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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)
CVS Health
5101
CVS Health
Rhode Island
US$ 212 mi +US$ 18 mi +9% 9,48% 50% 6 0% 2
Beacon Bridge Wealth Partners
5102
Beacon Bridge Wealth Partners
Pennsylvania
US$ 212 mi +US$ 11,4 mi +6% 6,15% 52% 115 27,83% 0,9
Kercheville Advisors
5103
Kercheville Advisors
Texas
US$ 212 mi +US$ 33,7 mi +19% 15,5% 261% 95 24,21% 1,9
Wela Strategies
5104
Wela Strategies
Georgia
US$ 212 mi +US$ 25,4 mi +14% 4,36% 51,3% 54 16,67% 3
Richmond Hill Investments
5105
Richmond Hill Investments
New York
US$ 212 mi +US$ 9,11 mi +4% 5,15% 55,2% 4 0% 6,1
IMA Advisory Services
5106
IMA Advisory Services
Colorado
US$ 211 mi +US$ 11,7 mi +6% 7,87% 74,5% 74 10,81% 3,4
Mezzasalma Advisors
5107
Mezzasalma Advisors
New Jersey
US$ 211 mi +US$ 28 mi +15% 16,5% 203% 111 23,42% 2
Evernest Financial Advisors
5108
Evernest Financial Advisors
Indiana
US$ 211 mi +US$ 14,2 mi +7% 11,9% – 134 15,67% 2
1776 Wealth
5109
1776 Wealth
Georgia
US$ 211 mi +US$ 9,6 mi +5% 6,23% 90,4% 138 5,8% 2,3
Barrett & Company
5110
Barrett & Company
Rhode Island
US$ 211 mi +US$ 26,6 mi +14% 11,3% 83,6% 640 7,66% 1,4
FNWM
5111
Financial Network Wealth Management
Utah
US$ 211 mi -US$ 19,8 mi -9% 10,5% – 111 63,96% 2,3
VR Advisory Services
5112
VR Advisory Services
Cayman Islands
US$ 211 mi -US$ 52,1 mi -20% 0,87% 89,7% 52 15,38% 2,6
SFMG
5113
Sage Financial Management Group
Virginia
US$ 211 mi +US$ 24,8 mi +13% 6,11% 51,6% 53 15,09% 0,6
LAM
5114
Lountzis Asset Management
Pennsylvania
US$ 211 mi +US$ 27,9 mi +15% 16,2% 124% 46 2,17% 2,5
PWM
5115
Prosperity Wealth Management
California
US$ 211 mi +US$ 57,2 mi +37% 13,5% 175% 212 52,36% 0,5
X-Square Capital
5116
X-Square Capital
Puerto Rico
US$ 211 mi +US$ 29,8 mi +16% 14,9% 158% 183 31,69% 2,5
CAGAS
5117
Capital Advisory Group Advisory Services
Minnesota
US$ 211 mi +US$ 24,3 mi +13% 10,2% 54,8% 146 2,74% 2
Sachetta
5118
Sachetta
Massachusetts
US$ 211 mi +US$ 6,06 mil +0% 7,13% – 1.151 0,17% 0,2
Sterling Financial Group
5119
Sterling Financial Group
California
US$ 211 mi +US$ 42,1 mi +25% 4,8% 49,6% 68 14,71% 0,9
Wealth Advisors of Tampa Bay
5120
Wealth Advisors of Tampa Bay
Florida
US$ 210 mi +US$ 11,4 mi +6% 5,8% 86,2% 86 12,79% 3,5
Montis Financial
5121
Montis Financial
Massachusetts
US$ 210 mi +US$ 42,3 mi +25% 5,31% 53,8% 84 14,29% 1,8
Wolf Group Capital Advisors
5122
Wolf Group Capital Advisors
Virginia
US$ 210 mi -US$ 430 mil -0,2% 7,95% 28,2% 104 0,96% 3,5
Cambridge Financial Group (Arizona)
5123
Cambridge Financial Group (Arizona)
Arizona
US$ 210 mi +US$ 18,7 mi +10% 6,16% 69,5% 130 9,23% 0,2
PCG Wealth Advisors
5124
PCG Wealth Advisors
Kansas
US$ 210 mi +US$ 31,3 mi +17% 8,46% 87% 119 18,49% 1,4
Magnitude Capital
5125
Magnitude Capital
New York
US$ 210 mi -US$ 15,4 mi -7% 6,82% – 1 0% 0,3