Estamos no ar no ! Saiba mais

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)
Crux Wealth Advisors
6001
Crux Wealth Advisors
California
US$ 180 mi – – 1,73% – 150 – 0
CWM
6002
CCG Wealth Management
California
US$ 180 mi +US$ 946 mil +0,5% 1,69% 82,6% 77 15,58% 3,2
Grand Wealth Management
6003
Grand Wealth Management
Michigan
US$ 179 mi +US$ 2,19 mi +1% 2,56% 58,5% 69 8,7% 2
GEM Asset Management
6004
GEM Asset Management
Michigan
US$ 179 mi +US$ 4,41 mi +3% 0,59% 62,9% 97 12,37% 1,6
Axiom Financial Strategies
6005
Axiom Financial Strategies
Indiana
US$ 179 mi -US$ 10,1 mi -5% 0,74% 54,5% 46 10,87% 2,3
Security National Bank of So Dak
6006
Security National Bank of So Dak
Iowa
US$ 179 mi -US$ 766 mil -0,4% 2,04% 67,7% 113 15,04% 5,5
NBZ Investment Advisors
6007
NBZ Investment Advisors
Tennessee
US$ 179 mi – – 1,95% – 69 – 0
Haven Private
6008
Haven Private
Florida
US$ 179 mi – – 5,44% – 136 – 0
KIM
6009
Kane Investment Management
California
US$ 179 mi – – 6,03% – 90 – 0
First County Bank
6010
First County Bank
Connecticut
US$ 179 mi -US$ 23,6 mi -12% 1,27% 101% 164 14,63% 1,8
Fortitude Financial
6011
Fortitude Financial
Washington
US$ 179 mi – – 2,14% – 31 – 0
Solstein Capital
6012
Solstein Capital
California
US$ 179 mi -US$ 9,9 mi -5% 1,55% 102% 318 2,83% 3
Alliance Wealth Advisors (Pennsylvania)
6013
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
US$ 179 mi +US$ 3,73 mi +2% 0,46% 74,4% 148 7,43% 2,6
Montz Harcus Wealth Management
6014
Montz Harcus Wealth Management
Louisiana
US$ 179 mi +US$ 7,7 mi +4% 2,44% 84,1% 81 14,81% 2
Orleans Capital Management
6015
Orleans Capital Management
Louisiana
US$ 179 mi +US$ 2,75 mi +2% 0,44% 94,6% 99 10,1% 2,9
IVC Wealth Advisors
6016
IVC Wealth Advisors
Pennsylvania
US$ 179 mi -US$ 3,97 mi -2% 0,83% 81,9% 170 15,29% 2,8
Tribune Investment Group
6017
Tribune Investment Group
New York
US$ 179 mi – – 4,73% – 27 – 0
Cincinnati Casualty Company
6018
Cincinnati Casualty Company
Ohio
US$ 179 mi +US$ 1,11 mi +0,6% 1,09% 68,7% 24 0% 8,8
RWIA
6019
Roger Wittlin Investment Advisory
California
US$ 179 mi +US$ 4,73 mi +3% 1,42% 61,3% 56 26,79% 1,7
Integrity Wealth Solutions
6020
Integrity Wealth Solutions
Colorado
US$ 179 mi +US$ 7,14 mi +4% 0,01% – 101 13,86% 0,9
Avory & Company
6021
Avory & Company
Florida
US$ 178 mi +US$ 13,6 mi +8% 14,4% 74,9% 32 12,5% 2,3
Burns Matteson Capital Management
6022
Burns Matteson Capital Management
New York
US$ 178 mi -US$ 24,8 mil -0% 2,62% 137% 194 35,57% 1,4
Constitution Capital
6023
Constitution Capital
Connecticut
US$ 178 mi -US$ 9,04 mi -5% 0,43% 91,1% 63 17,46% 2,9
Mudita Advisors
6024
Mudita Advisors
United Kingdom
US$ 178 mi -US$ 4,61 mi -3% 0,83% 143% 19 15,79% 1,8
University of Maryland Foundation
6025
University of Maryland Foundation
Maryland
US$ 178 mi +US$ 37,2 mi +26% 0,79% 54,9% 8 12,5% 3,4