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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)
Higgins & Schmidt Wealth Strategies
6301
Higgins & Schmidt Wealth Strategies
Colorado
US$ 139 mi +US$ 3,09 mi +2% 1,51% – 45 0% 0,5
Strategic Financial Planning
6302
Strategic Financial Planning
Texas
US$ 139 mi +US$ 5,02 mi +4% 0,11% 47,5% 36 5,56% 3,6
MFFIA
6303
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
US$ 139 mi +US$ 947 mil +0,7% 0,34% 136% 67 2,99% 1,3
SIA
6304
Schear Investment Advisers
Ohio
US$ 138 mi +US$ 14 mi +11% 7,28% 241% 81 2,47% 1,3
CRCM LP
6305
CRCM LP
California
US$ 138 mi +US$ 5,35 mi +4% 6,91% – 7 28,57% 0,2
Lederer & Associates Investment Counsel
6306
Lederer & Associates Investment Counsel
California
US$ 138 mi -US$ 5,68 mi -4% 4,59% 92,7% 90 7,78% 5,5
Benchmark Investment Advisors
6307
Benchmark Investment Advisors
Illinois
US$ 138 mi +US$ 11,4 mi +9% 13,3% – 98 17,35% 1,6
SeaTown Holdings
6308
SeaTown Holdings
Singapore
US$ 138 mi -US$ 19,9 mi -13% 9% 220% 22 63,64% 1,6
MF
6309
Meridian Financial
Massachusetts
US$ 138 mi +US$ 4,07 mi +3% 0,13% 58,5% 125 7,2% 1,8
VitalStone Financial
6310
VitalStone Financial
Texas
US$ 138 mi +US$ 7,06 mi +5% 3,71% – 606 31,35% 0,9
Lantern Wealth Advisors
6311
Lantern Wealth Advisors
New York
US$ 138 mi -US$ 4,41 mi -3% 2,11% – 139 14,39% 0,4
Cladis Investment Advisory
6312
Cladis Investment Advisory
Montana
US$ 138 mi +US$ 1,6 mi +1% 4,76% 131% 147 13,61% 1,9
ROI Financial Advisors
6313
ROI Financial Advisors
Oregon
US$ 138 mi +US$ 10,6 mi +8% 10,5% 165% 66 7,58% 0,5
Kerusso Capital Management
6314
Kerusso Capital Management
North Carolina
US$ 138 mi – – 1,79% – 54 – 0
KPCB DGF II Associates
6315
KPCB DGF II Associates
California
US$ 138 mi -US$ 21,4 mi -13% 13,4% 2,08% 2 0% 0,8
BWIA
6316
Bryant Woods Investment Advisors
New York
US$ 137 mi -US$ 32 mi -19% 2,75% 66,3% 48 16,67% 2,1
McDonough Capital Management
6317
McDonough Capital Management
Florida
US$ 137 mi +US$ 10,7 mi +8% 8,83% 98,1% 46 8,7% 2,2
Traction Financial Partners
6318
Traction Financial Partners
Wyoming
US$ 137 mi +US$ 9,3 mi +7% 0,39% – 57 7,02% 0,5
Broadview Financial Management
6319
Broadview Financial Management
Wisconsin
US$ 137 mi -US$ 22,3 mil -0% 0,2% 52,4% 41 4,88% 5
Endowment Wealth Management
6320
Endowment Wealth Management
Wisconsin
US$ 137 mi +US$ 3,71 mi +3% 0,41% 66,3% 136 7,35% 1,8
Lowery Thomas LLC
6321
Lowery Thomas LLC
California
US$ 137 mi +US$ 6,43 mi +5% 3,74% 74,7% 47 4,26% 1,9
13D Management
6322
13D Management
New York
US$ 137 mi -US$ 26,7 mi -16% 6,45% 157% 31 41,94% 1,6
Greenhouse Wealth Management
6323
Greenhouse Wealth Management
Connecticut
US$ 137 mi +US$ 3,54 mi +3% 2,98% 87,2% 60 6,67% 2,9
WealthTrust Asset Management
6324
WealthTrust Asset Management
Florida
US$ 137 mi +US$ 5,62 mi +4% 6,01% 102% 99 25,25% 1,4
MSK
6325
Melissa S. Kampmann
US$ 137 mi -US$ 2,17 mi -2% 0,43% 70,4% 40 2,5% 0,7