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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)
TrueWealth Financial Partners
6201
TrueWealth Financial Partners
Washington
US$ 132 mi +US$ 10 mi +8% 7,7% 36,4% 16 6,25% 1,6
Sightline Wealth Advisors
6202
Sightline Wealth Advisors
Connecticut
US$ 132 mi +US$ 24,4 mi +23% 9,62% 48,5% 75 10,67% 1,6
Plotkin Financial Advisors
6203
Plotkin Financial Advisors
Maryland
US$ 131 mi +US$ 17,9 mi +16% 15,2% 95,3% 83 8,43% 2,5
AC
6204
AIFG Consultants
New York
US$ 131 mi +US$ 10,9 mi +9% 8,05% 49,8% 42 21,43% 0,7
Obsidian Personal Planning Solutions
6205
Obsidian Personal Planning Solutions
Maryland
US$ 131 mi +US$ 14,3 mi +12% 8,85% 58,2% 87 19,54% 0,9
UFAC
6206
Urban Financial Advisory Corp
Illinois
US$ 131 mi – – 10,4% – 21 – 0
Aurora Investment Managers
6207
Aurora Investment Managers
Florida
US$ 131 mi +US$ 13,4 mi +11% 10,9% 74,4% 50 14% 2
Pine Harbor Wealth Management
6208
Pine Harbor Wealth Management
Maryland
US$ 131 mi – – 8,97% – 97 – 0
Byrne Asset Management
6209
Byrne Asset Management
New Jersey
US$ 131 mi +US$ 10,4 mi +9% 13,3% 126% 601 36,61% 1
Chapman Investment Management
6210
Chapman Investment Management
California
US$ 131 mi +US$ 13,2 mi +11% 14,9% 57,3% 36 5,56% 2,3
Sivia Capital Partners
6211
Sivia Capital Partners
California
US$ 131 mi – – 13,8% – 186 – 0
McClarren Financial Advisors
6212
McClarren Financial Advisors
Pennsylvania
US$ 131 mi +US$ 16,5 mi +14% 11,1% 63% 432 9,03% 1,1
Apricus Wealth
6213
Apricus Wealth
South Carolina
US$ 131 mi +US$ 16,9 mi +15% 7,02% 80,6% 89 12,36% 1,5
Mills Wealth Advisors
6214
Mills Wealth Advisors
Texas
US$ 131 mi +US$ 6,32 mi +5% 5,66% 37,9% 54 14,81% 0,8
Objective Capital Management
6215
Objective Capital Management
Ohio
US$ 131 mi +US$ 18,5 mi +16% 11,1% – 122 18,03% 1,4
Robocap Asset Management
6216
Robocap Asset Management
United Kingdom
US$ 131 mi +US$ 26,2 mi +25% 23,8% 274% 26 3,85% 0,7
Ables Iannone Moore & Associates
6217
Ables Iannone Moore & Associates
Georgia
US$ 131 mi – – 11,6% 116% 307 – 0
Fogel Capital Management
6218
Fogel Capital Management
Florida
US$ 131 mi – – 9,5% 122% 33 – 0
Montz Harcus Wealth Management
6219
Montz Harcus Wealth Management
Louisiana
US$ 131 mi +US$ 13,9 mi +12% 11,8% 84,1% 59 13,56% 1,6
EIM
6220
Ervin Investment Management
Washington
US$ 131 mi +US$ 11,6 mi +10% 9,19% 92,9% 36 5,56% 1,8
Millennium Capital Advisors
6221
Millennium Capital Advisors
Arkansas
US$ 131 mi +US$ 13,6 mi +12% 11,7% 134% 117 6,84% 1,5
BFS
6222
Burr Financial Services
California
US$ 131 mi – – 18% 478% 34 – 0
H&F Corporate Investors IX
6223
H&F Corporate Investors IX
California
US$ 131 mi -US$ 19,6 mi -13% 13% 62,7% 1 0% 1
Pring Turner Capital Group
6224
Pring Turner Capital Group
California
US$ 131 mi +US$ 11,4 mi +10% 10,9% 70,8% 66 7,58% 3,9
PVAMC
6225
PPS&V Asset Management Consultants
Michigan
US$ 131 mi +US$ 14,7 mi +13% 9,53% 80,7% 41 9,76% 0,9