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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)
MBE Wealth Management
5226
MBE Wealth Management
Wisconsin
US$ 168 mi -US$ 26,5 mi -14% 4,93% 66,5% 74 18,92% 1,4
SC
5227
Steph & Co
Wisconsin
US$ 168 mi -US$ 4,92 mi -3% 4,43% 61,6% 314 10,83% 1,6
Walled Lake Planning & Wealth Management
5228
Walled Lake Planning & Wealth Management
Illinois
US$ 168 mi -US$ 4,43 mi -3% 2,3% 51,7% 102 16,67% 1,9
Intrepid Capital Management
5229
Intrepid Capital Management
Florida
US$ 168 mi -US$ 28,5 mi -15% 3,4% 70,2% 67 7,46% 2,1
HC Financial Advisors
5230
HC Financial Advisors
California
US$ 168 mi -US$ 12 mi -7% 4,82% 31,2% 346 11,27% 1,9
WR Wealth Planners
5231
WR Wealth Planners
Missouri
US$ 168 mi – – 2,7% 22,1% 518 – 0
Leicht Financial Planning & Wealth Management
5232
Leicht Financial Planning & Wealth Management
New Jersey
US$ 168 mi -US$ 7,33 mi -4% 5,91% 46,3% 24 20,83% 1,3
FOCUS Wealth Advisors
5233
FOCUS Wealth Advisors
Texas
US$ 168 mi +US$ 721 mil +0,4% 2,49% 68,7% 44 6,82% 1
CSA
5234
Cottage Street Advisors
Massachusetts
US$ 168 mi -US$ 8,87 mi -5% 5,44% 95,8% 109 6,42% 3
GoodHaven Capital Management
5235
GoodHaven Capital Management
New Jersey
US$ 168 mi -US$ 3,54 mi -2% 0,38% 80,7% 29 6,9% 3,6
Almitas Capital
5236
Almitas Capital
California
US$ 168 mi – – 2,93% 86,1% 85 – 0,5
Game Plan Financial Advisors
5237
Game Plan Financial Advisors
Ohio
US$ 168 mi -US$ 19,4 mi -10% 6,25% – 120 20% 1,2
Platinum Equity
5238
Platinum Equity
California
US$ 167 mi – – 0,63% 52,7% 6 – 0
New England Professional Planning Group
5239
New England Professional Planning Group
Rhode Island
US$ 167 mi +US$ 3,17 mi +2% 5,15% 59% 50 14% 3,6
Kinloch Capital
5240
Kinloch Capital
Virginia
US$ 167 mi +US$ 5,67 mi +4% 2,9% 63,4% 71 14,08% 1,1
Ardmore Road Asset Management
5241
Ardmore Road Asset Management
New York
US$ 167 mi -US$ 22,6 mi -12% 15,9% 245% 34 70,59% 0,1
Harrington Investments
5242
Harrington Investments
California
US$ 167 mi -US$ 18,9 mi -10% 6,92% 109% 85 5,88% 3,7
Harvest Investment Services
5243
Harvest Investment Services
Illinois
US$ 167 mi -US$ 70,3 mi -30% 1,12% 282% 286 50,35% 1,4
ShankerValleau Wealth Advisors
5244
ShankerValleau Wealth Advisors
Illinois
US$ 167 mi -US$ 7,19 mi -4% 4,11% 60,3% 18 5,56% 0,2
Sowa Financial Group
5245
Sowa Financial Group
Rhode Island
US$ 167 mi -US$ 4 mi -2% 1,47% 100% 73 10,96% 2
Compass Financial Group (Florida)
5246
Compass Financial Group (Florida)
Florida
US$ 167 mi -US$ 33,9 mi -17% 4,18% 44,1% 32 12,5% 2,8
BCK Capital Management
5247
BCK Capital Management
Connecticut
US$ 167 mi +US$ 18,3 mi +12% 5,76% 161% 194 64,43% 0,4
GIM
5248
Greenwich Investment Management
Connecticut
US$ 167 mi +US$ 19,6 mi +13% 1,75% – 78 20,51% 2,2
Prentiss Smith & Co
5249
Prentiss Smith & Co
Vermont
US$ 167 mi -US$ 45 mi -21% 7,91% 67,4% 86 23,26% 4,5
Arbor Trust Wealth Advisors
5250
Arbor Trust Wealth Advisors
Michigan
US$ 167 mi -US$ 6,85 mi -4% 3,12% 63,8% 108 12,04% 1,8