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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)
Pacific Wealth Management
5776
Pacific Wealth Management
California
US$ 203 mi +US$ 20,6 mi +11% 5,74% 72,8% 23 26,09% 1,8
Eads & Heald Wealth Management
5777
Eads & Heald Wealth Management
Georgia
US$ 202 mi +US$ 5,53 mi +3% 9,16% 84,4% 143 9,79% 8,3
Peoples Financial Services Corp
5778
Peoples Financial Services Corp
Pennsylvania
US$ 202 mi -US$ 5,83 mi -3% 8,68% 104% 261 3,07% 8,3
AmeriServ Wealth Advisors
5779
AmeriServ Wealth Advisors
Pennsylvania
US$ 202 mi +US$ 29,4 mi +17% 6,63% – 64 14,06% 3,2
Tandem Wealth Advisors
5780
Tandem Wealth Advisors
Arizona
US$ 202 mi +US$ 11 mi +6% 6,36% 43,1% 55 14,55% 1,9
New Perspectives Inc
5781
New Perspectives Inc
Mississippi
US$ 202 mi +US$ 14,8 mi +8% 8,92% – 40 15% 2,4
Patron Partners
5782
Patron Partners
Texas
US$ 202 mi +US$ 17,1 mi +9% 9,2% 90,2% 185 10,81% 3
SIA
5783
Schear Investment Advisers
Ohio
US$ 202 mi +US$ 28,4 mi +16% 21,3% 241% 93 11,83% 1,9
AFT
5784
Alpha Family Trust
California
US$ 202 mi +US$ 30,6 mi +18% 18,9% 198% 199 20,1% 1,5
Allie Family Office
5785
Allie Family Office
Florida
US$ 202 mi +US$ 18,8 mi +10% 7,71% 59% 111 19,82% 2,2
Waypoint Wealth Counsel
5786
Waypoint Wealth Counsel
Georgia
US$ 202 mi +US$ 42,4 mi +27% 10,7% 111% 199 42,21% 1,1
CCC
5787
Chelsea Counsel Company
California
US$ 202 mi +US$ 17,7 mi +10% 7,37% 106% 210 9,05% 3,6
Alhambra Investment Management
5788
Alhambra Investment Management
Florida
US$ 202 mi +US$ 7,61 mi +4% 5,09% 67,7% 183 12,57% 3
Alternative Investment Advisors
5789
Alternative Investment Advisors
Florida
US$ 201 mi +US$ 12,3 mi +6% 9,56% 70,2% 61 19,67% 1,2
5th Street Advisors
5790
5th Street Advisors
Connecticut
US$ 201 mi -US$ 6,01 mi -3% 6,85% 47,5% 48 29,17% 1,9
LifePlan Investment Advisors
5791
LifePlan Investment Advisors
North Carolina
US$ 201 mi +US$ 27,5 mi +16% 8,24% 60,9% 108 10,19% 1,4
Heritage Wealth Management (Texas)
5792
Heritage Wealth Management (Texas)
Texas
US$ 201 mi +US$ 28,7 mi +17% 6,14% 52,3% 40 25% 1,7
LPCM
5793
Lynwood Price Capital Management
Texas
US$ 201 mi +US$ 25,8 mi +15% 13,8% – 18 33,33% 0,4
Powers Capital
5794
Powers Capital
California
US$ 201 mi +US$ 16,9 mi +9% 10,6% – 2 0% 0,5
RCS Financial Planning
5795
RCS Financial Planning
Maryland
US$ 201 mi +US$ 11,6 mi +6% 6,26% 48,2% 85 12,94% 1,7
Ampersand Capital Group
5796
Ampersand Capital Group
California
US$ 201 mi +US$ 56,1 mi +39% 23,2% – 7 0% 0,5
Marmo Financial Group
5797
Marmo Financial Group
Tennessee
US$ 201 mi +US$ 18 mi +10% 8,91% 47,5% 30 13,33% 1,5
D. Scott Neal
5798
D. Scott Neal
Kentucky
US$ 201 mi +US$ 20,3 mi +11% 11,3% 105% 57 8,77% 4,3
Keener Financial Planning
5799
Keener Financial Planning
Texas
US$ 201 mi +US$ 46,7 mi +30% 9,52% – 221 18,55% 1
Kapstone Financial Advisors
5800
Kapstone Financial Advisors
Ohio
US$ 201 mi +US$ 23,8 mi +13% 14,2% 131% 126 15,87% 1,8