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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)
Treynor Bancshares
5151
Treynor Bancshares
Iowa
US$ 159 mi +US$ 13,8 mi +10% 4,02% 3,35% 73 2,74% 1,2
HMS Capital Management
5152
HMS Capital Management
Tennessee
US$ 159 mi -US$ 15,9 mi -9% 7,98% 140% 115 26,09% 2,1
Collaborative Wealth Management
5153
Collaborative Wealth Management
Florida
US$ 159 mi +US$ 6,55 mi +4% 4,66% 46,6% 178 10,11% 1,8
Sterneck Capital Management
5154
Sterneck Capital Management
Missouri
US$ 159 mi +US$ 7,9 mi +5% 7,62% 61,5% 104 7,69% 4,3
Thrive Capital Management (Pennsylvania)
5155
Thrive Capital Management (Pennsylvania)
Pennsylvania
US$ 158 mi +US$ 5,57 mi +4% 3,99% 65,3% 128 16,41% 1,2
DB Wealth Management Group
5156
DB Wealth Management Group
California
US$ 158 mi +US$ 4,13 mi +3% 3,09% 19% 359 1,39% 1,5
Alta Wealth Advisors
5157
Alta Wealth Advisors
Massachusetts
US$ 158 mi +US$ 10,4 mi +7% 15,3% 120% 153 18,95% 1,7
Worldly Partners Management
5158
Worldly Partners Management
Massachusetts
US$ 158 mi +US$ 29,8 mi +23% 26,6% 19,2% 4 0% 0,3
Reliant Investment Management
5159
Reliant Investment Management
Tennessee
US$ 158 mi -US$ 9,37 mi -6% 2,03% 129% 61 16,39% 2,7
PCG Wealth Advisors
5160
PCG Wealth Advisors
Kansas
US$ 158 mi +US$ 266 mil +0,2% 3,32% 87% 123 21,14% 0,8
Forum Private Client Group
5161
Forum Private Client Group
Indiana
US$ 158 mi +US$ 13,5 mi +9% 4,04% 47,9% 69 5,8% 0,9
Prosperity Consulting Group
5162
Prosperity Consulting Group
Maryland
US$ 158 mi +US$ 8,16 mi +5% 6,26% 66,8% 106 6,6% 1
YC
5163
Yunqi Capital
Hong Kong
US$ 158 mi +US$ 10,2 mi +7% 4,15% 71,4% 8 37,5% 0,5
Baron Financial Group
5164
Baron Financial Group
New Jersey
US$ 158 mi +US$ 7,11 mi +5% 4,77% 55,5% 58 15,52% 1,8
APSI
5165
Asset Planning Services Inc
Louisiana
US$ 158 mi -US$ 54 mil -0% 5,14% 138% 37 5,41% 3,9
Barrett & Company
5166
Barrett & Company
Rhode Island
US$ 158 mi +US$ 6,49 mi +4% 4,69% 83,6% 612 6,05% 0,5
Planned Solutions
5167
Planned Solutions
California
US$ 158 mi +US$ 21,3 mi +16% 6,35% 68,3% 82 13,41% 1,7
STC
5168
Sarah T. Connolly
US$ 158 mi +US$ 10,6 mi +7% 7,85% 35% 95 1,05% 2
Palmer Knight Company
5169
Palmer Knight Company
Florida
US$ 157 mi +US$ 45,4 mi +41% 7,46% 78,9% 33 24,24% 2,9
Beacon Financial Advisory
5170
Beacon Financial Advisory
Ohio
US$ 157 mi +US$ 17,7 mi +13% 6,12% 76,8% 214 11,68% 2,1
Burns Matteson Capital Management
5171
Burns Matteson Capital Management
New York
US$ 157 mi +US$ 6,44 mi +4% 2,35% 137% 184 47,28% 0,9
PFG Private Wealth Management
5172
PFG Private Wealth Management
Florida
US$ 157 mi -US$ 3,82 mi -2% 4,38% 52,6% 410 35,61% 1,4
H&H Retirement Design & Management
5173
H&H Retirement Design & Management
Nevada
US$ 157 mi +US$ 38,6 mi +33% 2,54% 38,4% 97 71,13% 1,1
Values First Advisors
5174
Values First Advisors
Tennessee
US$ 157 mi +US$ 13,7 mi +10% 5,82% 87,6% 403 54,84% 0,9
Asset Management Resources
5175
Asset Management Resources
Massachusetts
US$ 157 mi +US$ 9,8 mi +7% 5,24% – 64 28,13% 0,9