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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)
Wayfinding Financial
5676
Wayfinding Financial
Washington
US$ 107 mi -US$ 6,7 mi -6% 5,58% 68,3% 94 27,66% 0,6
Wealth Advisors of Iowa
5677
Wealth Advisors of Iowa
Iowa
US$ 107 mi -US$ 77,6 mi -42% 5,83% 60,9% 63 25,4% 1,4
AIFAIM
5678
American Institute for Advanced Investment Management
Arizona
US$ 107 mi -US$ 7,09 mi -6% 3,14% 72,8% 113 12,39% 2,2
Walker Financial Services
5679
Walker Financial Services
Kentucky
US$ 107 mi +US$ 4,31 mi +4% 5,28% 18,9% 25 20% 0,4
Woodward Financial Advisors
5680
Woodward Financial Advisors
North Carolina
US$ 107 mi -US$ 1,18 mi -1% 5,03% 55% 47 8,51% 0,6
Asset Planning Corporation
5681
Asset Planning Corporation
Tennessee
US$ 107 mi -US$ 8,24 mi -7% 5,62% 44,5% 36 11,11% 1,5
Baker Hughes Holdings
5682
Baker Hughes Holdings
Texas
US$ 107 mi -US$ 51,2 mi -32% 31,5% 38,6% 1 0% 1,8
LAI
5683
Legal Advantage Investments
California
US$ 107 mi +US$ 4,14 mi +4% 4,42% 116% 83 19,28% 1,2
Northland Capital Management
5684
Northland Capital Management
Minnesota
US$ 107 mi -US$ 2,1 mi -2% 6,96% 37,5% 30 50% 0,3
Cadence Wealth Management
5685
Cadence Wealth Management
Massachusetts
US$ 106 mi +US$ 10 mi +10% 8,52% 56,4% 38 31,58% 1,2
Legend Financial Advisors
5686
Legend Financial Advisors
Pennsylvania
US$ 106 mi +US$ 9,6 mi +10% 3,72% 117% 236 88,14% 0,2
PACK Private Wealth
5687
PACK Private Wealth
Minnesota
US$ 106 mi -US$ 3,26 mi -3% 5,78% 52,8% 35 0% 0,7
Camelot Portfolios
5688
Camelot Portfolios
Ohio
US$ 106 mi -US$ 60,1 mi -36% 6,28% 41,3% 220 29,09% 3,7
Palmer Knight Company
5689
Palmer Knight Company
Florida
US$ 106 mi +US$ 765 mil +0,7% 2,38% 78,9% 29 10,34% 2,9
Stevard LLC
5690
Stevard LLC
Illinois
US$ 106 mi – – 10,4% – 49 – 2
H&H Retirement Design & Management
5691
H&H Retirement Design & Management
Nevada
US$ 106 mi -US$ 30,8 mi -22% 6,42% 38,4% 73 4,11% 1,2
AFG Fiduciary Services
5692
AFG Fiduciary Services
Massachusetts
US$ 106 mi -US$ 8,95 mi -8% 3,5% 72,4% 92 23,91% 0,5
SWM Advisors
5693
SWM Advisors
Florida
US$ 106 mi -US$ 3,65 mi -3% 4,5% – 29 31,03% 0,6
Aspire Wealth Management
5694
Aspire Wealth Management
Massachusetts
US$ 106 mi -US$ 2,47 mi -2% 5,3% 26% 189 13,23% 0,7
CEDRUS
5695
CEDRUS
Colorado
US$ 106 mi +US$ 3,45 mi +3% 4,48% 19,8% 139 14,39% 0,6
Costello Asset Management
5696
Costello Asset Management
Pennsylvania
US$ 106 mi -US$ 9,6 mi -8% 4,44% 65,9% 241 10,37% 2
Morris Capital Advisors
5697
Morris Capital Advisors
Pennsylvania
US$ 106 mi -US$ 6,04 mi -5% 3,01% 72,9% 53 1,89% 4,9
BWIA
5698
Bryant Woods Investment Advisors
New York
US$ 106 mi +US$ 46 mil +0% 4,96% 66,3% 41 14,63% 0,6
Michael & Susan Dell Foundation
5699
Michael & Susan Dell Foundation
New York
US$ 106 mi -US$ 24,3 mi -19% 15,6% 238% 4 0% 1,6
Insight Wealth Partners
5700
Insight Wealth Partners
Texas
US$ 106 mi -US$ 27,1 mi -20% 1,78% 63,2% 61 8,2% 1,9