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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)
Kassira Wealth Management
8001
Kassira Wealth Management
Tennessee
US$ 125 mi +US$ 15,8 mi +15% 10,6% – 68 19,12% 0,6
Cauble & Harre Wealth Management
8002
Cauble & Harre Wealth Management
Missouri
US$ 125 mi -US$ 870 mil -0,7% 4,5% – 77 10,39% 0,5
Box Hill Private Wealth
8003
Box Hill Private Wealth
Arizona
US$ 125 mi +US$ 23,5 mi +23% 23% – 73 17,81% 0,4
Kennebec Savings Bank
8004
Kennebec Savings Bank
Maine
US$ 125 mi +US$ 13,2 mi +12% 11,1% – 289 15,57% 1,4
Essential Investment Partners
8005
Essential Investment Partners
Colorado
US$ 125 mi +US$ 16,6 mi +15% 22,1% – 322 9,63% 0,4
Haven Capital Group
8006
Haven Capital Group
California
US$ 125 mi +US$ 16,8 mi +16% 20,5% – 40 15% 1,2
Platt Wealth Management
8007
Platt Wealth Management
California
US$ 124 mi +US$ 21,8 mi +21% 14,2% – 58 15,52% 0,4
Bristlecone Value Partners
8008
Bristlecone Value Partners
California
US$ 124 mi +US$ 10,7 mi +9% 11,8% – 71 5,63% 0,4
Miller Financial Services
8009
Miller Financial Services
Michigan
US$ 124 mi +US$ 32,9 mi +36% 7,8% – 152 27,63% 0,9
EDMP Inc
8010
EDMP Inc
Florida
US$ 124 mi +US$ 555 mil +0,4% 6,25% 78% 76 14,47% 4,3
Sherwood Financial Partners
8011
Sherwood Financial Partners
California
US$ 124 mi +US$ 11,1 mi +10% 10,2% – 8 0% 1,3
Palatine Hill Wealth Management
8012
Palatine Hill Wealth Management
Michigan
US$ 124 mi +US$ 9,29 mi +8% 11,6% – 57 19,3% 0,4
Concorde Financial
8013
Concorde Financial
Texas
US$ 124 mi -US$ 3,19 mi -3% 0,13% 81,3% 26 0% 3,1
Prospect Financial Group
8014
Prospect Financial Group
Virginia
US$ 124 mi +US$ 15,8 mi +15% 12,6% – 72 15,28% 1,2
Connecticut Capital Management Group
8015
Connecticut Capital Management Group
Connecticut
US$ 124 mi +US$ 18,3 mi +17% 17,7% – 133 21,05% 0,4
Opus Financial Solutions
8016
Opus Financial Solutions
Illinois
US$ 124 mi +US$ 17,9 mi +17% 8,3% – 118 18,64% 0,4
Burnham & Co
8017
Burnham & Co
Michigan
US$ 124 mi – – 13,1% – 197 – 0
Conquis Financial
8018
Conquis Financial
California
US$ 124 mi +US$ 3,37 mi +3% 10,8% – 54 0% 1,4
Robocap Asset Management
8019
Robocap Asset Management
United Kingdom
US$ 124 mi +US$ 30,5 mi +33% 85,1% 274% 26 26,92% 2
Corps Capital Advisors
8020
Corps Capital Advisors
Texas
US$ 124 mi +US$ 8,73 mi +8% 23,3% – 110 22,73% 0,9
Clarion Wealth Managment Partners
8021
Clarion Wealth Managment Partners
Virginia
US$ 124 mi +US$ 13,5 mi +12% 12,3% – 92 14,13% 0,9
CI
8022
Cria Inc
New York
US$ 124 mi -US$ 13,9 mi -10% 9,35% – 2 0% 0,5
WWMP
8023
Wagner Wealth Management (Pennsylvania)
Pennsylvania
US$ 124 mi +US$ 12,4 mi +11% 12,9% – 117 25,64% 0,4
Friends of the Cornell Lab of Ornithology
8024
Friends of the Cornell Lab of Ornithology
Connecticut
US$ 124 mi +US$ 17,9 mi +17% 14,4% – 5 0% 0,5
Infinity Wealth Counsel
8025
Infinity Wealth Counsel
Ohio
US$ 124 mi +US$ 14,9 mi +14% 8,52% – 67 8,96% 1,3