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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)
Rolek Wealth Management
7001
Rolek Wealth Management
Pennsylvania
US$ 128 mi – – 3,95% – 11 – 0
Brightwater Advisory
7002
Brightwater Advisory
Florida
US$ 128 mi -US$ 8,32 mi -6% 2,12% – 60 3,33% 0,9
Blodgett Wealth Advisors
7003
Blodgett Wealth Advisors
California
US$ 128 mi +US$ 8,6 mi +7% 6,4% 150% 61 6,56% 2,3
Sterling Wealth Advisors
7004
Sterling Wealth Advisors
Florida
US$ 127 mi – – 1,47% – 18 – 0
Banco de Sabadell
7005
Banco de Sabadell
Florida
US$ 127 mi -US$ 6 mi -4% 0,65% 75,1% 60 6,67% 5,7
Investment Partners Asset Management
7006
Investment Partners Asset Management
New Jersey
US$ 127 mi +US$ 5,36 mi +4% 1,45% 86,1% 154 9,74% 0,9
Sterling Investment Management
7007
Sterling Investment Management
Arizona
US$ 127 mi -US$ 4,44 mi -3% 1,55% 45,3% 62 17,74% 5
Indie Asset Partners
7008
Indie Asset Partners
Indiana
US$ 127 mi -US$ 6,19 mi -5% 2,14% 119% 120 7,5% 2,3
IFS Advisors
7009
IFS Advisors
Kansas
US$ 127 mi +US$ 946 mil +0,7% 1,29% 54,2% 191 18,85% 2
Community Bank of Raymore
7010
Community Bank of Raymore
Missouri
US$ 127 mi -US$ 5,18 mi -4% 0,28% 91,9% 77 6,49% 5,2
Reyes Financial Architecture
7011
Reyes Financial Architecture
California
US$ 127 mi – – 2,94% – 279 – 0
General Equity Holdings
7012
General Equity Holdings
New York
US$ 127 mi -US$ 16,8 mi -12% 14,7% 775% 7 28,57% 1,5
MSK
7013
Melissa S. Kampmann
US$ 127 mi -US$ 14,3 mi -10% 2,63% 82,1% 41 0% 1,2
Next Level Wealth Planning
7014
Next Level Wealth Planning
Idaho
US$ 127 mi – – 1,02% – 43 – 0
Longview Financial Advisors
7015
Longview Financial Advisors
Alabama
US$ 127 mi -US$ 9,5 mi -7% 3,29% 47,4% 48 14,58% 0,9
Washington Capital Management
7016
Washington Capital Management
Washington
US$ 127 mi -US$ 2,8 mi -2% 0,98% 81,8% 124 21,77% 2,6
Accel Leaders 4 Associates
7017
Accel Leaders 4 Associates
California
US$ 127 mi – – 38,5% – 1 – 0
Entrust Global Partners
7018
Entrust Global Partners
New York
US$ 127 mi -US$ 19,5 mi -13% 1,7% 82,3% 6 33,33% 2,4
ICMP
7019
Integrated Capital Management (Pennsylvania)
Pennsylvania
US$ 127 mi -US$ 2,92 mi -2% 3,03% 39,7% 76 6,58% 2,5
UCLA Foundation
7020
UCLA Foundation
California
US$ 127 mi – – 2,15% – 1 – 0
Alpha Financial Partners
7021
Alpha Financial Partners
Kentucky
US$ 127 mi -US$ 13,7 mi -10% 0,3% 61,8% 168 86,31% 0,5
HFAS
7022
Hummer Financial Advisory Services
Illinois
US$ 126 mi -US$ 658 mil -0,5% 1,38% 71,8% 115 8,7% 3,6
NavPoint Financial
7023
NavPoint Financial
Minnesota
US$ 126 mi +US$ 2,34 mi +2% 0,56% 58,5% 49 8,16% 0,9
Bank of Marin
7024
Bank of Marin
California
US$ 126 mi +US$ 2,27 mi +2% 1,49% 80,3% 129 6,2% 3,4
Merkkuri Wealth Advisors
7025
Merkkuri Wealth Advisors
New York
US$ 126 mi -US$ 291 mil -0,2% 0,55% – 86 5,81% 0,5