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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)
Journey Beyond Wealth
7301
Journey Beyond Wealth
Georgia
US$ 119 mi +US$ 11,6 mi +11% 10,3% – 30 10% 0,5
WPG Advisers
7302
WPG Advisers
Maryland
US$ 119 mi +US$ 11,3 mi +11% 11,7% – 1.514 11,43% 0,5
Copia Wealth Management
7303
Copia Wealth Management
Oregon
US$ 119 mi +US$ 10,4 mi +10% 9,93% – 496 15,12% 0,4
Mittelman Wealth Management
7304
Mittelman Wealth Management
Massachusetts
US$ 118 mi +US$ 7,62 mi +7% 6,57% – 40 22,5% 0,8
Innovative Advisory Group
7305
Innovative Advisory Group
Massachusetts
US$ 118 mi +US$ 13,1 mi +12% 10,2% – 265 12,45% 0,4
BG
7306
BRX Global
New York
US$ 118 mi -US$ 16,3 mi -12% 15,6% 65,8% 4 25% 3,6
Cushing Capital Partners
7307
Cushing Capital Partners
Wisconsin
US$ 118 mi +US$ 7,02 mi +6% 5,98% – 93 13,98% 0,4
FF
7308
Fox Financial
Pennsylvania
US$ 118 mi +US$ 12,1 mi +11% 10,9% – 13 0% 1,5
Sound Financial Strategies Group
7309
Sound Financial Strategies Group
Mississippi
US$ 118 mi +US$ 6,25 mi +6% 3,48% 26,4% 105 14,29% 1,4
Pin Oak Investment Advisors
7310
Pin Oak Investment Advisors
Texas
US$ 118 mi -US$ 13 mi -10% 1,04% 62,7% 495 14,95% 4,2
Fairway Financial
7311
Fairway Financial
Florida
US$ 118 mi +US$ 7,92 mi +7% 6,33% – 22 9,09% 0,5
Principia Wealth Advisory
7312
Principia Wealth Advisory
Texas
US$ 118 mi +US$ 13,7 mi +13% 9,39% – 1.025 24,59% 0,4
BPC
7313
Bryce Point Capital
New York
US$ 118 mi -US$ 14,8 mi -11% 14,6% – 284 75,7% 0,2
NMCM
7314
Nicholson Meyer Capital Management
Missouri
US$ 118 mi +US$ 9,43 mi +9% 7,7% – 48 12,5% 0,2
Somerset Group
7315
Somerset Group
Minnesota
US$ 118 mi +US$ 8,22 mi +7% 8,9% 84,6% 63 6,35% 7
Fortress Financial Group
7316
Fortress Financial Group
Minnesota
US$ 118 mi +US$ 17,9 mi +18% 9,48% – 82 20,73% 0,4
Family Legacy Financial Solutions
7317
Family Legacy Financial Solutions
North Carolina
US$ 118 mi – – 7,61% – 246 – 0
PCC
7318
Park Circle Company
Maryland
US$ 118 mi +US$ 4,11 mi +4% 3,06% 70,5% 122 13,93% 3,9
CFG
7319
Chapman Financial Group
Hawaii
US$ 118 mi – – 6,78% – 216 – 0,5
Longview Financial Advisors
7320
Longview Financial Advisors
Alabama
US$ 118 mi +US$ 1,19 mi +1% 5,03% 47,4% 45 13,33% 1,3
Entruity Wealth
7321
Entruity Wealth
California
US$ 118 mi +US$ 11,6 mi +11% 6,13% – 42 2,38% 0,5
Cornerstone Financial Group
7322
Cornerstone Financial Group
Nebraska
US$ 118 mi +US$ 6,41 mi +6% 6,62% – 67 1,49% 0,5
IFS
7323
Integrated Financial Solutions
Virginia
US$ 118 mi – – 29,1% – 24 – 0
Williams & Novak
7324
Williams & Novak
California
US$ 118 mi +US$ 15,4 mi +15% 8,43% 61,6% 152 28,29% 0,9
White Knight Strategic Wealth Advisors
7325
White Knight Strategic Wealth Advisors
New Jersey
US$ 118 mi +US$ 8,91 mi +8% 11,6% 111% 86 19,77% 2,1