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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)
Kiley Juergens Wealth Management
4001
Kiley Juergens Wealth Management
Washington
US$ 323 mi +US$ 24,4 mi +8% 10,2% 106% 69 10,14% 3,7
Home Federal Bank of Tennessee
4002
Home Federal Bank of Tennessee
Tennessee
US$ 323 mi +US$ 25 mi +8% 9,2% 74% 79 11,39% 5,8
Boltwood Capital Management
4003
Boltwood Capital Management
California
US$ 323 mi +US$ 20,8 mi +7% 6,13% 63% 172 5,81% 5,5
Windsor Capital Management
4004
Windsor Capital Management
Arizona
US$ 322 mi +US$ 16,7 mi +5% 5,38% 49,1% 116 7,76% 6,3
TenCore Partners
4005
TenCore Partners
New York
US$ 322 mi -US$ 14,4 mi -4% 17% 78,4% 14 14,29% 2,6
KFA Private Wealth Group
4006
KFA Private Wealth Group
Virginia
US$ 322 mi +US$ 43,4 mi +16% 6,78% 62,8% 99 14,14% 2,4
WFI
4007
West Family Investments
California
US$ 322 mi +US$ 27 mi +9% 7,28% 116% 276 20,65% 1,4
Mariner Investment Group
4008
Mariner Investment Group
New York
US$ 322 mi -US$ 48,3 mi -13% 6,52% 68,7% 40 62,5% 0,7
KS
4009
Karpas Strategies
Connecticut
US$ 322 mi +US$ 19,3 mi +6% 8,19% 16,1% 117 2,56% 7,3
WR Wealth Planners
4010
WR Wealth Planners
Missouri
US$ 322 mi +US$ 52,8 mi +20% 8,44% 22,1% 1.178 83,87% 0,3
Cornerstone Planning Group
4011
Cornerstone Planning Group
New Jersey
US$ 322 mi +US$ 18,7 mi +6% 5,48% 60% 1.206 27,61% 0,8
GPC
4012
Guardian Point Capital
Virginia
US$ 321 mi -US$ 17 mi -5% 16,4% 142% 11 27,27% 1,8
Oak Harbor Wealth Partners
4013
Oak Harbor Wealth Partners
North Carolina
US$ 321 mi +US$ 23,3 mi +8% 7,68% 73,9% 238 7,98% 1,8
Redwood Grove Capital
4014
Redwood Grove Capital
California
US$ 321 mi +US$ 50,2 mi +19% 8,08% 79,8% 28 14,29% 2,2
Fosun International
4015
Fosun International
China
US$ 321 mi -US$ 170 mi -35% 14,4% 41,3% 49 18,37% 2,3
Butensky & Cohen Financial Security
4016
Butensky & Cohen Financial Security
Florida
US$ 321 mi +US$ 20,1 mi +7% 8,61% 81% 98 4,08% 5,5
VeraBank
4017
VeraBank
Texas
US$ 321 mi +US$ 23,8 mi +8% 7,16% 60,6% 147 6,12% 3,6
First American Financial Corporation
4018
First American Financial Corporation
California
US$ 321 mi -US$ 23,4 mi -7% 3,6% – 4 0% 0,3
Hamilton Wealth
4019
Hamilton Wealth
California
US$ 320 mi +US$ 2,59 mi +0,8% 12,8% 108% 126 46,83% 1,3
Lorne Steinberg Wealth Management
4020
Lorne Steinberg Wealth Management
Canada
US$ 320 mi +US$ 22,6 mi +8% 7,36% 83,4% 74 8,11% 2,4
Supplemental Annuity Collective Trust (SACT) of New Jersey
4021
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
US$ 320 mi +US$ 32,2 mi +11% 14% 166% 218 2,29% 6,3
Gray Foundation
4022
Gray Foundation
New York
US$ 320 mi +US$ 37,3 mi +13% 13,5% – 11 0% 0,3
Sollinda Capital Management
4023
Sollinda Capital Management
Florida
US$ 320 mi -US$ 34,3 mi -10% 3,44% – 105 57,14% 0,2
Timber Creek Capital Management
4024
Timber Creek Capital Management
Massachusetts
US$ 320 mi +US$ 26,5 mi +9% 8,8% 139% 136 14,71% 5,9
Xcel Wealth Management
4025
Xcel Wealth Management
Florida
US$ 320 mi +US$ 34,7 mi +12% 12,6% 98,8% 130 13,85% 3,1