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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)
Cherrydale Wealth Management
4601
Cherrydale Wealth Management
New Jersey
US$ 382 mi +US$ 58,5 mi +18% 16,1% 80,8% 89 19,1% 2,3
CM
4602
Cosmic Management
California
US$ 382 mi +US$ 153 mi +67% 31,3% – 5 20% 0,4
Gilliland Jeter Wealth Management
4603
Gilliland Jeter Wealth Management
Arkansas
US$ 382 mi +US$ 44,2 mi +13% 17% 128% 202 12,38% 1,9
Private Client Services
4604
Private Client Services
Kentucky
US$ 381 mi +US$ 46,9 mi +14% 14% 72% 245 21,63% 1,4
Selective Wealth Management
4605
Selective Wealth Management
Virginia
US$ 381 mi +US$ 43,7 mi +13% 10,9% 74,4% 141 18,44% 2,8
Northcape Wealth Management
4606
Northcape Wealth Management
New York
US$ 381 mi +US$ 14,3 mi +4% 7,09% 74% 149 8,72% 3
Leeward Financial Partners
4607
Leeward Financial Partners
Washington
US$ 381 mi +US$ 45 mi +13% 17,6% 97,9% 108 10,19% 2,6
Weybosset Research & Management
4608
Weybosset Research & Management
Rhode Island
US$ 381 mi +US$ 34,1 mi +10% 12,7% 74,8% 33 3,03% 6,5
CJM Wealth Advisers
4609
CJM Wealth Advisers
Virginia
US$ 381 mi +US$ 52,6 mi +16% 16,7% 76,8% 79 10,13% 3
Vienna Insurance Group
4610
Vienna Insurance Group
Poland
US$ 381 mi +US$ 118 mi +45% 67,1% 230% 28 3,57% 2,2
Sweeney & Michel
4611
Sweeney & Michel
California
US$ 381 mi +US$ 40,7 mi +12% 10,5% – 164 11,59% 2,1
Whetstone Capital Advisors
4612
Whetstone Capital Advisors
Kansas
US$ 380 mi +US$ 92 mi +32% 39,3% 282% 78 41,03% 1
Briaud Financial Planning
4613
Briaud Financial Planning
Texas
US$ 380 mi -US$ 1,16 mi -0,3% 4,88% 113% 45 22,22% 1,9
Hobbs Group Advisors
4614
Hobbs Group Advisors
South Carolina
US$ 380 mi +US$ 45,7 mi +14% 11,3% – 171 10,53% 1,7
Advanced Asset Management Advisors
4615
Advanced Asset Management Advisors
Ohio
US$ 380 mi +US$ 18 mi +5% 13,4% 93,6% 85 7,06% 5,3
Financial Insights
4616
Financial Insights
Washington
US$ 380 mi +US$ 71,3 mi +23% 14,5% 82,1% 151 15,89% 3,2
Corre Partners Management
4617
Corre Partners Management
New York
US$ 380 mi +US$ 315 mi +485% 9,05% 109% 4 25% 2,7
ShankerValleau Wealth Advisors
4618
ShankerValleau Wealth Advisors
Illinois
US$ 380 mi +US$ 24,7 mi +7% 7,72% 60,3% 40 2,5% 2,7
Bridgefront Capital
4619
Bridgefront Capital
Texas
US$ 380 mi -US$ 22,8 mi -6% 15,2% 52,1% 793 75,28% 0,2
Cabot-Wellington
4620
Cabot-Wellington
Massachusetts
US$ 380 mi +US$ 41,5 mi +12% 14,1% 73,1% 5 0% 5,8
Courage Miller Partners
4621
Courage Miller Partners
Virginia
US$ 379 mi +US$ 24,8 mi +7% 8,34% 43,5% 92 5,43% 8,4
S.E.E.D. Planning Group
4622
S.E.E.D. Planning Group
New York
US$ 379 mi +US$ 34,6 mi +10% 3,28% 57,3% 100 23% 3,2
SC
4623
Schiavi & Co
Delaware
US$ 378 mi +US$ 41,7 mi +12% 7,36% 41,4% 61 19,67% 2
Comprehensive Financial Consultants Institutional
4624
Comprehensive Financial Consultants Institutional
Indiana
US$ 378 mi +US$ 41,5 mi +12% 12,8% 78% 215 14,88% 2,7
Wellington Group
4625
Wellington Group
Indiana
US$ 378 mi +US$ 53,3 mi +16% 17,2% – 399 65,16% 0,5