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)
Martin Capital Partners
4701
Martin Capital Partners
Oregon
US$ 248 mi -US$ 13,2 mi -5% 1,97% 42,3% 71 2,82% 4,1
MAM
4702
Mystic Asset Management
Rhode Island
US$ 248 mi +US$ 5,99 mi +2% 3,96% 114% 171 6,43% 2
VR Advisory Services
4703
VR Advisory Services
Cayman Islands
US$ 248 mi +US$ 36,3 mi +17% 0,58% 89,7% 47 17,02% 2,8
United Community Bank
4704
United Community Bank
South Carolina
US$ 248 mi -US$ 10 mi -4% 0,48% 66,2% 395 11,65% 1,5
BCH
4705
Berkshire Capital Holdings
California
US$ 247 mi -US$ 3,18 mi -1% 16,3% 2.748% 100 24% 2,5
Shaker Financial Services
4706
Shaker Financial Services
Virginia
US$ 247 mi -US$ 11,1 mi -4% 0% 12,9% 182 27,47% 1,9
SMART Wealth
4707
SMART Wealth
Nebraska
US$ 247 mi +US$ 25,3 mi +11% 2,14% 77,7% 130 13,08% 0,7
Robinswood Financial
4708
Robinswood Financial
Washington
US$ 247 mi +US$ 13,1 mi +6% 0,31% 43,2% 368 32,61% 0,6
GWM
4709
Gibbs Wealth Management
Georgia
US$ 247 mi +US$ 73,1 mi +42% 0,89% – 251 31,08% 0,2
Omega Financial Group
4710
Omega Financial Group
California
US$ 247 mi +US$ 2,59 mi +1% 0,39% 45,2% 82 2,44% 3,9
Windward Private Wealth Management
4711
Windward Private Wealth Management
Kansas
US$ 247 mi +US$ 2,32 mi +0,9% 0,57% 35,5% 47 2,13% 3,1
Vista Investment Management
4712
Vista Investment Management
Pennsylvania
US$ 247 mi +US$ 1,29 mi +0,5% 0,51% 54,4% 186 10,75% 4,2
Veery Capital
4713
Veery Capital
Delaware
US$ 247 mi +US$ 2,84 mi +1% 1,43% 63,4% 98 4,08% 2,4
Mudrick Capital Management
4714
Mudrick Capital Management
New York
US$ 247 mi -US$ 1,31 mi -0,5% 3,55% 212% 10 40% 2,3
Wind River Trust Company
4715
Wind River Trust Company
Wyoming
US$ 247 mi -US$ 28,1 mi -10% 1,5% 62,1% 9 0% 8,9
Sara-Bay Financial
4716
Sara-Bay Financial
Florida
US$ 246 mi +US$ 23,6 mi +11% 8,84% 233% 89 15,73% 2,5
Core Wealth Management
4717
Core Wealth Management
Florida
US$ 246 mi +US$ 15,9 mi +7% 0,34% 44,5% 28 17,86% 1
Sterling Financial Planning
4718
Sterling Financial Planning
New Jersey
US$ 246 mi -US$ 365 mil -0,1% 0,14% 55,5% 108 4,63% 2,7
Graybill Wealth Management
4719
Graybill Wealth Management
Illinois
US$ 246 mi +US$ 9,06 mi +4% 1,75% – 58 5,17% 5,5
Financial Life Advisors
4720
Financial Life Advisors
Texas
US$ 246 mi +US$ 7,32 mi +3% 1,91% 47% 62 11,29% 2,7
Leeward Financial Partners
4721
Leeward Financial Partners
Washington
US$ 246 mi +US$ 9,9 mi +4% 4,72% 97,9% 96 16,67% 1,6
Malaga Cove Capital
4722
Malaga Cove Capital
California
US$ 246 mi +US$ 818 mil +0,3% 1,12% 97,3% 191 16,23% 2,5
Cassady Schiller Wealth Management
4723
Cassady Schiller Wealth Management
Ohio
US$ 246 mi +US$ 22,2 mi +10% 0,88% 21,8% 503 8,95% 1,4
Sectoral Asset Management
4724
Sectoral Asset Management
Quebec, Canada
US$ 246 mi -US$ 8,32 mi -3% 1,72% 168% 106 21,7% 2,3
PH
4725
Pinnacle Holdings
Oklahoma
US$ 246 mi -US$ 2,85 mi -1% 1,02% 79,6% 253 26,88% 5