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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)
CF
7101
CBM Financial
Texas
US$ 168 mi +US$ 7,82 mi +5% 11,5% – 18 22,22% 1
Sentry Investment Management
7102
Sentry Investment Management
Wisconsin
US$ 168 mi +US$ 22,2 mi +15% 14,9% 103% 1 0% 0,5
UP Strategic Wealth Investment Advisors
7103
UP Strategic Wealth Investment Advisors
Pennsylvania
US$ 168 mi +US$ 9,15 mi +6% 17,8% – 108 12,96% 1,6
VFS
7104
Valpey Financial Services
New Hampshire
US$ 168 mi +US$ 14,2 mi +9% 9,77% – 77 3,9% 0,9
Karl Kapital
7105
Karl Kapital
California
US$ 168 mi +US$ 23,6 mi +16% 26,9% – 33 57,58% 0,2
Runnymede Capital Advisors
7106
Runnymede Capital Advisors
Ohio
US$ 168 mi +US$ 51,4 mi +44% 70,2% – 81 12,35% 0,5
Sarver Vrooman Wealth Advisors
7107
Sarver Vrooman Wealth Advisors
Missouri
US$ 168 mi +US$ 5,42 mi +3% 2,25% – 148 8,78% 1,1
Income Insurance Ltd
7108
Income Insurance Ltd
US$ 168 mi +US$ 20,7 mi +14% 28,9% – 189 15,87% 0,4
Pincus Capital Management
7109
Pincus Capital Management
New York
US$ 168 mi +US$ 24,1 mi +17% 23% – 53 7,55% 0,5
Evansbrook
7110
Evansbrook
Illinois
US$ 168 mi +US$ 17,9 mi +12% 17,8% – 129 10,85% 0,4
BV
7111
Boxwood Ventures
Illinois
US$ 168 mi +US$ 73,2 mi +78% 14,4% 88% 38 15,79% 2,6
General Equity Holdings
7112
General Equity Holdings
New York
US$ 167 mi +US$ 32,8 mi +24% 15,9% 775% 14 28,57% 1,5
Index Venture Growth Associates IV
7113
Index Venture Growth Associates IV
Jersey
US$ 167 mi +US$ 4,59 mi +3% 4,26% – 2 0% 1,1
MWS
7114
MFA Wealth Services
California
US$ 167 mi +US$ 16,4 mi +11% 10,8% – 136 11,76% 1,2
Fairscale Capital
7115
Fairscale Capital
New Hampshire
US$ 167 mi +US$ 22,8 mi +16% 18,5% – 444 2,25% 1,7
Eddie Patel Inc
7116
Eddie Patel Inc
Illinois
US$ 167 mi +US$ 37,2 mi +29% 60,3% – 156 57,69% 0,2
Genesis Wealth Advisors
7117
Genesis Wealth Advisors
Massachusetts
US$ 167 mi +US$ 17,5 mi +12% 9,31% – 75 18,67% 5,6
Thompson Davis & Co
7118
Thompson Davis & Co
Virginia
US$ 167 mi +US$ 17,3 mi +12% 14,7% 188% 193 39,9% 2
Lummis Asset Management
7119
Lummis Asset Management
Texas
US$ 167 mi -US$ 96,9 mil -0,1% 3,72% – 232 22,84% 1,5
GEN Financial Management
7120
GEN Financial Management
Minnesota
US$ 167 mi +US$ 5,6 mi +3% 9,15% – 57 35,09% 1
Amara Financial
7121
Amara Financial
California
US$ 167 mi +US$ 22 mi +15% 12,3% – 48 6,25% 1,4
Silver Oak Wealth Advisors Services
7122
Silver Oak Wealth Advisors Services
California
US$ 167 mi +US$ 13,1 mi +8% 9,18% – 42 11,9% 1,2
U.S. Wealth Group
7123
U.S. Wealth Group
New York
US$ 167 mi +US$ 19,1 mi +13% 6,73% – 49 20,41% 1,2
Robinson Smith Wealth Advisors
7124
Robinson Smith Wealth Advisors
Maine
US$ 167 mi +US$ 19,1 mi +13% 11,1% 62,6% 101 19,8% 1,8
Custos Family Office
7125
Custos Family Office
Texas
US$ 167 mi +US$ 22,3 mi +15% 13,8% 57,4% 72 15,28% 2,1