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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)
Ritter Daniher Financial Advisory
4001
Ritter Daniher Financial Advisory
Ohio
US$ 344 mi +US$ 30,3 mi +10% 6,68% 56,7% 327 8,56% 2,5
Clarity Wealth Advisors
4002
Clarity Wealth Advisors
California
US$ 344 mi +US$ 34,9 mi +11% 5,86% 94,1% 95 9,47% 2,8
IAA
4003
Ironsides Asset Advisors
North Carolina
US$ 344 mi +US$ 43,3 mi +14% 12,5% 49,3% 80 27,5% 2,7
BC
4004
Bruce & Co
Illinois
US$ 344 mi +US$ 39,6 mi +13% 14,4% 94,5% 41 2,44% 5,8
Covenant Partners
4005
Covenant Partners
Tennessee
US$ 344 mi +US$ 14,6 mi +4% 6,85% 70,3% 196 18,88% 3,1
The Wealth Group
4006
The Wealth Group
Minnesota
US$ 344 mi +US$ 12,5 mi +4% 5,66% 71,9% 67 11,94% 0,7
Berkeley Inc
4007
Berkeley Inc
Idaho
US$ 343 mi +US$ 182 mi +112% 7,48% 49,4% 67 8,96% 2,7
Householder Group Estate & Retirement Specialist
4008
Householder Group Estate & Retirement Specialist
Arizona
US$ 343 mi -US$ 12,8 mi -4% 5,51% – 1.356 18,95% 1,3
Longitude (Cayman)
4009
Longitude (Cayman)
Cayman Islands
US$ 343 mi +US$ 186 mi +118% 12,6% – 56 46,43% 1,6
Court Place Advisors
4010
Court Place Advisors
Maryland
US$ 343 mi +US$ 24,2 mi +8% 8,96% 92% 169 8,28% 6,8
JSF Financial
4011
JSF Financial
California
US$ 343 mi +US$ 16,5 mi +5% 5,86% 91% 124 17,74% 2,5
XS
4012
XR Securities
Illinois
US$ 343 mi -US$ 205 mi -37% 12,1% 17% 247 31,17% 2,4
Guidance Point Advisors
4013
Guidance Point Advisors
Massachusetts
US$ 342 mi +US$ 22,2 mi +7% 5,61% 71,8% 88 10,23% 3,4
VeraBank
4014
VeraBank
Texas
US$ 342 mi +US$ 19,9 mi +6% 6,7% 60,6% 146 1,37% 4,1
Xcel Wealth Management
4015
Xcel Wealth Management
Florida
US$ 342 mi +US$ 22,5 mi +7% 8,07% 98,8% 131 9,92% 3,4
tru Independence
4016
tru Independence
Oregon
US$ 342 mi +US$ 10,4 mi +3% 5,12% 67,4% 112 8,93% 2,6
Verum Partners
4017
Verum Partners
North Carolina
US$ 341 mi +US$ 31,8 mi +10% 5,96% 57,7% 164 7,93% 1,2
Grant Street Asset Management
4018
Grant Street Asset Management
Pennsylvania
US$ 341 mi +US$ 22,6 mi +7% 5,26% 47,2% 78 8,97% 2,1
PA
4019
PSI Advisors
Florida
US$ 341 mi +US$ 25,4 mi +8% 5% 58,2% 914 6,78% 2,2
Astoria Strategic Wealth
4020
Astoria Strategic Wealth
Texas
US$ 341 mi +US$ 18,1 mi +6% 5,53% 42,1% 35 17,14% 3,2
MKC
4021
M. Kraus & Co
Vermont
US$ 341 mi +US$ 15,1 mi +5% 6,92% 65,9% 82 4,88% 5,7
Carr Financial Group
4022
Carr Financial Group
Massachusetts
US$ 341 mi +US$ 26,8 mi +9% 5,56% 66,1% 202 10,89% 1,3
MilWealth Group
4023
MilWealth Group
Wisconsin
US$ 341 mi +US$ 24 mi +8% 5,65% 36,8% 68 2,94% 4
Peak Financial Management
4024
Peak Financial Management
Massachusetts
US$ 341 mi +US$ 21,1 mi +7% 6,32% 58,2% 100 8% 3,7
Vickerman Investment Advisors
4025
Vickerman Investment Advisors
Washington
US$ 340 mi +US$ 28,7 mi +9% 4,3% 47,3% 65 1,54% 2,5