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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)
Key Financial Inc
3401
Key Financial Inc
Pennsylvania
US$ 460 mi +US$ 19,6 mi +4% 0,95% 64,1% 1.417 4,94% 3,1
Fiduciary Financial Group
3402
Fiduciary Financial Group
California
US$ 459 mi -US$ 265 mil -0,1% 0,1% – 323 26,93% 0,6
Fortress Investment Group
3403
Fortress Investment Group
New York
US$ 459 mi -US$ 170 mi -27% 12,4% 97,5% 47 70,21% 0,8
Legacy Financial Strategies
3404
Legacy Financial Strategies
Kansas
US$ 459 mi -US$ 5,73 mi -1% 2,69% 76,7% 127 12,6% 2,8
Financial Gravity Asset Management
3405
Financial Gravity Asset Management
Texas
US$ 459 mi – – 1,75% – 1.080 – 1,4
Vertex Planning Partners
3406
Vertex Planning Partners
Illinois
US$ 458 mi +US$ 4,89 mi +1% 1,66% 55,4% 196 15,82% 1,6
Marshall Financial Group (Maryland)
3407
Marshall Financial Group (Maryland)
Maryland
US$ 458 mi +US$ 44,9 mi +11% 2,22% 63,5% 241 13,28% 2
Towle & Co
3408
Towle & Co
Colorado
US$ 458 mi -US$ 124 mi -21% 11,8% 172% 56 17,86% 2
SkyOak Wealth
3409
SkyOak Wealth
Michigan
US$ 457 mi -US$ 10,9 mi -2% 2,27% 80,7% 280 21,43% 3,1
Cambridge Advisors
3410
Cambridge Advisors
Nebraska
US$ 457 mi +US$ 8,55 mi +2% 0,3% 58,6% 178 7,3% 6,3
Safeguard Financial
3411
Safeguard Financial
Wisconsin
US$ 456 mi -US$ 3,72 mi -0,8% 3,57% 21,9% 117 12,82% 1,7
Alpine Investment Management
3412
Alpine Investment Management
Hong Kong
US$ 456 mi +US$ 102 mi +29% 9,28% 33,7% 17 58,82% 0,5
CPA
3413
Capital Performance Advisors
California
US$ 456 mi +US$ 143 mi +46% 1,88% 77,1% 287 50,17% 0,8
Herold Advisors
3414
Herold Advisors
New York
US$ 455 mi -US$ 3,53 mi -0,8% 0,31% 90,2% 291 8,59% 2,4
Chemung Canal Trust
3415
Chemung Canal Trust
New York
US$ 455 mi -US$ 24,6 mi -5% 0,13% 93,4% 126 4,76% 7,3
Boston Standard Wealth Management
3416
Boston Standard Wealth Management
Massachusetts
US$ 455 mi -US$ 59,7 mi -12% 1,49% 47,1% 49 8,16% 5,4
Gagnon Securities
3417
Gagnon Securities
New York
US$ 455 mi -US$ 41,8 mi -8% 8,61% 210% 99 9,09% 4,4
Drucker Wealth 3.0
3418
Drucker Wealth 3.0
New Jersey
US$ 454 mi +US$ 20,9 mi +5% 0,11% – 161 14,91% 0,6
Covenant Asset Management
3419
Covenant Asset Management
New Jersey
US$ 454 mi -US$ 198 mi -30% 6,62% 177% 177 10,17% 4
Pinion Investment Advisors
3420
Pinion Investment Advisors
Kansas
US$ 454 mi +US$ 202 mi +81% 2,84% 81,7% 165 15,15% 3,3
Concord Asset Management (Virginia)
3421
Concord Asset Management (Virginia)
Virginia
US$ 454 mi -US$ 1,29 mi -0,3% 0,83% 69% 141 21,99% 1,7
GenWealth Group
3422
GenWealth Group
New Jersey
US$ 454 mi +US$ 14,3 mi +3% 2,85% 73,9% 80 18,75% 4,7
Winslow Asset Management
3423
Winslow Asset Management
Ohio
US$ 453 mi -US$ 48,5 mi -10% 4,54% 89,9% 80 7,5% 7,2
ThornTree Capital Partners
3424
ThornTree Capital Partners
Massachusetts
US$ 453 mi -US$ 317 mi -41% 5,5% 217% 29 44,83% 1,4
RV Capital
3425
RV Capital
Switzerland
US$ 453 mi -US$ 13,6 mi -3% 1,53% 250% 11 0% 2,5