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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)
Aventura Private Wealth
5351
Aventura Private Wealth
Florida
US$ 231 mi +US$ 40,2 mi +21% 13,5% – 850 15,88% 0,4
Boyd Wealth Management
5352
Boyd Wealth Management
California
US$ 231 mi +US$ 30,3 mi +15% 8,05% 56,8% 53 18,87% 2,4
Red Spruce Capital
5353
Red Spruce Capital
Pennsylvania
US$ 231 mi +US$ 18,1 mi +8% 12,6% 98,4% 93 5,38% 3,8
SK Wealth Management
5354
SK Wealth Management
Rhode Island
US$ 231 mi +US$ 44,4 mi +24% 7,28% – 82 14,63% 0,6
Firethorn Wealth Partners
5355
Firethorn Wealth Partners
Georgia
US$ 231 mi +US$ 21,1 mi +10% 9,53% 75,1% 191 18,32% 2,2
Kirkwood Financial Services
5356
Kirkwood Financial Services
Texas
US$ 231 mi +US$ 32,6 mi +16% 11,5% – 34 32,35% 0,2
Ranch Capital Advisors
5357
Ranch Capital Advisors
Florida
US$ 231 mi +US$ 19,7 mi +9% 9,27% 92,6% 145 6,21% 3,7
Smith Shellnut Wilson
5358
Smith Shellnut Wilson
Mississippi
US$ 231 mi +US$ 12,4 mi +6% 12% 98,6% 147 10,88% 5
ORIX Corp
5359
ORIX Corp
Japan
US$ 231 mi +US$ 18,8 mi +9% 18,4% 11,7% 1 0% 7,5
Muzinich & Co
5360
Muzinich & Co
New York
US$ 230 mi +US$ 54,3 mi +31% 2,34% 13,5% 71 38,03% 4,8
Wills Financial Group
5361
Wills Financial Group
Virginia
US$ 230 mi +US$ 4,85 mi +2% 4,26% 57,5% 71 15,49% 5,1
Sherbrooke Park Advisers
5362
Sherbrooke Park Advisers
New York
US$ 230 mi +US$ 15,6 mi +7% 6,29% 9,59% 827 70,98% 0,3
Balanced Wealth Group
5363
Balanced Wealth Group
Ohio
US$ 230 mi +US$ 23,4 mi +11% 7,49% – 70 7,14% 1,3
OIA
5364
Optimum Investment Advisors
Illinois
US$ 230 mi +US$ 17,9 mi +8% 13,1% 125% 650 7,23% 6,3
Swan Capital
5365
Swan Capital
Florida
US$ 230 mi +US$ 13,7 mi +6% 6,32% 47,9% 516 33,33% 0,7
Seldon Capital
5366
Seldon Capital
California
US$ 230 mi +US$ 71,3 mi +45% 23,4% 604% 71 23,94% 2
EVR Research
5367
EVR Research
Virginia
US$ 230 mi -US$ 123 mi -35% 18% 165% 44 52,27% 0,7
Spectrum Asset Management (California)
5368
Spectrum Asset Management (California)
California
US$ 230 mi +US$ 5,05 mi +2% 8,03% 68,3% 107 28,04% 3,4
MBE Wealth Management
5369
MBE Wealth Management
Wisconsin
US$ 230 mi +US$ 21 mi +10% 8,15% 66,5% 136 11,76% 2,1
Summit Investment Advisory Services
5370
Summit Investment Advisory Services
Minnesota
US$ 230 mi +US$ 26 mi +13% 9,83% 68,3% 71 4,23% 0,9
Trellis Wealth Advisors
5371
Trellis Wealth Advisors
California
US$ 230 mi +US$ 23,7 mi +11% 9,41% 62,2% 37 5,41% 1,7
Greenbush Financial Group
5372
Greenbush Financial Group
New York
US$ 230 mi +US$ 28,5 mi +14% 9,49% – 33 3,03% 0,5
Lumbard & Kellner
5373
Lumbard & Kellner
New Hampshire
US$ 229 mi +US$ 2,62 mi +1% 14,9% 137% 97 24,74% 3
SAM
5374
Stenahm Asset Management
Guernsey
US$ 229 mi -US$ 16,3 mi -7% 10,4% – 33 42,42% 1,5
Collaborative Wealth Management
5375
Collaborative Wealth Management
Florida
US$ 229 mi +US$ 15,4 mi +7% 5,19% 41,6% 188 11,17% 3,1