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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)
James T. Borello
5001
James T. Borello
Illinois
US$ 219 mi +US$ 96,9 mi +79% 8,93% 71,2% 176 14,77% 0,2
Harbourvest Partners
5002
Harbourvest Partners
Massachusetts
US$ 219 mi -US$ 79,2 mi -27% 13,1% 8,96% 53 9,43% 2,6
Beacon Wealthcare LLC
5003
Beacon Wealthcare LLC
North Carolina
US$ 219 mi +US$ 11,4 mi +5% 5,46% 47% 19 15,79% 1,8
Eclectic Associates
5004
Eclectic Associates
California
US$ 219 mi +US$ 10,7 mi +5% 5,8% 53,8% 92 9,78% 2,2
Whelan Financial
5005
Whelan Financial
California
US$ 219 mi +US$ 4,7 mi +2% 5,26% 64,6% 44 20,45% 1,5
Kensington Investment Counsel
5006
Kensington Investment Counsel
California
US$ 219 mi +US$ 28,2 mi +15% 11,1% 81,9% 102 9,8% 2,5
SimpliFi Inc
5007
SimpliFi Inc
California
US$ 219 mi +US$ 15,7 mi +8% 3,06% 27,9% 40 22,5% 2,4
Cypress Financial Planning
5008
Cypress Financial Planning
New Jersey
US$ 219 mi +US$ 108 mi +98% 4% 41,2% 68 39,71% 0,9
Aull & Monroe Investment Management
5009
Aull & Monroe Investment Management
Alabama
US$ 219 mi +US$ 16 mi +8% 9,66% 98,3% 136 7,35% 7,6
Fusion Capital
5010
Fusion Capital
South Carolina
US$ 219 mi +US$ 23,3 mi +12% 8,93% 108% 76 10,53% 2,9
ODFS
5011
O'Donnell Financial Services
California
US$ 218 mi +US$ 19 mi +10% 7,4% 61% 39 7,69% 0,9
HIC
5012
Harbor Island Capital
Massachusetts
US$ 218 mi +US$ 16,7 mi +8% 13,5% 218% 15 0% 5,7
Next Level Private
5013
Next Level Private
New York
US$ 218 mi +US$ 41,4 mi +23% 10,6% 95,9% 132 18,94% 1
SST
5014
S Squared Technology
New York
US$ 218 mi +US$ 11,8 mi +6% 0,68% 223% 39 25,64% 2,8
OIA
5015
Optimum Investment Advisors
Illinois
US$ 218 mi +US$ 19 mi +10% 12,4% 125% 672 9,67% 5,6
MWM
5016
MTC Wealth Management
Florida
US$ 218 mi +US$ 2,62 mi +1% 3,6% 30,5% 13 7,69% 2,5
Fi3 Financial Advisors
5017
Fi3 Financial Advisors
Indiana
US$ 217 mi +US$ 7,56 mi +4% 9,04% 83,1% 92 25% 1,5
First Dallas Securities
5018
First Dallas Securities
Texas
US$ 217 mi +US$ 23,3 mi +12% 17,4% 163% 129 13,95% 2,2
Breakwater Investment Management
5019
Breakwater Investment Management
Washington
US$ 217 mi – – 5,66% – 314 – 0
ShankerValleau Wealth Advisors
5020
ShankerValleau Wealth Advisors
Illinois
US$ 217 mi +US$ 21 mi +11% 6,62% 60,3% 24 4,17% 1,7
Investment Research & Advisory Group
5021
Investment Research & Advisory Group
Georgia
US$ 217 mi +US$ 21,3 mi +11% 12,7% 105% 239 20,5% 2,7
Solitude Financial Services
5022
Solitude Financial Services
Virginia
US$ 217 mi +US$ 34,5 mi +19% 8% 62,4% 50 38% 2,1
Ferguson Shapiro
5023
Ferguson Shapiro
Georgia
US$ 217 mi +US$ 9,7 mi +5% 5,5% 42,7% 47 34,04% 1
Savoir Faire Capital Management
5024
Savoir Faire Capital Management
Connecticut
US$ 217 mi -US$ 13,1 mi -6% 8,01% 0,01% 60 28,33% 0,4
Winthrop Capital Management
5025
Winthrop Capital Management
Indiana
US$ 217 mi -US$ 89,3 mi -29% 8,14% 68,1% 304 55,92% 0,2