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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)
Balanced Wealth Group
5126
Balanced Wealth Group
Ohio
US$ 226 mi +US$ 6,15 mi +3% 7,28% – 68 2,94% 0,7
Baker Tilly Wealth Management
5127
Baker Tilly Wealth Management
Wisconsin
US$ 226 mi -US$ 18,5 mi -8% 7,14% 96,9% 294 25,51% 3
Harbour Investment Management
5128
Harbour Investment Management
Washington
US$ 226 mi +US$ 9,28 mi +4% 5,2% 58,8% 91 4,4% 6,1
Exeter Financial
5129
Exeter Financial
Arizona
US$ 226 mi +US$ 16,1 mi +8% 8,39% 59,1% 93 5,38% 4,9
AIC
5130
Anthracite Investment Company
Texas
US$ 226 mi +US$ 1,76 mi +0,8% 6,55% – 108 47,22% 0,5
Act Wealth Management
5131
Act Wealth Management
Texas
US$ 226 mi +US$ 22,3 mi +11% 7,25% 70% 50 16% 2,1
Warner Financial
5132
Warner Financial
Maryland
US$ 226 mi +US$ 20,5 mi +10% 6,79% 62,1% 115 4,35% 2,1
SimpliFi Inc
5133
SimpliFi Inc
California
US$ 226 mi +US$ 9 mi +4% 5,77% 27,9% 42 4,76% 2,7
CCAM
5134
Codex Capital Asset Management
Texas
US$ 225 mi +US$ 7,02 mi +3% 3,94% – 38 7,89% 0,2
BWM Planning
5135
BWM Planning
Texas
US$ 225 mi – – 5,73% – 76 – 0
Slagle Financial
5136
Slagle Financial
Illinois
US$ 225 mi +US$ 30,3 mi +16% 8% 77,9% 116 8,62% 1
GAMC
5137
Garner Asset Management Corp
Texas
US$ 225 mi +US$ 13,6 mi +6% 7,42% 103% 155 5,81% 4,8
Incline Global Management
5138
Incline Global Management
New York
US$ 225 mi -US$ 17,5 mi -7% 10,5% 40,1% 29 24,14% 1,8
Forum Private Client Group
5139
Forum Private Client Group
Indiana
US$ 225 mi +US$ 14,7 mi +7% 5,77% 47,9% 75 2,67% 0,7
Tanglewood Legacy Advisors
5140
Tanglewood Legacy Advisors
Texas
US$ 225 mi +US$ 13,4 mi +6% 5,47% 61,1% 288 3,13% 1,5
Cobalt Capital Management
5141
Cobalt Capital Management
New Jersey
US$ 225 mi -US$ 5,72 mi -2% 11,5% 235% 37 70,27% 0,8
Azarias Capital Management
5142
Azarias Capital Management
Pennsylvania
US$ 225 mi +US$ 2,48 mi +1% 3,71% 58,2% 21 4,76% 2
Altman Advisors
5143
Altman Advisors
Illinois
US$ 225 mi +US$ 48,9 mi +28% 7,36% 127% 99 36,36% 2
GS Investments
5144
GS Investments
Minnesota
US$ 225 mi +US$ 12,9 mi +6% 6,39% 94,1% 134 2,99% 3,7
Wynnefield Capital
5145
Wynnefield Capital
New York
US$ 225 mi +US$ 2,2 mi +1% 3,03% 52,1% 17 0% 4,7
VWM
5146
VCI Wealth Management
Missouri
US$ 225 mi +US$ 22,4 mi +11% 5,69% 86,3% 127 56,69% 0,4
Acuitas Investments
5147
Acuitas Investments
Washington
US$ 224 mi +US$ 37,4 mi +20% 14,4% 145% 131 20,61% 1,1
BIA
5148
Bigelow Investment Advisors
Maine
US$ 224 mi +US$ 14,8 mi +7% 6,63% 75,7% 155 1,94% 4,1
Sharper & Granite
5149
Sharper & Granite
California
US$ 224 mi +US$ 14,5 mi +7% 5,95% 47,1% 103 3,88% 1,6
Rooted Wealth Advisors
5150
Rooted Wealth Advisors
Illinois
US$ 224 mi -US$ 2,42 mi -1% 5,63% 50,8% 102 22,55% 1,1