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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)
First Dallas Securities
5001
First Dallas Securities
Texas
US$ 239 mi -US$ 6,06 mi -2% 0,3% 163% 122 16,39% 3
Members Advisory Group
5002
Members Advisory Group
New York
US$ 239 mi -US$ 4,54 mi -2% 2,65% 70,6% 36 16,67% 1,2
HCM
5003
Horrell Capital Management
Arkansas
US$ 239 mi -US$ 103 mi -30% 0,81% 55,6% 214 17,76% 7,2
Peloton Wealth Strategists
5004
Peloton Wealth Strategists
Indiana
US$ 239 mi -US$ 8,72 mi -4% 2,37% 51,3% 99 14,14% 3,5
American Trust Investment Advisors
5005
American Trust Investment Advisors
New Hampshire
US$ 239 mi -US$ 4,81 mi -2% 0,02% 91% 115 17,39% 3,6
Omnia Family Wealth
5006
Omnia Family Wealth
Florida
US$ 239 mi -US$ 2,88 mi -1% 1,19% 80,6% 93 17,2% 3,9
American Assets Capital Advisers
5007
American Assets Capital Advisers
California
US$ 239 mi -US$ 60,7 mi -20% 8,12% 73,5% 43 13,95% 3,3
Kerrisdale Advisers
5008
Kerrisdale Advisers
Florida
US$ 239 mi -US$ 57 mi -19% 5,64% 78,8% 98 29,59% 1,6
Highview Capital Management
5009
Highview Capital Management
Illinois
US$ 239 mi -US$ 21,5 mi -8% 1,96% 123% 129 26,36% 2,1
Capasso Planning Partners
5010
Capasso Planning Partners
South Carolina
US$ 239 mi -US$ 11,3 mi -5% 1,37% 51,6% 104 8,65% 1,8
Painted Porch Advisors
5011
Painted Porch Advisors
California
US$ 239 mi +US$ 36,2 mi +18% 3,65% – 581 25,3% 0,6
DLK Investment Management
5012
DLK Investment Management
California
US$ 239 mi -US$ 366 mil -0,2% 0,37% 80,4% 94 12,77% 1,1
VWM
5013
VCI Wealth Management
Missouri
US$ 238 mi +US$ 2,76 mi +1% 0,16% 86,3% 111 30,63% 0,6
Morris Financial Concepts
5014
Morris Financial Concepts
South Carolina
US$ 238 mi +US$ 5,12 mi +2% 1,67% 56,5% 200 9% 2,2
Harmony Asset Management
5015
Harmony Asset Management
Arizona
US$ 238 mi -US$ 14 mi -6% 3,02% 138% 173 15,61% 0,9
Invenio Wealth Partners
5016
Invenio Wealth Partners
Florida
US$ 238 mi -US$ 582 mil -0,2% 1,19% 55,5% 105 19,05% 1,3
Wealth Effects
5017
Wealth Effects
Massachusetts
US$ 238 mi -US$ 43,4 mi -15% 8,41% 235% 222 15,32% 2,3
Jessup Wealth Management
5018
Jessup Wealth Management
Ohio
US$ 238 mi +US$ 3,35 mi +1% 5,31% 181% 86 33,72% 1,1
Strategic Equity Management
5019
Strategic Equity Management
Arizona
US$ 238 mi +US$ 501 mil +0,2% 4,09% 74,9% 64 26,56% 1,3
Peak Planning Group
5020
Peak Planning Group
Colorado
US$ 238 mi -US$ 2,21 mi -0,9% 2,69% 105% 131 18,32% 2,2
Penobscot Wealth Management
5021
Penobscot Wealth Management
Maine
US$ 238 mi +US$ 20,8 mi +10% 0,39% 56,7% 94 24,47% 2
Myriad Asset Management US
5022
Myriad Asset Management US
Florida
US$ 238 mi +US$ 88,5 mi +59% 11,6% – 75 100% 0
Flagship Wealth Advisors
5023
Flagship Wealth Advisors
Massachusetts
US$ 238 mi +US$ 67,4 mi +40% 2,45% – 396 8,08% 0,2
Bayview Asset Management
5024
Bayview Asset Management
Florida
US$ 238 mi +US$ 114 mi +92% 0,43% 55,4% 68 69,12% 0,3
MMA Asset Management
5025
MMA Asset Management
Pennsylvania
US$ 237 mi +US$ 8,54 mi +4% 0,85% 61,2% 137 10,22% 2,2