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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)
Quantum Financial Advisors
2551
Quantum Financial Advisors
California
US$ 1,01 bi +US$ 120 mi +13% 12,3% 61,1% 261 15,33% 1,9
DiNuzzo Private Wealth
2552
DiNuzzo Private Wealth
Pennsylvania
US$ 1,01 bi +US$ 82,8 mi +9% 8,63% 42,7% 1.383 5,28% 2,2
Gladstone Capital Management
2553
Gladstone Capital Management
United Kingdom
US$ 1,01 bi +US$ 14,8 mi +1% 38,7% 304% 44 36,36% 1,1
IAG Wealth Partners
2554
IAG Wealth Partners
Wisconsin
US$ 1,01 bi +US$ 115 mi +13% 8,91% 47,3% 525 6,29% 3,9
Redwood Investment Management
2555
Redwood Investment Management
Arizona
US$ 1,01 bi +US$ 204 mi +25% 16,2% 62,5% 361 42,11% 1,4
Steigerwald Gordon & Koch
2556
Steigerwald Gordon & Koch
Virginia
US$ 1,01 bi +US$ 34,7 mi +4% 8,38% 59,5% 786 3,56% 1,7
KR Capital LP
2557
KR Capital LP
New York
US$ 1,01 bi +US$ 510 mi +102% 41,4% – 103 75,73% 0,1
Catalyst Financial Partners
2558
Catalyst Financial Partners
Massachusetts
US$ 1,01 bi +US$ 161 mi +19% 19,9% 98,6% 435 19,31% 1,9
Grove Bank & Trust
2559
Grove Bank & Trust
Florida
US$ 1,01 bi +US$ 124 mi +14% 14,2% 80,5% 931 12,89% 3,4
Occidental Asset Management
2560
Occidental Asset Management
California
US$ 1,01 bi +US$ 163 mi +19% 17,7% 82,5% 347 23,63% 3,3
Eagle Strategies
2561
Eagle Strategies
New York
US$ 1,01 bi +US$ 169 mi +20% 16,1% 77,7% 282 11,7% 2,2
Patton Albertson Miller Group
2562
Patton Albertson Miller Group
Tennessee
US$ 1 bi +US$ 163 mi +19% 24,4% 109% 217 4,15% 6
Mar Vista Investment Partners
2563
Mar Vista Investment Partners
California
US$ 1 bi +US$ 5,09 mi +0,5% 14,3% 73,9% 36 11,11% 5,8
BDWCC
2564
B&D White Capital Company
Texas
US$ 1 bi +US$ 196 mi +24% 10,9% 38,1% 102 35,29% 1,2
Sendero Wealth Management
2565
Sendero Wealth Management
Texas
US$ 1 bi +US$ 100 mi +11% 13,7% 99,2% 222 13,51% 2,1
BlueStem Wealth Partners
2566
BlueStem Wealth Partners
Minnesota
US$ 1 bi +US$ 104 mi +12% 12,1% – 143 24,48% 1,1
KL
2567
KIM LLC
Kansas
US$ 1 bi +US$ 27,4 mi +3% 26,9% 49,7% 69 4,35% 0,9
Fulcrum Asset Management
2568
Fulcrum Asset Management
United Kingdom
US$ 1 bi +US$ 341 mi +52% 22,1% – 1.054 81,78% 0,2
Advisory Research
2569
Advisory Research
Illinois
US$ 1 bi +US$ 189 mi +23% 24,2% 144% 139 3,6% 3,9
Hohimer Wealth Management
2570
Hohimer Wealth Management
Washington
US$ 1 bi +US$ 155 mi +18% 15,3% 99,7% 424 16,98% 1,8
Sheets Smith Wealth Management
2571
Sheets Smith Wealth Management
North Carolina
US$ 1 bi +US$ 112 mi +13% 14,2% 83,4% 424 11,08% 5,1
Liberty One Investment Management
2572
Liberty One Investment Management
Illinois
US$ 1 bi +US$ 30,3 mi +3% 5,07% 40,3% 159 6,29% 3,6
Ascent Wealth Partners
2573
Ascent Wealth Partners
New York
US$ 1 bi +US$ 140 mi +16% 20,5% 94,4% 204 9,8% 4
Embree Financial Group
2574
Embree Financial Group
Illinois
US$ 999 mi +US$ 149 mi +18% 14,6% – 304 17,43% 1,5
180 Wealth Advisors
2575
180 Wealth Advisors
Washington
US$ 997 mi +US$ 118 mi +13% 22,1% 136% 515 12,62% 3,8