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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)
Crown Wealth Group
4526
Crown Wealth Group
North Carolina
US$ 393 mi +US$ 52,5 mi +15% 16,9% 98,2% 160 15,63% 1,9
BridgePort Financial Solutions
4527
BridgePort Financial Solutions
Iowa
US$ 393 mi +US$ 40,1 mi +11% 12,5% – 259 18,15% 1,1
Snider Financial Group
4528
Snider Financial Group
Washington
US$ 393 mi +US$ 61,4 mi +19% 16,3% 87% 117 24,79% 2
SRH Advisors
4529
SRH Advisors
Kansas
US$ 392 mi +US$ 43 mi +12% 12,1% 55,7% 286 6,29% 7,2
Southern Financial Group
4530
Southern Financial Group
Alabama
US$ 392 mi +US$ 33,9 mi +9% 9,8% – 97 8,25% 0,5
OFS Enterprise
4531
OFS Enterprise
Nebraska
US$ 392 mi +US$ 51,5 mi +15% 14,3% – 107 13,08% 0,2
Kingdom Financial Group
4532
Kingdom Financial Group
Arizona
US$ 391 mi +US$ 42,1 mi +12% 14,1% 49,9% 989 26,9% 0,5
Patriot Financial Partners GP II
4533
Patriot Financial Partners GP II
Pennsylvania
US$ 391 mi +US$ 2,93 mi +0,8% 16,5% – 12 0% 0,7
Libra Wealth
4534
Libra Wealth
California
US$ 391 mi +US$ 36,4 mi +10% 11,2% 58,2% 72 11,11% 2,9
Oak Family Advisors
4535
Oak Family Advisors
Illinois
US$ 391 mi +US$ 35,8 mi +10% 12,6% 81,9% 130 25,38% 2,5
Private Wealth Advisors (California)
4536
Private Wealth Advisors (California)
California
US$ 391 mi +US$ 35,3 mi +10% 8,03% 63,6% 111 28,83% 3,4
SHFA
4537
SS&H Financial Advisors
Michigan
US$ 391 mi – – 30,6% – 130 – 3,3
ForthRight Wealth Management
4538
ForthRight Wealth Management
Georgia
US$ 391 mi +US$ 38,4 mi +11% 9,9% 50,4% 82 15,85% 3,2
Access Investment Management
4539
Access Investment Management
Georgia
US$ 391 mi +US$ 15 mi +4% 15,3% – 163 15,34% 1,6
Legacy CG
4540
Legacy CG
Texas
US$ 391 mi +US$ 30,6 mi +8% 13,9% 62,6% 52 26,92% 1,6
Delta Air Lines
4541
Delta Air Lines
Georgia
US$ 391 mi +US$ 12,8 mi +3% 5,06% 5,3% 3 0% 2,8
First American Financial Corporation
4542
First American Financial Corporation
California
US$ 390 mi +US$ 20,6 mi +6% 13% – 3 0% 2,5
Websterrogers Financial Advisors
4543
Websterrogers Financial Advisors
South Carolina
US$ 390 mi +US$ 40,9 mi +12% 8,92% 46% 103 7,77% 2,8
Quantum Private Wealth
4544
Quantum Private Wealth
Florida
US$ 390 mi +US$ 66,5 mi +21% 40,4% 240% 184 17,39% 2,8
Focused Alpha LLC
4545
Focused Alpha LLC
Colorado
US$ 390 mi +US$ 66,5 mi +21% 16,5% – 290 23,79% 0,4
HTG Investment Advisors
4546
HTG Investment Advisors
Connecticut
US$ 390 mi +US$ 38,5 mi +11% 8,97% 57,4% 92 10,87% 2,2
CVA
4547
Central Valley Advisors
California
US$ 390 mi +US$ 23,4 mi +6% 10,7% 77,8% 201 10,95% 1,4
Apeiron RIA
4548
Apeiron RIA
Texas
US$ 390 mi -US$ 41,6 mi -10% 11,2% 68,5% 216 30,56% 2,6
LongView Wealth Management
4549
LongView Wealth Management
Georgia
US$ 390 mi -US$ 8,26 mi -2% 11,9% 60,8% 261 18,39% 1,7
CC
4550
Checkpoint Capital
California
US$ 390 mi +US$ 111 mi +40% 39,9% – 8 25% 1,5