Estamos no ar no ! Saiba mais

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)
Landaas & Company
4701
Landaas & Company
Wisconsin
US$ 182 mi +US$ 24,2 mi +15% 7,79% 68,3% 70 20% 3,5
Glassy Mountain Advisors
4702
Glassy Mountain Advisors
Maryland
US$ 182 mi – – 8,66% 91,5% 227 – 0,3
Stoneridge Investment Partners
4703
Stoneridge Investment Partners
Pennsylvania
US$ 181 mi +US$ 11,5 mi +7% 5,56% 44,2% 110 29,09% 1,7
Palisades Hudson Asset Management
4704
Palisades Hudson Asset Management
Florida
US$ 181 mi +US$ 16,2 mi +10% 9,5% 66,8% 103 6,8% 5,7
Opal Wealth Advisors
4705
Opal Wealth Advisors
New York
US$ 181 mi +US$ 44,3 mi +32% 5,48% 62,3% 135 31,85% 1
Demars Financial Group
4706
Demars Financial Group
Washington
US$ 181 mi +US$ 13 mi +8% 5,31% 69,1% 77 27,27% 1,6
Watchman Group
4707
Watchman Group
Texas
US$ 181 mi +US$ 22,1 mi +14% 7,9% 54% 78 26,92% 2
Lowe Wealth Advisors
4708
Lowe Wealth Advisors
Maryland
US$ 181 mi +US$ 11,1 mi +7% 6,02% 63,3% 369 6,23% 4,3
Reston Wealth Management
4709
Reston Wealth Management
Virginia
US$ 181 mi +US$ 13,1 mi +8% 7,77% 66,4% 53 20,75% 2,9
Augustine Asset Management
4710
Augustine Asset Management
Florida
US$ 181 mi +US$ 28,8 mi +19% 9,08% 316% 110 26,36% 2,9
Seneca House Advisors
4711
Seneca House Advisors
Virginia
US$ 181 mi +US$ 46 mi +34% 7,66% 58,2% 87 12,64% 3
Snider Financial Group
4712
Snider Financial Group
Washington
US$ 181 mi -US$ 3,35 mi -2% 6,19% 87% 56 7,14% 1,2
Midwest Professional Planners Ltd (MPPL)
4713
Midwest Professional Planners Ltd (MPPL)
Wisconsin
US$ 181 mi +US$ 13,1 mi +8% 10% 136% 126 9,52% 2,7
Shayne & Jacobs LLC
4714
Shayne & Jacobs LLC
Tennessee
US$ 180 mi +US$ 21,5 mi +14% 13,2% 79,4% 36 2,78% 5,6
SL
4715
SOF Ltd
Cayman Islands
US$ 180 mi +US$ 29,5 mi +20% 19,6% 42,3% 1 0% 6
Strata Wealth Advisors
4716
Strata Wealth Advisors
Texas
US$ 180 mi – – 6,71% 73,6% 49 – 0
SRH Advisors
4717
SRH Advisors
Kansas
US$ 180 mi +US$ 103 mi +135% 6,64% 55,7% 326 8,9% 5,2
SAM
4718
Security Asset Management
New York
US$ 180 mi +US$ 13,5 mi +8% 8,89% 67,4% 76 7,89% 5,1
TriaGen Wealth Management
4719
TriaGen Wealth Management
California
US$ 180 mi -US$ 1,05 mi -0,6% 9,15% 132% 188 27,66% 1,2
CWM
4720
CCG Wealth Management
California
US$ 180 mi +US$ 16,2 mi +10% 7,51% 82,6% 105 12,38% 2
Lexington Partners
4721
Lexington Partners
New York
US$ 180 mi -US$ 2,84 mi -2% 1,04% 1,27% 7 14,29% 1,8
Unio Capital
4722
Unio Capital
New Jersey
US$ 180 mi +US$ 14,4 mi +9% 12,1% 97,8% 52 32,69% 2,9
Beech Hill Advisors
4723
Beech Hill Advisors
New York
US$ 180 mi +US$ 5,38 mi +3% 9,96% 105% 85 4,71% 4,1
Sonata Capital Group
4724
Sonata Capital Group
Washington
US$ 180 mi -US$ 1,59 mi -0,9% 6,07% 66,5% 112 10,71% 5,5
Foundry Group Next
4725
Foundry Group Next
Colorado
US$ 180 mi – – 4,11% – 4 – 0