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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)
TI-Trust
6451
TI-Trust
Illinois
US$ 140 mi +US$ 9,9 mi +8% 7,53% 88,8% 127 5,51% 3,5
Draper Asset Management
6452
Draper Asset Management
New York
US$ 140 mi +US$ 7,48 mi +6% 3,6% 187% 28 35,71% 1,9
Washburn Capital Management
6453
Washburn Capital Management
Florida
US$ 140 mi -US$ 541 mil -0,4% 4,86% 123% 40 10% 3,2
Erickson Financial Group
6454
Erickson Financial Group
Pennsylvania
US$ 140 mi +US$ 8,43 mi +6% 5,88% 63,3% 26 11,54% 2,1
Mork Capital Management
6455
Mork Capital Management
California
US$ 140 mi +US$ 12 mi +9% 6,62% 61,9% 107 0,93% 3,2
Berry Wealth Group
6456
Berry Wealth Group
Texas
US$ 140 mi +US$ 14,3 mi +11% 8,91% – 101 23,76% 0,5
PWAM
6457
Pinnacle West Asset Management
Wyoming
US$ 140 mi +US$ 10,9 mi +8% 7,7% 100% 114 8,77% 1,3
Darden Wealth Group
6458
Darden Wealth Group
Michigan
US$ 139 mi -US$ 26,6 mi -16% 2,56% – 109 11,93% 0,6
Clarity Capital Advisors
6459
Clarity Capital Advisors
Florida
US$ 139 mi +US$ 9,9 mi +8% 6,32% 57,9% 79 1,27% 0,7
Westfuller Advisors
6460
Westfuller Advisors
New York
US$ 139 mi – – 4,81% – 82 – 0,4
FSC Wealth Advisors
6461
FSC Wealth Advisors
New York
US$ 139 mi +US$ 3,84 mi +3% 6,09% 66,4% 320 17,81% 1,5
Valley Brook Capital Group
6462
Valley Brook Capital Group
Pennsylvania
US$ 139 mi +US$ 10,9 mi +9% 7,95% 122% 118 5,93% 2,9
Blake Schutter Theil Wealth Advisors
6463
Blake Schutter Theil Wealth Advisors
Ohio
US$ 139 mi – – 6,59% – 158 – 0
Moon Capital Management
6464
Moon Capital Management
New York
US$ 139 mi +US$ 21 mi +18% 9,84% 76,3% 21 33,33% 2,3
OneAscent Financial Services
6465
OneAscent Financial Services
Alabama
US$ 139 mi -US$ 579 mi -81% 8,07% 63,8% 341 73,02% 0,7
Kopion Asset Management
6466
Kopion Asset Management
Texas
US$ 139 mi -US$ 2,01 mi -1% 5,22% 80,5% 19 5,26% 3,6
Marquette Associates
6467
Marquette Associates
Illinois
US$ 139 mi +US$ 6,16 mi +5% 6,2% – 38 15,79% 0,7
MB Generational Wealth
6468
MB Generational Wealth
Washington
US$ 139 mi +US$ 9,8 mi +8% 6,62% – 61 18,03% 0,6
Lynx Investment Advisory
6469
Lynx Investment Advisory
District of Columbia
US$ 139 mi +US$ 3,88 mi +3% 7,54% – 815 82,58% 0,3
BayBridge Capital Group
6470
BayBridge Capital Group
California
US$ 139 mi +US$ 11 mi +9% 6,11% 78,5% 102 28,43% 0,5
Secured Retirement Advisors
6471
Secured Retirement Advisors
Minnesota
US$ 139 mi +US$ 10,5 mi +8% 4,18% – 136 27,21% 0,6
Clayton Partners
6472
Clayton Partners
California
US$ 139 mi +US$ 14,5 mi +12% 8,98% 109% 40 15% 1,9
Forbes Financial Planning
6473
Forbes Financial Planning
Rhode Island
US$ 139 mi +US$ 11,5 mi +9% 6,09% 52,3% 31 6,45% 1,9
1620 Investment Advisors
6474
1620 Investment Advisors
Massachusetts
US$ 139 mi +US$ 8,17 mi +6% 7,07% 68,9% 728 21,43% 0,5
Cook & Bynum Capital Management
6475
Cook & Bynum Capital Management
Alabama
US$ 139 mi +US$ 7,24 mi +6% 6,31% 46,8% 5 0% 7,2