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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)
Howard Financial Services
4026
Howard Financial Services
Texas
US$ 130 mi – – 12,3% 55,9% 95 – 0
Israel Discount Bank of New York
4027
Israel Discount Bank of New York
New York
US$ 130 mi -US$ 22,8 mi -15% 10,5% 40,8% 461 14,32% 1,6
Portland Investment Counsel
4028
Portland Investment Counsel
Ontario, Canada
US$ 130 mi +US$ 32,3 mi +33% 19,7% 108% 39 25,64% 3,8
Vienna Insurance Group
4029
Vienna Insurance Group
Poland
US$ 130 mi -US$ 20,1 mi -13% 8,77% 188% 70 21,43% 1
Wills Financial Group
4030
Wills Financial Group
Virginia
US$ 130 mi -US$ 21,4 mi -14% 9,01% 57,5% 70 18,57% 3,1
Concentric Wealth Management
4031
Concentric Wealth Management
California
US$ 130 mi -US$ 12,6 mi -9% 11,2% 33,4% 94 12,77% 1,9
Heritage Way Advisors
4032
Heritage Way Advisors
Illinois
US$ 130 mi -US$ 14,6 mi -10% 11% 79,4% 64 17,19% 1,7
WCM
4033
Wunderlich Capital Managemnt
Tennessee
US$ 130 mi -US$ 10,9 mi -8% 11,1% 33,6% 103 32,04% 2,9
Shakespeare Wealth Management
4034
Shakespeare Wealth Management
Wisconsin
US$ 130 mi +US$ 123 mil +0,1% 12,3% 49,6% 45 22,22% 0,7
Tidal Investments
4035
Tidal Investments
Wisconsin
US$ 130 mi – – 13% 208% 92 – 0
Peachtree Investment Advisors
4036
Peachtree Investment Advisors
Georgia
US$ 130 mi -US$ 16,9 mi -12% 12,2% 24,2% 81 17,28% 3,9
AB
4037
Atlas Brown
Kentucky
US$ 130 mi -US$ 33,2 mi -20% 12% 115% 149 10,07% 3,7
West Paces Advisors
4038
West Paces Advisors
Georgia
US$ 130 mi -US$ 9,29 mi -7% 9,63% 57,7% 484 2,27% 1,8
Smart Portfolios LLC
4039
Smart Portfolios LLC
Washington
US$ 130 mi -US$ 32,1 mi -20% 8,03% 41,3% 226 49,12% 0,5
AIA
4040
AIMZ Investment Advisors
California
US$ 130 mi -US$ 25,9 mi -17% 13,5% 81,3% 105 13,33% 3,6
Financial Life Advisors
4041
Financial Life Advisors
Texas
US$ 129 mi -US$ 7,2 mi -5% 7,96% 47% 49 8,16% 0,9
LexAurum Advisors
4042
LexAurum Advisors
Kansas
US$ 129 mi -US$ 13,4 mi -9% 10,9% – 176 24,43% 0,8
Adirondack Trust Company
4043
Adirondack Trust Company
New York
US$ 129 mi -US$ 19,1 mi -13% 10,8% 96,7% 376 12,77% 3,7
Perkins Capital Management
4044
Perkins Capital Management
Minnesota
US$ 129 mi -US$ 37,6 mi -23% 13,7% 303% 142 16,9% 2
NKCFO LLC
4045
NKCFO LLC
Illinois
US$ 129 mi – – 7,24% 211% 86 – 0
Mokosak Advisory Group
4046
Mokosak Advisory Group
Iowa
US$ 129 mi -US$ 15,3 mi -11% 13% 59,2% 24 54,17% 0,5
SWMG
4047
Signature Wealth Management Group
Georgia
US$ 129 mi -US$ 5,88 mi -4% 8,2% – 337 78,93% 0,9
LBC
4048
Lawrence B. Cohen
US$ 129 mi -US$ 18,4 mi -13% 11,3% 41,8% 68 0% 4,1
CAGAS
4049
Capital Advisory Group Advisory Services
Minnesota
US$ 129 mi -US$ 21,1 mi -14% 11,6% 54,8% 438 17,35% 0,6
MA
4050
Menlo Advisors
California
US$ 129 mi -US$ 19,4 mi -13% 9,63% 108% 43 18,6% 3,6