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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)
Dogwood Wealth Management
6276
Dogwood Wealth Management
Kansas
US$ 128 mi – – 9,77% – 605 – 0
Planning Capital Management Corporation
6277
Planning Capital Management Corporation
Pennsylvania
US$ 128 mi – – 8,6% – 650 – 0
Strategic Financial Planning
6278
Strategic Financial Planning
Texas
US$ 128 mi +US$ 19,3 mi +18% 10,1% 47,5% 35 17,14% 3,1
Valley Financial Group
6279
Valley Financial Group
Pennsylvania
US$ 128 mi – – 7,22% – 56 – 0
SWG
6280
Summit Wealth Group
Vermont
US$ 128 mi +US$ 15,8 mi +14% 9,27% 53% 46 23,91% 1,5
Vawter Financial
6281
Vawter Financial
Ohio
US$ 128 mi +US$ 16,5 mi +15% 9,49% 48% 78 10,26% 0,8
Birchview Capital
6282
Birchview Capital
Vermont
US$ 128 mi +US$ 10,1 mi +9% 14,5% 327% 59 15,25% 3,2
Invus Financial Advisors
6283
Invus Financial Advisors
New York
US$ 128 mi -US$ 31,8 mi -20% 6,73% 29,5% 8 12,5% 2,8
HealthInvest Partners
6284
HealthInvest Partners
Sweden
US$ 128 mi – – 13,6% – 45 – 0,9
Beacon Financial Planning
6285
Beacon Financial Planning
Massachusetts
US$ 128 mi +US$ 12 mi +10% 8,81% 74,3% 36 16,67% 0,7
Israel Discount Bank of New York
6286
Israel Discount Bank of New York
New York
US$ 128 mi +US$ 7,28 mi +6% 8,94% 40,8% 88 3,41% 4,7
Wallace Advisory Group
6287
Wallace Advisory Group
California
US$ 128 mi -US$ 11,6 mi -8% 7,05% 50,9% 182 14,84% 0,8
Forthright Family Wealth Advisory
6288
Forthright Family Wealth Advisory
Texas
US$ 128 mi – – 9,04% 60,2% 53 – 0
Broadwater Capital
6289
Broadwater Capital
Massachusetts
US$ 128 mi – – 9,62% – 223 – 0
Candelo Capital Management
6290
Candelo Capital Management
New York
US$ 128 mi – – 17,4% – 29 – 0
Kapstone Financial Advisors
6291
Kapstone Financial Advisors
Ohio
US$ 128 mi +US$ 16,5 mi +15% 11,2% 131% 102 15,69% 0,8
Lantern Wealth Advisors
6292
Lantern Wealth Advisors
New York
US$ 128 mi – – 11,2% – 115 – 0
Spring Capital Management
6293
Spring Capital Management
Texas
US$ 127 mi +US$ 8,59 mi +7% 7,58% 73,6% 29 3,45% 1,8
Sippican Capital Advisors
6294
Sippican Capital Advisors
Massachusetts
US$ 127 mi +US$ 16,7 mi +15% 11,4% 81,1% 124 17,74% 4,7
Milestones Administradora de Recursos
6295
Milestones Administradora de Recursos
Brazil
US$ 127 mi -US$ 8,39 mi -6% 16,6% 116% 11 9,09% 1,6
Cadence Wealth Management
6296
Cadence Wealth Management
Massachusetts
US$ 127 mi +US$ 6,99 mi +6% 10,7% 56,4% 48 29,17% 1,4
Merrion Investment Management
6297
Merrion Investment Management
New Jersey
US$ 127 mi +US$ 11,7 mi +10% 7,89% 161% 96 8,33% 2,1
Lugano Financial Advisors SA (LFA)
6298
Lugano Financial Advisors SA (LFA)
Switzerland
US$ 127 mi +US$ 10,5 mi +9% 8,09% 51,3% 207 31,4% 1,8
Cladis Investment Advisory
6299
Cladis Investment Advisory
Montana
US$ 127 mi +US$ 13,1 mi +11% 12,3% 131% 147 11,56% 1,6
MF
6300
Meridian Financial
Massachusetts
US$ 127 mi +US$ 19,8 mi +18% 11,1% 58,5% 115 19,13% 1,4