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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)
Family Management
3351
Family Management
New York
US$ 378 mi +US$ 59,5 mi +19% 8,1% 69% 208 26,44% 1,5
First Ascent Asset Management
3352
First Ascent Asset Management
Colorado
US$ 377 mi +US$ 102 mi +37% 4,16% 4,15% 24 8,33% 1,2
Synergy Asset Management
3353
Synergy Asset Management
Washington
US$ 377 mi +US$ 43,2 mi +13% 8,68% 97,3% 139 64,03% 0,2
Sharkey, Howes & Javer
3354
Sharkey, Howes & Javer
Colorado
US$ 377 mi +US$ 57 mi +18% 6,02% 60,2% 83 14,46% 2,4
Prestige Wealth Management Group
3355
Prestige Wealth Management Group
New Jersey
US$ 377 mi +US$ 10,9 mi +3% 5,77% 55,8% 1.065 5,82% 1,5
CFM Wealth Partners
3356
CFM Wealth Partners
Texas
US$ 377 mi +US$ 45 mi +14% 12,4% 152% 179 7,82% 1,2
Brian C. Broderick
3357
Brian C. Broderick
US$ 376 mi +US$ 29 mi +8% 7,34% 98,6% 81 3,7% 5,5
Ironwood Investment Counsel
3358
Ironwood Investment Counsel
Arizona
US$ 376 mi +US$ 28,1 mi +8% 6,48% 64% 205 4,39% 3,9
B&I Capital
3359
B&I Capital
Switzerland
US$ 376 mi +US$ 31,9 mi +9% 11,6% 30,5% 35 22,86% 0,4
Stillwater Investment Management (Minnesota)
3360
Stillwater Investment Management (Minnesota)
Minnesota
US$ 376 mi +US$ 28 mi +8% 7,21% 72,3% 82 3,66% 4,8
Occidental Asset Management
3361
Occidental Asset Management
California
US$ 376 mi +US$ 39,7 mi +12% 6,02% 82,5% 204 9,31% 2,5
Adelphi Capital
3362
Adelphi Capital
United Kingdom
US$ 375 mi -US$ 17,6 mi -4% 1,46% – 2 0% 4,1
Bulldog Investors
3363
Bulldog Investors
New Jersey
US$ 375 mi +US$ 35 mi +10% 3,69% 22,5% 311 53,7% 0,6
Wilsey Asset Management
3364
Wilsey Asset Management
California
US$ 375 mi +US$ 25,3 mi +7% 6,22% 66,9% 33 33,33% 2,2
Searchlight Capital Partners
3365
Searchlight Capital Partners
New York
US$ 375 mi -US$ 81,4 mi -18% 8,28% 38,5% 10 20% 1,7
HUB Investment Partners
3366
HUB Investment Partners
Texas
US$ 374 mi +US$ 35,4 mi +10% 5,4% 95,7% 266 37,97% 0,4
Quattro Financial Advisors
3367
Quattro Financial Advisors
Texas
US$ 374 mi -US$ 66,4 mi -15% 5,03% 77,6% 98 10,2% 0,8
Bank of New Hampshire
3368
Bank of New Hampshire
New Hampshire
US$ 374 mi – – 6,94% 96,5% 188 – 0
NorthStar Asset Management (Massachusetts)
3369
NorthStar Asset Management (Massachusetts)
Massachusetts
US$ 374 mi +US$ 56,8 mi +18% 9,82% 66,3% 90 27,78% 0,2
RV Capital
3370
RV Capital
Switzerland
US$ 374 mi +US$ 61,6 mi +20% 15% 250% 5 0% 1,5
SkyOak Wealth
3371
SkyOak Wealth
Michigan
US$ 374 mi +US$ 14,3 mi +4% 7,45% 80,7% 252 12,7% 1,1
Barry Investment Advisors
3372
Barry Investment Advisors
Massachusetts
US$ 374 mi +US$ 10 mi +3% 3,06% 66,7% 121 6,61% 2,3
Waller Financial Planning Group
3373
Waller Financial Planning Group
Ohio
US$ 373 mi +US$ 25,1 mi +7% 4,33% 47,5% 54 12,96% 1,9
Pettinga Financial Advisors
3374
Pettinga Financial Advisors
Indiana
US$ 373 mi +US$ 30 mi +9% 6,27% 78,1% 115 16,52% 1,4
Harbour Capital Advisors
3375
Harbour Capital Advisors
Virginia
US$ 372 mi +US$ 32,7 mi +10% 9,54% 168% 250 15,6% 1,3