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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)
NVP Associates
6526
NVP Associates
California
US$ 126 mi +US$ 13,8 mi +12% 65,4% 953% 6 0% 1,3
Invus Financial Advisors
6527
Invus Financial Advisors
New York
US$ 126 mi -US$ 2 mi -2% 5,41% 29,5% 7 0% 3,1
Certus Wealth Management
6528
Certus Wealth Management
California
US$ 126 mi +US$ 7,75 mi +7% 5,42% – 57 17,54% 0,7
EdgeRock Capital
6529
EdgeRock Capital
Colorado
US$ 126 mi -US$ 11,5 mi -8% 8,4% 79,7% 328 83,23% 0,8
Union Square Park Capital Management
6530
Union Square Park Capital Management
New York
US$ 126 mi -US$ 9,5 mi -7% 0,91% 75,8% 51 60,78% 0,7
RiverGlades Family Offices
6531
RiverGlades Family Offices
Florida
US$ 126 mi +US$ 2,04 mi +2% 6,66% – 83 14,46% 3,6
Terra Nova Asset Management
6532
Terra Nova Asset Management
New York
US$ 126 mi +US$ 11,5 mi +10% 15,4% 172% 90 13,33% 2,8
LifePlan Investment Advisors
6533
LifePlan Investment Advisors
North Carolina
US$ 125 mi +US$ 16,2 mi +15% 5,7% 60,9% 88 31,82% 0,5
FMB Wealth Management
6534
FMB Wealth Management
California
US$ 125 mi +US$ 15,9 mi +15% 7,8% 71,1% 67 5,97% 1
Clarity Capital Advisors
6535
Clarity Capital Advisors
Florida
US$ 125 mi +US$ 10,1 mi +9% 6,48% 57,9% 79 7,59% 0,2
JCFM
6536
JBR Co Financial Management
Oklahoma
US$ 125 mi +US$ 18,8 mi +18% 18,3% 126% 102 18,63% 0,2
Shepherd Kaplan Krochuk
6537
Shepherd Kaplan Krochuk
Massachusetts
US$ 125 mi +US$ 2,28 mi +2% 5,16% 38,5% 58 12,07% 2,5
Lancaster Investment Management
6538
Lancaster Investment Management
United Kingdom
US$ 125 mi -US$ 65,7 mi -34% 2,23% 0,78% 9 55,56% 0,6
Ulland Investment Advisors
6539
Ulland Investment Advisors
Minnesota
US$ 125 mi +US$ 26 mi +26% 26,5% 161% 265 32,45% 1,5
Vermillion & White Wealth Management Group
6540
Vermillion & White Wealth Management Group
Pennsylvania
US$ 125 mi +US$ 22,1 mi +21% 6,25% – 367 23,98% 0,2
Valley Brook Capital Group
6541
Valley Brook Capital Group
Pennsylvania
US$ 125 mi +US$ 10,3 mi +9% 9,99% 122% 123 11,38% 2,5
Primoris Wealth Advisors
6542
Primoris Wealth Advisors
Florida
US$ 125 mi +US$ 19,1 mi +18% 10,8% 206% 103 23,3% 1,2
FCG Investment Company
6543
FCG Investment Company
Tennessee
US$ 125 mi +US$ 23 mi +23% 20,8% – 102 13,73% 0,2
Atmos Advisory
6544
Atmos Advisory
Pennsylvania
US$ 125 mi +US$ 181 mil +0,1% 3,14% 31,9% 21 4,76% 2,2
Mosaic Financial Group
6545
Mosaic Financial Group
Illinois
US$ 125 mi – – 8,01% – 129 – 0
Sage Private Wealth Group
6546
Sage Private Wealth Group
Illinois
US$ 125 mi +US$ 12,7 mi +11% 7,12% 72,3% 85 31,76% 1,5
LWM Advisory Services
6547
LWM Advisory Services
Florida
US$ 125 mi +US$ 11 mi +10% 9,21% 64,9% 91 15,38% 1,4
SIA
6548
Schear Investment Advisers
Ohio
US$ 125 mi +US$ 20,8 mi +20% 17% 241% 88 21,59% 1,1
Brightwater Advisory
6549
Brightwater Advisory
Florida
US$ 125 mi +US$ 6,08 mi +5% 6,62% – 66 36,36% 0,2
Avid Wealth Partners
6550
Avid Wealth Partners
Texas
US$ 124 mi +US$ 23,6 mi +23% 8,83% 93,7% 43 41,86% 0,2