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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)
Renaissance Capital
5051
Renaissance Capital
Connecticut
US$ 176 mi +US$ 40,8 mi +30% 16,2% 392% 90 18,89% 1,5
AAG
5052
Avalon Advisory Group
Pennsylvania
US$ 176 mi +US$ 7,71 mi +5% 3,77% 46% 7 0% 3,4
NIA Impact Advisors
5053
NIA Impact Advisors
California
US$ 176 mi -US$ 9,45 mi -5% 2,24% – 62 17,74% 1,8
Sandy Cove Advisors
5054
Sandy Cove Advisors
Massachusetts
US$ 176 mi +US$ 37,7 mi +27% 6,75% 78% 128 34,38% 0,9
Constitution Capital
5055
Constitution Capital
Connecticut
US$ 176 mi +US$ 10,8 mi +7% 8,1% 91,1% 68 4,41% 1,9
United Bank (Georgia)
5056
United Bank (Georgia)
Georgia
US$ 176 mi +US$ 4,93 mi +3% 6,77% 81,2% 90 4,44% 4,3
Strategic Financial Partners
5057
Strategic Financial Partners
Oregon
US$ 176 mi +US$ 12,3 mi +8% 4,09% 54,8% 73 9,59% 2,6
Lipe & Dalton
5058
Lipe & Dalton
New York
US$ 176 mi +US$ 942 mil +0,5% 4,88% 101% 105 5,71% 4,9
American Securities
5059
American Securities
New York
US$ 175 mi -US$ 19,2 mi -10% 10% – 1 0% 6,5
Harvest Investment Services
5060
Harvest Investment Services
Illinois
US$ 175 mi +US$ 46,2 mi +36% 12,3% 282% 191 49,74% 1,3
Essential Planning
5061
Essential Planning
New Hampshire
US$ 175 mi +US$ 10,4 mi +6% 3,88% 40,9% 58 10,34% 0,5
Forefront Analytics
5062
Forefront Analytics
Pennsylvania
US$ 175 mi -US$ 18,7 mi -10% 1,25% 50,9% 80 20% 3,3
Thrive Capital Management (Pennsylvania)
5063
Thrive Capital Management (Pennsylvania)
Pennsylvania
US$ 175 mi +US$ 16,8 mi +11% 3,28% 58,2% 142 18,31% 1,2
Mark Sheptoff Financial Planning
5064
Mark Sheptoff Financial Planning
Connecticut
US$ 175 mi +US$ 3,02 mi +2% 5,65% 92,4% 409 10,02% 4,8
Zullo Investment Group
5065
Zullo Investment Group
Pennsylvania
US$ 175 mi +US$ 14,6 mi +9% 11,7% 143% 141 6,38% 1,4
Eagle Bay Advisors
5066
Eagle Bay Advisors
New York
US$ 175 mi -US$ 7,43 mi -4% 5,64% 85% 948 16,88% 1,2
Social Capital Group
5067
Social Capital Group
California
US$ 175 mi -US$ 7,38 mi -4% 3,19% – 4 0% 0,5
Worldly Partners Management
5068
Worldly Partners Management
Massachusetts
US$ 175 mi +US$ 16,2 mi +10% 9,57% 19,2% 4 0% 0,5
Forum Private Client Group
5069
Forum Private Client Group
Indiana
US$ 175 mi +US$ 16,4 mi +10% 3,31% 47,9% 70 4,29% 1,1
Axiom Financial Strategies
5070
Axiom Financial Strategies
Indiana
US$ 174 mi -US$ 5,49 mi -3% 3,07% 54,5% 37 10,81% 2,6
Aegon USA Investment Management
5071
Aegon USA Investment Management
Iowa
US$ 174 mi -US$ 6,07 mi -3% 3,72% 39,9% 41 4,88% 2,1
Newton One Investments
5072
Newton One Investments
Delaware
US$ 174 mi +US$ 7,89 mi +5% 3,31% 42% 127 7,09% 2
Beacon Financial Advisory
5073
Beacon Financial Advisory
Ohio
US$ 174 mi +US$ 16,9 mi +11% 5,18% 76,8% 223 7,17% 2,2
PCMK
5074
Paragon Capital Management (Kansas)
Kansas
US$ 174 mi +US$ 9,25 mi +6% 7,59% 87,5% 55 7,27% 5,8
Convergence Investment Partners
5075
Convergence Investment Partners
Florida
US$ 174 mi +US$ 4,15 mi +2% 6,98% 284% 208 34,13% 3,5