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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)
Morgan Dempsey Capital Management
5001
Morgan Dempsey Capital Management
Wisconsin
US$ 249 mi -US$ 42,7 mi -15% 4,48% 52,1% 144 26,39% 3,2
SWMG
5002
Signature Wealth Management Group
Georgia
US$ 249 mi -US$ 636 mil -0,3% 0,65% – 112 12,5% 3,4
Bare Financial Services
5003
Bare Financial Services
Pennsylvania
US$ 249 mi +US$ 5,24 mi +2% 2,52% 53,6% 158 12,66% 0,8
Tieton Capital Management
5004
Tieton Capital Management
Washington
US$ 249 mi +US$ 55,6 mi +29% 4,54% 172% 41 4,88% 4,7
11 Capital Partners
5005
11 Capital Partners
Connecticut
US$ 249 mi -US$ 3,46 mi -1% 0,41% 101% 20 35% 1,4
Texas Capital Bancshares
5006
Texas Capital Bancshares
Texas
US$ 249 mi +US$ 953 mil +0,4% 2,8% 175% 78 7,69% 4
Pine Harbor Wealth Management
5007
Pine Harbor Wealth Management
Maryland
US$ 248 mi +US$ 47,4 mi +24% 1,34% – 106 11,32% 0,9
Fusion Capital
5008
Fusion Capital
South Carolina
US$ 248 mi +US$ 15 mi +6% 0,32% 108% 85 12,94% 3,2
Christopher J. Hasenberg
5009
Christopher J. Hasenberg
Wisconsin
US$ 248 mi +US$ 6,02 mi +2% 0,89% – 195 13,85% 0,5
Hassell Wealth Management
5010
Hassell Wealth Management
Louisiana
US$ 248 mi +US$ 9,47 mi +4% 1,83% 49,7% 29 17,24% 1,5
Carmel Capital Partners
5011
Carmel Capital Partners
California
US$ 248 mi -US$ 11,1 mi -4% 4,64% 65,9% 173 19,65% 1,9
Peloton Wealth Strategists
5012
Peloton Wealth Strategists
Indiana
US$ 248 mi -US$ 3,67 mi -1% 1,65% 51,3% 100 15% 3,4
Eagle Capital Management (Louisiana)
5013
Eagle Capital Management (Louisiana)
Louisiana
US$ 248 mi +US$ 7,91 mi +3% 4,04% 103% 40 2,5% 5
Next Level Private
5014
Next Level Private
New York
US$ 248 mi +US$ 3,82 mi +2% 1,97% 95,9% 147 12,93% 1,6
Planned Solutions
5015
Planned Solutions
California
US$ 248 mi -US$ 1,27 mi -0,5% 0,36% 68,3% 663 82,5% 2,2
Elmwood Wealth Management
5016
Elmwood Wealth Management
California
US$ 248 mi +US$ 5,29 mi +2% 1,06% 42,1% 135 11,85% 3,5
Carnegie Lake Advisors
5017
Carnegie Lake Advisors
New Jersey
US$ 248 mi -US$ 4,91 mi -2% 0,65% – 167 8,38% 0,2
Robinson Capital Management
5018
Robinson Capital Management
Michigan
US$ 248 mi -US$ 42,7 mi -15% 6,24% 7,8% 248 64,52% 1,1
Luminvest Wealth Management
5019
Luminvest Wealth Management
Arizona
US$ 248 mi +US$ 6,61 mi +3% 2,52% 47,7% 35 11,43% 0,8
Zullo Investment Group
5020
Zullo Investment Group
Pennsylvania
US$ 248 mi +US$ 6,8 mi +3% 4,82% 143% 156 8,97% 2,6
Encompass Wealth Advisors
5021
Encompass Wealth Advisors
Oregon
US$ 248 mi -US$ 152 mi -38% 0,05% 68,7% 296 67,23% 3,2
Letson Investment Management
5022
Letson Investment Management
Georgia
US$ 247 mi -US$ 7,19 mi -3% 1,71% 56,7% 92 2,17% 1
Landmark Investment Partners
5023
Landmark Investment Partners
Florida
US$ 247 mi – – 3,29% – 18 – 0
Next Capital Management
5024
Next Capital Management
New York
US$ 247 mi +US$ 2,02 mi +0,8% 2,77% 61,3% 152 17,76% 2,7
McMill Wealth Management
5025
McMill Wealth Management
Nebraska
US$ 247 mi – – 1,63% – 44 – 0