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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)
EPG Wealth Management
4376
EPG Wealth Management
Georgia
US$ 417 mi +US$ 48,6 mi +13% 20,6% 108% 344 14,53% 1,5
CIM
4377
CIM Investment Management
Pennsylvania
US$ 417 mi +US$ 42,4 mi +11% 29,2% 123% 289 17,65% 4,5
McMill Wealth Management
4378
McMill Wealth Management
Nebraska
US$ 417 mi +US$ 40,8 mi +11% 3,6% – 63 12,7% 0,8
Stevens Capital Management
4379
Stevens Capital Management
Pennsylvania
US$ 417 mi -US$ 233 mi -36% 43,4% 108% 327 66,97% 0,4
Anchyra Partners
4380
Anchyra Partners
Georgia
US$ 416 mi +US$ 86,9 mi +26% 28,1% – 373 32,44% 0,3
Revisor Wealth Management
4381
Revisor Wealth Management
Ohio
US$ 416 mi +US$ 54,1 mi +15% 15,2% 72% 392 21,94% 1,3
Rosenblum Silverman Sutton
4382
Rosenblum Silverman Sutton
California
US$ 416 mi +US$ 33,9 mi +9% 9,57% 90,1% 84 14,29% 6,1
CWM
4383
Capital Wealth Management
Rhode Island
US$ 416 mi +US$ 46,3 mi +13% 9,17% 51,3% 39 12,82% 3,8
Prasad Wealth Partners
4384
Prasad Wealth Partners
Ohio
US$ 416 mi +US$ 48,2 mi +13% 14,2% – 167 16,77% 1
WPI
4385
Walter Public Investments
Canada
US$ 416 mi -US$ 2,58 mi -0,6% 16,4% 85,1% 58 25,86% 1,7
BigSur Wealth Management
4386
BigSur Wealth Management
Florida
US$ 415 mi +US$ 59 mi +17% 13,8% 94,8% 178 13,48% 4,3
Squire Investment Management Company
4387
Squire Investment Management Company
Utah
US$ 415 mi +US$ 55,5 mi +15% 11,5% 62,4% 89 14,61% 1,7
KFA Private Wealth Group
4388
KFA Private Wealth Group
Virginia
US$ 415 mi -US$ 1,4 mi -0,3% 14,2% 62,8% 176 23,86% 2,6
Oldfield Partners
4389
Oldfield Partners
United Kingdom
US$ 415 mi +US$ 21,5 mi +5% 13,2% 98% 19 10,53% 4,3
Winthrop Capital Management
4390
Winthrop Capital Management
Indiana
US$ 414 mi +US$ 24,6 mi +6% 11,9% 68,1% 406 25,86% 1,5
Pioneer Wealth Management Group
4391
Pioneer Wealth Management Group
Texas
US$ 414 mi +US$ 57,4 mi +16% 8,43% – 55 9,09% 2,1
Measured Wealth Private Client Group
4392
Measured Wealth Private Client Group
New Hampshire
US$ 414 mi +US$ 47,6 mi +13% 16,7% 84,3% 773 13,97% 1,4
Colton Groome Financial Advisors
4393
Colton Groome Financial Advisors
North Carolina
US$ 414 mi +US$ 62,4 mi +18% 11,6% 65,8% 168 20,83% 2,5
RFG - Bristol Wealth Advisors
4394
RFG - Bristol Wealth Advisors
Massachusetts
US$ 414 mi +US$ 43 mi +12% 13,1% – 195 11,28% 1,2
HCM
4395
Hudson Capital Management
New Jersey
US$ 414 mi +US$ 26,7 mi +7% 9,09% 66,8% 79 11,39% 4,3
Vision Retirement
4396
Vision Retirement
New Jersey
US$ 414 mi +US$ 62,1 mi +18% 22,4% – 696 17,67% 0,4
BNC Wealth Management
4397
BNC Wealth Management
Oregon
US$ 414 mi +US$ 53,2 mi +15% 29,4% 204% 121 24,79% 2,9
Siena Capital Partners
4398
Siena Capital Partners
Illinois
US$ 413 mi +US$ 28 mi +7% 6,85% 44,2% 104 6,73% 4,3
SIM
4399
Synergy Investment Management
Florida
US$ 413 mi +US$ 108 mi +35% 14,8% – 1.200 33,67% 0,3
WA
4400
WP Advisors
California
US$ 413 mi +US$ 26,8 mi +7% 13,7% 113% 128 17,19% 4,7