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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)
DHJJ Financial Advisors
4851
DHJJ Financial Advisors
Illinois
US$ 277 mi +US$ 28,6 mi +12% 8,46% 62,5% 996 8,23% 1,7
Sandy Cove Advisors
4852
Sandy Cove Advisors
Massachusetts
US$ 277 mi +US$ 27,9 mi +11% 9,03% 78% 134 12,69% 2,2
CCM
4853
Consolidated Capital Management
California
US$ 277 mi +US$ 35,9 mi +15% 12,1% 166% 50 14% 3,4
Crestmont Private Wealth
4854
Crestmont Private Wealth
Texas
US$ 277 mi +US$ 45,6 mi +20% 6,93% 54,8% 88 18,18% 1,6
Richard W. Paul & Associates
4855
Richard W. Paul & Associates
Michigan
US$ 277 mi +US$ 21,6 mi +8% 9,88% 65,2% 357 11,48% 2
Whelan Financial
4856
Whelan Financial
California
US$ 277 mi +US$ 19,4 mi +8% 6,98% 64,6% 67 8,96% 1,7
Forge First Asset Management
4857
Forge First Asset Management
Canada
US$ 277 mi +US$ 46,8 mi +20% 18,2% 112% 46 54,35% 0,6
Texas Capital Bancshares
4858
Texas Capital Bancshares
Texas
US$ 276 mi +US$ 41,5 mi +18% 19,6% 175% 84 10,71% 4
Santori & Peters Inc
4859
Santori & Peters Inc
Pennsylvania
US$ 276 mi +US$ 28,4 mi +11% 10,7% 103% 71 12,68% 3,7
Financial Partners Group (Tennessee)
4860
Financial Partners Group (Tennessee)
Tennessee
US$ 276 mi +US$ 45,9 mi +20% 3,88% – 95 22,11% 1,8
TFR Capital
4861
TFR Capital
Texas
US$ 276 mi +US$ 35,9 mi +15% 12,8% – 167 11,98% 0,4
Townsend Asset Management
4862
Townsend Asset Management
North Carolina
US$ 276 mi +US$ 16,7 mi +6% 9,01% 88,5% 187 12,3% 4,1
Omnia Family Wealth
4863
Omnia Family Wealth
Florida
US$ 276 mi +US$ 37 mi +15% 10,8% 80,6% 106 17,92% 3,7
Solitude Financial Services
4864
Solitude Financial Services
Virginia
US$ 276 mi +US$ 18,5 mi +7% 4,03% 62,4% 39 7,69% 2,6
Monashee Investment Management
4865
Monashee Investment Management
Massachusetts
US$ 276 mi -US$ 569 mi -67% 34,8% 520% 96 91,67% 0,1
Pineridge Advisors
4866
Pineridge Advisors
Missouri
US$ 276 mi +US$ 20 mi +8% 5,55% – 590 18,64% 1,1
Carlton Hofferkamp & Jenks Wealth Management
4867
Carlton Hofferkamp & Jenks Wealth Management
Texas
US$ 276 mi +US$ 33,6 mi +14% 5,75% 63,9% 140 5% 6,2
Argyle Capital Management
4868
Argyle Capital Management
Pennsylvania
US$ 276 mi +US$ 6,59 mi +2% 5,75% 106% 132 1,52% 8,8
Shaker Financial Services
4869
Shaker Financial Services
Virginia
US$ 276 mi +US$ 18,9 mi +7% 5,18% 12,9% 176 29,55% 2,2
Client 1st Advisory Group
4870
Client 1st Advisory Group
Florida
US$ 276 mi +US$ 18,8 mi +7% 8,81% 64,5% 141 14,18% 2,8
Bain Capital Credit
4871
Bain Capital Credit
Massachusetts
US$ 276 mi -US$ 133 mi -33% 5,69% 14,4% 7 28,57% 2,3
Aubrey Capital Management
4872
Aubrey Capital Management
United Kingdom
US$ 275 mi +US$ 26,5 mi +11% 22,6% 319% 56 25% 1,4
Adirondack Trust Company
4873
Adirondack Trust Company
New York
US$ 275 mi +US$ 19,5 mi +8% 9,4% 96,7% 498 7,83% 6,5
Meredith Wealth Planning
4874
Meredith Wealth Planning
Illinois
US$ 275 mi +US$ 48,7 mi +21% 8,99% 66,5% 62 20,97% 1,6
Castle Wealth Management
4875
Castle Wealth Management
Florida
US$ 275 mi +US$ 19,9 mi +8% 7,87% 53,6% 130 9,23% 2,2