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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)
Dean Jacobson Financial Services
7026
Dean Jacobson Financial Services
Texas
US$ 158 mi +US$ 20 mi +15% 1,97% 59,6% 19 21,05% 1,2
GA
7027
Gagnon Advisors
New York
US$ 158 mi -US$ 4,44 mi -3% 3,45% 214% 24 4,17% 6
IMG Wealth Management
7028
IMG Wealth Management
Florida
US$ 157 mi +US$ 9,6 mi +7% 2,74% – 659 27,31% 0,6
PIP
7029
PB Investment Partners
California
US$ 157 mi +US$ 10,2 mi +7% 7,66% 81,1% 9 11,11% 2,8
HWMC
7030
Heritage Wealth Management (California)
California
US$ 157 mi +US$ 8,12 mi +5% 1,7% 78,5% 99 17,17% 1,6
Fingerlakes Wealth Management
7031
Fingerlakes Wealth Management
New York
US$ 157 mi +US$ 3,97 mi +3% 2,77% 92,1% 100 5% 3,1
Sarver Vrooman Wealth Advisors
7032
Sarver Vrooman Wealth Advisors
Missouri
US$ 157 mi +US$ 1,72 mi +1% 0,13% – 139 7,91% 0,7
McGuire Capital Advisors
7033
McGuire Capital Advisors
Oklahoma
US$ 157 mi – – 0,82% – 942 – 0
Richmond Brothers
7034
Richmond Brothers
Michigan
US$ 157 mi -US$ 1,27 mi -0,8% 1,4% 77,2% 36 5,56% 1,7
Innovative Advisory Group
7035
Innovative Advisory Group
Massachusetts
US$ 157 mi -US$ 5,4 mi -3% 5,39% – 271 14,02% 0,9
Emory University
7036
Emory University
Georgia
US$ 157 mi +US$ 10,8 mil +0% 1,52% – 7 0% 2
FWG Investments
7037
FWG Investments
Kentucky
US$ 157 mi +US$ 11,2 mi +8% 1,99% 67,5% 118 17,8% 0,8
Redwood Financial Network
7038
Redwood Financial Network
Ohio
US$ 157 mi -US$ 1,07 mi -0,7% 1,77% 82,2% 188 11,7% 2,3
Parsonex Advisory Services
7039
Parsonex Advisory Services
Colorado
US$ 157 mi +US$ 9,9 mi +7% 4,94% – 105 10,48% 0,5
LFG Wealth Partners
7040
LFG Wealth Partners
Kentucky
US$ 157 mi – – 5,22% – 81 – 0
RiverTree Advisors
7041
RiverTree Advisors
Florida
US$ 157 mi +US$ 851 mil +0,5% 0,46% 25,4% 66 24,24% 1,4
Atala Financial
7042
Atala Financial
California
US$ 157 mi -US$ 2,91 mi -2% 3,25% – 132 10,61% 0,9
Archvest Wealth Advisors
7043
Archvest Wealth Advisors
California
US$ 157 mi +US$ 43,8 mi +39% 1,95% 53,1% 71 21,13% 2,1
KFO
7044
Kopp Family Office
Minnesota
US$ 157 mi +US$ 3,03 mi +2% 6,11% 47,9% 26 19,23% 2,9
Cedar Point Capital Partners
7045
Cedar Point Capital Partners
Iowa
US$ 157 mi +US$ 4,12 mi +3% 2,55% 55,4% 70 7,14% 1,6
VFS
7046
Valpey Financial Services
New Hampshire
US$ 157 mi +US$ 3,85 mi +3% 1,26% – 73 2,74% 0,5
Fidato Wealth
7047
Fidato Wealth
Ohio
US$ 157 mi +US$ 4,41 mi +3% 0,66% 61,1% 16 12,5% 2
Schwallier Wealth Management
7048
Schwallier Wealth Management
Michigan
US$ 157 mi -US$ 3,68 mi -2% 1,41% 42,3% 58 22,41% 1
BAS
7049
Breakthru Advisory Services
Wisconsin
US$ 156 mi +US$ 4,52 mi +3% 1,51% – 68 16,18% 0,3
Meadow Creek Wealth Advisors
7050
Meadow Creek Wealth Advisors
Georgia
US$ 156 mi +US$ 5,75 mi +4% 3,42% 101% 143 7,69% 3,3