Estamos no ar no ! Saiba mais

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)
CA
3901
Crumly & Associates
Illinois
US$ 362 mi -US$ 5,03 mi -1% 2,37% 58,1% 169 9,47% 2,2
Legacy Wealth Asset Management
3902
Legacy Wealth Asset Management
Minnesota
US$ 362 mi -US$ 5,5 mi -1% 1,03% 116% 368 13,32% 2,9
Waypoint Wealth Partners
3903
Waypoint Wealth Partners
California
US$ 362 mi -US$ 4,94 mi -1% 1,24% 52,1% 73 10,96% 2,5
Landaas & Company
3904
Landaas & Company
Wisconsin
US$ 362 mi +US$ 537 mil +0,1% 2,88% 68,3% 99 15,15% 3,5
LCM
3905
Lionstone Capital Management
New York
US$ 362 mi -US$ 29,1 mi -7% 6,87% 74,1% 11 0% 5,2
AXS Investments
3906
AXS Investments
New York
US$ 362 mi +US$ 2,44 mi +0,7% 0,83% 107% 243 27,98% 2
Convergence Investment Partners
3907
Convergence Investment Partners
Florida
US$ 361 mi -US$ 86,1 mi -19% 0,9% 304% 313 44,41% 3,1
Arjuna Capital
3908
Arjuna Capital
North Carolina
US$ 361 mi -US$ 14,5 mi -4% 2,98% 118% 124 29,03% 2,3
Wolff Financial Management
3909
Wolff Financial Management
Michigan
US$ 361 mi +US$ 647 mil +0,2% 0,32% 56,7% 99 7,07% 2,1
DI
3910
DDFG Inc
California
US$ 361 mi +US$ 14,3 mi +4% 0,18% 56,3% 79 5,06% 1,9
Clarity Wealth Advisors
3911
Clarity Wealth Advisors
California
US$ 361 mi -US$ 6,25 mi -2% 3,11% 94,1% 96 3,13% 3,2
Ashton Thomas Securities
3912
Ashton Thomas Securities
New York
US$ 361 mi -US$ 3,66 mi -1% 0,9% – 280 13,57% 0,6
FTV Management Company
3913
FTV Management Company
California
US$ 360 mi +US$ 26,3 mi +8% 8,25% 15,1% 1 0% 3,3
CWAG
3914
Compton Wealth Advisory Group
Virginia
US$ 360 mi -US$ 27,1 mi -7% 1,72% 76,1% 110 28,18% 4,3
Milestone Investment Advisors
3915
Milestone Investment Advisors
Wisconsin
US$ 360 mi -US$ 7,86 mi -2% 2,42% 56,9% 137 13,14% 1,9
Evergreen Advisors
3916
Evergreen Advisors
Tennessee
US$ 360 mi -US$ 5,58 mi -2% 0,63% – 20 15% 4
Precedent Wealth Partners
3917
Precedent Wealth Partners
Texas
US$ 360 mi +US$ 53,7 mi +18% 1,48% 61,1% 164 15,24% 1
Fruth Investment Management
3918
Fruth Investment Management
Texas
US$ 360 mi -US$ 2,88 mi -0,8% 1,17% 79,4% 223 6,28% 8,2
Cornerstone Wealth Advisors
3919
Cornerstone Wealth Advisors
Minnesota
US$ 360 mi -US$ 4,17 mi -1% 1,41% 46,1% 51 11,76% 3,2
Blue Zone Wealth Advisors
3920
Blue Zone Wealth Advisors
California
US$ 360 mi +US$ 13,1 mi +4% 1,16% 91,1% 109 10,09% 2,7
Monarch Capital Management
3921
Monarch Capital Management
Indiana
US$ 360 mi -US$ 5,35 mi -1% 0,97% 77% 117 4,27% 8,6
Outlook Wealth Advisors
3922
Outlook Wealth Advisors
Texas
US$ 359 mi +US$ 11,2 mi +3% 2,16% 76% 272 12,5% 2
Sollinda Capital Management
3923
Sollinda Capital Management
Florida
US$ 359 mi -US$ 4,43 mi -1% 0,65% 37,4% 76 22,37% 0,9
Rockline Wealth Management
3924
Rockline Wealth Management
New York
US$ 359 mi -US$ 14,9 mi -4% 4,95% 176% 103 10,68% 1,1
EPG Wealth Management
3925
EPG Wealth Management
Georgia
US$ 359 mi -US$ 20,2 mi -5% 2,18% 108% 446 11,66% 0,5