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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)
KMWM
3476
Keudell/Morrison Wealth Management
Oregon
US$ 312 mi +US$ 44,4 mi +17% 8,14% – 195 16,41% 2,5
CMH Wealth Management
3477
CMH Wealth Management
New Hampshire
US$ 312 mi +US$ 38,8 mi +14% 6,61% 88% 54 25,93% 3,2
WrapManager Inc
3478
WrapManager Inc
California
US$ 311 mi +US$ 15,2 mi +5% 7,02% 64,6% 306 23,53% 2,9
Moller Wealth Partners
3479
Moller Wealth Partners
US$ 311 mi +US$ 33,7 mi +12% 8,44% 44,1% 49 6,12% 6,1
Cypress Wealth Services
3480
Cypress Wealth Services
California
US$ 311 mi +US$ 17,1 mi +6% 6,38% 82,7% 242 11,57% 1,5
SC XII Management
3481
SC XII Management
California
US$ 311 mi -US$ 35,6 mi -10% 10,3% 73,4% 1 0% 2,3
Tucker Asset Management
3482
Tucker Asset Management
Colorado
US$ 311 mi +US$ 4,25 mi +1% 1,49% 71,6% 943 14,63% 0,9
Mitchell Sinkler & Starr
3483
Mitchell Sinkler & Starr
Pennsylvania
US$ 311 mi +US$ 52,8 mi +20% 13,6% 85,6% 141 24,11% 4,1
TenCore Partners
3484
TenCore Partners
New York
US$ 310 mi -US$ 46,1 mi -13% 5,23% 50,4% 13 15,38% 2,3
Callan Family Office
3485
Callan Family Office
Pennsylvania
US$ 310 mi – – 10,2% 93,4% 102 – 0
PT
3486
Plimoth Trust
Massachusetts
US$ 310 mi +US$ 20,8 mi +7% 10,3% 110% 162 4,32% 4,2
Pacifica Capital Investments
3487
Pacifica Capital Investments
Texas
US$ 310 mi +US$ 46,1 mi +17% 16,6% 70,4% 20 5% 5,7
Finepoint Capital
3488
Finepoint Capital
Massachusetts
US$ 309 mi +US$ 5,24 mi +2% 2,31% 27,4% 61 34,43% 0,8
JC
3489
Joho Capital
New York
US$ 309 mi -US$ 48,6 mi -14% 7,76% 80,2% 18 38,89% 1,6
Princeton Global Asset Management
3490
Princeton Global Asset Management
New Jersey
US$ 309 mi +US$ 22 mi +8% 9,43% 110% 603 10,61% 2,5
Riversedge Advisors
3491
Riversedge Advisors
Delaware
US$ 309 mi +US$ 32,2 mi +12% 8,03% 71,3% 77 19,48% 2
Institutional Venture Management XV
3492
Institutional Venture Management XV
California
US$ 309 mi -US$ 36,1 mi -10% 5,63% 116% 7 14,29% 1,4
Punch Card Management
3493
Punch Card Management
Florida
US$ 309 mi +US$ 8 mi +3% 4,21% 41% 4 0% 3,8
Delta Investment Management
3494
Delta Investment Management
California
US$ 309 mi +US$ 77,4 mi +33% 6,78% 65,8% 186 14,52% 1,7
SMI Advisory Services
3495
SMI Advisory Services
Indiana
US$ 309 mi +US$ 1,08 mi +0,4% 3,84% 80,7% 41 12,2% 0,9
AFS
3496
Annapolis Financial Services
Maryland
US$ 309 mi +US$ 36,1 mi +13% 8,75% 15% 556 25,72% 1,5
tru Independence
3497
tru Independence
Oregon
US$ 308 mi +US$ 25,4 mi +9% 13,1% 67,4% 178 39,33% 1,6
Studio Investment Management
3498
Studio Investment Management
Illinois
US$ 308 mi +US$ 30,6 mi +11% 10,7% 51,3% 212 25% 0,7
JFG Wealth Management
3499
JFG Wealth Management
Colorado
US$ 308 mi +US$ 9,8 mi +3% 9,31% 65,2% 49 40,82% 1,5
Pensionfund Sabic
3500
Pensionfund Sabic
Netherlands
US$ 308 mi +US$ 23,9 mi +8% 9,39% 63,6% 213 15,02% 3,8