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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)
Baldwin Investment Management
2726
Baldwin Investment Management
Pennsylvania
US$ 223 mi -US$ 4,44 mi -2% 3,89% 74,8% 130 6,92% 2,2
HCP
2727
Holt Capital Partners
Texas
US$ 222 mi -US$ 17,8 mi -7% 2,84% 69,5% 237 54,43% 1,7
YP
2728
Yellowstone Partners
Idaho
US$ 222 mi +US$ 10,8 mi +5% 1,78% – 255 28,63% 1,2
Ipswich Investment Management
2729
Ipswich Investment Management
Massachusetts
US$ 222 mi +US$ 11,7 mi +6% 6,89% 104% 148 12,16% 1,8
Sapphire Ventures (GPE) I
2730
Sapphire Ventures (GPE) I
California
US$ 222 mi +US$ 124 mi +127% 2,82% – 10 30% 0,7
Nadler Financial Group
2731
Nadler Financial Group
Illinois
US$ 222 mi +US$ 21,6 mi +11% 5,48% 81,8% 88 11,36% 1,8
Verity & Verity
2732
Verity & Verity
South Carolina
US$ 220 mi +US$ 16,2 mi +8% 6,47% 90,4% 76 11,84% 1,8
Stonehage Fleming (UK)
2733
Stonehage Fleming (UK)
United Kingdom
US$ 220 mi +US$ 10,4 mi +5% 5,22% – 223 17,94% 1,1
AMG
2734
Asset Management Group
Connecticut
US$ 220 mi +US$ 6,89 mi +3% 3,2% 57% 103 5,83% 2
Hanson & Doremus Investment Management
2735
Hanson & Doremus Investment Management
Vermont
US$ 220 mi +US$ 12,5 mi +6% 6,42% 86,3% 497 11,27% 1,9
Private Vista
2736
Private Vista
Illinois
US$ 220 mi – – 1,28% 10,1% 45 – 0
TIFF Advisory Services
2737
TIFF Advisory Services
Pennsylvania
US$ 220 mi +US$ 35,9 mi +20% 3,03% 86,3% 3 33,33% 0,9
Harvest Capital Management
2738
Harvest Capital Management
New Hampshire
US$ 220 mi -US$ 3,07 mi -1% 4,02% 19,5% 89 14,61% 1,7
Venturi Wealth Management
2739
Venturi Wealth Management
Texas
US$ 220 mi – – 5,45% 101% 119 – 0
Stairway Partners
2740
Stairway Partners
Illinois
US$ 220 mi +US$ 6,32 mi +3% 3,56% 48,1% 9 11,11% 2,2
Archford Capital Strategies
2741
Archford Capital Strategies
Illinois
US$ 220 mi +US$ 86,1 mi +64% 5,1% 87,4% 890 18,31% 1,3
AAM
2742
AR Asset Management
California
US$ 220 mi -US$ 5,32 mi -2% 4,34% 64,9% 116 8,62% 2,2
Univest Financial
2743
Univest Financial
Pennsylvania
US$ 219 mi +US$ 14,8 mi +7% 6,34% 82,6% 95 11,58% 1,9
Rosenblum Silverman Sutton
2744
Rosenblum Silverman Sutton
California
US$ 219 mi +US$ 9,37 mi +4% 10,6% 90,1% 70 22,86% 1,5
Matterhorn Capital Management
2745
Matterhorn Capital Management
Texas
US$ 219 mi +US$ 11,4 mi +5% 4,21% 38,8% 58 25,86% 1,6
Peak Financial Management
2746
Peak Financial Management
Massachusetts
US$ 219 mi – – 3,86% 58,2% 30 – 0
Summit Financial Wealth Advisors
2747
Summit Financial Wealth Advisors
Louisiana
US$ 219 mi +US$ 63,8 mi +41% 5,5% 71,4% 250 64,4% 0,7
TRIM
2748
Thompson Rubinstein Investment Management
Oregon
US$ 218 mi -US$ 6,54 mi -3% 5,74% 42,8% 77 7,79% 2,2
Gallagher Fiduciary Advisors
2749
Gallagher Fiduciary Advisors
Illinois
US$ 218 mi +US$ 15,7 mi +8% 5,19% 25,1% 5 20% 1,3
Gagnon Securities
2750
Gagnon Securities
New York
US$ 218 mi +US$ 13,9 mi +7% 11,8% 129% 90 6,67% 1,8