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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)
Bedel Financial Consulting
2501
Bedel Financial Consulting
Indiana
US$ 929 mi +US$ 146 mi +19% 17,1% 97,4% 302 9,27% 4,7
Caliber Wealth Management (Kansas)
2502
Caliber Wealth Management (Kansas)
Kansas
US$ 929 mi +US$ 32,3 mi +4% 3,31% – 268 9,7% 0,6
Benchstone Capital Management
2503
Benchstone Capital Management
New York
US$ 928 mi +US$ 195 mi +27% 2,37% – 56 71,43% 0,2
Barton Investment Management
2504
Barton Investment Management
Pennsylvania
US$ 928 mi -US$ 53,8 mi -5% 2,3% 124% 52 1,92% 7,4
Quest Investment Management
2505
Quest Investment Management
Oregon
US$ 928 mi -US$ 25 mi -3% 1,8% 105% 139 10,79% 3,5
Water Island Capital
2506
Water Island Capital
New York
US$ 928 mi +US$ 134 mi +17% 24,9% 438% 139 74,82% 0,2
Parthenon LLC
2507
Parthenon LLC
Kentucky
US$ 927 mi +US$ 24,2 mi +3% 4,21% 93,3% 135 7,41% 8,2
Barlow Wealth Partners
2508
Barlow Wealth Partners
Kentucky
US$ 927 mi +US$ 27,9 mi +3% 3,01% 101% 138 7,25% 1,6
Leuthold Group
2509
Leuthold Group
Minnesota
US$ 926 mi +US$ 12 mi +1% 6,45% 138% 248 33,87% 1,6
Red Cedar Investment Management
2510
Red Cedar Investment Management
Michigan
US$ 926 mi +US$ 72,6 mi +9% 4,43% 88,8% 88 9,09% 3
Curated Wealth Partners
2511
Curated Wealth Partners
California
US$ 925 mi +US$ 98,7 mi +12% 4,39% 39,9% 222 35,59% 0,8
Hartline Investment Corp
2512
Hartline Investment Corp
Illinois
US$ 925 mi -US$ 39,5 mi -4% 3,08% 222% 120 14,17% 3,4
Griffin Asset Management
2513
Griffin Asset Management
New York
US$ 924 mi +US$ 34,3 mi +4% 2,73% 88,9% 259 23,17% 5,3
Opus Capital Group
2514
Opus Capital Group
Ohio
US$ 923 mi +US$ 33,4 mi +4% 2,04% 53,7% 143 8,39% 4,8
Jag Capital Management
2515
Jag Capital Management
Missouri
US$ 922 mi +US$ 8,92 mi +1% 8,04% 269% 164 26,83% 3,8
Indivisible Partners
2516
Indivisible Partners
Florida
US$ 922 mi – – 1,34% – 440 – 0
CKW Financial Group
2517
CKW Financial Group
Hawaii
US$ 922 mi +US$ 4,84 mi +0,5% 2,25% 70,3% 198 11,11% 6,3
Avenir Corporation
2518
Avenir Corporation
Virginia
US$ 922 mi -US$ 38,4 mi -4% 1,43% 34,4% 74 5,41% 6,6
Toth Financial Advisory
2519
Toth Financial Advisory
Virginia
US$ 921 mi -US$ 6,61 mi -0,7% 0,56% 90,4% 1.002 31,04% 3,4
Greenwood Capital Associates
2520
Greenwood Capital Associates
South Carolina
US$ 921 mi +US$ 54,3 mi +6% 4,85% 87,7% 277 15,88% 2,5
HBW Advisory Services
2521
HBW Advisory Services
California
US$ 920 mi +US$ 31,7 mi +4% 1,62% 68,6% 455 15,38% 2,3
INVST
2522
INVST
Indiana
US$ 920 mi +US$ 40,6 mi +5% 3,41% 78,5% 324 10,19% 2,1
Private Wealth Asset Management
2523
Private Wealth Asset Management
Iowa
US$ 919 mi +US$ 71,7 mi +8% 2,56% – 1.152 9,46% 0,7
DiNuzzo Private Wealth
2524
DiNuzzo Private Wealth
Pennsylvania
US$ 919 mi +US$ 37,3 mi +4% 1,69% 42,7% 1.410 5,96% 1,8
Oak Harvest Investment Services
2525
Oak Harvest Investment Services
Texas
US$ 917 mi +US$ 59,6 mi +7% 4,66% 120% 188 24,47% 2