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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)
Forthright Family Wealth Advisory
6501
Forthright Family Wealth Advisory
Texas
US$ 158 mi +US$ 6,52 mi +4% 8,72% – 57 17,54% 1,2
W.H. Cornerstone Investments
6502
W.H. Cornerstone Investments
Massachusetts
US$ 158 mi +US$ 13,1 mi +9% 6,1% 51,4% 125 20% 1,8
Seros Financial
6503
Seros Financial
Arizona
US$ 158 mi +US$ 24 mi +18% 10,7% – 64 18,75% 0,4
STAR Financial Bank
6504
STAR Financial Bank
Indiana
US$ 158 mi +US$ 21,1 mi +15% 5,99% 53,4% 117 17,95% 1,6
Vestment Financial
6505
Vestment Financial
Minnesota
US$ 158 mi +US$ 18,3 mi +13% 7,21% – 40 7,5% 0,5
Riverchase Wealth Management
6506
Riverchase Wealth Management
Texas
US$ 158 mi +US$ 14,8 mi +10% 6,16% – 73 16,44% 0,4
Petra Financial Advisors
6507
Petra Financial Advisors
Colorado
US$ 158 mi +US$ 35,6 mi +29% 11,5% 129% 146 19,86% 1,4
Efficient Frontier Advisors
6508
Efficient Frontier Advisors
Connecticut
US$ 158 mi +US$ 3,8 mi +2% 4,86% – 22 4,55% 1,1
Fire Capital Management
6509
Fire Capital Management
California
US$ 157 mi +US$ 21,5 mi +16% 16,2% – 97 12,37% 0,4
William Mack & Associates
6510
William Mack & Associates
Michigan
US$ 157 mi +US$ 40,6 mi +35% 8,57% – 81 17,28% 0,4
Michael S. Ryan Inc
6511
Michael S. Ryan Inc
New York
US$ 157 mi +US$ 14,4 mi +10% 9,37% 63,3% 48 6,25% 1,5
Carson Advisory
6512
Carson Advisory
Georgia
US$ 157 mi +US$ 8,87 mi +6% 6,01% 68,6% 176 9,66% 2,3
ROI Financial Advisors
6513
ROI Financial Advisors
Oregon
US$ 157 mi +US$ 19,7 mi +14% 15,3% 165% 73 19,18% 1,1
TCM
6514
Thoma Capital Management
Maryland
US$ 157 mi +US$ 14,1 mi +10% 10,3% – 60 5% 0,5
Keystone Financial Group (Georgia)
6515
Keystone Financial Group (Georgia)
Georgia
US$ 157 mi +US$ 15 mi +11% 4,31% – 161 11,18% 0,5
Atmos Advisory
6516
Atmos Advisory
Pennsylvania
US$ 157 mi +US$ 7,86 mi +5% 5,03% 31,9% 20 0% 3,5
LP
6517
LB Partners
Virginia
US$ 157 mi +US$ 17,7 mi +13% 19% – 25 20% 1,1
Emergent Wealth Advisors
6518
Emergent Wealth Advisors
New York
US$ 157 mi +US$ 18,5 mi +13% 9,05% 74,2% 120 14,17% 1,1
Conscious Wealth Investments
6519
Conscious Wealth Investments
Florida
US$ 157 mi +US$ 12,6 mi +9% 11,3% – 55 3,64% 1,1
AFG Fiduciary Services
6520
AFG Fiduciary Services
Massachusetts
US$ 156 mi +US$ 19,9 mi +15% 8,36% 72,4% 91 26,37% 1,8
Ryan Investment Management
6521
Ryan Investment Management
Colorado
US$ 156 mi – – 9,27% – 52 – 0
Peregrine Investment Management
6522
Peregrine Investment Management
Ontario, Canada
US$ 156 mi +US$ 22,5 mi +17% 25,3% – 24 25% 0,5
Clay Northam Wealth Management
6523
Clay Northam Wealth Management
California
US$ 156 mi +US$ 13,5 mi +9% 12% 125% 95 8,42% 2,4
Anderson Financial Strategies
6524
Anderson Financial Strategies
Ohio
US$ 156 mi -US$ 7,14 mi -4% 6,37% – 241 85,06% 0,4
Peak Planning Group
6525
Peak Planning Group
Colorado
US$ 156 mi -US$ 81,5 mi -34% 9,87% 105% 132 39,39% 2,1