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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)
Bay Harbor Wealth Management
4276
Bay Harbor Wealth Management
Maryland
US$ 434 mi +US$ 47,9 mi +12% 12,1% 52,9% 1.354 8,57% 1,4
B. Riley Financial
4277
B. Riley Financial
California
US$ 434 mi -US$ 22,7 mi -5% 0,19% 682% 45 68,89% 0,6
Creative Capital Management Investments
4278
Creative Capital Management Investments
California
US$ 433 mi +US$ 85 mi +24% 10,2% 53,6% 1.463 79,56% 0,4
Shah Wealth Advisors
4279
Shah Wealth Advisors
California
US$ 433 mi – – 15,8% – 79 – 0
Safeguard Investment Advisory Group
4280
Safeguard Investment Advisory Group
California
US$ 433 mi +US$ 71,1 mi +20% 21,8% 84,3% 184 25,54% 2,4
Heights Capital Management
4281
Heights Capital Management
California
US$ 433 mi +US$ 74,3 mi +21% 27,4% – 429 62,94% 0,3
Intergy Private Wealth
4282
Intergy Private Wealth
Colorado
US$ 433 mi +US$ 92 mi +27% 15,6% 73,8% 151 21,19% 2,1
Greenstone Partners & Co
4283
Greenstone Partners & Co
California
US$ 433 mi +US$ 37,5 mi +9% 21,7% 527% 9 11,11% 4,1
Cornerstone Planning
4284
Cornerstone Planning
North Carolina
US$ 432 mi -US$ 10,7 mi -2% 14,2% – 143 6,29% 1,1
Grandeur Peak Global Advisors
4285
Grandeur Peak Global Advisors
Utah
US$ 432 mi +US$ 5,27 mi +1% 16,8% 96% 93 26,88% 2,2
IPA
4286
Investment Planning Advisors
Georgia
US$ 432 mi +US$ 68,6 mi +19% 12,4% – 121 14,88% 1,2
MCM
4287
Monimus Capital Management
New Jersey
US$ 432 mi +US$ 71,1 mi +20% 16,1% – 66 31,82% 0,7
Gradient Capital Advisors
4288
Gradient Capital Advisors
California
US$ 432 mi +US$ 46 mi +12% 14,4% 78,5% 185 7,57% 4,8
Blueshift Asset Management
4289
Blueshift Asset Management
New Jersey
US$ 432 mi +US$ 102 mi +31% 16,4% 38,8% 789 68,19% 0,3
BPH
4290
Boundless Plain Holdings
US$ 432 mi +US$ 128 mi +42% 147% – 24 62,5% 0,4
Siemens Pension Trust
4291
Siemens Pension Trust
Germany
US$ 431 mi -US$ 5,74 mi -1% 44,5% 25,4% 1 0% 3,5
BWM Planning
4292
BWM Planning
Texas
US$ 431 mi +US$ 52,1 mi +14% 10,4% – 102 17,65% 1,3
Ripple Effect Asset Management
4293
Ripple Effect Asset Management
New York
US$ 431 mi -US$ 247 mi -36% 21,8% – 34 58,82% 0,4
CWM
4294
CCG Wealth Management
California
US$ 431 mi +US$ 62,2 mi +17% 18,5% 82,6% 162 22,84% 2,3
PWMG
4295
Private Wealth Management Group
New Jersey
US$ 431 mi +US$ 50,2 mi +13% 9,83% 63,2% 1.526 11,21% 2
Cat Rock Capital Management
4296
Cat Rock Capital Management
Connecticut
US$ 431 mi -US$ 213 mi -33% 15,5% 66,7% 14 50% 2,1
Doma Perpetual Capital Management
4297
Doma Perpetual Capital Management
Florida
US$ 431 mi +US$ 58,4 mi +16% 5,35% – 13 15,38% 1,3
BOS Asset Management
4298
BOS Asset Management
Illinois
US$ 431 mi +US$ 39,2 mi +10% 13,9% 70,3% 223 18,83% 2,1
PA
4299
PSI Advisors
Florida
US$ 430 mi +US$ 12,9 mi +3% 13,9% 58,2% 174 23,56% 3,1
Fusion Capital
4300
Fusion Capital
South Carolina
US$ 430 mi +US$ 59,8 mi +16% 22,9% 108% 119 18,49% 3,3