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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)
Smart Money Group
4501
Smart Money Group
Texas
US$ 338 mi +US$ 18,8 mi +6% 5,87% 58,9% 83 14,46% 2,7
Newton One Investments
4502
Newton One Investments
Delaware
US$ 338 mi +US$ 19,9 mi +6% 5,55% 42% 128 6,25% 2
Chase Investment Counsel
4503
Chase Investment Counsel
Virginia
US$ 338 mi +US$ 24,8 mi +8% 14,9% 350% 160 36,88% 1,6
Valtinson Bruner Financial Planning
4504
Valtinson Bruner Financial Planning
Minnesota
US$ 338 mi +US$ 18,9 mi +6% 4,48% 40,3% 166 9,64% 2,9
Incline Global Management
4505
Incline Global Management
New York
US$ 337 mi +US$ 82,9 mi +33% 4,38% 40,1% 36 55,56% 1,3
Western Standard LLC
4506
Western Standard LLC
California
US$ 337 mi +US$ 157 mi +88% 11,3% 83,7% 33 66,67% 0,3
Seaside Wealth Management
4507
Seaside Wealth Management
California
US$ 337 mi +US$ 22,7 mi +7% 6,25% 53,4% 63 1,59% 2,4
Regimen Wealth
4508
Regimen Wealth
Georgia
US$ 337 mi +US$ 14,8 mi +5% 4,56% 34,4% 78 8,97% 1,8
DS
4509
Dalal Street
Texas
US$ 337 mi +US$ 65,3 mi +24% 32,3% 92,7% 6 33,33% 1
CIS
4510
Custom Index Systems
New York
US$ 337 mi +US$ 127 mi +61% 10% – 284 26,06% 0,8
Lifelong Wealth Advisors
4511
Lifelong Wealth Advisors
Minnesota
US$ 336 mi +US$ 34,9 mi +12% 7,92% – 86 9,3% 0,6
Global Assets Advisory
4512
Global Assets Advisory
Florida
US$ 336 mi +US$ 80,1 mi +31% 9,63% 95,9% 301 33,89% 0,7
BWM Planning
4513
BWM Planning
Texas
US$ 336 mi +US$ 45,8 mi +16% 7,63% – 92 14,13% 0,8
Boyd Watterson Asset Management
4514
Boyd Watterson Asset Management
Ohio
US$ 336 mi +US$ 18,1 mi +6% 8,59% 101% 432 4,86% 4,2
Warren Street Wealth Advisors
4515
Warren Street Wealth Advisors
California
US$ 335 mi +US$ 31,8 mi +10% 8,32% 75,7% 158 17,09% 1,7
Stevens Capital Partners
4516
Stevens Capital Partners
Nebraska
US$ 335 mi +US$ 56,1 mi +20% 8,29% 76,3% 94 13,83% 1,5
McDonald Partners
4517
McDonald Partners
Ohio
US$ 335 mi -US$ 82,1 mi -20% 8,38% 90,7% 260 18,46% 3
Cornell Pochily Investment Advisors
4518
Cornell Pochily Investment Advisors
New York
US$ 335 mi +US$ 29,3 mi +10% 9,21% 97% 186 9,14% 4,9
Bare Financial Services
4519
Bare Financial Services
Pennsylvania
US$ 335 mi +US$ 38,4 mi +13% 5,76% – 1.470 23,27% 0,5
Hilltop Partners
4520
Hilltop Partners
Indiana
US$ 335 mi +US$ 4,02 mi +1% 6,87% 64,9% 124 7,26% 1,8
GDS
4521
Gimbel Daniel Scott
US$ 335 mi -US$ 98,8 mi -23% 16,4% 57,1% 3 33,33% 4,8
Evexia Wealth
4522
Evexia Wealth
Wisconsin
US$ 334 mi +US$ 16 mi +5% 8% 92,5% 82 9,76% 1,5
JRM Investment Counsel
4523
JRM Investment Counsel
Nebraska
US$ 334 mi +US$ 23 mi +7% 5,78% 65,5% 21 4,76% 5,5
BCWM LLC
4524
BCWM LLC
Kansas
US$ 334 mi +US$ 19 mi +6% 8,36% – 58 12,07% 4,6
Joule Financial
4525
Joule Financial
Kentucky
US$ 334 mi +US$ 25,8 mi +8% 7,12% 55,5% 121 16,53% 2