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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)
FSA
3601
Financial Services Advisory
Maryland
US$ 426 mi +US$ 12,7 mi +3% 1,37% 82,5% 64 31,25% 1,3
Greenstone Partners & Co
3602
Greenstone Partners & Co
California
US$ 426 mi +US$ 140 mi +49% 83,9% 527% 9 0% 3,4
White Mountains Insurance Group
3603
White Mountains Insurance Group
New Hampshire
US$ 426 mi -US$ 117 mi -22% 16,7% 105% 2 0% 3,1
Stamos Capital Partners
3604
Stamos Capital Partners
California
US$ 426 mi +US$ 1,18 mi +0,3% 3,91% 36,7% 134 11,19% 2,3
Kore Advisors
3605
Kore Advisors
Florida
US$ 426 mi +US$ 77,5 mi +22% 9,93% – 25 40% 0,6
Rather & Kittrell
3606
Rather & Kittrell
Tennessee
US$ 425 mi +US$ 17,2 mi +4% 3,4% 41,1% 86 8,14% 2,1
McNamara Financial Services
3607
McNamara Financial Services
Massachusetts
US$ 425 mi -US$ 82,4 mi -16% 2,51% 42,6% 90 26,67% 5
Element Pointe Advisors
3608
Element Pointe Advisors
Florida
US$ 425 mi +US$ 14 mi +3% 2,08% 75,1% 73 10,96% 3,1
Mason & Associates (California)
3609
Mason & Associates (California)
California
US$ 425 mi +US$ 24,2 mi +6% 1,07% 68,5% 120 21,67% 1,8
Harvey Capital Management
3610
Harvey Capital Management
Florida
US$ 425 mi +US$ 24,9 mi +6% 6,79% 147% 87 20,69% 4,2
Virtus Wealth Solutions
3611
Virtus Wealth Solutions
New Jersey
US$ 424 mi – – 15,9% – 46 – 0
Parkside Advisors
3612
Parkside Advisors
California
US$ 424 mi +US$ 3,2 mi +0,8% 1,05% 36,7% 84 7,14% 4,4
True North Advisors
3613
True North Advisors
Texas
US$ 424 mi +US$ 42 mi +11% 0,95% 82,9% 235 42,55% 2
KPP Advisory Services
3614
KPP Advisory Services
Kentucky
US$ 424 mi +US$ 7,39 mi +2% 2,38% 87,9% 273 10,26% 0,9
Glynn Capital Management
3615
Glynn Capital Management
California
US$ 424 mi -US$ 12,7 mi -3% 11,6% 252% 53 16,98% 5,5
First Commonwealth Financial Corp
3616
First Commonwealth Financial Corp
Pennsylvania
US$ 424 mi +US$ 6,33 mi +2% 1,09% 72,9% 230 16,52% 4
Werba Rubin Papier Wealth Management
3617
Werba Rubin Papier Wealth Management
California
US$ 424 mi -US$ 2,39 mi -0,6% 0,17% 67% 213 17,84% 1,2
Nicolet Bankshares
3618
Nicolet Bankshares
Wisconsin
US$ 424 mi +US$ 10,9 mi +3% 0,71% 75,5% 205 6,34% 5,9
Advantage Alpha Capital Partners
3619
Advantage Alpha Capital Partners
California
US$ 423 mi -US$ 15,9 mi -4% 3,54% 79,2% 184 26,63% 1,5
Talos Asset Management
3620
Talos Asset Management
New York
US$ 423 mi – – 7,75% – 21 – 0
ALM First Financial Advisors
3621
ALM First Financial Advisors
Texas
US$ 423 mi +US$ 19,5 mi +5% 2,24% 50,5% 27 14,81% 1,4
Stordahl Capital Management
3622
Stordahl Capital Management
Colorado
US$ 423 mi +US$ 2,37 mi +0,6% 0,91% 54% 62 19,35% 4,3
Advisors Management Group
3623
Advisors Management Group
Wisconsin
US$ 423 mi -US$ 621 mil -0,1% 0,8% 125% 158 6,33% 4,3
TBH Global Asset Management
3624
TBH Global Asset Management
Tennessee
US$ 422 mi -US$ 36,2 mi -8% 1,74% 83,3% 237 8,44% 2,7
Burke & Herbert Bank & Trust
3625
Burke & Herbert Bank & Trust
Virginia
US$ 422 mi -US$ 8,3 mi -2% 0,8% 81,5% 234 5,56% 4,6