Estamos no ar no ! Saiba mais

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)
Icon Wealth Partners
1876
Icon Wealth Partners
Texas
US$ 945 mi +US$ 26,4 mi +3% 5,6% – 439 10,93% 2,3
Provident Investment Management
1877
Provident Investment Management
Michigan
US$ 945 mi +US$ 22,1 mi +2% 9,28% 90,8% 75 2,67% 3,8
Mount Yale Investment Advisors
1878
Mount Yale Investment Advisors
Colorado
US$ 944 mi +US$ 53,5 mi +6% 8,01% 81,9% 524 16,6% 2,3
Bell Bank
1879
Bell Bank
North Dakota
US$ 944 mi -US$ 1,43 mi -0,2% 4,34% 71% 203 16,26% 4,4
Armstrong Advisory Group
1880
Armstrong Advisory Group
Massachusetts
US$ 942 mi +US$ 95,5 mi +11% 4,86% 55,6% 833 10,08% 0,5
Stonebridge Capital Advisors
1881
Stonebridge Capital Advisors
Minnesota
US$ 941 mi +US$ 64,9 mi +7% 6,06% 80,1% 1.022 17,32% 2,7
TCV Trust & Wealth Management
1882
TCV Trust & Wealth Management
Virginia
US$ 940 mi +US$ 39,8 mi +4% 6,31% 75,3% 198 9,09% 6,1
Salomon & Ludwin
1883
Salomon & Ludwin
Virginia
US$ 940 mi +US$ 101 mi +12% 6,35% 52,6% 176 8,52% 2,2
Lindbrook Capital
1884
Lindbrook Capital
California
US$ 939 mi +US$ 86,2 mi +10% 7,65% 35,8% 2.925 12,48% 2,5
Willis Johnson & Associates
1885
Willis Johnson & Associates
Texas
US$ 938 mi +US$ 95,4 mi +11% 4,11% 50,9% 133 13,53% 1,5
Wesleyan Assurance Society
1886
Wesleyan Assurance Society
United Kingdom
US$ 936 mi +US$ 73,5 mi +9% 8,39% 102% 103 1,94% 3,5
Fragasso Financial Advisors
1887
Fragasso Financial Advisors
Pennsylvania
US$ 935 mi +US$ 57,5 mi +7% 6,5% 73,7% 238 11,34% 3
Koshinski Asset Management
1888
Koshinski Asset Management
Illinois
US$ 933 mi -US$ 90,7 mi -9% 5,51% 76,5% 671 27,57% 2,4
Texas Capital Bank Wealth Management Services
1889
Texas Capital Bank Wealth Management Services
Texas
US$ 932 mi +US$ 69 mi +8% 6,96% 81,9% 238 23,95% 1,6
Blackhill Capital
1890
Blackhill Capital
New Jersey
US$ 932 mi +US$ 36 mi +4% 6,12% 212% 53 5,66% 8,6
Crescent Grove Advisors
1891
Crescent Grove Advisors
Illinois
US$ 932 mi +US$ 70,1 mi +8% 5,76% 64,1% 310 15,81% 2,8
BCM
1892
Bayesian Capital Management
New York
US$ 931 mi +US$ 123 mi +15% 10,6% 107% 1.150 70,17% 0,2
Novare Capital Management
1893
Novare Capital Management
North Carolina
US$ 931 mi +US$ 50,9 mi +6% 7,51% 76,5% 180 9,44% 4,2
New York Life Insurance Company
1894
New York Life Insurance Company
New York
US$ 931 mi -US$ 177 mi -16% 7,97% 61,5% 9 22,22% 2,5
Lutz Financial Services
1895
Lutz Financial Services
Nebraska
US$ 930 mi +US$ 53,5 mi +6% 3,38% 35,3% 82 8,54% 3,2
Wedmont Private Capital
1896
Wedmont Private Capital
Pennsylvania
US$ 929 mi +US$ 171 mi +23% 5,82% 87,5% 532 20,3% 0,9
Meeder Advisory Services
1897
Meeder Advisory Services
Ohio
US$ 929 mi +US$ 60,8 mi +7% 6,45% 91,4% 453 9,71% 0,4
Pembroke Management
1898
Pembroke Management
Quebec, Canada
US$ 928 mi +US$ 13,5 mi +1% 7,81% 105% 66 9,09% 3,3
Invictus Private Wealth
1899
Invictus Private Wealth
Colorado
US$ 927 mi +US$ 77,3 mi +9% 8,48% 84,2% 93 9,68% 0,4
MIM
1900
Marco Investment Management
Georgia
US$ 925 mi +US$ 38,3 mi +4% 7,43% 127% 210 8,1% 6,3