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)
Howard Bailey Securities
4701
Howard Bailey Securities
Indiana
US$ 264 mi – – 5,3% – 164 – 0
Omega Financial Group
4702
Omega Financial Group
California
US$ 264 mi +US$ 16,8 mi +7% 7,65% 47% 86 10,47% 4
Veracity Capital
4703
Veracity Capital
Georgia
US$ 264 mi +US$ 23,7 mi +10% 6,68% 149% 217 16,13% 2,6
Beech Hill Advisors
4704
Beech Hill Advisors
New York
US$ 264 mi +US$ 21,5 mi +9% 7,78% 105% 104 8,65% 4,4
Vishria Bird Financial Group
4705
Vishria Bird Financial Group
Tennessee
US$ 264 mi +US$ 25,7 mi +11% 2,34% 74,3% 82 24,39% 2,7
Bourne Lent Asset Management
4706
Bourne Lent Asset Management
New York
US$ 264 mi +US$ 2,7 mi +1% 2,4% 76,1% 63 4,76% 6,5
OneAscent Wealth Management
4707
OneAscent Wealth Management
Alabama
US$ 263 mi +US$ 71,1 mi +37% 5,45% 50,6% 185 51,35% 0,7
Socorro Asset Management
4708
Socorro Asset Management
Texas
US$ 263 mi +US$ 6,65 mi +3% 5,93% 43,8% 33 6,06% 2,5
Denver PWM
4709
Denver PWM
Colorado
US$ 263 mi +US$ 12,6 mi +5% 4,75% 48,6% 241 36,93% 1,3
Heathbridge Capital Management
4710
Heathbridge Capital Management
Ontario, Canada
US$ 263 mi +US$ 27,1 mi +12% 12,6% 73,6% 29 3,45% 4,9
One Charles Private Wealth Services
4711
One Charles Private Wealth Services
Massachusetts
US$ 263 mi +US$ 22,7 mi +9% 9,04% 99,7% 161 11,8% 2,1
Bishop & Co Investment Management
4712
Bishop & Co Investment Management
Pennsylvania
US$ 263 mi +US$ 97,8 mi +59% 7,29% 47,6% 25 8% 5,6
Intergy Private Wealth
4713
Intergy Private Wealth
Colorado
US$ 263 mi +US$ 20,1 mi +8% 5,79% 73,8% 89 11,24% 1,7
Morling Financial Advisors
4714
Morling Financial Advisors
California
US$ 262 mi +US$ 33 mi +14% 3,77% 97,6% 102 13,73% 1,7
Kelleher Financial Advisors
4715
Kelleher Financial Advisors
New York
US$ 262 mi +US$ 18,9 mi +8% 7,46% 80,3% 124 16,13% 4,2
Carlton Hofferkamp & Jenks Wealth Management
4716
Carlton Hofferkamp & Jenks Wealth Management
Texas
US$ 262 mi +US$ 6,76 mi +3% 5,95% 63,9% 140 2,14% 5,6
Encompass More Asset Management
4717
Encompass More Asset Management
California
US$ 262 mi +US$ 122 mi +87% 4,55% 80,4% 205 53,66% 0,3
Excalibur Management
4718
Excalibur Management
Massachusetts
US$ 262 mi +US$ 17,1 mi +7% 8,52% 81,7% 172 8,14% 5,2
PAM
4719
Pegasus Asset Management
New York
US$ 262 mi +US$ 1,14 mi +0,4% 6,73% 89% 74 9,46% 4,9
Level Financial Advisors
4720
Level Financial Advisors
New York
US$ 262 mi +US$ 31,3 mi +14% 5,84% 44% 76 13,16% 2
Corbyn Investment Management
4721
Corbyn Investment Management
Maryland
US$ 262 mi +US$ 19,6 mi +8% 5,61% 71% 66 1,52% 4,6
Calton & Associates
4722
Calton & Associates
Florida
US$ 262 mi +US$ 61,9 mi +31% 6,38% 73,9% 282 47,87% 1,2
Transatlantique Private Wealth
4723
Transatlantique Private Wealth
New York
US$ 262 mi +US$ 16,6 mi +7% 8,08% 88,6% 229 20,96% 1,5
Joseph Group Capital Management
4724
Joseph Group Capital Management
Ohio
US$ 262 mi +US$ 68,9 mi +36% 6,46% 58,4% 82 13,41% 2
Rede Wealth
4725
Rede Wealth
Virginia
US$ 261 mi +US$ 153 mi +141% 9,79% 84,4% 104 7,69% 2,5