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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)
S.E.E.D. Planning Group
4326
S.E.E.D. Planning Group
New York
US$ 302 mi +US$ 26,5 mi +10% 8,96% 57,3% 77 9,09% 3,2
GoodHaven Capital Management
4327
GoodHaven Capital Management
New Jersey
US$ 302 mi +US$ 29,2 mi +11% 13,2% 80,7% 26 0% 4,8
Argonautica Private Wealth Management
4328
Argonautica Private Wealth Management
Massachusetts
US$ 302 mi +US$ 9,35 mi +3% 6% 158% 204 7,35% 1,3
NIA Impact Advisors
4329
NIA Impact Advisors
California
US$ 301 mi +US$ 22,9 mi +8% 9,82% – 110 7,27% 1,4
Defender Capital
4330
Defender Capital
North Carolina
US$ 301 mi +US$ 8,46 mi +3% 9,98% 101% 38 15,79% 2,9
Abound Wealth Management
4331
Abound Wealth Management
Tennessee
US$ 301 mi +US$ 29,9 mi +11% 7,3% 65,7% 1.363 19,08% 1,4
FAP
4332
Financial Advisory Partners
Florida
US$ 301 mi +US$ 33,7 mi +13% 7,27% 52,9% 71 11,27% 1,9
Horan Capital Advisors
4333
Horan Capital Advisors
Ohio
US$ 301 mi +US$ 16,4 mi +6% 7,1% 26,6% 120 5,83% 4,5
ORG Wealth Partners
4334
ORG Wealth Partners
Texas
US$ 301 mi – – 19,3% – 479 – 0
BE
4335
Bonness Enterprises
District of Columbia
US$ 301 mi +US$ 27,5 mi +10% 13,5% 98,6% 37 0% 10,8
Detalus Advisors
4336
Detalus Advisors
Missouri
US$ 301 mi +US$ 9,13 mi +3% 6,61% 75,7% 163 12,88% 2,8
TIFF Advisory Services
4337
TIFF Advisory Services
Pennsylvania
US$ 301 mi +US$ 10,8 mi +4% 4,46% 86,3% 26 30,77% 1,6
Family Legacy Inc
4338
Family Legacy Inc
South Carolina
US$ 301 mi +US$ 21,5 mi +8% 7,53% 89% 123 3,25% 5
Whitaker-Myers Wealth Managers
4339
Whitaker-Myers Wealth Managers
Ohio
US$ 301 mi +US$ 29,9 mi +11% 7,2% 75,2% 116 23,28% 1,1
Legacy Capital Group California
4340
Legacy Capital Group California
California
US$ 301 mi +US$ 23,3 mi +8% 6,83% 129% 360 28,06% 0,9
Neumann Capital Management
4341
Neumann Capital Management
California
US$ 301 mi +US$ 9,6 mi +3% 6,84% 89,9% 103 6,8% 6,5
Syntrinsic
4342
Syntrinsic
Colorado
US$ 301 mi -US$ 590 mil -0,2% 6,77% – 86 18,6% 0,9
Juniper Capital Advisors
4343
Juniper Capital Advisors
Texas
US$ 301 mi -US$ 51,6 mi -15% 14,7% – 1 0% 0,8
ForthRight Wealth Management
4344
ForthRight Wealth Management
Georgia
US$ 300 mi +US$ 22,1 mi +8% 6,91% 44,6% 67 10,45% 2,4
Chase Investment Counsel
4345
Chase Investment Counsel
Virginia
US$ 300 mi +US$ 18,3 mi +6% 10,2% 350% 143 28,67% 1,5
Thomas J. Herzfeld Advisors
4346
Thomas J. Herzfeld Advisors
Florida
US$ 300 mi +US$ 15,2 mi +5% 3,55% 17,7% 253 44,66% 3,9
Dodds Wealth
4347
Dodds Wealth
Colorado
US$ 300 mi +US$ 43,8 mi +17% 5,55% – 59 5,08% 0,7
Benchmark Financial Wealth Advisors
4348
Benchmark Financial Wealth Advisors
Florida
US$ 300 mi +US$ 30 mi +11% 5,94% 81,6% 105 19,05% 2,5
TCOT
4349
Trust Company of Tennessee
Tennessee
US$ 300 mi +US$ 20,3 mi +7% 7,7% – 6 0% 0,3
Prudent Man Advisors
4350
Prudent Man Advisors
Illinois
US$ 300 mi +US$ 16,9 mi +6% 6,7% 82,8% 195 17,44% 2,6