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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)
Palacios Wealth Management
7626
Palacios Wealth Management
Florida
US$ 131 mi -US$ 21,2 mi -14% 3,3% – 76 13,16% 0,9
Life Planning Partners
7627
Life Planning Partners
Florida
US$ 131 mi -US$ 6,37 mi -5% 1,71% 50,3% 71 8,45% 3,2
PUREfi Wealth
7628
PUREfi Wealth
Massachusetts
US$ 131 mi +US$ 633 mil +0,5% 2,04% – 186 23,12% 0,7
Fjell Capital
7629
Fjell Capital
North Dakota
US$ 130 mi +US$ 16,9 mi +15% 3,02% – 68 17,65% 0,7
LifePlan Financial
7630
LifePlan Financial
Minnesota
US$ 130 mi +US$ 4,18 mi +3% 3,79% 69,9% 88 7,95% 1,5
Carbahal Olsen Financial Services Group
7631
Carbahal Olsen Financial Services Group
California
US$ 130 mi +US$ 5,64 mi +5% 2,3% – 43 16,28% 0,8
University of Pittsburgh
7632
University of Pittsburgh
Pennsylvania
US$ 130 mi +US$ 4,61 mi +4% 1,93% 69,2% 2 0% 1,6
DBK Financial Counsel
7633
DBK Financial Counsel
Ohio
US$ 130 mi +US$ 11,3 mi +9% 2,25% 58,1% 59 0% 2,7
Vested Financial Planning
7634
Vested Financial Planning
California
US$ 130 mi +US$ 6,57 mi +5% 2% – 30 0% 0,9
Dutch Asset Corp
7635
Dutch Asset Corp
New York
US$ 130 mi – – 6,48% – 85 – 0
Emmett Investment Management
7636
Emmett Investment Management
New York
US$ 130 mi +US$ 2,48 mi +2% 4,89% – 26 26,92% 0,7
Centerpoint Advisory Group
7637
Centerpoint Advisory Group
Kansas
US$ 130 mi +US$ 1,34 mi +1% 1,31% – 111 6,31% 0,9
WT
7638
WHI Trust
Illinois
US$ 130 mi – – 1,91% – 94 – 0
Family Legacy Financial Solutions
7639
Family Legacy Financial Solutions
North Carolina
US$ 130 mi -US$ 912 mil -0,7% 7,46% – 257 79,38% 0,5
AA
7640
Alpha Advisors
Virginia
US$ 130 mi -US$ 3,38 mi -3% 5,14% – 50 10% 0,8
Castlefield Investment Partners
7641
Castlefield Investment Partners
US$ 130 mi – – 3,64% – 36 – 0
BXM Wealth
7642
BXM Wealth
Colorado
US$ 130 mi +US$ 24,1 mi +23% 2,14% – 156 30,13% 0,7
ATX Financial Planning
7643
ATX Financial Planning
Texas
US$ 130 mi – – 1,04% – 87 – 0
Stolz & Associates
7644
Stolz & Associates
Washington
US$ 130 mi – – 1,26% – 32 – 0
Mustico Financial Group
7645
Mustico Financial Group
New York
US$ 130 mi +US$ 31 mi +31% 3,15% – 45 17,78% 0,4
Midwest Financial Network
7646
Midwest Financial Network
Illinois
US$ 130 mi +US$ 6,39 mi +5% 1,37% – 72 16,67% 0,8
Clifford Group
7647
Clifford Group
Massachusetts
US$ 129 mi +US$ 1,09 mi +0,9% 2,38% 67,9% 83 10,84% 2,5
K2 Financial
7648
K2 Financial
California
US$ 129 mi +US$ 4,91 mi +4% 1,11% – 58 0% 1
Diker Management
7649
Diker Management
New York
US$ 129 mi +US$ 5,49 mi +4% 15,3% 210% 46 28,26% 2,3
Paragon Capital Management (Utah)
7650
Paragon Capital Management (Utah)
Utah
US$ 129 mi -US$ 4,37 mi -3% 0,19% 72,3% 87 32,18% 1,6