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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)
Elwood & Goetz Wealth Advisory Group
4476
Elwood & Goetz Wealth Advisory Group
Georgia
US$ 139 mi +US$ 13 mi +10% 4,32% 63,7% 31 6,45% 0,9
Valtinson Bruner Financial Planning
4477
Valtinson Bruner Financial Planning
Minnesota
US$ 139 mi +US$ 16,5 mi +13% 3,98% 36,2% 76 14,47% 0,6
NEGWA
4478
New England Guild Wealth Advisors
Connecticut
US$ 139 mi +US$ 50 mil +0% 5,05% 6,04% 57 5,26% 1,7
Searcy Financial Services
4479
Searcy Financial Services
Kansas
US$ 139 mi +US$ 4,31 mi +3% 5,22% 60,2% 16 0% 0,9
SV
4480
Stilwell Value
New York
US$ 139 mi +US$ 6,12 mi +5% 3,33% 87,9% 44 15,91% 2,3
Rush Island Management
4481
Rush Island Management
New York
US$ 139 mi -US$ 50,7 mi -27% 10,1% 15,5% 18 55,56% 0,5
JW Asset Management
4482
JW Asset Management
Florida
US$ 139 mi +US$ 25,1 mi +22% 31,3% 251% 13 46,15% 2,4
Walled Lake Planning & Wealth Management
4483
Walled Lake Planning & Wealth Management
Illinois
US$ 139 mi – – 6,83% 51,7% 278 – 0
Unison Advisors
4484
Unison Advisors
District of Columbia
US$ 139 mi +US$ 8,54 mi +7% 9,07% 57,8% 168 3,57% 1,5
Stelac Advisory Services
4485
Stelac Advisory Services
New York
US$ 138 mi -US$ 2,34 mi -2% 5,54% 84,9% 117 33,33% 2,4
Boyar Asset Management
4486
Boyar Asset Management
New York
US$ 138 mi +US$ 6,69 mi +5% 8,63% 75,5% 72 8,33% 4,6
Wells Trecaso Financial Group
4487
Wells Trecaso Financial Group
Ohio
US$ 138 mi +US$ 12,8 mi +10% 11,1% 108% 72 8,33% 1,7
Clare Market Investments
4488
Clare Market Investments
Texas
US$ 138 mi +US$ 32,9 mi +31% 12,8% – 96 30,21% 0,7
White Square Capital
4489
White Square Capital
United Kingdom
US$ 138 mi +US$ 18,1 mi +15% 29,8% 542% 17 76,47% 0,2
Bennicas & Associates
4490
Bennicas & Associates
California
US$ 138 mi +US$ 9,19 mi +7% 7% 40,3% 87 6,9% 4,9
Nikulski Financial
4491
Nikulski Financial
Iowa
US$ 138 mi +US$ 18,2 mi +15% 8,5% 95,8% 94 7,45% 1,4
Arjuna Capital
4492
Arjuna Capital
North Carolina
US$ 138 mi +US$ 20,9 mi +18% 9,84% 105% 90 18,89% 1,3
Black Diamond Financial
4493
Black Diamond Financial
Maryland
US$ 138 mi +US$ 2,42 mi +2% 7,18% 68,3% 73 13,7% 0,8
Sanchez Wealth Management Group
4494
Sanchez Wealth Management Group
Florida
US$ 138 mi +US$ 16,8 mi +14% 7,81% 56,9% 26 26,92% 1,3
GCM
4495
Garland Capital Management
Washington
US$ 138 mi -US$ 1,89 mi -1% 5,21% 55,7% 37 13,51% 3,7
GPM Growth Investors
4496
GPM Growth Investors
Michigan
US$ 138 mi – – 10% – 34 – 0
Seven Post Investment Office
4497
Seven Post Investment Office
California
US$ 138 mi -US$ 1,71 mi -1% 1,96% 44,4% 29 17,24% 1,8
Bryn Mawr Capital Management
4498
Bryn Mawr Capital Management
Pennsylvania
US$ 138 mi +US$ 18 mi +15% 8,46% 71,4% 92 16,3% 1,9
MFA Wealth Advisors
4499
MFA Wealth Advisors
Pennsylvania
US$ 138 mi +US$ 15 mi +12% 6,58% 68,6% 44 13,64% 1,3
SPC
4500
Stony Point Capital
New York
US$ 138 mi – – 8,46% 208% 22 – 0