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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)
JWM
6026
Johnson Wealth Management
North Dakota
US$ 236 mi +US$ 28,9 mi +14% 9,99% – 60 21,67% 0,6
Ceera Investments
6027
Ceera Investments
Texas
US$ 236 mi +US$ 7,9 mi +3% 7,87% 56,1% 109 22,02% 2,1
AG
6028
ASO Group
US$ 236 mi -US$ 1,24 mi -0,5% 9,87% – 57 3,51% 0,5
CMG Global Holdings
6029
CMG Global Holdings
Texas
US$ 236 mi +US$ 25,9 mi +12% 14,9% 80,8% 104 11,54% 3,7
EPIQ Partners
6030
EPIQ Partners
Minnesota
US$ 236 mi +US$ 21,8 mi +10% 10,5% 49,6% 99 17,17% 3,1
FFC
6031
Frederick Financial Consultants
Maryland
US$ 236 mi +US$ 34,7 mi +17% 15,8% – 125 16% 1,1
APSI
6032
Asset Planning Services Inc
Louisiana
US$ 236 mi +US$ 7,55 mi +3% 9,81% 138% 36 2,78% 6,1
LWM
6033
Latko Wealth Management
Illinois
US$ 236 mi +US$ 30,5 mi +15% 14,8% – 39 12,82% 1,4
TFG
6034
Team Financial Group
California
US$ 236 mi +US$ 15,2 mi +7% 8,14% 46% 274 79,93% 1,9
BostonPremier Wealth
6035
BostonPremier Wealth
Massachusetts
US$ 235 mi +US$ 41,9 mi +22% 19,8% – 79 11,39% 1,1
Allodium Investment Consultants
6036
Allodium Investment Consultants
Minnesota
US$ 235 mi +US$ 26,6 mi +13% 10,2% – 57 8,77% 1,3
DLK Investment Management
6037
DLK Investment Management
California
US$ 235 mi -US$ 17,8 mi -7% 5,17% 80,4% 126 50,79% 1,5
Plan A Wealth
6038
Plan A Wealth
Nebraska
US$ 235 mi +US$ 26,3 mi +13% 10,8% – 209 22,01% 0,9
Prepared Retirement Institute
6039
Prepared Retirement Institute
Pennsylvania
US$ 235 mi +US$ 33,4 mi +17% 9,74% – 96 19,79% 1,7
MN Wealth Advisors
6040
MN Wealth Advisors
Kansas
US$ 235 mi +US$ 29,3 mi +14% 14,2% 68,3% 141 17,02% 1,5
BOCM
6041
Bontempo Ohly Capital Management
Maryland
US$ 235 mi +US$ 13,2 mi +6% 8,07% 49,6% 34 2,94% 4,4
AMANSA Capital
6042
AMANSA Capital
Singapore
US$ 235 mi +US$ 48,2 mi +26% 27,7% 32% 2 0% 3
Crestview Partners II
6043
Crestview Partners II
New York
US$ 235 mi -US$ 106 mi -31% 27,8% 157% 3 0% 7,7
Peregrine Investment Management
6044
Peregrine Investment Management
Ontario, Canada
US$ 235 mi +US$ 108 mi +85% 78,3% – 31 51,61% 0,6
Core Wealth Partners
6045
Core Wealth Partners
California
US$ 235 mi +US$ 19,6 mi +9% 15,3% 75,7% 205 19,02% 2,1
Long Path Partners
6046
Long Path Partners
Connecticut
US$ 235 mi +US$ 14,5 mi +7% 7,95% 9,18% 10 10% 1,7
Serenity Investment Advisors
6047
Serenity Investment Advisors
Illinois
US$ 235 mi +US$ 20,9 mi +10% 13,4% – 79 10,13% 0,4
Trevian Wealth Management
6048
Trevian Wealth Management
Massachusetts
US$ 235 mi +US$ 32 mi +16% 15,1% 94,1% 45 4,44% 1,8
KIM
6049
Kane Investment Management
California
US$ 235 mi +US$ 40,2 mi +21% 27,3% – 113 23,89% 1,1
Northern Capital Management (Washington)
6050
Northern Capital Management (Washington)
Washington
US$ 235 mi +US$ 35,1 mi +18% 17,4% 80% 56 10,71% 2,9