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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)
Oliver Luxxe Assets
3251
Oliver Luxxe Assets
New Jersey
US$ 680 mi +US$ 12,5 mi +2% 18,6% 137% 216 15,28% 3
Peak Asset Management
3252
Peak Asset Management
Colorado
US$ 680 mi +US$ 113 mi +20% 15,1% 70,1% 184 20,65% 5,3
FBT
3253
First Bank & Trust
South Dakota
US$ 680 mi +US$ 59,2 mi +10% 13% 78,5% 278 10,43% 3,9
SevenBridge Financial Group
3254
SevenBridge Financial Group
Pennsylvania
US$ 680 mi +US$ 40,1 mi +6% 13,6% 81,7% 217 8,76% 5,3
CNBTD
3255
Citizens National Bank Trust Department
Mississippi
US$ 680 mi +US$ 79,1 mi +13% 22,9% 114% 386 2,33% 4
SFA
3256
Spectrum Financial Alliance
Kentucky
US$ 679 mi +US$ 159 mi +31% 45,5% 185% 33 15,15% 2,6
Bourgeon Capital Management
3257
Bourgeon Capital Management
Connecticut
US$ 679 mi +US$ 101 mi +18% 22,1% 117% 123 27,64% 3,4
Maia Wealth
3258
Maia Wealth
Colorado
US$ 679 mi +US$ 87,7 mi +15% 14,7% – 390 19,23% 1,5
Huber Capital Management
3259
Huber Capital Management
California
US$ 679 mi +US$ 31,1 mi +5% 8,17% 70,4% 101 3,96% 5,6
Atlas Legacy Advisors
3260
Atlas Legacy Advisors
California
US$ 678 mi +US$ 128 mi +23% 17,9% – 225 18,67% 1,2
Ashton Thomas Securities
3261
Ashton Thomas Securities
New York
US$ 677 mi -US$ 120 mi -15% 14,8% – 505 37,23% 1,2
Deltec Asset Management
3262
Deltec Asset Management
New York
US$ 677 mi +US$ 132 mi +24% 19,3% 128% 304 35,86% 2,2
Elwood & Goetz Wealth Advisory Group
3263
Elwood & Goetz Wealth Advisory Group
Georgia
US$ 676 mi +US$ 86,8 mi +15% 15,9% 58,2% 154 14,29% 2,7
Tempo Wealth
3264
Tempo Wealth
Ohio
US$ 675 mi +US$ 102 mi +18% 23,6% – 240 12,5% 0,4
Cadinha & Co
3265
Cadinha & Co
Hawaii
US$ 675 mi +US$ 138 mi +26% 8,88% 123% 110 9,09% 6,6
Bellwether Advisors
3266
Bellwether Advisors
Nebraska
US$ 675 mi +US$ 84,9 mi +14% 24,8% 115% 204 40,2% 2,3
Carrera Capital Advisors
3267
Carrera Capital Advisors
Michigan
US$ 675 mi +US$ 25,7 mi +4% 2,68% – 220 19,09% 1,1
WPWealth
3268
WPWealth
Texas
US$ 674 mi +US$ 19,6 mi +3% 8,21% 38,2% 107 13,08% 2,1
Orrstown Financial Services
3269
Orrstown Financial Services
Pennsylvania
US$ 674 mi +US$ 76,2 mi +13% 14,6% 73,7% 121 5,79% 4,4
Vertex Planning Partners
3270
Vertex Planning Partners
Illinois
US$ 673 mi +US$ 159 mi +31% 13,1% 55,4% 162 19,14% 1,8
Truvestments Capital
3271
Truvestments Capital
Florida
US$ 673 mi +US$ 119 mi +21% 32,9% 131% 1.315 23,42% 1,8
PAX Financial Group
3272
PAX Financial Group
Texas
US$ 673 mi +US$ 86,7 mi +15% 13,7% 56% 226 20,35% 3,4
MYDA Advisors
3273
MYDA Advisors
New York
US$ 672 mi +US$ 64 mi +11% 28% 232% 250 67,2% 0,4
Curran Financial Partners
3274
Curran Financial Partners
South Carolina
US$ 672 mi +US$ 113 mi +20% 6,95% 49,4% 144 14,58% 2,4
MA Private Wealth
3275
MA Private Wealth
California
US$ 671 mi +US$ 80 mi +14% 15,9% 57,5% 90 6,67% 3,3