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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)
Alpha Omega Wealth Management
3326
Alpha Omega Wealth Management
Virginia
US$ 657 mi +US$ 40,3 mi +7% 10,4% 65,9% 215 7,44% 6,8
Ritter Daniher Financial Advisory
3327
Ritter Daniher Financial Advisory
Ohio
US$ 657 mi +US$ 67,4 mi +11% 12,3% 56,7% 630 10,79% 2,1
CMH Wealth Management
3328
CMH Wealth Management
New Hampshire
US$ 655 mi +US$ 72,9 mi +13% 15,8% 88% 121 9,92% 2,1
Clear Trail Advisors
3329
Clear Trail Advisors
Texas
US$ 655 mi +US$ 54,6 mi +9% 4,49% – 166 13,25% 0,4
Sovereign Financial Group
3330
Sovereign Financial Group
Connecticut
US$ 654 mi +US$ 78,8 mi +14% 18% 90,7% 407 15,23% 2,8
WealthShield Partners
3331
WealthShield Partners
North Carolina
US$ 654 mi -US$ 244 mi -27% 17% 71% 626 42,17% 3,6
Marble Wealth
3332
Marble Wealth
Alabama
US$ 653 mi +US$ 81,9 mi +14% 16,9% – 244 13,11% 0,4
Endurance Services Ltd
3333
Endurance Services Ltd
New York
US$ 653 mi +US$ 59,2 mi +10% 9,49% – 8 0% 1,4
Crawford Fund Management
3334
Crawford Fund Management
Massachusetts
US$ 653 mi +US$ 133 mi +26% 3,64% – 217 22,12% 1,2
Stamos Capital Partners
3335
Stamos Capital Partners
California
US$ 653 mi +US$ 12,9 mi +2% 8,87% 36,7% 142 1,41% 3,4
Nordwand Advisors
3336
Nordwand Advisors
Pennsylvania
US$ 652 mi +US$ 80,5 mi +14% 21,2% 93% 155 9,03% 1,4
Three Arch Wealth Management
3337
Three Arch Wealth Management
California
US$ 652 mi +US$ 95,8 mi +17% 11% – 71 16,9% 0,4
Presilium Private Wealth
3338
Presilium Private Wealth
Pennsylvania
US$ 651 mi +US$ 84,2 mi +15% 9,87% 45,9% 97 23,71% 2,2
Garrett Wealth Advisory Group
3339
Garrett Wealth Advisory Group
Texas
US$ 651 mi +US$ 88,1 mi +16% 12,1% 74,6% 154 15,58% 2,5
BlueSpruce Investments
3340
BlueSpruce Investments
Illinois
US$ 650 mi +US$ 19,1 mi +3% 21,1% 59,6% 22 72,73% 0,5
Gibraltar Capital Management
3341
Gibraltar Capital Management
Oklahoma
US$ 650 mi +US$ 69,6 mi +12% 12,5% 65% 131 9,16% 2,5
Broad Run Investment Management
3342
Broad Run Investment Management
Virginia
US$ 650 mi +US$ 81,9 mi +14% 24% 202% 24 0% 7
Onex Canada Asset Management
3343
Onex Canada Asset Management
Ontario, Canada
US$ 649 mi +US$ 48,1 mi +8% 22,8% 87,8% 81 4,94% 4,8
Perennial Advisors
3344
Perennial Advisors
New York
US$ 649 mi +US$ 62 mi +11% 13,5% – 147 21,77% 3,9
Asset Allocation Strategies
3345
Asset Allocation Strategies
Michigan
US$ 649 mi +US$ 86 mi +15% 10% 58,1% 184 13,04% 1,7
Goodman Financial
3346
Goodman Financial
Texas
US$ 647 mi +US$ 65,1 mi +11% 6,86% 52,5% 84 21,43% 2,5
Harvest Investment Services
3347
Harvest Investment Services
Illinois
US$ 647 mi +US$ 100 mi +18% 32,5% 282% 434 32,03% 1,5
JCP
3348
JB Capital Partners
New York
US$ 646 mi +US$ 65,9 mi +11% 14,6% 142% 86 2,33% 3,7
Brian C. Broderick
3349
Brian C. Broderick
US$ 646 mi +US$ 104 mi +19% 29,4% 98,6% 98 6,12% 6,6
Concord Asset Management (Virginia)
3350
Concord Asset Management (Virginia)
Virginia
US$ 646 mi +US$ 54 mi +9% 15,1% 69% 131 14,5% 2,5