Estamos no ar no ! Saiba mais

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)
WG
6276
Wealth Group
North Carolina
US$ 139 mi +US$ 6,9 mi +5% 5,17% – 154 8,44% 0,2
Barnett & Company
6277
Barnett & Company
Tennessee
US$ 139 mi -US$ 6,79 mi -5% 2,59% 65,9% 84 8,33% 4,1
Lake Hills Wealth Management
6278
Lake Hills Wealth Management
Texas
US$ 139 mi +US$ 28,2 mi +25% 0,9% 83,7% 52 25% 0,7
Advantage Trust Company
6279
Advantage Trust Company
Kansas
US$ 139 mi +US$ 3,65 mi +3% 2,36% 77,6% 177 7,34% 0,5
Cove Street Capital
6280
Cove Street Capital
California
US$ 139 mi -US$ 177 mi -56% 11,9% 84,2% 92 32,61% 3
HAM
6281
Hedges Asset Management
Nevada
US$ 139 mi -US$ 3,44 mi -2% 2,01% – 118 10,17% 1,9
Mosaic Financial Group
6282
Mosaic Financial Group
Illinois
US$ 139 mi +US$ 14,4 mi +12% 2,84% – 132 6,82% 0,2
WealthCollab
6283
WealthCollab
Washington
US$ 139 mi +US$ 3,71 mi +3% 1,57% – 917 13,3% 0,4
McAlister Sweet & Associates
6284
McAlister Sweet & Associates
Texas
US$ 139 mi +US$ 11,9 mi +9% 5,32% 83,6% 36 16,67% 1,5
Blantyre Capital
6285
Blantyre Capital
United Kingdom
US$ 139 mi -US$ 44,3 mi -24% 12,4% – 4 50% 0,4
OEP Capital Advisors
6286
OEP Capital Advisors
New York
US$ 139 mi -US$ 136 mi -49% 13% 23,2% 2 0% 3,5
Conscious Wealth Investments
6287
Conscious Wealth Investments
Florida
US$ 139 mi +US$ 7,6 mi +6% 1,98% – 48 2,08% 0,5
Islay Capital Management
6288
Islay Capital Management
Texas
US$ 139 mi +US$ 4,74 mi +4% 1,93% 72% 216 17,59% 3,1
Petra Financial Advisors
6289
Petra Financial Advisors
Colorado
US$ 139 mi +US$ 2,82 mi +2% 3,76% 129% 133 12,78% 1
BM
6290
Bislett Management
California
US$ 139 mi -US$ 20,6 mi -13% 9,65% 19,8% 16 6,25% 6,2
Stegner Investment Associates
6291
Stegner Investment Associates
Kentucky
US$ 139 mi +US$ 2,47 mi +2% 4,28% 84,8% 24 8,33% 2,7
Caitlin John
6292
Caitlin John
Michigan
US$ 139 mi +US$ 5,06 mi +4% 1,25% – 963 18,17% 0,4
Beacon Financial Strategies
6293
Beacon Financial Strategies
North Carolina
US$ 139 mi +US$ 182 mil +0,1% 0,44% 54,2% 36 13,89% 2,6
Fort Henry Capital
6294
Fort Henry Capital
West Virginia
US$ 139 mi +US$ 3,35 mi +2% 0,49% 39,3% 15 0% 3
Wallace Advisory Group
6295
Wallace Advisory Group
California
US$ 139 mi +US$ 5,8 mi +4% 0,81% 50,9% 204 28,92% 1,1
Charles Schwab Trust Bank
6296
Charles Schwab Trust Bank
Nevada
US$ 139 mi -US$ 7,89 mi -5% 3,57% – 1 0% 0,3
Richardson Financial Services
6297
Richardson Financial Services
Massachusetts
US$ 139 mi -US$ 3,03 mi -2% 2,57% – 655 15,88% 0,4
LifePlan Investment Advisors
6298
LifePlan Investment Advisors
North Carolina
US$ 139 mi +US$ 13,3 mi +11% 1,54% 60,9% 86 8,14% 0,7
Values Added Financial
6299
Values Added Financial
District of Columbia
US$ 139 mi +US$ 10,5 mi +8% 2,52% 58,3% 92 9,78% 0,8
Security National Bank of Sioux City Iowa
6300
Security National Bank of Sioux City Iowa
Iowa
US$ 139 mi -US$ 3,13 mi -2% 0,55% 61% 93 4,3% 6,3