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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)
Independent Solutions Wealth Management
3551
Independent Solutions Wealth Management
New York
US$ 226 mi – – 6,92% 125% 155 – 0
Moller Wealth Partners
3552
Moller Wealth Partners
US$ 226 mi +US$ 19,1 mi +9% 5,62% 44,1% 49 6,12% 4,7
Inscription Capital
3553
Inscription Capital
Texas
US$ 226 mi +US$ 43,9 mi +24% 6,44% – 156 17,31% 0,6
Wellington Shields & Co
3554
Wellington Shields & Co
New York
US$ 226 mi +US$ 161 mi +248% 8,69% 109% 235 85,53% 0,8
NYL Investors
3555
NYL Investors
New York
US$ 226 mi -US$ 5,96 mi -3% 3,91% 12,7% 27 3,7% 1,1
Harvey Capital Management
3556
Harvey Capital Management
Florida
US$ 225 mi +US$ 24 mi +12% 11,9% 147% 81 13,58% 3,3
Kapitalo Investimentos
3557
Kapitalo Investimentos
Brazil
US$ 225 mi +US$ 13,6 mi +6% 16,5% 66,5% 30 66,67% 0,3
Stone Run Capital
3558
Stone Run Capital
New York
US$ 225 mi +US$ 15,2 mi +7% 7,95% 77,8% 60 5% 5
Mountain Capital Investment Advisors
3559
Mountain Capital Investment Advisors
Colorado
US$ 225 mi +US$ 112 mi +99% 4,29% 63,3% 61 52,46% 0,9
NME
3560
Notis-McConarty Edward
US$ 225 mi +US$ 12,1 mi +6% 8,05% 91,2% 102 3,92% 4,5
BCM
3561
Birmingham Capital Management
Alabama
US$ 225 mi +US$ 7,72 mi +4% 6,25% 103% 101 3,96% 5,2
LFG
3562
LifePlan Financial Group
Ohio
US$ 225 mi +US$ 12,3 mi +6% 4,87% 20,2% 589 7,81% 2,1
Physician Wealth Advisors
3563
Physician Wealth Advisors
Utah
US$ 225 mi +US$ 20 mi +10% 7,59% 79,9% 120 10,83% 0,2
Summit Wealth & Retirement Planning
3564
Summit Wealth & Retirement Planning
California
US$ 225 mi +US$ 59,1 mi +36% 6,22% 67,6% 130 13,85% 0,8
Wall Capital Group
3565
Wall Capital Group
Arizona
US$ 225 mi +US$ 13,6 mi +6% 7,07% – 24 8,33% 2,2
One Day In July LLC
3566
One Day In July LLC
Vermont
US$ 224 mi +US$ 31 mi +16% 3,33% 43,1% 35 0% 0,9
Security National Bank
3567
Security National Bank
Nebraska
US$ 224 mi +US$ 12,4 mi +6% 11,4% 125% 76 9,21% 2
TIFF Advisory Services
3568
TIFF Advisory Services
Pennsylvania
US$ 224 mi +US$ 93,3 mi +71% 7,47% 86,3% 17 82,35% 0,6
Peavine Capital
3569
Peavine Capital
Nevada
US$ 224 mi -US$ 6,01 mi -3% 4,56% 30,8% 15 13,33% 3,1
Pacifica Capital Investments
3570
Pacifica Capital Investments
Texas
US$ 224 mi +US$ 16 mi +8% 4,55% 70,4% 21 9,52% 4,2
Alliance Wealth Management Group
3571
Alliance Wealth Management Group
New Jersey
US$ 224 mi +US$ 16,2 mi +8% 4,39% – 60 10% 2,3
Keystone Financial Planning
3572
Keystone Financial Planning
Ohio
US$ 224 mi +US$ 14,6 mi +7% 5,58% 46% 46 2,17% 4,4
Boston Standard Wealth Management
3573
Boston Standard Wealth Management
Massachusetts
US$ 224 mi +US$ 16,5 mi +8% 5,38% 47,1% 31 6,45% 2,6
Ennismore Fund Management
3574
Ennismore Fund Management
United Kingdom
US$ 224 mi – – 7,26% – 11 – 0
Soundwatch Capital
3575
Soundwatch Capital
Connecticut
US$ 224 mi – – 8,6% 68,6% 13 – 0