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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)
Forum Private Client Group
5051
Forum Private Client Group
Indiana
US$ 259 mi +US$ 29,1 mi +13% 5,88% 47,9% 82 9,76% 1,3
InvesTrust
5052
InvesTrust
Oklahoma
US$ 259 mi -US$ 106 mi -29% 6,39% – 94 3,19% 0,5
Gen-Wealth Partners
5053
Gen-Wealth Partners
Michigan
US$ 259 mi +US$ 19,5 mi +8% 7,51% – 667 10,64% 1
Highview Capital Management
5054
Highview Capital Management
Illinois
US$ 259 mi +US$ 20,2 mi +8% 13,5% 123% 123 28,46% 2,1
Weinberger Asset Management
5055
Weinberger Asset Management
California
US$ 259 mi +US$ 25,9 mi +11% 11,4% 89,6% 84 8,33% 2,8
Heritage Oak Wealth Advisors
5056
Heritage Oak Wealth Advisors
Florida
US$ 259 mi +US$ 31,3 mi +14% 19,2% – 83 28,92% 0,5
Medallion Wealth Advisors
5057
Medallion Wealth Advisors
Connecticut
US$ 259 mi +US$ 38,6 mi +18% 8,62% – 1.134 8,47% 0,5
Alpha Financial Advisors
5058
Alpha Financial Advisors
North Carolina
US$ 259 mi +US$ 33,9 mi +15% 8,25% 41,6% 62 25,81% 1,4
Anchorage Capital Group
5059
Anchorage Capital Group
New York
US$ 259 mi +US$ 8,61 mi +3% 11,4% 24,9% 6 0% 3,7
Buckhead Capital Management
5060
Buckhead Capital Management
Georgia
US$ 259 mi -US$ 53,1 mi -17% 5,75% 67,6% 130 8,46% 5,2
Uniting Wealth Partners
5061
Uniting Wealth Partners
Kansas
US$ 259 mi +US$ 59 mi +30% 12,7% – 123 17,89% 0,4
Breakwater Investment Management
5062
Breakwater Investment Management
Washington
US$ 258 mi +US$ 24,3 mi +10% 8,92% – 319 4,08% 1,2
Montgomery Investment Management
5063
Montgomery Investment Management
Maryland
US$ 258 mi +US$ 7,09 mi +3% 6,13% 105% 97 6,19% 7
Bourne Lent Asset Management
5064
Bourne Lent Asset Management
New York
US$ 258 mi +US$ 25,3 mi +11% 13,4% 76,1% 63 4,76% 7,2
BCR Wealth Strategies
5065
BCR Wealth Strategies
Alabama
US$ 258 mi +US$ 30,6 mi +13% 6,66% 42,2% 27 3,7% 2,5
Alteri Wealth
5066
Alteri Wealth
California
US$ 258 mi +US$ 30,4 mi +13% 13,6% – 284 16,55% 0,4
Insight Wealth Partners
5067
Insight Wealth Partners
Texas
US$ 258 mi -US$ 343 mi -57% 7,24% 56,2% 114 10,53% 2,4
EL
5068
EQ LLC
Washington
US$ 258 mi +US$ 43,5 mi +20% 11,1% 72,9% 77 22,08% 2,2
Siligmueller & Norvid Wealth Advisors
5069
Siligmueller & Norvid Wealth Advisors
Illinois
US$ 258 mi +US$ 21,1 mi +9% 6,19% – 98 9,18% 0,5
INCA Investments
5070
INCA Investments
Florida
US$ 257 mi +US$ 39 mi +18% 15,2% 128% 10 0% 5,3
Monte Financial Group
5071
Monte Financial Group
Connecticut
US$ 257 mi +US$ 28,8 mi +13% 3,18% 57,9% 91 10,99% 3,5
Independence Financial Advisors
5072
Independence Financial Advisors
New Hampshire
US$ 257 mi -US$ 5,91 mi -2% 7,59% – 52 11,54% 0,2
WMA
5073
Wealth Management Associates
New Jersey
US$ 257 mi +US$ 23,6 mi +10% 12,2% 111% 227 10,13% 3,5
Saiph Capital
5074
Saiph Capital
New Jersey
US$ 257 mi +US$ 47,4 mi +23% 9,89% 52,4% 66 27,27% 1,7
Private Client Services
5075
Private Client Services
Kentucky
US$ 257 mi +US$ 54,6 mi +27% 8,59% 72% 230 33,91% 0,8