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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)
Bay Rivers Group
5476
Bay Rivers Group
Virginia
US$ 237 mi +US$ 18,9 mi +9% 12,8% 166% 95 9,47% 3,2
Greykasell Wealth Strategies
5477
Greykasell Wealth Strategies
California
US$ 237 mi +US$ 28,8 mi +14% 8,11% – 412 25,97% 0,4
APSI
5478
Asset Planning Services Inc
Louisiana
US$ 237 mi +US$ 19,8 mi +9% 10,2% 138% 36 8,33% 5,7
Carmel Capital Partners
5479
Carmel Capital Partners
California
US$ 237 mi -US$ 48 mi -17% 9,25% 65,9% 160 38,75% 2,2
DCM Advisors
5480
DCM Advisors
New York
US$ 237 mi +US$ 3,87 mi +2% 9,62% 99,3% 41 12,2% 3,7
McNaughton Wealth Management
5481
McNaughton Wealth Management
California
US$ 237 mi +US$ 12,9 mi +6% 6,53% 55,6% 76 6,58% 3,2
BC
5482
Bowman & Company
Wisconsin
US$ 237 mi +US$ 12,9 mi +6% 7% 59,7% 110 2,73% 2,5
Asset Allocation & Management Company
5483
Asset Allocation & Management Company
Illinois
US$ 237 mi +US$ 21 mi +10% 6,6% 58,5% 96 12,5% 2,2
Guardian Financial Partners
5484
Guardian Financial Partners
California
US$ 237 mi +US$ 14,4 mi +6% 4,98% 53,9% 63 11,11% 1,6
Greenfield Savings Bank
5485
Greenfield Savings Bank
Massachusetts
US$ 237 mi +US$ 16,6 mi +8% 8,68% 108% 153 7,84% 2,6
Dopkins Wealth Management
5486
Dopkins Wealth Management
New York
US$ 237 mi +US$ 14 mi +6% 7,46% 64,4% 83 6,02% 1,9
Ridgewood Investments
5487
Ridgewood Investments
New Jersey
US$ 237 mi +US$ 5,52 mi +2% 6,91% – 730 72,6% 3,6
Juniper Capital Advisors
5488
Juniper Capital Advisors
Texas
US$ 237 mi +US$ 55,6 mi +31% 30,7% – 1 0% 1,8
Socha Financial Group
5489
Socha Financial Group
New York
US$ 237 mi +US$ 12,1 mi +5% 8,67% 88,4% 26 19,23% 2,1
Hutner Capital Management
5490
Hutner Capital Management
Vermont
US$ 236 mi +US$ 16,6 mi +8% 6,8% 52,2% 44 0% 7,1
Independent Family Office
5491
Independent Family Office
New York
US$ 236 mi +US$ 20,6 mi +10% 9,44% 68,4% 80 5% 3,5
JCFM
5492
JBR Co Financial Management
Oklahoma
US$ 236 mi +US$ 33,8 mi +17% 9,96% 126% 122 11,48% 1,3
Shared Vision Wealth Group
5493
Shared Vision Wealth Group
United States
US$ 236 mi +US$ 36 mi +18% 9,49% – 99 17,17% 1,2
CWMGP
5494
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
US$ 236 mi +US$ 132 mi +127% 7,5% 75,9% 81 39,51% 1,6
FMB Wealth Management
5495
FMB Wealth Management
California
US$ 236 mi +US$ 26,1 mi +12% 7,91% 71,1% 91 9,89% 1,8
Gainplan
5496
Gainplan
Michigan
US$ 236 mi +US$ 15,8 mi +7% 8,67% 103% 73 42,47% 1,7
Ardent Capital Management
5497
Ardent Capital Management
Ohio
US$ 236 mi +US$ 27,5 mi +13% 10,2% 87,2% 52 19,23% 2,1
Nova R Wealth
5498
Nova R Wealth
Kansas
US$ 236 mi +US$ 20,8 mi +10% 4,42% 60,7% 87 13,79% 2,5
Envision Financial Planning
5499
Envision Financial Planning
Tennessee
US$ 236 mi +US$ 22 mi +10% 4,22% 32,1% 49 8,16% 1,4
Redwood Wealth Management Group
5500
Redwood Wealth Management Group
New Jersey
US$ 236 mi +US$ 13,2 mi +6% 8,26% 74,1% 193 14,51% 1,6