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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)
Lake Hills Wealth Management
6526
Lake Hills Wealth Management
Texas
US$ 145 mi -US$ 1,61 mi -1% 1,15% 83,7% 76 61,84% 1
W.H. Cornerstone Investments
6527
W.H. Cornerstone Investments
Massachusetts
US$ 145 mi -US$ 5,07 mi -3% 1,37% 58,2% 125 17,6% 1,8
KFO
6528
Kopp Family Office
Minnesota
US$ 145 mi -US$ 13,2 mi -8% 9,36% 47,9% 29 31,03% 2,4
Cascade Wealth Advisors
6529
Cascade Wealth Advisors
Washington
US$ 145 mi -US$ 3,16 mi -2% 2,63% – 50 22% 1
MIM
6530
Meixler Investment Management
Arizona
US$ 145 mi +US$ 9,37 mi +7% 5,45% 60,8% 125 17,6% 1,6
Archer Investment Management
6531
Archer Investment Management
Texas
US$ 145 mi -US$ 17,9 mi -11% 0,19% – 65 23,08% 0,2
Wallace Advisory Group
6532
Wallace Advisory Group
California
US$ 144 mi -US$ 195 mil -0,1% 1,6% 50,9% 201 16,42% 1,6
L.K. Benson & Company
6533
L.K. Benson & Company
Maryland
US$ 144 mi +US$ 2,52 mi +2% 3,45% – 100 7% 0,2
Kellett Wealth Advisors
6534
Kellett Wealth Advisors
Ohio
US$ 144 mi -US$ 1,13 mi -0,8% 2,9% 76,3% 78 14,1% 1,9
Clark Financial Services Group
6535
Clark Financial Services Group
Missouri
US$ 144 mi +US$ 13,6 mi +10% 3,93% 116% 103 29,13% 1,8
Amitell Capital
6536
Amitell Capital
Singapore
US$ 144 mi +US$ 21,1 mi +17% 4,12% 188% 57 47,37% 0,8
Monument Group Wealth Advisors
6537
Monument Group Wealth Advisors
Massachusetts
US$ 144 mi +US$ 3,01 mi +2% 1,09% 68,6% 54 14,81% 1
MWA Asset Management
6538
MWA Asset Management
Massachusetts
US$ 144 mi -US$ 6,18 mi -4% 3,71% 174% 129 11,63% 1,3
Granite Group Advisors
6539
Granite Group Advisors
Connecticut
US$ 144 mi -US$ 12,8 mi -8% 5,41% 74% 84 15,48% 1,1
Mission Hills Financial Advisory
6540
Mission Hills Financial Advisory
California
US$ 144 mi +US$ 15,2 mi +12% 0,73% – 38 13,16% 0,4
LWM Advisory Services
6541
LWM Advisory Services
Florida
US$ 144 mi +US$ 167 mil +0,1% 0,76% 64,9% 101 10,89% 1,9
Lummis Asset Management
6542
Lummis Asset Management
Texas
US$ 144 mi +US$ 65,1 mi +82% 0,67% – 174 22,41% 1
Conscious Wealth Investments
6543
Conscious Wealth Investments
Florida
US$ 144 mi -US$ 3,51 mi -2% 5,73% – 60 30% 0,9
Summit Rock Advisors
6544
Summit Rock Advisors
New York
US$ 144 mi -US$ 151 mi -51% 9,3% – 6 66,67% 1,1
Strive Asset Management
6545
Strive Asset Management
Ohio
US$ 144 mi +US$ 10,5 mi +8% 3,59% – 125 17,6% 0,2
CCA
6546
Cypress Capital Advisors
Tennessee
US$ 144 mi +US$ 16,1 mi +13% 0,59% – 76 22,37% 0,2
Christian Investment Advisors
6547
Christian Investment Advisors
Texas
US$ 144 mi +US$ 5,57 mi +4% 0,14% – 12 0% 0,3
Disciplined Equity Management
6548
Disciplined Equity Management
Florida
US$ 144 mi -US$ 10,5 mi -7% 2,04% 72,3% 61 8,2% 2,3
Taylor Financial Group
6549
Taylor Financial Group
Virginia
US$ 144 mi -US$ 599 mil -0,4% 2% 79% 103 12,62% 1,1
Comprehensive Wealth Management
6550
Comprehensive Wealth Management
Washington
US$ 144 mi +US$ 10 mi +7% 1,23% 40,6% 35 20% 1,5