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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)
Peak Retirement Planning
5876
Peak Retirement Planning
Ohio
US$ 180 mi +US$ 32,3 mi +22% 0,31% – 111 18,92% 0,2
MWA
5877
Miller Wealth Advisors
Colorado
US$ 180 mi -US$ 16 mi -8% 6,97% 147% 101 11,88% 2
Peninsula Asset Management
5878
Peninsula Asset Management
Florida
US$ 180 mi -US$ 8,12 mi -4% 0,8% 44,1% 46 8,7% 8,1
Pacific Point Advisors
5879
Pacific Point Advisors
California
US$ 180 mi +US$ 15,6 mi +9% 1,85% – 130 20,77% 0,2
AV
5880
Aspiring Ventures
Ohio
US$ 180 mi +US$ 21,2 mi +13% 16,3% – 60 26,67% 0,2
GWA
5881
GGM Wealth Advisors
Maryland
US$ 180 mi -US$ 11,5 mi -6% 0,63% 25,9% 151 19,21% 1,9
Old North State Wealth Management
5882
Old North State Wealth Management
North Carolina
US$ 180 mi +US$ 1,71 mi +1% 1,15% 91,5% 118 11,02% 1,9
Hapanowicz & Associates Financial Services
5883
Hapanowicz & Associates Financial Services
Pennsylvania
US$ 180 mi -US$ 19,5 mi -10% 4,19% 65% 32 12,5% 3,3
Lindenwold Advisors
5884
Lindenwold Advisors
Pennsylvania
US$ 180 mi -US$ 7,7 mi -4% 0,79% 75% 122 20,49% 2,3
AIC
5885
Anthracite Investment Company
Texas
US$ 180 mi -US$ 106 mi -37% 3,71% – 102 49,02% 0,8
PK
5886
Pflug Koory
Nebraska
US$ 180 mi -US$ 18 mi -9% 1,07% – 397 1,26% 6,2
Sequent Asset Management
5887
Sequent Asset Management
Texas
US$ 180 mi -US$ 23,6 mi -12% 1,86% 51,3% 89 10,11% 3,1
Guinness Atkinson Asset Management
5888
Guinness Atkinson Asset Management
California
US$ 180 mi -US$ 16,6 mi -8% 2,52% 148% 86 2,33% 6,7
Finley Financial
5889
Finley Financial
Nevada
US$ 179 mi -US$ 12,7 mi -7% 3,89% – 123 2,44% 0,2
Howard Wealth Management
5890
Howard Wealth Management
Connecticut
US$ 179 mi -US$ 5,41 mi -3% 2,22% 69,9% 121 9,09% 2,6
Horizon Financial Services
5891
Horizon Financial Services
North Carolina
US$ 179 mi +US$ 1,59 mi +0,9% 0,56% 42,6% 357 46,78% 0,9
Delap Wealth Advisory
5892
Delap Wealth Advisory
Oregon
US$ 179 mi +US$ 12 mi +7% 0,36% 73% 84 17,86% 1,4
Darrow Company
5893
Darrow Company
Massachusetts
US$ 179 mi +US$ 6,87 mi +4% 1,3% 44,5% 50 4% 1,9
Fortress Private Ledger
5894
Fortress Private Ledger
North Carolina
US$ 179 mi +US$ 15,6 mi +10% 0,35% – 188 29,26% 0,2
Battery Global Advisors
5895
Battery Global Advisors
Massachusetts
US$ 179 mi -US$ 7,82 mi -4% 4,57% – 143 9,79% 0,6
Legacy Bridge
5896
Legacy Bridge
Iowa
US$ 179 mi -US$ 12,6 mi -7% 4,51% 236% 337 16,32% 3,8
Resolute Wealth Strategies
5897
Resolute Wealth Strategies
Mississippi
US$ 179 mi -US$ 15,3 mi -8% 2,9% 105% 106 16,98% 1,5
Black Maple Capital Management
5898
Black Maple Capital Management
Wisconsin
US$ 179 mi -US$ 11,2 mi -6% 5,01% 35,7% 118 46,61% 0,8
Atlantic Investment Management
5899
Atlantic Investment Management
New York
US$ 179 mi -US$ 28 mi -14% 11,6% 28,8% 12 41,67% 0,8
Tandem Capital Management
5900
Tandem Capital Management
New Jersey
US$ 179 mi -US$ 7,84 mi -4% 0,54% 128% 117 7,69% 3,1