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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)
Defined Wealth Management
6176
Defined Wealth Management
Oregon
US$ 144 mi +US$ 4,56 mi +3% 2,06% 78,1% 109 7,34% 2,5
Keyes Stange & Wooten Wealth Management
6177
Keyes Stange & Wooten Wealth Management
Florida
US$ 144 mi +US$ 30,2 mi +27% 0,4% – 68 8,82% 0,4
Laurel Wealth Planning
6178
Laurel Wealth Planning
Minnesota
US$ 144 mi -US$ 6,84 mi -5% 0,92% 53,1% 54 7,41% 2,8
Udine Wealth Management
6179
Udine Wealth Management
Florida
US$ 144 mi -US$ 1,47 mi -1% 6,33% 141% 30 30% 1,1
Robinson Value Management
6180
Robinson Value Management
Texas
US$ 144 mi -US$ 5,46 mi -4% 0,54% 79,3% 73 5,48% 3,1
Teca Partners
6181
Teca Partners
Texas
US$ 144 mi -US$ 14 mi -9% 1,41% 66% 13 15,38% 1,5
FFG Retirement Advisors
6182
FFG Retirement Advisors
Colorado
US$ 143 mi +US$ 1,49 mi +1% 0,83% 43,4% 48 10,42% 1
Lakewood Asset Management
6183
Lakewood Asset Management
Illinois
US$ 143 mi -US$ 3,66 mi -2% 1,02% 65,3% 121 9,09% 1,3
Prentiss Smith & Co
6184
Prentiss Smith & Co
Vermont
US$ 143 mi +US$ 1,16 mi +0,8% 0,84% 63,9% 71 8,45% 5,7
AFG Fiduciary Services
6185
AFG Fiduciary Services
Massachusetts
US$ 143 mi +US$ 8,19 mi +6% 1,78% 72,4% 89 23,6% 1,6
DHK Financial Advisors
6186
DHK Financial Advisors
New Hampshire
US$ 143 mi +US$ 2,06 mi +1% 0,55% 46,1% 103 57,28% 0,7
McClarren Financial Advisors
6187
McClarren Financial Advisors
Pennsylvania
US$ 143 mi +US$ 3,99 mi +3% 1,88% 63% 385 15,06% 1,6
BFS
6188
Burr Financial Services
California
US$ 143 mi +US$ 15,1 mi +12% 20,9% 478% 34 17,65% 0,5
Pring Turner Capital Group
6189
Pring Turner Capital Group
California
US$ 143 mi +US$ 6,07 mi +4% 1,27% 70,8% 72 13,89% 4
Spotlight Asset Group
6190
Spotlight Asset Group
Illinois
US$ 143 mi +US$ 3,42 mi +2% 4,62% – 267 6,37% 1,7
Successful Portfolios
6191
Successful Portfolios
Florida
US$ 143 mi -US$ 3,44 mi -2% 4,77% 110% 172 8,72% 4,5
OM
6192
OV Management
Minnesota
US$ 143 mi +US$ 5,21 mi +4% 6,04% – 65 12,31% 0,5
Andrews Lucia Wealth Management
6193
Andrews Lucia Wealth Management
California
US$ 143 mi +US$ 2,68 mi +2% 0,57% 59,7% 27 0% 2
Melfa Wealth Management
6194
Melfa Wealth Management
Massachusetts
US$ 143 mi +US$ 4,55 mi +3% 2,27% 42,9% 202 4,95% 1,1
Cadence Wealth Management
6195
Cadence Wealth Management
Massachusetts
US$ 143 mi +US$ 45,8 mi +47% 4,32% 56,4% 50 22% 1,4
DIS
6196
Diversified Investment Strategies
Louisiana
US$ 143 mi -US$ 5,54 mi -4% 0,13% 86% 51 7,84% 4,4
Presidio Capital Management
6197
Presidio Capital Management
California
US$ 143 mi +US$ 5,9 mi +4% 0,37% 56,1% 68 39,71% 1
Northland Capital Management
6198
Northland Capital Management
Minnesota
US$ 143 mi -US$ 10,8 mil -0% 0,33% 37,5% 32 9,38% 1,5
Lakehouse Capital
6199
Lakehouse Capital
Australia
US$ 143 mi +US$ 14,2 mi +11% 7,72% 87,4% 15 6,67% 3,1
CI
6200
Carroll Investors
South Carolina
US$ 143 mi +US$ 9,9 mi +7% 10,9% 241% 26 23,08% 1,7