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)
Concentric Wealth Management
3926
Concentric Wealth Management
California
US$ 139 mi +US$ 4,36 mi +3% 2,3% 33,4% 89 2,25% 1,4
Nicollet Investment Management
3927
Nicollet Investment Management
Minnesota
US$ 139 mi +US$ 9,7 mi +8% 6,5% 104% 71 7,04% 0,5
Orleans Capital Management
3928
Orleans Capital Management
Louisiana
US$ 139 mi +US$ 2,44 mi +2% 3,25% 94,6% 84 9,52% 3,2
WWMSC
3929
Wagner Wealth Management (South Carolina)
South Carolina
US$ 139 mi +US$ 7,41 mi +6% 1,47% 36,4% 735 15,92% 0,4
MCA
3930
Mercer Capital Advisers
New Jersey
US$ 139 mi +US$ 2,63 mi +2% 3,07% 59,6% 247 2,83% 3
Rench Wealth Management
3931
Rench Wealth Management
Texas
US$ 139 mi -US$ 7,78 mi -5% 1,11% 106% 54 9,26% 3,1
Bellecapital
3932
Bellecapital
Switzerland
US$ 138 mi +US$ 31,6 mi +30% 1,32% 152% 92 15,22% 1,5
Albert D. Mason Inc
3933
Albert D. Mason Inc
Massachusetts
US$ 138 mi +US$ 5,52 mi +4% 3,53% 82% 143 6,29% 3,3
CAGAS
3934
Capital Advisory Group Advisory Services
Minnesota
US$ 138 mi +US$ 1,54 mi +1% 2,5% 54,8% 393 17,3% 0,2
Gainplan
3935
Gainplan
Michigan
US$ 138 mi +US$ 59,7 mi +76% 10,2% 103% 25 64% 0,2
Peloton Wealth Strategists
3936
Peloton Wealth Strategists
Indiana
US$ 138 mi +US$ 5,31 mi +4% 5,48% 51,3% 66 15,15% 2,5
Peachtree Investment Advisors
3937
Peachtree Investment Advisors
Georgia
US$ 138 mi +US$ 4,99 mi +4% 0,59% 24,2% 77 5,19% 3,9
Wills Financial Group
3938
Wills Financial Group
Virginia
US$ 138 mi +US$ 2,98 mi +2% 0,46% 57,5% 70 8,57% 2,7
Peninsula Asset Management
3939
Peninsula Asset Management
Florida
US$ 138 mi +US$ 1,22 mi +0,9% 2,69% 44,1% 46 2,17% 4
Copernicus Capital Management
3940
Copernicus Capital Management
California
US$ 138 mi +US$ 12,3 mi +10% 7,63% 126% 25 44% 0,3
Sheffield Asset Management
3941
Sheffield Asset Management
Illinois
US$ 138 mi -US$ 93,2 mi -40% 9,95% 24,5% 25 76% 0,3
Taylor Frigon Capital Management
3942
Taylor Frigon Capital Management
Arizona
US$ 138 mi +US$ 9,02 mi +7% 13,2% 131% 88 7,95% 2,2
Technology Crossover Management V
3943
Technology Crossover Management V
California
US$ 137 mi +US$ 20,4 mi +17% 17,5% 2,5% 2 0% 3
BigSur Wealth Management
3944
BigSur Wealth Management
Florida
US$ 137 mi -US$ 2,95 mi -2% 1,33% 94,8% 112 15,18% 1,2
Caldera Capital
3945
Caldera Capital
Texas
US$ 137 mi +US$ 25,8 mi +23% 7,43% 84,5% 22 59,09% 0,5
Ford Financial Group
3946
Ford Financial Group
California
US$ 137 mi +US$ 9,28 mi +7% 1,3% 47,7% 47 21,28% 0,5
Aquiline Capital Partners
3947
Aquiline Capital Partners
New York
US$ 137 mi -US$ 10,2 mi -7% 4,44% 14,7% 1 0% 1
Pecaut & Co
3948
Pecaut & Co
Iowa
US$ 137 mi +US$ 5,44 mi +4% 5,7% 67,6% 68 14,71% 2,3
Vickerman & Driscoll Financial Advisors
3949
Vickerman & Driscoll Financial Advisors
Washington
US$ 137 mi +US$ 1,58 mi +1% 2,27% – 115 2,61% 0,5
Artemis Wealth Advisors
3950
Artemis Wealth Advisors
New York
US$ 137 mi +US$ 8,61 mi +7% 6,5% 174% 32 6,25% 1,1