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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)
Intrepid Financial Planning Group
5351
Intrepid Financial Planning Group
Indiana
US$ 294 mi +US$ 46,4 mi +19% 25,4% 92,5% 141 15,6% 2,5
Landing Point Financial Group
5352
Landing Point Financial Group
Ohio
US$ 294 mi +US$ 88,1 mi +43% 13,5% – 104 15,38% 1
Weitzel Financial Services
5353
Weitzel Financial Services
Iowa
US$ 294 mi +US$ 28,7 mi +11% 9,91% 46,3% 54 12,96% 3,4
Veridan Wealth
5354
Veridan Wealth
Oregon
US$ 294 mi +US$ 23,6 mi +9% 10,8% – 91 16,48% 1,6
Summit Creek Advisors
5355
Summit Creek Advisors
Minnesota
US$ 294 mi -US$ 193 mi -40% 21,5% 84,6% 73 23,29% 3,7
Breakwater Investment Management
5356
Breakwater Investment Management
Washington
US$ 294 mi +US$ 24,8 mi +9% 9,05% – 662 32,93% 1,2
Decker Retirement Planning
5357
Decker Retirement Planning
Utah
US$ 294 mi +US$ 72,9 mi +33% 34,3% – 490 52,04% 0,5
Aviso Wealth Management
5358
Aviso Wealth Management
Washington
US$ 294 mi +US$ 71,7 mi +32% 24,8% – 149 9,4% 2
Meridian Financial Partners
5359
Meridian Financial Partners
Virginia
US$ 293 mi +US$ 30,2 mi +11% 15,6% 80,8% 128 12,5% 2,5
DIM
5360
DC Investments Management
Virginia
US$ 293 mi +US$ 32 mi +12% 12,8% 56,3% 82 40,24% 1,4
Wealth Advisors Northwest
5361
Wealth Advisors Northwest
Oregon
US$ 293 mi +US$ 54,8 mi +23% 10,7% – 66 15,15% 1,2
FIDELIS iM
5362
FIDELIS iM
Oregon
US$ 293 mi +US$ 29 mi +11% 10,7% 44,8% 27 7,41% 3
Prudent Man Investment Management
5363
Prudent Man Investment Management
Colorado
US$ 293 mi -US$ 4,14 mi -1% 9,04% – 169 0% 1,3
Zullo Investment Group
5364
Zullo Investment Group
Pennsylvania
US$ 293 mi +US$ 29,6 mi +11% 22,6% 143% 169 13,61% 3,5
LI
5365
LHM Inc
Utah
US$ 293 mi +US$ 39,1 mi +15% 30,4% – 24 8,33% 1,5
Colorado Capital Management
5366
Colorado Capital Management
Colorado
US$ 293 mi +US$ 24,9 mi +9% 12,4% 60,4% 108 9,26% 5,4
Stonehearth Capital Management
5367
Stonehearth Capital Management
Massachusetts
US$ 293 mi +US$ 40,6 mi +16% 17,1% 87,5% 107 22,43% 3,5
SM
5368
Samjo Management
New York
US$ 293 mi +US$ 61,7 mi +27% 44,8% – 67 31,34% 1,6
Bay Rivers Group
5369
Bay Rivers Group
Virginia
US$ 293 mi +US$ 53 mi +22% 30,1% 166% 132 21,97% 2,8
Pacifica Capital Investments
5370
Pacifica Capital Investments
Texas
US$ 293 mi -US$ 843 mil -0,3% 3,48% 70,4% 15 0% 7,7
Eagle Capital Management (Louisiana)
5371
Eagle Capital Management (Louisiana)
Louisiana
US$ 293 mi +US$ 39,2 mi +15% 20,1% 103% 50 2% 4,4
JDM Financial Group
5372
JDM Financial Group
Texas
US$ 293 mi +US$ 33,6 mi +13% 10,2% 56,7% 339 8,26% 1,8
Abbot Financial Management
5373
Abbot Financial Management
Massachusetts
US$ 293 mi +US$ 53,4 mi +22% 20,6% 102% 145 8,97% 5,4
Muzinich & Co
5374
Muzinich & Co
New York
US$ 293 mi +US$ 6,83 mi +2% 0,73% 13,5% 38 0% 8,3
Archer Investment Management
5375
Archer Investment Management
Texas
US$ 293 mi +US$ 54,9 mi +23% 13,1% – 120 18,33% 0,7