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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)
Hutner Capital Management
5001
Hutner Capital Management
Vermont
US$ 143 mi -US$ 9,41 mi -6% 5,13% 52,2% 44 2,27% 4,8
Western Financial Corp
5002
Western Financial Corp
California
US$ 143 mi +US$ 2,29 mi +2% 0,45% 275% 106 25,47% 0,9
Ironwood Investment Management
5003
Ironwood Investment Management
Massachusetts
US$ 143 mi -US$ 6,59 mi -4% 2,42% 164% 171 6,43% 5,6
FSA Wealth Management
5004
FSA Wealth Management
Massachusetts
US$ 143 mi +US$ 107 mi +297% 4,99% – 54 59,26% 1,1
Stonebridge Financial Planning Group
5005
Stonebridge Financial Planning Group
Florida
US$ 143 mi -US$ 4,37 mi -3% 4,83% 67,2% 123 16,26% 2
City State Bank
5006
City State Bank
Iowa
US$ 143 mi -US$ 524 mil -0,4% 5,11% 79,1% 721 5,41% 0,7
Sheares Healthcare Group
5007
Sheares Healthcare Group
Singapore
US$ 143 mi +US$ 77,5 mi +119% 119% – 1 0% 0,8
Northpond Ventures
5008
Northpond Ventures
Maryland
US$ 143 mi +US$ 37,7 mi +36% 79,1% 67,3% 5 0% 0,7
Soundmark Wealth Management
5009
Soundmark Wealth Management
Washington
US$ 143 mi +US$ 2,34 mi +2% 5,86% 17,2% 60 6,67% 1,4
Helen Stephens Group
5010
Helen Stephens Group
Texas
US$ 143 mi +US$ 1,7 mi +1% 4,55% 53,4% 65 20% 0,6
BMS Financial Advisors
5011
BMS Financial Advisors
South Dakota
US$ 143 mi -US$ 10,2 mi -7% 4,84% – 117 33,33% 0,6
GoalVest Advisory
5012
GoalVest Advisory
New York
US$ 143 mi -US$ 15,2 mi -10% 5,92% 94,8% 325 26,77% 1,1
Sterling Financial Planning
5013
Sterling Financial Planning
New Jersey
US$ 143 mi +US$ 356 mil +0,3% 5,81% 55,5% 90 8,89% 1,6
MA
5014
Menlo Advisors
California
US$ 143 mi -US$ 8,26 mi -5% 3,34% 108% 34 20,59% 5,5
Red Spruce Capital
5015
Red Spruce Capital
Pennsylvania
US$ 142 mi -US$ 7,55 mi -5% 3,56% 98,4% 88 2,27% 2,3
Cincinnati Casualty Company
5016
Cincinnati Casualty Company
Ohio
US$ 142 mi -US$ 10,7 mi -7% 6,35% 56% 26 0% 7
Weitzel Financial Services
5017
Weitzel Financial Services
Iowa
US$ 142 mi -US$ 5,79 mi -4% 4,85% 46,3% 38 18,42% 1,3
Pacific Sun Financial
5018
Pacific Sun Financial
California
US$ 142 mi -US$ 9,26 mi -6% 4,59% 70,3% 181 6,63% 3,3
APSI
5019
Asset Planning Services Inc
Louisiana
US$ 142 mi -US$ 10,3 mi -7% 6,41% 138% 36 5,56% 3,6
Tabor Asset Management
5020
Tabor Asset Management
New York
US$ 142 mi +US$ 7,5 mi +6% 13,1% 214% 39 46,15% 0,6
Tieton Capital Management
5021
Tieton Capital Management
Washington
US$ 142 mi -US$ 2,24 mi -2% 1,35% 172% 33 6,06% 4,1
WR Wealth Planners
5022
WR Wealth Planners
Missouri
US$ 142 mi -US$ 9,7 mi -6% 5,35% 22,1% 569 15,47% 0,4
Birchview Capital
5023
Birchview Capital
Vermont
US$ 142 mi +US$ 4,53 mi +3% 12% 327% 62 6,45% 2,8
Blackston Financial Advisory Group
5024
Blackston Financial Advisory Group
Florida
US$ 142 mi -US$ 11,1 mi -7% 5,16% 69,1% 103 23,3% 0,6
WMA
5025
Wealth Management Associates
New Jersey
US$ 142 mi -US$ 4,63 mi -3% 5,7% 111% 188 14,36% 2,4