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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)
Holistic Financial Partners
4676
Holistic Financial Partners
Indiana
US$ 116 mi +US$ 19,4 mi +20% 17,7% 95,7% 110 17,27% 1
Loudon Investment Management
4677
Loudon Investment Management
New Hampshire
US$ 116 mi +US$ 20,3 mi +21% 22,6% 61,6% 85 17,65% 4,1
GWM
4678
Gray Wealth Management
Maine
US$ 116 mi +US$ 24,7 mi +27% 17,1% 22,1% 93 12,9% 0,2
WFA
4679
Wade Financial Advisory
California
US$ 116 mi +US$ 15,5 mi +15% 19,2% 15,9% 69 14,49% 0,4
Baymount Management
4680
Baymount Management
Florida
US$ 116 mi – – 24,4% – 21 – 0,1
JSF Financial
4681
JSF Financial
California
US$ 116 mi +US$ 17 mi +17% 23,7% 91% 68 20,59% 1,1
Hillcrest Wealth Advisors
4682
Hillcrest Wealth Advisors
New Jersey
US$ 116 mi +US$ 15,2 mi +15% 18,5% 58,7% 45 11,11% 1,2
O'Keefe Stevens Advisory
4683
O'Keefe Stevens Advisory
New York
US$ 115 mi – – 27% 208% 36 – 2,5
Armor Investment Advisors
4684
Armor Investment Advisors
North Carolina
US$ 115 mi +US$ 17,5 mi +18% 16,6% 62% 145 12,41% 2,9
Cordant Inc
4685
Cordant Inc
Oregon
US$ 115 mi +US$ 17,8 mi +18% 11,2% 47% 59 10,17% 0,5
Burke & Herbert Bank & Trust
4686
Burke & Herbert Bank & Trust
Virginia
US$ 115 mi +US$ 16,5 mi +17% 17,3% 81,5% 128 7,03% 5,1
WPEP
4687
Walnut Private Equity Partners
Nebraska
US$ 115 mi +US$ 29,2 mi +34% 29,9% 48% 22 18,18% 4,5
Donald L. Hagan LLC
4688
Donald L. Hagan LLC
Florida
US$ 115 mi +US$ 3,58 mi +3% 14,7% 47,9% 89 19,1% 1,8
Global Financial Private Client
4689
Global Financial Private Client
Florida
US$ 115 mi +US$ 20,5 mi +22% 16% 100% 555 13,15% 0,5
Colorado Capital Management
4690
Colorado Capital Management
Colorado
US$ 115 mi +US$ 7,03 mi +7% 17,5% 60,4% 76 3,95% 3,5
Westhampton Capital
4691
Westhampton Capital
North Carolina
US$ 115 mi +US$ 18,5 mi +19% 19,1% 105% 107 12,15% 0,9
Pavion Blue Capital
4692
Pavion Blue Capital
California
US$ 115 mi +US$ 18,3 mi +19% 16% 77,6% 81 11,11% 0,4
Grandview Asset Management
4693
Grandview Asset Management
Pennsylvania
US$ 115 mi +US$ 105 mi +1.149% 39,9% 200% 92 89,13% 0,2
Jefferies Financial Group
4694
Jefferies Financial Group
New York
US$ 115 mi +US$ 39,6 mi +53% 211% 135% 9 33,33% 1,4
Northwest Wealth Management
4695
Northwest Wealth Management
Iowa
US$ 115 mi +US$ 15,8 mi +16% 16,8% 68,2% 97 9,28% 2,3
Pinnacle Family Advisors
4696
Pinnacle Family Advisors
Missouri
US$ 115 mi +US$ 31,4 mi +38% 27,8% 85,8% 96 61,46% 0,8
Ascension Capital Advisors
4697
Ascension Capital Advisors
Texas
US$ 114 mi +US$ 19,2 mi +20% 22% 59,3% 45 24,44% 0,4
ARI
4698
Applied Research Investments
Delaware
US$ 114 mi – – 34,6% – 38 – 0
Beddow Capital Management
4699
Beddow Capital Management
Wyoming
US$ 114 mi +US$ 5,69 mi +5% 19% 50,7% 51 7,84% 4,1
VC
4700
Vision Capital
Ontario, Canada
US$ 114 mi +US$ 56,2 mi +97% 20,9% 19,8% 9 55,56% 0,4