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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)
Concentrum Wealth Management
4426
Concentrum Wealth Management
California
US$ 319 mi +US$ 48,9 mi +18% 22,2% 174% 83 20,48% 3,1
Valtinson Bruner Financial Planning
4427
Valtinson Bruner Financial Planning
Minnesota
US$ 319 mi +US$ 22,8 mi +8% 4,58% 36,2% 161 13,66% 2,7
TSP Capital Management Group
4428
TSP Capital Management Group
New Jersey
US$ 319 mi +US$ 14,6 mi +5% 10,3% 186% 46 100% –
Capital Planning
4429
Capital Planning
Washington
US$ 318 mi -US$ 39,3 mi -11% 15,7% 81,2% 101 27,72% 2,9
Oxler Private Wealth
4430
Oxler Private Wealth
New York
US$ 318 mi +US$ 33,6 mi +12% 14,8% 119% 87 3,45% 3,4
11 Capital Partners
4431
11 Capital Partners
Connecticut
US$ 318 mi +US$ 16,7 mi +6% 17,9% 101% 19 15,79% 1,6
Evexia Wealth
4432
Evexia Wealth
Wisconsin
US$ 318 mi +US$ 42,9 mi +16% 13% 92,5% 84 19,05% 1,3
FAP
4433
Financial Advisory Partners
Florida
US$ 318 mi +US$ 19,1 mi +6% 7,32% 52,9% 67 5,97% 2,6
Neumann Capital Management
4434
Neumann Capital Management
California
US$ 318 mi +US$ 28,8 mi +10% 12,4% 89,9% 103 6,8% 7,3
Court Place Advisors
4435
Court Place Advisors
Maryland
US$ 318 mi +US$ 16,5 mi +5% 9,05% 92% 153 7,19% 7,9
Newton One Investments
4436
Newton One Investments
Delaware
US$ 318 mi +US$ 38,1 mi +14% 7,22% 42% 129 9,3% 1,7
Boyd Watterson Asset Management
4437
Boyd Watterson Asset Management
Ohio
US$ 318 mi +US$ 4,95 mi +2% 13,6% 101% 436 4,13% 3,9
EWA LLC
4438
EWA LLC
Pennsylvania
US$ 318 mi +US$ 48,6 mi +18% 14,2% 102% 233 27,9% 1,1
Knuff & Co
4439
Knuff & Co
California
US$ 318 mi +US$ 19,6 mi +7% 13,3% 85,8% 143 19,58% 4,1
CIA
4440
Corigliano Investment Advisers
North Carolina
US$ 318 mi +US$ 92,3 mi +41% 1,4% – 63 73,02% 0,1
Oak Family Advisors
4441
Oak Family Advisors
Illinois
US$ 317 mi +US$ 20,4 mi +7% 11,3% 81,9% 119 28,57% 2,2
Seascape Capital Management
4442
Seascape Capital Management
New Hampshire
US$ 317 mi +US$ 30,5 mi +11% 10,9% 111% 103 9,71% 3,3
OLIO Financial Planning
4443
OLIO Financial Planning
Virginia
US$ 317 mi +US$ 27,7 mi +10% 6,9% 52,9% 64 7,81% 2,1
Sandbox Financial Partners
4444
Sandbox Financial Partners
Maryland
US$ 317 mi +US$ 33,8 mi +12% 13% 69,6% 127 17,32% 2,3
VST
4445
Van Strum & Towne
California
US$ 317 mi +US$ 19,3 mi +6% 7,4% 62,2% 114 4,39% 5,9
360 Financial
4446
360 Financial
Minnesota
US$ 317 mi +US$ 40,5 mi +15% 10,8% 82,5% 86 12,79% 2,9
Duncan Williams Asset Management
4447
Duncan Williams Asset Management
Tennessee
US$ 317 mi +US$ 40 mi +14% 7,97% – 156 7,05% 0,8
WJ Wealth Management
4448
WJ Wealth Management
Arizona
US$ 317 mi +US$ 34,1 mi +12% 13,1% 90,6% 106 31,13% 1,8
Crestview Partners III
4449
Crestview Partners III
New York
US$ 316 mi -US$ 23,6 mi -7% 5,95% 51,2% 3 0% 4,2
EdgeRock Capital
4450
EdgeRock Capital
Colorado
US$ 316 mi +US$ 176 mi +125% 9,84% 71,3% 112 41,96% 0,9