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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)
Philip James Wealth Mangement
2551
Philip James Wealth Mangement
Georgia
US$ 857 mi +US$ 72,9 mi +9% 8,55% 76% 195 22,56% 1
Triata Capital
2552
Triata Capital
Hong Kong
US$ 857 mi +US$ 344 mi +67% 29,1% – 16 12,5% 0,6
Fiducient Advisors
2553
Fiducient Advisors
Illinois
US$ 856 mi +US$ 38,8 mi +5% 5,75% 52,3% 172 19,77% 1,9
River Wealth Advisors
2554
River Wealth Advisors
Pennsylvania
US$ 855 mi +US$ 50,8 mi +6% 7,66% 80,3% 209 6,22% 6,3
Grove Bank & Trust
2555
Grove Bank & Trust
Florida
US$ 855 mi +US$ 53 mi +7% 7,55% 80,5% 896 12,39% 3
Mosaic Family Wealth Partners
2556
Mosaic Family Wealth Partners
Missouri
US$ 855 mi +US$ 69,8 mi +9% 7,21% 67,5% 249 12,85% 2
Novem Group
2557
Novem Group
New York
US$ 854 mi +US$ 60 mi +8% 6,38% – 452 17,7% 0,6
Pinnacle Wealth Planning Services
2558
Pinnacle Wealth Planning Services
Ohio
US$ 853 mi +US$ 93,1 mi +12% 6,53% 84,5% 514 17,7% 3,1
Sendero Wealth Management
2559
Sendero Wealth Management
Texas
US$ 853 mi +US$ 51,7 mi +6% 8,46% 99,2% 198 9,6% 1,9
Criteria Caixa
2560
Criteria Caixa
Spain
US$ 853 mi +US$ 91,1 mi +12% 13,6% 35,5% 22 27,27% 2
Red Cedar Investment Management
2561
Red Cedar Investment Management
Michigan
US$ 853 mi +US$ 61 mi +8% 9,77% 81,4% 85 8,24% 2,9
Rivulet Capital
2562
Rivulet Capital
New Jersey
US$ 852 mi -US$ 178 mi -17% 1,52% 27,4% 16 18,75% 1,8
Slow Capital
2563
Slow Capital
California
US$ 851 mi +US$ 34,6 mi +4% 7,35% 156% 121 5,79% 4,9
Board of Trustees of The Leland Stanford Junior University
2564
Board of Trustees of The Leland Stanford Junior University
California
US$ 851 mi -US$ 73 mi -8% 19% 142% 24 29,17% 3,5
Mattern Capital Management
2565
Mattern Capital Management
Colorado
US$ 851 mi +US$ 18,2 mi +2% 2,4% 31,5% 174 3,45% 3,5
Fort Point Capital Partners
2566
Fort Point Capital Partners
California
US$ 849 mi -US$ 538 mi -39% 6,08% 62,2% 326 37,42% 4,2
Legacy Edge Advisors
2567
Legacy Edge Advisors
New York
US$ 849 mi +US$ 100 mi +13% 5,43% – 216 14,35% 1,3
Insight Wealth Strategies
2568
Insight Wealth Strategies
California
US$ 849 mi +US$ 57,1 mi +7% 6,82% 83,5% 187 17,11% 2,6
Moisand Fitzgerald Tamayo
2569
Moisand Fitzgerald Tamayo
Florida
US$ 849 mi +US$ 58 mi +7% 5,63% 51,1% 599 6,51% 4,2
Southern Farm Bureau Life Insurance
2570
Southern Farm Bureau Life Insurance
Mississippi
US$ 848 mi +US$ 65,7 mi +8% 5,72% 52,3% 16 0% 3,3
Quadcap Wealth Management
2571
Quadcap Wealth Management
Texas
US$ 848 mi +US$ 60,3 mi +8% 8,52% – 435 16,09% 1,3
Private Wealth Asset Management
2572
Private Wealth Asset Management
Iowa
US$ 848 mi +US$ 94 mi +12% 7,18% – 1.148 10,19% 0,5
Cortland Associates
2573
Cortland Associates
Missouri
US$ 847 mi -US$ 10,2 mi -1% 2,45% 57,1% 65 10,77% 5,7
RIA
2574
RPG Investment Advisory
California
US$ 847 mi +US$ 42,6 mi +5% 11,5% 186% 87 5,75% 4,7
Great Waters Wealth Management
2575
Great Waters Wealth Management
Minnesota
US$ 846 mi +US$ 77,6 mi +10% 5,92% 49% 117 8,55% 2,1