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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)
Consilium Wealth Advisory
5251
Consilium Wealth Advisory
Texas
US$ 259 mi +US$ 22,2 mi +9% 7,72% 126% 101 11,88% 2,3
Plum Street Advisors
5252
Plum Street Advisors
Louisiana
US$ 259 mi +US$ 32,3 mi +14% 6,94% – 97 16,49% 1,3
Tanglewood Legacy Advisors
5253
Tanglewood Legacy Advisors
Texas
US$ 259 mi +US$ 15,1 mi +6% 6,7% 61,1% 288 6,94% 2,3
Foresite Capital Management VI
5254
Foresite Capital Management VI
California
US$ 259 mi +US$ 81 mi +46% 81,5% – 21 47,62% 0,6
Yorkville Advisors Global
5255
Yorkville Advisors Global
New Jersey
US$ 259 mi +US$ 48,2 mi +23% 16,8% – 44 79,55% 0,1
Aspen Investment Management
5256
Aspen Investment Management
Michigan
US$ 259 mi +US$ 21 mi +9% 6,96% 84,9% 158 12,66% 6,6
Muzinich & Co
5257
Muzinich & Co
New York
US$ 259 mi +US$ 28,4 mi +12% 6,81% 13,5% 60 36,67% 7,4
First Citizens Investor Services
5258
First Citizens Investor Services
North Carolina
US$ 259 mi – – 5,87% – 23 – 0
HRC
5259
Hoertkorn Richard Charles
US$ 259 mi +US$ 22,4 mi +9% 10,8% 182% 79 1,27% 8,4
Wealth Quarterback
5260
Wealth Quarterback
New Jersey
US$ 259 mi +US$ 47,6 mi +23% 9,07% 109% 157 13,38% 2,6
Colorado Capital Management
5261
Colorado Capital Management
Colorado
US$ 259 mi +US$ 25,2 mi +11% 7,54% 60,4% 105 5,71% 5,1
GE Investment Management
5262
GE Investment Management
Connecticut
US$ 258 mi +US$ 37,2 mi +17% 16,8% – 4 0% 1,6
Stonehearth Capital Management
5263
Stonehearth Capital Management
Massachusetts
US$ 258 mi +US$ 16,9 mi +7% 7,51% 87,5% 98 8,16% 3,2
Ranch Capital Advisors
5264
Ranch Capital Advisors
Florida
US$ 258 mi +US$ 27,8 mi +12% 8,55% 92,6% 158 14,56% 3,6
My Personal CFO LLC
5265
My Personal CFO LLC
Washington
US$ 258 mi +US$ 38,2 mi +17% 5,88% 83,4% 159 83,02% 0,8
Foundation Wealth Management (Pennsylvania)
5266
Foundation Wealth Management (Pennsylvania)
Pennsylvania
US$ 258 mi +US$ 27 mi +12% 5,88% – 95 2,11% 0,7
EntryPoint Capital
5267
EntryPoint Capital
New York
US$ 258 mi +US$ 58,7 mi +29% 6,41% – 912 64,8% 0,3
MAS
5268
Madden Advisory Services
Florida
US$ 258 mi +US$ 23,6 mi +10% 5,99% 52,3% 110 14,55% 5,6
Vantage Point Financial
5269
Vantage Point Financial
Illinois
US$ 258 mi +US$ 30,1 mi +13% 8,28% – 159 9,43% 0,6
River Street Advisors
5270
River Street Advisors
Illinois
US$ 258 mi +US$ 25,7 mi +11% 8,78% 93,5% 168 6,55% 1,8
Cambridge Financial Group
5271
Cambridge Financial Group
Ohio
US$ 258 mi +US$ 59,7 mi +30% 8,84% – 34 5,88% 5,1
Unique Wealth Strategies
5272
Unique Wealth Strategies
Illinois
US$ 258 mi +US$ 17,5 mi +7% 8,24% 96,9% 256 39,45% 0,9
Martin Capital Partners
5273
Martin Capital Partners
Oregon
US$ 258 mi +US$ 2,73 mi +1% 2,97% 42,3% 76 9,21% 4,1
NCM
5274
NCM Capital Management
New Jersey
US$ 258 mi +US$ 14,2 mi +6% 8,04% 105% 187 7,49% 2,8
Hanover Advisors
5275
Hanover Advisors
South Carolina
US$ 258 mi +US$ 12,5 mi +5% 6,22% – 103 5,83% 1,4