansas
US$ 613 mi +US$ 68,7 mi +13% 6,88% 54,7% 60 11,67% 4,3
Texas Capital Bank Wealth Management Services
2069
Texas Capital Bank Wealth Management Services
Texas
US$ 613 mi +US$ 166 mi +37% 10% 94,9% 165 39,39% 0,4
Cowen and Company
2070
Cowen and Company
New York
US$ 613 mi +US$ 11,1 mi +2% 5,03% 120% 630 70,16% 0,2
JC
2071
JBF Capital
Colorado
US$ 612 mi -US$ 14,9 mi -2% 9,03% 93,6% 180 62,78% 0,7
Western Wealth Management
2072
Western Wealth Management
Colorado
US$ 612 mi +US$ 60,7 mi +11% 10% 92,1% 481 17,67% 1,2
DGHMC
2073
Dalton, Greiner, Hartman, Maher & Co
New York
US$ 612 mi -US$ 405 mi -40% 5,16% 63% 180 14,44% 2,5
LCM
2074
Lomas Capital Management
New York
US$ 612 mi +US$ 141 mi +30% 7,9% 66,3% 28 42,86% 0,8
Keeley-Teton Advisors
2075
Keeley-Teton Advisors
Illinois
US$ 612 mi -US$ 23,4 mi -4% 3,53% 28,6% 262 9,92% 2,6