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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)
Omni 360 Wealth
6526
Omni 360 Wealth
New Jersey
US$ 150 mi +US$ 4,71 mi +3% 0,57% 59,9% 114 7,02% 0,9
Fidelity D&D Bancorp
6527
Fidelity D&D Bancorp
Pennsylvania
US$ 150 mi -US$ 73,1 mil -0% 1,35% 63,8% 115 10,43% 1,4
National Wealth Management Group
6528
National Wealth Management Group
Ohio
US$ 150 mi +US$ 2,61 mi +2% 4,6% 128% 179 39,66% 1,3
Bank of Jackson Hole Trust
6529
Bank of Jackson Hole Trust
Wyoming
US$ 150 mi – – 1,43% – 516 – 0
Apis Capital Advisors
6530
Apis Capital Advisors
New York
US$ 150 mi +US$ 6,4 mi +4% 38,9% 1.532% 38 36,84% 1
Channing Global Advisors
6531
Channing Global Advisors
Florida
US$ 150 mi +US$ 31,6 mi +27% 1,62% 128% 58 24,14% 1,6
Western Standard LLC
6532
Western Standard LLC
California
US$ 150 mi +US$ 43,5 mi +41% 1,54% 83,7% 28 42,86% 0,5
Williamson Legacy Group
6533
Williamson Legacy Group
Indiana
US$ 150 mi +US$ 413 mil +0,3% 6,04% – 135 37,04% 0,4
LeClair Wealth Partners
6534
LeClair Wealth Partners
Ohio
US$ 150 mi – – 2,16% – 96 – 0
SA
6535
Stonebridge Advisors
Connecticut
US$ 150 mi +US$ 631 mil +0,4% 4,34% 0,03% 5 40% 2,3
Sectoral Asset Management
6536
Sectoral Asset Management
Quebec, Canada
US$ 150 mi -US$ 19,5 mi -12% 0,63% 168% 99 22,22% 2,6
Spectrum Investment Advisors
6537
Spectrum Investment Advisors
Wisconsin
US$ 150 mi +US$ 3,98 mi +3% 0,91% – 30 20% 0,8
RHDIC
6538
R.H. Dinel Investment Counsel
California
US$ 150 mi -US$ 10,3 mi -6% 4,91% 55,9% 42 0% 8,9
W.H. Cornerstone Investments
6539
W.H. Cornerstone Investments
Massachusetts
US$ 150 mi +US$ 1,72 mi +1% 0,36% 58,2% 129 14,73% 1,6
Argus Investors Counsel
6540
Argus Investors Counsel
New York
US$ 150 mi -US$ 3,53 mi -2% 2,98% 132% 118 6,78% 4,8
Andrews Lucia Wealth Management
6541
Andrews Lucia Wealth Management
California
US$ 150 mi +US$ 8,64 mi +6% 1,41% 64% 28 10,71% 2,5
McGinn Penninger Investment Management
6542
McGinn Penninger Investment Management
Virginia
US$ 150 mi -US$ 536 mil -0,4% 1,21% 51,9% 26 7,69% 3,4
Beacon Financial Strategies
6543
Beacon Financial Strategies
North Carolina
US$ 150 mi +US$ 2,92 mi +2% 0,51% 54,2% 36 8,33% 2,9
Albert D. Mason Inc
6544
Albert D. Mason Inc
Massachusetts
US$ 150 mi -US$ 6,49 mi -4% 1,2% 83,4% 151 7,28% 6
Objective Capital Management
6545
Objective Capital Management
Ohio
US$ 150 mi -US$ 20,6 mi -12% 5,07% – 158 18,99% 1,9
Nicholson Wealth Management Group
6546
Nicholson Wealth Management Group
South Carolina
US$ 150 mi +US$ 27,9 mi +23% 5,08% – 103 9,71% 0,2
Lauer Wealth
6547
Lauer Wealth
Indiana
US$ 150 mi +US$ 20,1 mi +16% 11,9% 89,4% 46 39,13% 1,1
Melfa Wealth Management
6548
Melfa Wealth Management
Massachusetts
US$ 150 mi -US$ 1,96 mi -1% 2,65% 49,9% 205 3,41% 1,5
Rainwater Charitable Foundation
6549
Rainwater Charitable Foundation
Texas
US$ 150 mi -US$ 65,5 mi -30% 2,33% 44% 4 0% 2,8
Kapitalo Investimentos
6550
Kapitalo Investimentos
Brazil
US$ 149 mi -US$ 261 mi -64% 2,15% 66,5% 365 81,64% 0,2