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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)
Axis Wealth Partners
6451
Axis Wealth Partners
Rhode Island
US$ 208 mi +US$ 20,2 mi +11% 9,99% – 197 18,78% 1,2
Monument Group Wealth Advisors
6452
Monument Group Wealth Advisors
Massachusetts
US$ 208 mi +US$ 28,1 mi +16% 12,5% 68,6% 44 2,27% 2
MF
6453
Meridian Financial
Massachusetts
US$ 208 mi +US$ 25,2 mi +14% 12,5% 58,5% 152 11,18% 2,9
Andrews Advisory Associates
6454
Andrews Advisory Associates
Hawaii
US$ 208 mi +US$ 18,2 mi +10% 9,1% – 89 11,24% 0,4
KTC
6455
Kentucky Trust Company
Kentucky
US$ 208 mi +US$ 17,1 mi +9% 15,3% – 326 7,67% 1,3
AFC
6456
AFT Forsyth & Company
Florida
US$ 208 mi -US$ 4,54 mi -2% 20,9% 135% 126 16,67% 8,4
Arena Capital Advisors
6457
Arena Capital Advisors
California
US$ 208 mi +US$ 8,23 mi +4% 3,47% 127% 22 9,09% 1,7
IFS
6458
Intelligent Financial Strategies
Minnesota
US$ 208 mi +US$ 15,9 mi +8% 9,62% 63,5% 62 3,23% 3,8
Sheridan Capital Management
6459
Sheridan Capital Management
California
US$ 208 mi +US$ 18,1 mi +10% 9,64% – 32 6,25% 1,8
WBWA
6460
William B. Walkup & Associates
South Carolina
US$ 208 mi +US$ 40,2 mi +24% 16,6% – 266 41,73% 1,2
Stonebridge Capital Management
6461
Stonebridge Capital Management
California
US$ 208 mi -US$ 12,3 mi -6% 33,3% – 89 31,46% 8,4
Babb Wealth Advisors
6462
Babb Wealth Advisors
Arizona
US$ 207 mi +US$ 24,6 mi +13% 9,09% – 20 10% 1,3
BCK Partners
6463
BCK Partners
New York
US$ 207 mi +US$ 22,2 mi +12% 11,1% 46% 28 7,14% 4,1
Seven Bridges Advisors
6464
Seven Bridges Advisors
New York
US$ 207 mi – – 16,1% – 16 – 1,1
RFMS
6465
RWQ Financial Management Services
Florida
US$ 207 mi +US$ 53,9 mi +35% 38,5% 446% 27 29,63% 1,7
Everstar Asset Management
6466
Everstar Asset Management
North Carolina
US$ 207 mi +US$ 19,4 mi +10% 7,96% – 213 17,84% 1,2
Topel & Distasi Wealth Management
6467
Topel & Distasi Wealth Management
California
US$ 207 mi +US$ 13,8 mi +7% 9,28% 43,6% 59 5,08% 3,9
Ridgecrest Wealth Partners
6468
Ridgecrest Wealth Partners
California
US$ 207 mi +US$ 26,1 mi +14% 15,8% 103% 114 18,42% 3,3
LPCM
6469
Lynwood Price Capital Management
Texas
US$ 207 mi +US$ 20,9 mi +11% 19,8% – 16 31,25% 0,9
Catalyst Private Wealth
6470
Catalyst Private Wealth
California
US$ 207 mi +US$ 22,5 mi +12% 15,6% 120% 85 14,12% 3,6
SWP
6471
Semus Wealth Partners
Florida
US$ 207 mi +US$ 27,9 mi +16% 16,5% 107% 121 16,53% 2,4
Hofer & Associates
6472
Hofer & Associates
California
US$ 207 mi +US$ 20,8 mi +11% 9,76% 61,7% 71 11,27% 2,8
MKW
6473
Mullaney, Keating & Wright
Connecticut
US$ 207 mi +US$ 22,7 mi +12% 11,7% – 75 10,67% 1,5
Aspen Wealth Strategies
6474
Aspen Wealth Strategies
Colorado
US$ 207 mi +US$ 19,3 mi +10% 11,1% 65,8% 91 3,3% 2,4
GordonMD Global Investments
6475
GordonMD Global Investments
California
US$ 207 mi +US$ 63,1 mi +44% 29,6% – 17 11,76% 0,4