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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)
Formidable Asset Management
2726
Formidable Asset Management
Ohio
US$ 613 mi +US$ 132 mi +27% 10,5% 62,2% 401 31,42% 2,1
St. James Investment Company
2727
St. James Investment Company
Texas
US$ 613 mi -US$ 3,51 mi -0,6% 7,68% 43,8% 27 11,11% 3,8
Oak Harvest Investment Services
2728
Oak Harvest Investment Services
Texas
US$ 613 mi +US$ 112 mi +22% 7,66% 120% 128 17,97% 1,8
Great Waters Wealth Management
2729
Great Waters Wealth Management
Minnesota
US$ 612 mi +US$ 48,5 mi +9% 4,44% 49% 103 10,68% 1,1
JC
2730
JBF Capital
Colorado
US$ 612 mi +US$ 101 mi +20% 13,7% 93,6% 83 18,07% 2
Olstein Capital Management
2731
Olstein Capital Management
New York
US$ 611 mi +US$ 18,3 mi +3% 7,43% 16,6% 100 6% 5,6
Sompo Asset Management
2732
Sompo Asset Management
Japan
US$ 611 mi +US$ 56,9 mi +10% 8,39% 84,7% 200 6% 2,9
Naviter Wealth
2733
Naviter Wealth
Arkansas
US$ 611 mi +US$ 114 mi +23% 9,25% 87,1% 249 19,28% 1,3
MayTech Global Investments
2734
MayTech Global Investments
New York
US$ 611 mi +US$ 117 mi +24% 27,3% 158% 33 21,21% 3,8
Sharkey, Howes & Javer
2735
Sharkey, Howes & Javer
Colorado
US$ 611 mi +US$ 43,9 mi +8% 6,51% 60,2% 128 14,84% 2,8
Covenant Asset Management
2736
Covenant Asset Management
New Jersey
US$ 610 mi +US$ 53 mi +10% 17,7% 177% 163 11,04% 3,9
Financial Enhancement Group
2737
Financial Enhancement Group
Indiana
US$ 609 mi +US$ 40,8 mi +7% 7,38% 62,2% 122 15,57% 3
Planning Alternatives
2738
Planning Alternatives
Michigan
US$ 609 mi +US$ 37,6 mi +7% 7,97% 69,6% 51 7,84% 5,8
Cooper Financial Group
2739
Cooper Financial Group
California
US$ 608 mi +US$ 58,5 mi +11% 8,22% 87,2% 377 16,71% 2,1
Summit Securities Group
2740
Summit Securities Group
New York
US$ 608 mi -US$ 500 mi -45% 15,1% 149% 1.002 80,64% 0,6
Sora Investors
2741
Sora Investors
Pennsylvania
US$ 608 mi +US$ 14,8 mi +2% 10,7% 179% 65 56,92% 0,4
HHM Wealth Advisors
2742
HHM Wealth Advisors
Tennessee
US$ 608 mi +US$ 32,8 mi +6% 7,88% 62,3% 786 10,94% 2,6
Mosaic Family Wealth Partners
2743
Mosaic Family Wealth Partners
Missouri
US$ 607 mi +US$ 27,5 mi +5% 7,92% 67,5% 209 11,48% 1,1
Inscription Capital
2744
Inscription Capital
Texas
US$ 607 mi +US$ 241 mi +66% 8,77% – 345 39,13% 1,6
CEI
2745
Clark Estates Inc
New York
US$ 607 mi +US$ 16,8 mi +3% 5,6% 34,5% 95 14,74% 1,9
HCP
2746
Holt Capital Partners
Texas
US$ 607 mi +US$ 47,2 mi +8% 7,5% 69,5% 157 3,18% 6,2
SYM Financial Corp
2747
SYM Financial Corp
Indiana
US$ 606 mi -US$ 11,6 mi -2% 5,37% 64,3% 191 19,37% 2,2
Marietta Wealth Management
2748
Marietta Wealth Management
Georgia
US$ 606 mi +US$ 44,6 mi +8% 9,95% 93% 104 5,77% 4,6
Inspirion Wealth Advisors
2749
Inspirion Wealth Advisors
Illinois
US$ 605 mi +US$ 50,3 mi +9% 7,24% 52,5% 154 10,39% 3,8
TrinityPoint Wealth
2750
TrinityPoint Wealth
Connecticut
US$ 604 mi +US$ 52,2 mi +9% 10,3% 28,4% 319 10,34% 3