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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)
Total Clarity Wealth Management
4526
Total Clarity Wealth Management
Illinois
US$ 244 mi +US$ 36,2 mi +17% 8,68% 73,2% 257 25,29% 1,4
Peachtree Investment Partners
4527
Peachtree Investment Partners
Florida
US$ 244 mi +US$ 47,8 mi +24% 12,4% 111% 107 8,41% 3
Shaker Financial Services
4528
Shaker Financial Services
Virginia
US$ 244 mi +US$ 29 mi +14% 5,82% 12,9% 175 24,57% 1,8
Hamilton Lane Advisors
4529
Hamilton Lane Advisors
Pennsylvania
US$ 243 mi +US$ 65,8 mi +37% 50,8% 167% 37 45,95% 1,5
L2 Asset Management
4530
L2 Asset Management
Massachusetts
US$ 243 mi +US$ 30,7 mi +14% 13,1% 128% 245 40% 1,2
PH
4531
Pinnacle Holdings
Oklahoma
US$ 243 mi +US$ 29,6 mi +14% 11,7% 79,6% 228 15,79% 4,9
Foundry Group Next
4532
Foundry Group Next
Colorado
US$ 243 mi +US$ 70,1 mi +41% 69,4% – 5 20% 0,9
Mathes Company
4533
Mathes Company
New York
US$ 243 mi +US$ 27,2 mi +13% 11,9% 121% 132 8,33% 5,7
SFA
4534
Spectrum Financial Alliance
Kentucky
US$ 243 mi +US$ 44,2 mi +22% 23,1% 187% 14 0% 3,1
Glassy Mountain Advisors
4535
Glassy Mountain Advisors
Maryland
US$ 242 mi +US$ 32,6 mi +16% 12,8% 91,5% 59 16,95% 0,4
Wealthstream Advisors
4536
Wealthstream Advisors
New York
US$ 242 mi +US$ 48,5 mi +25% 11,1% 88,2% 150 28,67% 1
Phraction Management
4537
Phraction Management
Connecticut
US$ 242 mi +US$ 30 mi +14% 11,2% 106% 54 11,11% 1,5
Gilliland Jeter Wealth Management
4538
Gilliland Jeter Wealth Management
Arkansas
US$ 242 mi – – 10,9% 128% 164 – 0
GWA
4539
GGM Wealth Advisors
Maryland
US$ 242 mi +US$ 10,7 mi +5% 8% 25,9% 149 14,77% 1,1
Aristotle Pacific Capital
4540
Aristotle Pacific Capital
California
US$ 242 mi +US$ 72,7 mi +43% 3,07% 1,84% 5 0% 1,8
Murphy Pohlad Asset Management
4541
Murphy Pohlad Asset Management
Minnesota
US$ 242 mi +US$ 13,6 mi +6% 9,4% 83% 118 6,78% 5,7
Jeppson Wealth Management
4542
Jeppson Wealth Management
California
US$ 242 mi +US$ 23,3 mi +11% 10% 107% 209 15,31% 2,2
Cutler Capital Management
4543
Cutler Capital Management
Massachusetts
US$ 241 mi +US$ 19,7 mi +9% 8,32% 39,7% 120 15,83% 3
CHA
4544
Carmichael Hill & Associates
Maryland
US$ 241 mi +US$ 24,1 mi +11% 10,8% 39,7% 830 8,55% 3
Cornell Pochily Investment Advisors
4545
Cornell Pochily Investment Advisors
New York
US$ 241 mi +US$ 11,8 mi +5% 9,88% 97% 182 14,29% 4,1
Argyle Capital Management
4546
Argyle Capital Management
Pennsylvania
US$ 241 mi -US$ 31,7 mi -12% 9,46% 106% 127 12,6% 8,7
AB
4547
Atlas Brown
Kentucky
US$ 241 mi +US$ 22 mi +10% 10,2% 115% 190 6,32% 6,1
EE
4548
EWG Elevate
California
US$ 241 mi +US$ 19,8 mi +9% 9,21% 76% 122 33,61% 1,5
Mendon Capital Advisors
4549
Mendon Capital Advisors
Florida
US$ 241 mi – – 25,7% – 56 – 2,6
Long Road Investment Counsel
4550
Long Road Investment Counsel
Michigan
US$ 241 mi +US$ 34,7 mi +17% 8,6% 64,4% 70 4,29% 7,4