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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)
First Bancorp
6026
First Bancorp
Maine
US$ 121 mi +US$ 4,45 mi +4% 4,83% 80,3% 112 3,57% 1,8
Spectrum Asset Management (Connecticut)
6027
Spectrum Asset Management (Connecticut)
Connecticut
US$ 121 mi -US$ 8,02 mi -6% 1,53% 0,74% 7 0% 3,8
Gouws Capital LLC
6028
Gouws Capital LLC
North Carolina
US$ 121 mi +US$ 9,29 mi +8% 8,64% 114% 47 4,26% 1,3
Walker Asset Management
6029
Walker Asset Management
Missouri
US$ 121 mi +US$ 5,76 mi +5% 7,93% 87,6% 100 7% 1,2
AAFMAA Wealth Management & Trust
6030
AAFMAA Wealth Management & Trust
North Carolina
US$ 121 mi -US$ 3,61 mi -3% 5,31% 62,3% 53 9,43% 1,7
ASI
6031
Advisory Services & Investments
Oregon
US$ 121 mi +US$ 10,9 mi +10% 4,72% 19,9% 40 15% 1,2
HTG Investment Advisors
6032
HTG Investment Advisors
Connecticut
US$ 121 mi +US$ 11,4 mi +10% 5,1% 57,4% 54 11,11% 0,5
David J. Yvars Group
6033
David J. Yvars Group
Florida
US$ 121 mi +US$ 10,4 mi +9% 12,3% 143% 89 20,22% 1,7
Basepoint Wealth
6034
Basepoint Wealth
Iowa
US$ 121 mi +US$ 1,14 mi +0,9% 0,6% 113% 96 4,17% 1,3
TrueWealth Financial Partners
6035
TrueWealth Financial Partners
Washington
US$ 121 mi +US$ 4,95 mi +4% 2,25% 36,4% 17 11,76% 1,2
McClarren Financial Advisors
6036
McClarren Financial Advisors
Pennsylvania
US$ 121 mi +US$ 10,9 mi +10% 6,51% 63% 491 25,87% 0,8
Montz Harcus Wealth Management
6037
Montz Harcus Wealth Management
Louisiana
US$ 121 mi +US$ 12,6 mi +12% 7,97% 84,1% 60 13,33% 1,2
Yorktown Energy Partners X
6038
Yorktown Energy Partners X
New York
US$ 121 mi +US$ 16,8 mi +16% 9,78% 95,9% 5 20% 2,1
Flagship Private Wealth
6039
Flagship Private Wealth
Massachusetts
US$ 121 mi +US$ 8,88 mi +8% 6,16% 62,7% 76 5,26% 2,1
Kapstone Financial Advisors
6040
Kapstone Financial Advisors
Ohio
US$ 121 mi +US$ 9,9 mi +9% 7,92% 131% 105 15,24% 0,4
Von Berge Wealth Management Group
6041
Von Berge Wealth Management Group
California
US$ 121 mi +US$ 8,84 mi +8% 6,63% 60,5% 66 10,61% 1,3
Charter Research & Investment Group
6042
Charter Research & Investment Group
Connecticut
US$ 121 mi +US$ 6,37 mi +6% 6,27% 82,3% 79 6,33% 6,1
Legacy Capital Wealth Partners
6043
Legacy Capital Wealth Partners
Arkansas
US$ 120 mi -US$ 246 mi -67% 4,26% 70,4% 255 86,67% 1,1
Arias Resource Capital
6044
Arias Resource Capital
Cayman Islands
US$ 120 mi -US$ 25 mi -17% 17,2% 81,3% 1 0% 2
Andrews Lucia Wealth Management
6045
Andrews Lucia Wealth Management
California
US$ 120 mi +US$ 7,37 mi +7% 4,59% 59,7% 26 7,69% 1,1
Plotkin Financial Advisors
6046
Plotkin Financial Advisors
Maryland
US$ 120 mi +US$ 12,7 mi +12% 10,5% 95,3% 82 13,41% 2,1
Richelieu Gestion
6047
Richelieu Gestion
France
US$ 120 mi +US$ 9,4 mi +8% 4,05% – 79 18,99% 0,9
Sagil Capital
6048
Sagil Capital
United Kingdom
US$ 120 mi -US$ 3,97 mi -3% 14,2% 104% 27 48,15% 0,6
General Partner Inc
6049
General Partner Inc
Pennsylvania
US$ 120 mi +US$ 6,23 mi +5% 9,49% 83,1% 127 0,79% 0,4
Solstein Capital
6050
Solstein Capital
California
US$ 120 mi +US$ 5,04 mi +4% 5,88% 91,4% 308 12,66% 1,8