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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)
Burling Wealth Partners
3251
Burling Wealth Partners
Illinois
US$ 683 mi +US$ 65,1 mi +11% 12,8% – 191 13,09% 1,2
AMG
3252
Asset Management Group
Connecticut
US$ 683 mi +US$ 64,7 mi +10% 13,9% 57% 140 3,57% 8,9
Calton & Associates
3253
Calton & Associates
Florida
US$ 683 mi -US$ 13,1 mi -2% 17,6% 73,9% 503 29,62% 1,5
Principal Street Partners
3254
Principal Street Partners
Tennessee
US$ 683 mi +US$ 69,9 mi +11% 16,3% 91% 284 15,49% 3
Beacon Capital Management LLC (Tennessee)
3255
Beacon Capital Management LLC (Tennessee)
Tennessee
US$ 683 mi +US$ 116 mi +20% 16,7% 83% 195 25,13% 2,6
Wilsey Asset Management
3256
Wilsey Asset Management
California
US$ 681 mi +US$ 43,2 mi +7% 3,86% 66,9% 28 10,71% 3,6
Bell Investment Advisors
3257
Bell Investment Advisors
California
US$ 681 mi +US$ 41,7 mi +7% 9,94% 45% 1.931 9,43% 3,6
Oliver Luxxe Assets
3258
Oliver Luxxe Assets
New Jersey
US$ 680 mi +US$ 12,5 mi +2% 18,6% 137% 216 15,28% 3
Peak Asset Management
3259
Peak Asset Management
Colorado
US$ 680 mi +US$ 113 mi +20% 15,1% 70,1% 184 20,65% 5,3
FBT
3260
First Bank & Trust
South Dakota
US$ 680 mi +US$ 59,2 mi +10% 13% 85,6% 278 10,43% 3,9
SevenBridge Financial Group
3261
SevenBridge Financial Group
Pennsylvania
US$ 680 mi +US$ 40,1 mi +6% 13,6% 93,2% 217 8,76% 5,3
CNBTD
3262
Citizens National Bank Trust Department
Mississippi
US$ 680 mi +US$ 79,1 mi +13% 22,9% 124% 386 2,33% 4
SFA
3263
Spectrum Financial Alliance
Kentucky
US$ 679 mi +US$ 159 mi +31% 45,5% 187% 33 15,15% 2,6
Bourgeon Capital Management
3264
Bourgeon Capital Management
Connecticut
US$ 679 mi +US$ 101 mi +18% 22,1% 121% 123 27,64% 3,4
Maia Wealth
3265
Maia Wealth
Colorado
US$ 679 mi +US$ 87,7 mi +15% 14,7% – 390 19,23% 1,5
Huber Capital Management
3266
Huber Capital Management
California
US$ 679 mi +US$ 31,1 mi +5% 8,17% 70,4% 101 3,96% 5,6
Atlas Legacy Advisors
3267
Atlas Legacy Advisors
California
US$ 678 mi +US$ 128 mi +23% 17,9% – 225 18,67% 1,2
Ashton Thomas Securities
3268
Ashton Thomas Securities
New York
US$ 677 mi -US$ 120 mi -15% 14,8% – 505 37,23% 1,2
Deltec Asset Management
3269
Deltec Asset Management
New York
US$ 677 mi +US$ 132 mi +24% 19,3% 127% 304 35,86% 2,2
Elwood & Goetz Wealth Advisory Group
3270
Elwood & Goetz Wealth Advisory Group
Georgia
US$ 676 mi +US$ 86,8 mi +15% 15,9% 63,7% 154 14,29% 2,7
Tempo Wealth
3271
Tempo Wealth
Ohio
US$ 675 mi +US$ 102 mi +18% 23,6% – 240 12,5% 0,4
Cadinha & Co
3272
Cadinha & Co
Hawaii
US$ 675 mi +US$ 138 mi +26% 8,88% 132% 110 9,09% 6,6
Bellwether Advisors
3273
Bellwether Advisors
Nebraska
US$ 675 mi +US$ 84,9 mi +14% 24,8% 115% 204 40,2% 2,3
Carrera Capital Advisors
3274
Carrera Capital Advisors
Michigan
US$ 675 mi +US$ 25,7 mi +4% 2,68% – 220 19,09% 1,1
WPWealth
3275
WPWealth
Texas
US$ 674 mi +US$ 19,6 mi +3% 8,21% 38,2% 107 13,08% 2,1