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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)
Larson Financial Group
4201
Larson Financial Group
Missouri
US$ 135 mi +US$ 8,39 mi +7% 1,39% 81,2% 611 15,06% 0,5
Colorado Capital Management
4202
Colorado Capital Management
Colorado
US$ 135 mi +US$ 1,39 mi +1% 2,55% 60,4% 84 2,38% 2,6
St. Johns Investment Management
4203
St. Johns Investment Management
Florida
US$ 135 mi +US$ 5,14 mi +4% 3,65% 80,9% 177 5,65% 3,7
EisnerAmper Wealth Management Corporate Benefits
4204
EisnerAmper Wealth Management Corporate Benefits
New Jersey
US$ 134 mi +US$ 626 mil +0,5% 1,63% 13% 38 15,79% 3
SCM
4205
SCW Capital Management
Texas
US$ 134 mi -US$ 18,8 mi -12% 3% 179% 14 42,86% 0,4
PDS Planning
4206
PDS Planning
Ohio
US$ 134 mi +US$ 5,78 mi +4% 2,1% 62,7% 95 7,37% 1,1
III Capital Management
4207
III Capital Management
Florida
US$ 134 mi – – 0,17% 28,7% 44 – 0
Droms Strauss Advisors
4208
Droms Strauss Advisors
Missouri
US$ 134 mi +US$ 5,32 mi +4% 2,81% 68,7% 43 2,33% 0,4
Fluent Financial
4209
Fluent Financial
Texas
US$ 134 mi +US$ 12,4 mi +10% 2,15% 46,9% 58 20,69% 0,9
Paulson Wealth Management
4210
Paulson Wealth Management
Illinois
US$ 134 mi +US$ 2,33 mi +2% 2,19% 57,1% 117 11,11% 1,2
AllSquare Wealth Management
4211
AllSquare Wealth Management
New York
US$ 134 mi +US$ 1,12 mi +0,8% 2,26% 62,4% 499 9,62% 2
WESPAC Advisors
4212
WESPAC Advisors
California
US$ 134 mi -US$ 10,7 mi -7% 2,65% 112% 152 48,03% 1
AB CarVal Investors
4213
AB CarVal Investors
Minnesota
US$ 134 mi -US$ 15,3 mi -10% 3,99% 24% 9 22,22% 0,8
SST
4214
S Squared Technology
New York
US$ 134 mi +US$ 4,6 mi +4% 15,3% 223% 43 13,95% 2
Virginia National Bank
4215
Virginia National Bank
Virginia
US$ 134 mi -US$ 10,9 mi -8% 2,68% – 102 11,76% 0,7
AP
4216
Agilis Partners
Massachusetts
US$ 134 mi +US$ 16,5 mi +14% 2,37% 8,47% 21 0% 1,7
O'Keefe Stevens Advisory
4217
O'Keefe Stevens Advisory
New York
US$ 134 mi +US$ 5,32 mi +4% 2,49% 208% 44 13,64% 1,4
Inscription Capital
4218
Inscription Capital
Texas
US$ 134 mi -US$ 55,7 mi -29% 3,12% – 265 63,77% 0,5
Winthrop Partners - WNY
4219
Winthrop Partners - WNY
New York
US$ 133 mi +US$ 5,28 mi +4% 2,54% – 239 9,21% 1,2
Albert D. Mason Inc
4220
Albert D. Mason Inc
Massachusetts
US$ 133 mi -US$ 3,32 mi -2% 3,54% 82% 145 6,9% 3,6
PFC
4221
Personal Financial Consultants
California
US$ 133 mi +US$ 2,79 mi +2% 2,32% – 19 0% 0,8
Smith Shellnut Wilson
4222
Smith Shellnut Wilson
Mississippi
US$ 133 mi +US$ 6,81 mi +5% 2,81% 98,6% 139 12,23% 1,7
MFA Wealth Advisors
4223
MFA Wealth Advisors
Pennsylvania
US$ 133 mi -US$ 19,2 mi -13% 2,38% 68,6% 54 24,07% 1
Mirsky Financial Management
4224
Mirsky Financial Management
New York
US$ 133 mi +US$ 4,36 mi +3% 1,61% 39,3% 36 0% 0,5
Broadview Financial Management
4225
Broadview Financial Management
Wisconsin
US$ 133 mi +US$ 4,52 mi +4% 2,31% 52,4% 46 2,17% 1,2