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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)
Pioneer Wealth Management Group
4751
Pioneer Wealth Management Group
Texas
US$ 310 mi +US$ 40,1 mi +15% 5,18% – 52 13,46% 1,6
Weybosset Research & Management
4752
Weybosset Research & Management
Rhode Island
US$ 310 mi +US$ 18,9 mi +6% 9,26% 74,8% 35 0% 5,7
Reston Wealth Management
4753
Reston Wealth Management
Virginia
US$ 310 mi +US$ 24,4 mi +9% 7,17% 66,4% 56 8,93% 4
EWA
4754
ERTS Wealth Advisors
Michigan
US$ 310 mi +US$ 19,7 mi +7% 4,31% 39,3% 31 6,45% 4,1
Old Point Trust & Financial Services N A
4755
Old Point Trust & Financial Services N A
Virginia
US$ 310 mi +US$ 23 mi +8% 7,8% 87,3% 338 13,02% 3,2
Cabot-Wellington
4756
Cabot-Wellington
Massachusetts
US$ 309 mi +US$ 18,8 mi +6% 7,37% 73,1% 5 0% 5,1
Wealth Management Resources
4757
Wealth Management Resources
Rhode Island
US$ 309 mi +US$ 16,2 mi +6% 3,71% 37,7% 32 0% 2,8
Ferguson Shapiro
4758
Ferguson Shapiro
Georgia
US$ 309 mi +US$ 12,3 mi +4% 4,19% 42,7% 88 34,09% 1,4
Groupe des Assurances du Credit Mutuel
4759
Groupe des Assurances du Credit Mutuel
France
US$ 309 mi -US$ 44,8 mi -13% 4,03% – 8 75% 0,3
Reliant Wealth Planning
4760
Reliant Wealth Planning
Kentucky
US$ 309 mi +US$ 52,4 mi +20% 5,44% 39,4% 53 26,42% 1,2
Union Heritage Capital
4761
Union Heritage Capital
Michigan
US$ 308 mi +US$ 21,2 mi +7% 8,73% 82,1% 64 1,56% 3,8
Precision Wealth Strategies
4762
Precision Wealth Strategies
Missouri
US$ 308 mi +US$ 223 mil +0,1% 7,25% 106% 214 41,12% 0,7
WealthCare Investment Partners
4763
WealthCare Investment Partners
Rhode Island
US$ 308 mi +US$ 30,1 mi +11% 7,3% 62,6% 173 10,4% 2,3
Verger Capital Management
4764
Verger Capital Management
North Carolina
US$ 308 mi +US$ 54 mi +21% 6,67% 58,3% 15 13,33% 7,3
First United Bank & Trust
4765
First United Bank & Trust
Maryland
US$ 308 mi +US$ 21,2 mi +7% 7,87% 78% 429 11,89% 3,4
Omnia Family Wealth
4766
Omnia Family Wealth
Florida
US$ 308 mi +US$ 32 mi +12% 8,87% 80,6% 109 13,76% 3,9
NIA Impact Advisors
4767
NIA Impact Advisors
California
US$ 308 mi +US$ 18,4 mi +6% 8,29% – 103 7,77% 2
Quaker Wealth Management
4768
Quaker Wealth Management
New Jersey
US$ 307 mi +US$ 8,85 mi +3% 5,87% – 913 12,71% 0,2
Auour Investments
4769
Auour Investments
Massachusetts
US$ 307 mi +US$ 16,3 mi +6% 4,49% 39,2% 90 13,33% 1,7
Essex Woodlands Management
4770
Essex Woodlands Management
Texas
US$ 307 mi +US$ 28 mi +10% 11,5% 55% 6 0% 6,3
Squire Investment Management Company
4771
Squire Investment Management Company
Utah
US$ 307 mi +US$ 35,6 mi +13% 7,54% – 69 5,8% 1,5
Rossby Financial
4772
Rossby Financial
Florida
US$ 307 mi +US$ 35,9 mi +13% 8,95% – 1.526 21,36% 0,4
Luminvest Wealth Management
4773
Luminvest Wealth Management
Arizona
US$ 307 mi +US$ 27,8 mi +10% 5,54% 47,7% 46 10,87% 1,1
Passive Capital Management
4774
Passive Capital Management
Maryland
US$ 307 mi -US$ 14,7 mi -5% 5,32% 37,7% 89 8,99% 2,1
Nicollet Investment Management
4775
Nicollet Investment Management
Minnesota
US$ 307 mi +US$ 8 mi +3% 8,68% 104% 73 2,74% 4,9