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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)
Ascent Wealth Partners
2801
Ascent Wealth Partners
New York
US$ 524 mi +US$ 63,6 mi +14% 7,73% 105% 148 18,24% 3,4
BC
2802
Bruce & Co
Illinois
US$ 524 mi -US$ 10,2 mi -2% 2,47% 94,5% 35 14,29% 5,4
Mizuho Securities
2803
Mizuho Securities
Japan
US$ 523 mi +US$ 40,3 mi +8% 1,11% 109% 214 14,49% 0,8
Chemung Canal Trust
2804
Chemung Canal Trust
New York
US$ 523 mi +US$ 24,4 mi +5% 6,94% 80,9% 121 4,96% 5
Destiny Wealth Partners
2805
Destiny Wealth Partners
Florida
US$ 523 mi +US$ 43,3 mi +9% 4,74% 63,7% 558 69,35% 0,5
Rodgers Brothers
2806
Rodgers Brothers
Pennsylvania
US$ 522 mi +US$ 38,8 mi +8% 5,24% 108% 207 11,59% 4,6
First Fiduciary Investment Counsel
2807
First Fiduciary Investment Counsel
Ohio
US$ 522 mi -US$ 2,44 mi -0,5% 5,52% 48,1% 67 5,97% 3,1
Cartica Management
2808
Cartica Management
District of Columbia
US$ 522 mi +US$ 148 mi +40% 11,1% 92,9% 14 21,43% 0,7
Exchange Capital Management
2809
Exchange Capital Management
Michigan
US$ 521 mi +US$ 38,4 mi +8% 6,84% 57,8% 164 1,83% 3,9
KWB Wealth
2810
KWB Wealth
California
US$ 521 mi -US$ 2,19 mi -0,4% 5,01% 54,8% 85 0% 0,5
Montecito Bank & Trust
2811
Montecito Bank & Trust
California
US$ 521 mi +US$ 39 mi +8% 6,81% – 257 6,61% 3,7
HCP
2812
Holt Capital Partners
Texas
US$ 521 mi +US$ 34,1 mi +7% 6,39% 69,5% 158 3,16% 4,6
CF
2813
Clarity Financial
Texas
US$ 521 mi +US$ 26,8 mi +5% 7,02% 56,8% 154 46,75% 0,3
Kathmere Capital Management
2814
Kathmere Capital Management
Pennsylvania
US$ 520 mi +US$ 14,2 mi +3% 4,17% 68,3% 135 5,19% 1,1
Parkside Investments
2815
Parkside Investments
Illinois
US$ 520 mi +US$ 39,2 mi +8% 5,35% 70,4% 93 10,75% 2,3
IMOV
2816
Investment Management of Virginia
Virginia
US$ 520 mi +US$ 23,2 mi +5% 5,82% 93,4% 167 9,58% 4,5
Smith Anglin Financial
2817
Smith Anglin Financial
Texas
US$ 519 mi +US$ 56,7 mi +12% 5,87% 52,8% 150 12,67% 0,4
Pinkerton Retirement Specialists
2818
Pinkerton Retirement Specialists
Idaho
US$ 519 mi +US$ 42,1 mi +9% 7,04% 82,9% 105 18,1% 2,2
Advantage Alpha Capital Partners
2819
Advantage Alpha Capital Partners
California
US$ 519 mi +US$ 43,6 mi +9% 7,78% 79,2% 135 6,67% 0,8
Chatham Capital Group
2820
Chatham Capital Group
Georgia
US$ 517 mi +US$ 39,5 mi +8% 5,54% 97% 194 10,31% 3,9
Resonant Capital Advisors
2821
Resonant Capital Advisors
Wisconsin
US$ 517 mi +US$ 31 mi +6% 5,77% 56,5% 176 9,09% 1,3
Princeton Portfolio Strategies Group
2822
Princeton Portfolio Strategies Group
New Jersey
US$ 517 mi +US$ 766 mil +0,1% 7,92% 83,8% 157 14,01% 4,9
GIM
2823
Greylin Investment Management
Virginia
US$ 517 mi +US$ 36,9 mi +8% 6,79% 52,1% 100 17% 3,4
Towercrest Capital Management
2824
Towercrest Capital Management
Pennsylvania
US$ 516 mi +US$ 49,1 mi +11% 4,11% 42,6% 90 7,78% 2,9
OH
2825
Overlook Holdings
British Virgin Islands
US$ 516 mi +US$ 124 mi +32% 3,99% – 3 66,67% 2,7