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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)
FWM
4876
Filbrandt Wealth Management
Wisconsin
US$ 174 mi -US$ 2,23 mi -1% 1,48% – 265 38,49% 1
Pacific Sun Financial
4877
Pacific Sun Financial
California
US$ 174 mi – – 1,9% 70,3% 174 – 2,5
Sovereign Financial Group
4878
Sovereign Financial Group
Connecticut
US$ 174 mi +US$ 8,7 mi +5% 0,58% 90,7% 192 25,52% 0,6
Landaas & Company
4879
Landaas & Company
Wisconsin
US$ 174 mi -US$ 4,93 mi -3% 0,62% 68,3% 77 5,19% 2,6
One Charles Private Wealth Services
4880
One Charles Private Wealth Services
Massachusetts
US$ 174 mi +US$ 24,4 mi +16% 7,35% 99,7% 126 15,08% 0,4
Legacy Bridge
4881
Legacy Bridge
Iowa
US$ 173 mi -US$ 3,34 mi -2% 0,34% 236% 312 10,26% 2,1
Harrington Investments
4882
Harrington Investments
California
US$ 173 mi +US$ 4,41 mi +3% 1,22% 109% 84 9,52% 3,2
Concorde Asset Management
4883
Concorde Asset Management
Michigan
US$ 173 mi -US$ 4,8 mi -3% 3,98% – 220 23,64% 1,3
Shayne & Jacobs LLC
4884
Shayne & Jacobs LLC
Tennessee
US$ 173 mi -US$ 5,06 mi -3% 0,62% 79,4% 37 2,7% 4,5
Apexium Financial
4885
Apexium Financial
Texas
US$ 173 mi +US$ 12,1 mi +7% 0,11% 89,6% 91 13,19% 1,3
Smith Shellnut Wilson
4886
Smith Shellnut Wilson
Mississippi
US$ 173 mi +US$ 957 mil +0,6% 0,37% 98,6% 177 19,77% 2,8
Murphy Middleton Hinkle & Parker
4887
Murphy Middleton Hinkle & Parker
Georgia
US$ 173 mi -US$ 6,34 mi -4% 1,57% 66,8% 142 2,82% 3,1
IMS Capital Management
4888
IMS Capital Management
Oregon
US$ 173 mi +US$ 3,32 mi +2% 1,22% 119% 146 19,18% 3,2
Donald L. Hagan LLC
4889
Donald L. Hagan LLC
Florida
US$ 173 mi +US$ 2,94 mi +2% 2,19% 47,9% 103 15,53% 2,1
RFG Holdings
4890
RFG Holdings
Texas
US$ 173 mi +US$ 3,01 mi +2% 1,56% 74,2% 36 36,11% 0,5
CWM
4891
CCG Wealth Management
California
US$ 173 mi +US$ 44 mi +34% 0,25% 82,6% 117 33,33% 1,2
Spark Investment Management
4892
Spark Investment Management
New York
US$ 173 mi -US$ 9,7 mi -5% 8,46% 459% 45 28,89% 0,9
SWMG LLC
4893
SWMG LLC
Texas
US$ 172 mi +US$ 2,44 mi +1% 1,28% 68,7% 68 20,59% 0,6
Bernardo Wealth Planning
4894
Bernardo Wealth Planning
Pennsylvania
US$ 172 mi +US$ 5,55 mi +3% 0,08% 56,9% 81 11,11% 2
MA
4895
Minerva Advisors
Pennsylvania
US$ 172 mi -US$ 17,3 mi -9% 4,28% 166% 74 6,76% 5,7
Oxinas Partners Wealth Management
4896
Oxinas Partners Wealth Management
Indiana
US$ 172 mi -US$ 2,67 mi -2% 0,76% 91,4% 178 29,21% 0,5
Strong Tower Advisory Services
4897
Strong Tower Advisory Services
Minnesota
US$ 172 mi – – 0,8% 155% 102 – 0
CFG
4898
CMC Financial Group
Georgia
US$ 172 mi -US$ 4,03 mi -2% 2,02% 102% 32 28,13% 1,5
WCH
4899
Willoughby Capital Holdings
Connecticut
US$ 172 mi – – 22% – 1 – 0
Viewpoint Investment Partners
4900
Viewpoint Investment Partners
Alberta, Canada
US$ 172 mi +US$ 19,7 mi +13% 0,91% 38,4% 14 21,43% 1,4