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)
Pinnacle Wealth Management Group
6351
Pinnacle Wealth Management Group
Michigan
US$ 214 mi +US$ 10,6 mi +5% 6,93% 64,3% 130 9,23% 2,5
KCM
6352
Knoll Capital Management
Florida
US$ 214 mi +US$ 34,1 mi +19% 2,82% 258% 38 5,26% 2,4
SF
6353
Sun Financial
Utah
US$ 214 mi +US$ 14,6 mi +7% 15,8% – 176 18,18% 0,4
Bayshore Capital Advisors
6354
Bayshore Capital Advisors
Florida
US$ 214 mi -US$ 22,8 mi -10% 17,7% – 47 23,4% 0,4
KA
6355
Kearns & Associates
California
US$ 214 mi +US$ 28,3 mi +15% 14,3% 78,7% 42 7,14% 3,2
Holos Integrated Wealth
6356
Holos Integrated Wealth
Pennsylvania
US$ 214 mi +US$ 16,5 mi +8% 7,4% – 424 13,92% 1,2
Fort Vancouver Investment Management
6357
Fort Vancouver Investment Management
Washington
US$ 214 mi +US$ 17,2 mi +9% 10% – 62 4,84% 1,4
Starwood Capital Group Management
6358
Starwood Capital Group Management
Florida
US$ 214 mi +US$ 26,3 mi +14% 14,2% 16,2% 6 0% 1,6
Successful Portfolios
6359
Successful Portfolios
Florida
US$ 214 mi +US$ 32,7 mi +18% 22,8% 110% 200 6,5% 4,8
Broadway Wealth Solutions
6360
Broadway Wealth Solutions
Texas
US$ 214 mi +US$ 20,7 mi +11% 9,62% – 105 21,9% 1,2
Mader & Shannon Wealth Management
6361
Mader & Shannon Wealth Management
Missouri
US$ 214 mi -US$ 2,01 mi -0,9% 0,06% 53,1% 21 4,76% 3,2
Econ Financial Services
6362
Econ Financial Services
Pennsylvania
US$ 214 mi -US$ 1,36 mi -0,6% 5,29% 16,9% 100 54% 0,8
Reflection Asset Management
6363
Reflection Asset Management
South Carolina
US$ 214 mi +US$ 50,5 mi +31% 33% – 162 23,46% 0,4
Cladis Investment Advisory
6364
Cladis Investment Advisory
Montana
US$ 214 mi +US$ 32,2 mi +18% 24,4% 131% 177 12,43% 2,6
Eliot Finkel Investment Counsel
6365
Eliot Finkel Investment Counsel
California
US$ 214 mi +US$ 30,1 mi +16% 24,8% 88,9% 34 8,82% 5,8
Birchview Capital
6366
Birchview Capital
Vermont
US$ 214 mi +US$ 38,2 mi +22% 47,9% 327% 87 33,33% 2,3
Tassel Capital Management
6367
Tassel Capital Management
North Carolina
US$ 214 mi +US$ 29,6 mi +16% 8,4% – 45 17,78% 1
Taylor Frigon Capital Management
6368
Taylor Frigon Capital Management
Arizona
US$ 214 mi +US$ 37,9 mi +22% 39,5% 152% 95 4,21% 4,6
Kingsman Wealth Management
6369
Kingsman Wealth Management
Florida
US$ 214 mi +US$ 35,4 mi +20% 31,1% – 83 24,1% 0,9
Fortis Advisors
6370
Fortis Advisors
Pennsylvania
US$ 214 mi +US$ 14 mi +7% 17,6% 72,8% 131 16,03% 3
Keynote Financial Services
6371
Keynote Financial Services
Connecticut
US$ 214 mi +US$ 25,5 mi +14% 26,4% – 193 13,99% 1,7
Ayrshire Capital Management
6372
Ayrshire Capital Management
Connecticut
US$ 214 mi +US$ 20,2 mi +10% 17,7% 84,8% 57 24,56% 3,2
Ararat Capital Management
6373
Ararat Capital Management
Connecticut
US$ 213 mi +US$ 35,9 mi +20% 28,3% 99,2% 19 31,58% 1,8
Stephenson & Company
6374
Stephenson & Company
California
US$ 213 mi +US$ 29 mi +16% 9,29% 47% 50 14% 1,7
Alchemi Wealth
6375
Alchemi Wealth
Connecticut
US$ 213 mi +US$ 33,2 mi +18% 24,6% – 176 16,48% 0,4