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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)
Triangle Securities Wealth Management
3876
Triangle Securities Wealth Management
North Carolina
US$ 504 mi +US$ 63,1 mi +14% 15% 83,6% 221 10,41% 6,4
DI
3877
DDFG Inc
California
US$ 504 mi +US$ 39,6 mi +9% 9,12% 56,3% 94 10,64% 2,5
Hollow Brook Wealth Management
3878
Hollow Brook Wealth Management
New York
US$ 504 mi +US$ 112 mi +28% 1,02% 97,8% 79 12,66% 5
WealthBridge Capital Management
3879
WealthBridge Capital Management
Ohio
US$ 503 mi +US$ 69 mi +16% 15,8% 89,4% 248 16,13% 3,9
Smith & Howard Wealth Management
3880
Smith & Howard Wealth Management
Georgia
US$ 503 mi +US$ 40,6 mi +9% 8,78% 43,8% 106 24,53% 4,5
Beirne Wealth Consulting Services
3881
Beirne Wealth Consulting Services
Connecticut
US$ 503 mi +US$ 149 mi +42% 12% 81,9% 112 15,18% 4
Oakmont Corp
3882
Oakmont Corp
California
US$ 503 mi -US$ 24 mi -5% 7,79% 70,2% 32 6,25% 4,5
CoreCommodity Management
3883
CoreCommodity Management
Connecticut
US$ 502 mi -US$ 36,2 mi -7% 6,02% 65,8% 142 28,87% 3,1
Wolff Financial Management
3884
Wolff Financial Management
Michigan
US$ 501 mi +US$ 48,9 mi +11% 11,9% 56,7% 107 4,67% 3,1
Planning Project LLC
3885
Planning Project LLC
Texas
US$ 501 mi – – 9,25% – 26 – 0,3
Peddock Capital Advisors
3886
Peddock Capital Advisors
Massachusetts
US$ 501 mi +US$ 47,5 mi +10% 13,8% 113% 171 6,43% 6,6
Founders Grove Wealth Partners
3887
Founders Grove Wealth Partners
Virginia
US$ 501 mi +US$ 60,9 mi +14% 14,4% – 194 21,65% 1
PT
3888
Plimoth Trust
Massachusetts
US$ 501 mi +US$ 53,4 mi +12% 19,9% 110% 177 3,39% 6,4
Trinity Legacy Partners
3889
Trinity Legacy Partners
Texas
US$ 500 mi +US$ 38,6 mi +8% 12,8% 63,3% 117 15,38% 3,5
Headwater Capital
3890
Headwater Capital
China
US$ 500 mi -US$ 122 mi -20% 25,2% – 21 57,14% 0,5
Brown Capital Management
3891
Brown Capital Management
Maryland
US$ 500 mi -US$ 204 mi -29% 35,2% 107% 63 25,4% 3,9
Intesa Sanpaolo Wealth Management
3892
Intesa Sanpaolo Wealth Management
US$ 500 mi +US$ 89,9 mi +22% 13,4% – 336 20,83% 0,4
FNBOMD
3893
First National Bank of Mount Dora
Florida
US$ 499 mi +US$ 36,6 mi +8% 13,6% 96,2% 129 4,65% 6,3
TPWM
3894
Twelve Points Wealth Management
Massachusetts
US$ 499 mi +US$ 44,5 mi +10% 8,47% 56,8% 219 11,42% 2,8
Bright Rock Capital Management
3895
Bright Rock Capital Management
Massachusetts
US$ 499 mi -US$ 6,86 mi -1% 2,89% 53,1% 79 12,66% 5,5
Mezzasalma Advisors
3896
Mezzasalma Advisors
New Jersey
US$ 498 mi +US$ 107 mi +27% 31,6% 203% 180 18,89% 2
TRV GP V
3897
TRV GP V
Massachusetts
US$ 498 mi +US$ 97,2 mi +24% 33,9% – 3 0% 1,4
GWM
3898
GSB Wealth Management
Connecticut
US$ 498 mi +US$ 54,7 mi +12% 16% 69,8% 255 9,41% 3,7
CMAI
3899
Capital Management Associates Inc
Minnesota
US$ 498 mi +US$ 55,2 mi +12% 14,4% 75,6% 167 17,96% 1,5
Core Wealth Advisors (Florida)
3900
Core Wealth Advisors (Florida)
Florida
US$ 497 mi +US$ 78,5 mi +19% 12,8% 59,7% 129 13,95% 2,1