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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)
KWMG
2726
King Wealth Management Group
Florida
US$ 320 mi +US$ 27,8 mi +10% 7,19% 86% 134 12,69% 3,2
First Heartland Consultants
2727
First Heartland Consultants
Missouri
US$ 320 mi +US$ 36 mi +13% 5,74% 59,2% 261 16,86% 2,7
Hanson & Doremus Investment Management
2728
Hanson & Doremus Investment Management
Vermont
US$ 320 mi +US$ 15,4 mi +5% 3,73% 86,3% 504 10,52% 3,7
Avidian Wealth Enterprises
2729
Avidian Wealth Enterprises
Texas
US$ 320 mi +US$ 2,75 mi +0,9% 4,43% 71,7% 124 33,87% 1,4
Exane Asset Management
2730
Exane Asset Management
France
US$ 319 mi +US$ 88,3 mi +38% 6,98% 74,5% 197 75,13% 0,3
TrustCore Financial Services
2731
TrustCore Financial Services
Tennessee
US$ 319 mi +US$ 37,1 mi +13% 10,5% 28,3% 1.059 26,53% 0,6
Pathstone Family Office
2732
Pathstone Family Office
New Jersey
US$ 319 mi +US$ 184 mi +135% 7,6% 38,9% 264 50,38% 0,8
RIM
2733
Regent Investment Management
Kentucky
US$ 319 mi +US$ 19,8 mi +7% 7,23% 44% 211 8,06% 3,6
Security National Trust
2734
Security National Trust
West Virginia
US$ 319 mi +US$ 17,5 mi +6% 7,73% 58,3% 398 6,28% 4,3
Greenline Partners
2735
Greenline Partners
New York
US$ 319 mi +US$ 13,9 mi +5% 5,19% 69,6% 69 7,25% 0,7
GM Advisory Group
2736
GM Advisory Group
New York
US$ 319 mi -US$ 17,7 mi -5% 2,87% 53,6% 133 15,79% 1,8
George Kaiser Family Foundation
2737
George Kaiser Family Foundation
Oklahoma
US$ 319 mi +US$ 12,1 mi +4% 3,26% 106% 19 21,05% 2,1
Harvest Capital Management
2738
Harvest Capital Management
New Hampshire
US$ 319 mi +US$ 20,8 mi +7% 3,7% 19,5% 106 7,55% 3
Marquette Asset Management
2739
Marquette Asset Management
Minnesota
US$ 318 mi +US$ 19,8 mi +7% 5,55% 69,6% 105 10,48% 2,8
VHMC
2740
Value Holdings Management Company
New York
US$ 318 mi +US$ 8,63 mi +3% 6,3% 125% 36 11,11% 3,5
Financial Enhancement Group
2741
Financial Enhancement Group
Indiana
US$ 318 mi +US$ 27,6 mi +10% 4,43% 62,2% 282 15,96% 0,8
Greatmark Investment Partners
2742
Greatmark Investment Partners
Georgia
US$ 318 mi +US$ 27,9 mi +10% 9,27% 62% 127 7,87% 3,5
Circle Wealth Management
2743
Circle Wealth Management
New Jersey
US$ 317 mi +US$ 22,8 mi +8% 6,43% 71,8% 105 12,38% 1,4
FPFS
2744
First Personal Financial Services
North Carolina
US$ 317 mi +US$ 17,8 mi +6% 6,4% 31,5% 708 11,86% 2
America First Investment Advisors
2745
America First Investment Advisors
Nebraska
US$ 317 mi +US$ 9,41 mi +3% 3,55% 78,2% 100 4% 3,9
American Assets Inc
2746
American Assets Inc
California
US$ 316 mi -US$ 11 mi -3% 3,36% 63,2% 3 0% 3,6
Spectrum Management Group
2747
Spectrum Management Group
Indiana
US$ 316 mi +US$ 28,5 mi +10% 7,26% 44% 256 23,44% 1,4
Income Research & Management
2748
Income Research & Management
Massachusetts
US$ 316 mi -US$ 8,41 mi -3% 0,07% 1,19% 27 92,59% 2,6
SCM
2749
Sanoor Capital Management
Connecticut
US$ 316 mi +US$ 82,3 mi +35% 13% – 21 66,67% 0,5
StrategIQ Financial Group
2750
StrategIQ Financial Group
Indiana
US$ 316 mi +US$ 26,4 mi +9% 3,6% 12,6% 189 11,64% 1,7