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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)
Tide Cove Capital Partners
7301
Tide Cove Capital Partners
California
US$ 145 mi +US$ 14,9 mi +11% 0,96% – 13 23,08% 0,8
Bank of Marin
7302
Bank of Marin
California
US$ 145 mi +US$ 3,05 mi +2% 3,35% 80,3% 135 7,41% 2,7
Exchange Bank
7303
Exchange Bank
California
US$ 145 mi +US$ 499 mil +0,3% 3,47% 75,2% 126 5,56% 2,1
HC Advisors
7304
HC Advisors
Georgia
US$ 145 mi +US$ 2,21 mi +2% 2,66% 63,5% 62 4,84% 3,4
Amara Financial
7305
Amara Financial
California
US$ 144 mi +US$ 8,62 mi +6% 2,66% – 48 6,25% 1,1
Compass Planning Associates
7306
Compass Planning Associates
Massachusetts
US$ 144 mi +US$ 35,3 mi +32% 1,25% – 31 9,68% 0,9
BAWM
7307
Bennett Associates Wealth Management
Pennsylvania
US$ 144 mi +US$ 6,52 mi +5% 1,4% 51% 62 32,26% 1
Ridgeline Wealth
7308
Ridgeline Wealth
Arizona
US$ 144 mi +US$ 8,72 mi +6% 2,96% – 54 9,26% 0,8
Impact Investors
7309
Impact Investors
California
US$ 144 mi -US$ 7,68 mi -5% 1,06% – 103 9,71% 0,9
Cornerstone Select Advisors
7310
Cornerstone Select Advisors
Missouri
US$ 144 mi +US$ 8,12 mi +6% 5,56% – 124 16,94% 0,8
Teton Advisors
7311
Teton Advisors
New York
US$ 144 mi -US$ 18 mi -11% 2,2% 139% 164 8,54% 9,3
Cornerstone Wealth Partners
7312
Cornerstone Wealth Partners
Michigan
US$ 144 mi – – 2,38% – 17 – 0
Cathy Pareto & Associates
7313
Cathy Pareto & Associates
Florida
US$ 144 mi +US$ 11,5 mi +9% 3,22% – 94 6,38% 0,9
Campion Asset Management
7314
Campion Asset Management
Virginia
US$ 144 mi +US$ 3,18 mi +2% 2,37% 70,2% 83 3,61% 4,1
Occam Crest Management
7315
Occam Crest Management
Connecticut
US$ 144 mi -US$ 20,4 mi -12% 11,4% – 34 26,47% 0,2
FSA Advisors
7316
FSA Advisors
Michigan
US$ 144 mi +US$ 17,6 mi +14% 1,31% – 245 55,51% 0,7
Shepherd Wealth Management
7317
Shepherd Wealth Management
Ohio
US$ 144 mi -US$ 6,64 mi -4% 0,82% – 49 24,49% 0,6
Dahring Cusmano
7318
Dahring Cusmano
Michigan
US$ 144 mi +US$ 5,36 mi +4% 1,59% – 53 7,55% 0,9
Brickwood Asset Management
7319
Brickwood Asset Management
United Kingdom
US$ 144 mi +US$ 940 mil +0,7% 5,37% – 11 45,45% 0,4
Stoneridge Investment Partners
7320
Stoneridge Investment Partners
Pennsylvania
US$ 144 mi -US$ 2,12 mi -1% 0,06% 44,2% 167 51,5% 1,4
Aspire Growth Partners
7321
Aspire Growth Partners
Florida
US$ 144 mi +US$ 6,79 mi +5% 3,68% – 126 8,73% 0,9
SWM
7322
SpringVest Wealth Management
Texas
US$ 144 mi +US$ 7,51 mi +6% 1,23% – 73 10,96% 0,8
Masterton Capital Management
7323
Masterton Capital Management
New York
US$ 143 mi -US$ 39 mi -21% 2,88% 1,94% 25 28% 1
Opinicus Capital
7324
Opinicus Capital
Florida
US$ 143 mi -US$ 931 mil -0,6% 3,94% 129% 115 16,52% 1,5
PAYA
7325
Phil A. Younker & Associates
Alaska
US$ 143 mi +US$ 12,9 mi +10% 0,87% – 38 18,42% 0,7