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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)
Lifestyle Asset Management
5176
Lifestyle Asset Management
Texas
US$ 167 mi +US$ 17 mi +11% 5,55% 88,3% 100 35% 0,3
Meridian Financial Partners
5177
Meridian Financial Partners
Virginia
US$ 166 mi +US$ 78,3 mi +89% 4,88% 80,8% 91 53,85% 1,3
IWN
5178
Independent Wealth Network
Iowa
US$ 166 mi +US$ 10,1 mi +6% 4,24% 78,2% 220 14,09% 1,3
Acute Investment Advisory
5179
Acute Investment Advisory
Arizona
US$ 166 mi +US$ 13,7 mi +9% 1,12% 15% 15 20% 0,8
CNA Financial
5180
CNA Financial
Illinois
US$ 166 mi +US$ 724 mil +0,4% 7,33% 48,6% 22 40,91% 1,8
WA1
5181
Wimmer Associates 1
California
US$ 166 mi +US$ 9,6 mi +6% 7,82% 78,9% 106 0,94% 5,7
Carolina Wealth Advisors
5182
Carolina Wealth Advisors
South Carolina
US$ 166 mi -US$ 4,59 mi -3% 2,43% 62% 302 24,5% 2,2
Baugh & Associates
5183
Baugh & Associates
Georgia
US$ 166 mi +US$ 9,6 mi +6% 4,02% 98,8% 43 6,98% 4,3
Institutional Venture Management XIV
5184
Institutional Venture Management XIV
California
US$ 166 mi -US$ 4,44 mi -3% 13,4% 18,1% 3 0% 2,4
Praetorian PR
5185
Praetorian PR
Puerto Rico
US$ 166 mi +US$ 29 mi +21% 16% 80,3% 37 64,86% 0,1
Brookmont Capital Management
5186
Brookmont Capital Management
Texas
US$ 166 mi +US$ 6,93 mi +4% 4,29% 32,2% 50 4% 6,4
Rainsberger Wealth Advisors
5187
Rainsberger Wealth Advisors
Colorado
US$ 166 mi -US$ 2,83 mi -2% 3,45% – 78 17,95% 1,3
Benchmark Wealth Management
5188
Benchmark Wealth Management
Connecticut
US$ 166 mi +US$ 8,91 mi +6% 4,36% 42,7% 51 5,88% 2,7
Reliant Wealth Planning
5189
Reliant Wealth Planning
Kentucky
US$ 166 mi +US$ 4,44 mi +3% 4,78% 39,4% 15 46,67% 1,2
Goepper Burkhardt
5190
Goepper Burkhardt
South Carolina
US$ 166 mi +US$ 12,9 mi +8% 6,19% 50,4% 67 2,99% 2
Mitchell & Pahl Private Wealth
5191
Mitchell & Pahl Private Wealth
Oklahoma
US$ 166 mi +US$ 5,99 mi +4% 3,2% 82,3% 155 5,16% 2,2
Values First Advisors
5192
Values First Advisors
Tennessee
US$ 166 mi +US$ 8,63 mi +5% 7,05% 87,6% 370 55,14% 2,2
Leicht Financial Planning & Wealth Management
5193
Leicht Financial Planning & Wealth Management
New Jersey
US$ 166 mi +US$ 3,11 mi +2% 4,05% 46,3% 23 26,09% 1,7
ODFS
5194
O'Donnell Financial Services
California
US$ 166 mi +US$ 109 mi +195% 6% 61% 25 24% 0,9
STC
5195
Sarah T. Connolly
US$ 165 mi +US$ 7,8 mi +5% 7,57% 35% 94 1,06% 2,3
WorthPointe
5196
WorthPointe
California
US$ 165 mi +US$ 11,4 mi +7% 5% 59,7% 67 38,81% 0,7
APEIRON Capital Ltd
5197
APEIRON Capital Ltd
Hong Kong
US$ 165 mi -US$ 13,7 mi -8% 5,68% 487% 16 43,75% 0,7
Bluestem Financial Advisors
5198
Bluestem Financial Advisors
Illinois
US$ 165 mi +US$ 2,98 mi +2% 3,2% 42,2% 26 3,85% 3
Tandem Wealth Advisors
5199
Tandem Wealth Advisors
Arizona
US$ 165 mi +US$ 4,64 mi +3% 3,36% 43,1% 50 8% 0,5
MM
5200
MWG Management
British Virgin Islands
US$ 165 mi +US$ 23,3 mi +16% 18,5% 59,2% 3 0% 1,7