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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)
Grunden Financial Advisory
5401
Grunden Financial Advisory
Texas
US$ 204 mi +US$ 12,2 mi +6% 5,48% – 27 14,81% 0,7
Rockingstone Advisors
5402
Rockingstone Advisors
Massachusetts
US$ 204 mi +US$ 8,76 mi +4% 5,25% 114% 111 16,22% 1,5
Hi-Line Capital Management
5403
Hi-Line Capital Management
South Dakota
US$ 204 mi -US$ 34,5 mi -14% 13,2% 57,5% 39 38,46% 2,8
Financial Connections Group
5404
Financial Connections Group
California
US$ 203 mi +US$ 10,7 mi +6% 5,48% 44,4% 353 41,64% 1,4
PK
5405
Pflug Koory
Nebraska
US$ 203 mi – – 7,69% – 396 – 5,7
Brown Shipley & Co
5406
Brown Shipley & Co
United Kingdom
US$ 203 mi -US$ 18,8 mi -8% 3,37% 125% 81 20,99% 1,4
MI
5407
Moneywise Inc
Virginia
US$ 203 mi +US$ 14,4 mi +8% 5,86% 60,8% 63 14,29% 3,2
Swan Capital
5408
Swan Capital
Florida
US$ 203 mi +US$ 19,7 mi +11% 7,65% 47,9% 386 30,83% 0,3
Financial Avengers
5409
Financial Avengers
California
US$ 203 mi +US$ 14,9 mi +8% 3,06% 108% 179 15,08% 2,5
Norris Financial Group
5410
Norris Financial Group
South Carolina
US$ 203 mi +US$ 11,2 mi +6% 7,53% 142% 87 22,99% 1,5
Nova R Wealth
5411
Nova R Wealth
Kansas
US$ 203 mi +US$ 9,1 mi +5% 5,57% 60,7% 86 10,47% 1,8
CCC
5412
Chelsea Counsel Company
California
US$ 203 mi +US$ 2,55 mi +1% 5,92% 106% 204 4,9% 3,2
Cora Capital Advisors
5413
Cora Capital Advisors
New Jersey
US$ 203 mi +US$ 8,67 mi +4% 5,88% 70,5% 106 13,21% 1,4
AFC
5414
AFT Forsyth & Company
Florida
US$ 203 mi -US$ 1,13 mi -0,6% 4,28% 135% 141 10,64% 6,8
Marathon Asset Management (New York)
5415
Marathon Asset Management (New York)
New York
US$ 203 mi +US$ 91 mi +81% 40,7% 490% 12 41,67% 1,1
MB, Levis & Associates
5416
MB, Levis & Associates
Pennsylvania
US$ 203 mi +US$ 12,6 mi +7% 6,25% 43,1% 299 5,69% 1,6
TKG Advisors
5417
TKG Advisors
Indiana
US$ 203 mi +US$ 18,4 mi +10% 7,16% 104% 110 25,45% 1,3
Wealthspan Partners
5418
Wealthspan Partners
Iowa
US$ 203 mi +US$ 21,4 mi +12% 6,89% 65% 107 3,74% 1,7
Sequent Asset Management
5419
Sequent Asset Management
Texas
US$ 203 mi +US$ 3,83 mi +2% 2,33% 51,3% 100 16% 2,6
DI
5420
Disciplined Investments
Oklahoma
US$ 203 mi +US$ 14,7 mi +8% 5,27% 51,4% 126 10,32% 3,3
First County Bank
5421
First County Bank
Connecticut
US$ 203 mi +US$ 8,08 mi +4% 7,86% 101% 166 10,24% 1,6
Colorado Capital Management
5422
Colorado Capital Management
Colorado
US$ 203 mi +US$ 23,2 mi +13% 6,66% 60,4% 98 4,08% 4,9
Benchmark Wealth Management
5423
Benchmark Wealth Management
Connecticut
US$ 202 mi +US$ 14,8 mi +8% 5,92% 42,7% 55 9,09% 3,3
Origin Asset Management
5424
Origin Asset Management
United Kingdom
US$ 202 mi -US$ 198 mi -49% 16,2% 59,3% 13 38,46% 1,4
Martin Capital Partners
5425
Martin Capital Partners
Oregon
US$ 202 mi -US$ 45,2 mi -18% 7,45% 42,3% 72 5,56% 4,3