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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)
Patrick M. Sweeney & Associates
7001
Patrick M. Sweeney & Associates
Illinois
US$ 174 mi +US$ 18,1 mi +12% 15,6% 90,4% 178 11,24% 2
PIA
7002
Prakash Investment Advisors
Massachusetts
US$ 174 mi +US$ 45,6 mi +35% 64,7% – 107 23,36% 0,7
NWA
7003
Northwest Wealth Advisors
Washington
US$ 174 mi +US$ 34 mi +24% 15% – 67 5,97% 0,5
6SA
7004
6th Street Advisors
Alabama
US$ 174 mi +US$ 15,1 mi +10% 9,99% – 65 15,38% 0,2
Pacific Wealth Strategies Group
7005
Pacific Wealth Strategies Group
California
US$ 174 mi +US$ 13,8 mi +9% 11,8% 75,5% 64 10,94% 4
KCM
7006
Kalehua Capital Management
Texas
US$ 174 mi +US$ 32,6 mi +23% 45,2% – 33 45,45% 0,3
Cedar Point Capital Partners
7007
Cedar Point Capital Partners
Iowa
US$ 174 mi +US$ 19,9 mi +13% 10,1% 55,4% 78 10,26% 1,7
MontVue Capital Management
7008
MontVue Capital Management
Virginia
US$ 174 mi +US$ 27 mi +18% 15,5% 76% 78 14,1% 1,8
M.E. Allison & Co
7009
M.E. Allison & Co
Texas
US$ 174 mi +US$ 22,9 mi +15% 18,3% – 205 10,73% 1,2
Capstone Triton Financial Group
7010
Capstone Triton Financial Group
Oklahoma
US$ 174 mi +US$ 116 mi +203% 30,9% – 129 75,19% 0,8
Melia Wealth
7011
Melia Wealth
Oklahoma
US$ 174 mi -US$ 32,9 mi -16% 2,8% – 23 4,35% 2
Strategent Financial
7012
Strategent Financial
Virginia
US$ 174 mi +US$ 26,4 mi +18% 14,3% – 41 0% 1,3
Livet Wealth
7013
Livet Wealth
Utah
US$ 173 mi +US$ 16,1 mi +10% 9,25% – 131 17,56% 0,4
Ehrenkranz Partners
7014
Ehrenkranz Partners
New York
US$ 173 mi +US$ 46,8 mi +37% 25,1% – 54 22,22% 0,6
PVG Asset Management
7015
PVG Asset Management
Colorado
US$ 173 mi +US$ 3,83 mi +2% 37,6% – 139 15,11% 0,7
Natixis Investment Managers
7016
Natixis Investment Managers
Massachusetts
US$ 173 mi +US$ 96,3 mi +125% 2,43% – 4 50% 0,3
SwitchPoint Financial Planning
7017
SwitchPoint Financial Planning
Utah
US$ 173 mi +US$ 25,7 mi +17% 11,8% – 72 12,5% 1,2
Covestor
7018
Covestor
United Kingdom
US$ 173 mi +US$ 28,8 mi +20% 27,7% 134% 2.923 7,29% 3,5
Stage Harbor Financial
7019
Stage Harbor Financial
Massachusetts
US$ 173 mi +US$ 22,3 mi +15% 10,9% – 66 10,61% 1,7
AIFAIM
7020
American Institute for Advanced Investment Management
Arizona
US$ 173 mi +US$ 18,7 mi +12% 14,6% 72,8% 162 7,41% 3,6
Gutierrez Wealth Advisory
7021
Gutierrez Wealth Advisory
Arkansas
US$ 173 mi +US$ 12,1 mi +8% 11,7% – 73 8,22% 1,1
Kuhn & Co Investment Counsel
7022
Kuhn & Co Investment Counsel
Illinois
US$ 173 mi +US$ 17,8 mi +11% 15,6% 88,7% 155 12,26% 1,9
Teton Advisors
7023
Teton Advisors
New York
US$ 173 mi +US$ 30,8 mi +22% 41,5% 139% 163 9,82% 9
Concorde Asset Management
7024
Concorde Asset Management
Michigan
US$ 173 mi -US$ 31,1 mi -15% 22,1% – 231 44,59% 2,3
Archvest Wealth Advisors
7025
Archvest Wealth Advisors
California
US$ 173 mi +US$ 17,8 mi +12% 11,3% 53,1% 81 18,52% 2,1