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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)
Schwallier Wealth Management
6601
Schwallier Wealth Management
Michigan
US$ 123 mi -US$ 1,06 mi -0,9% 0,1% – 31 16,13% 0,4
SA
6602
Sage Advisors
Colorado
US$ 123 mi +US$ 10,6 mi +9% 5,18% – 26 7,69% 0,5
Widmann Financial Services
6603
Widmann Financial Services
Maryland
US$ 123 mi +US$ 3,88 mi +3% 0,29% 75,2% 135 29,63% 1,5
PPP
6604
Private Portfolio Partners
New Jersey
US$ 123 mi -US$ 357 mi -74% 1,83% 16,9% 284 70,77% 2,9
Trademark Financial Management
6605
Trademark Financial Management
Minnesota
US$ 123 mi +US$ 2,17 mi +2% 1,54% – 90 20% 0,4
Atlantic Private Wealth
6606
Atlantic Private Wealth
North Carolina
US$ 123 mi +US$ 2,55 mi +2% 2,08% 55,7% 115 6,09% 1,3
Delphi Management
6607
Delphi Management
Massachusetts
US$ 123 mi -US$ 6,26 mi -5% 1,88% 111% 92 21,74% 2,8
Keene & Associates
6608
Keene & Associates
Texas
US$ 123 mi -US$ 11,3 mi -8% 0,38% 20,3% 85 15,29% 2
Seamount Financial Group
6609
Seamount Financial Group
Colorado
US$ 123 mi +US$ 8,5 mi +7% 4,06% 79,7% 88 4,55% 0,5
Unionview LLC
6610
Unionview LLC
Washington
US$ 122 mi +US$ 1,6 mi +1% 2,27% 21,2% 92 2,17% 1,9
Yorktown Energy Partners XI
6611
Yorktown Energy Partners XI
New York
US$ 122 mi -US$ 35,4 mi -22% 19,9% 105% 4 25% 3,8
Nabity-Jensen Investment Management
6612
Nabity-Jensen Investment Management
Nebraska
US$ 122 mi +US$ 811 mil +0,7% 3,67% – 84 25% 0,5
TCG Capital Management
6613
TCG Capital Management
California
US$ 122 mi +US$ 44,1 mi +56% 56,4% 45,7% 1 0% 1,5
HFS
6614
Hoge Financial Services
Pennsylvania
US$ 122 mi -US$ 421 mil -0,3% 1,73% – 55 12,73% 0,5
Safir Wealth Advisors
6615
Safir Wealth Advisors
New Hampshire
US$ 122 mi +US$ 204 mil +0,2% 2,16% 52,1% 17 11,76% 2,7
TCM
6616
Tao Capital Management
California
US$ 122 mi +US$ 16,4 mi +16% 19,2% 314% 10 0% 3,3
Virginia Wealth Management Group
6617
Virginia Wealth Management Group
Virginia
US$ 122 mi -US$ 500 mil -0,4% 0,38% 49,4% 56 14,29% 2,1
Breach Inlet Capital Management
6618
Breach Inlet Capital Management
South Carolina
US$ 122 mi +US$ 10,2 mi +9% 2,77% – 12 16,67% 0,4
Coalescence Partners Investment Management
6619
Coalescence Partners Investment Management
New York
US$ 122 mi -US$ 4,69 mi -4% 0,04% – 19 63,16% 0,3
Del-Sette Capital Management
6620
Del-Sette Capital Management
New York
US$ 122 mi +US$ 83 mil +0,1% 2,79% 112% 49 42,86% 1,1
Kure Advisory
6621
Kure Advisory
Minnesota
US$ 122 mi +US$ 4,77 mi +4% 1,12% – 39 10,26% 0,7
Clear Point Advisors
6622
Clear Point Advisors
New York
US$ 122 mi +US$ 159 mil +0,1% 2,4% – 606 10,89% 0,5
Pelion Inc
6623
Pelion Inc
Utah
US$ 122 mi -US$ 34,5 mi -22% 21,8% 16,9% 4 0% 2,5
Able Wealth Management
6624
Able Wealth Management
New Jersey
US$ 121 mi +US$ 6,86 mi +6% 2,29% 58,1% 92 18,48% 0,4
M3 Advisory Group
6625
M3 Advisory Group
Massachusetts
US$ 121 mi +US$ 11,1 mi +10% 4,61% – 146 20,55% 0,4