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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)
Lafayette Investments
3326
Lafayette Investments
Maryland
US$ 240 mi +US$ 31,8 mi +15% 13,2% 77,9% 84 13,1% 4,1
Rothschild Capital Partners
3327
Rothschild Capital Partners
New York
US$ 240 mi +US$ 59,8 mi +33% 21,2% 90,8% 38 13,16% 3
Delta Investment Management
3328
Delta Investment Management
California
US$ 240 mi +US$ 109 mi +83% 25,8% 65,8% 160 41,88% 0,5
Northstar Wealth Partners
3329
Northstar Wealth Partners
Connecticut
US$ 239 mi +US$ 42,7 mi +22% 17,3% 36,2% 186 15,05% 2,1
MidWestOne Financial Group
3330
MidWestOne Financial Group
Iowa
US$ 239 mi -US$ 32,7 mi -12% 9,17% 62,7% 206 39,81% 0,9
Sentinel Pension Advisors
3331
Sentinel Pension Advisors
Massachusetts
US$ 239 mi +US$ 33,8 mi +16% 15,4% 52,1% 72 5,56% 0,4
HHM Wealth Advisors
3332
HHM Wealth Advisors
Tennessee
US$ 239 mi +US$ 34,5 mi +17% 18,9% 62,3% 542 18,08% 0,4
Dumont & Blake Investment Advisors
3333
Dumont & Blake Investment Advisors
New Jersey
US$ 239 mi +US$ 44,3 mi +23% 21,1% 86,1% 187 13,9% 4,6
Lincoln Capital
3334
Lincoln Capital
Nebraska
US$ 239 mi +US$ 40,9 mi +21% 15,9% 67,1% 81 12,35% 3,8
CBTWT
3335
Community Bank & Trust (Waco, Texas)
Texas
US$ 239 mi +US$ 39,2 mi +20% 20,1% 124% 124 12,9% 3,4
Henry James International Management
3336
Henry James International Management
New York
US$ 239 mi +US$ 44,2 mi +23% 25,1% 125% 134 10,45% 1,6
Kayak Investment Partners
3337
Kayak Investment Partners
California
US$ 239 mi +US$ 13,1 mi +6% 41,1% 27% 26 42,31% 1,1
CCM
3338
Compton Capital Management
Rhode Island
US$ 239 mi +US$ 35,7 mi +18% 20,8% 75,6% 133 11,28% 5,1
Rizvi Traverse Management
3339
Rizvi Traverse Management
Florida
US$ 239 mi +US$ 120 mi +102% 81,8% – 2 0% 1,5
BCM Advisors
3340
BCM Advisors
Louisiana
US$ 239 mi +US$ 30,8 mi +15% 8,95% 66,3% 50 14% 1,8
Spotlight Asset Group
3341
Spotlight Asset Group
Illinois
US$ 239 mi +US$ 50,6 mi +27% 17,6% – 157 36,94% 0,3
Voleon Capital Management
3342
Voleon Capital Management
California
US$ 239 mi – – 49,8% – 10 – 0,2
TCPWM
3343
Traverso Chambers Private Wealth Management
California
US$ 238 mi +US$ 26,1 mi +12% 11,1% 16,4% 104 14,42% 1,2
Argyle Capital Management
3344
Argyle Capital Management
Pennsylvania
US$ 238 mi +US$ 26,7 mi +13% 14,3% 106% 124 4,03% 5,8
Financial Planning & Information Services
3345
Financial Planning & Information Services
Wisconsin
US$ 238 mi +US$ 46 mi +24% 17,6% 13% 51 3,92% 4,3
TrueWealth LLC
3346
TrueWealth LLC
Georgia
US$ 238 mi +US$ 32,6 mi +16% 15,2% – 804 13,68% 2
Stoneridge Investment Partners
3347
Stoneridge Investment Partners
Pennsylvania
US$ 238 mi +US$ 15,2 mi +7% 19,6% 44,2% 140 39,29% 1,5
Kalos Management
3348
Kalos Management
Georgia
US$ 237 mi +US$ 13,1 mi +6% 21,5% 48,5% 234 20,09% 1,1
Northwest Quadrant Wealth Management
3349
Northwest Quadrant Wealth Management
Oregon
US$ 237 mi +US$ 16,7 mi +8% 14,5% 45,6% 58 6,9% 2,6
LFA
3350
Lighthouse Financial Advisors
Maryland
US$ 237 mi +US$ 73,1 mi +45% 25,4% – 105 34,29% 0,3