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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)
Family Wealth Partners
5051
Family Wealth Partners
North Carolina
US$ 326 mi +US$ 33 mi +11% 10,7% 58,5% 125 28,8% 1,3
Thomas J. Herzfeld Advisors
5052
Thomas J. Herzfeld Advisors
Florida
US$ 326 mi +US$ 31,7 mi +11% 4,61% 17,7% 148 35,14% 3,4
Wilkerson Advisory Group
5053
Wilkerson Advisory Group
Missouri
US$ 326 mi +US$ 34,6 mi +12% 12,6% – 659 12,29% 0,4
Triton Wealth Management
5054
Triton Wealth Management
Arizona
US$ 326 mi +US$ 56 mi +21% 21,2% – 142 19,01% 2,6
S.A. Mason
5055
S.A. Mason
Michigan
US$ 326 mi +US$ 59,1 mi +22% 20,6% 116% 294 13,61% 4,5
BOTBT
5056
Bank of the Bluegrass & Trust
Kentucky
US$ 325 mi – – 13,3% – 240 – 0
Mullooly Asset Management
5057
Mullooly Asset Management
New Jersey
US$ 325 mi +US$ 53,9 mi +20% 20,4% – 60 15% 1
Sykon Capital
5058
Sykon Capital
New York
US$ 325 mi +US$ 24,8 mi +8% 11,2% 63,7% 132 48,48% 1
Bishop & Co Investment Management
5059
Bishop & Co Investment Management
Pennsylvania
US$ 325 mi +US$ 33,3 mi +11% 11,1% 47,6% 26 0% 6,9
GPC
5060
Guardian Point Capital
Virginia
US$ 325 mi +US$ 82,1 mi +34% 21,4% 142% 14 21,43% 2,3
Lazari Capital Management
5061
Lazari Capital Management
California
US$ 325 mi +US$ 37,2 mi +13% 18,4% 145% 198 16,67% 2
NCM
5062
NCM Capital Management
New Jersey
US$ 324 mi +US$ 45,2 mi +16% 17,4% 105% 200 10,5% 3,2
PH
5063
Pinnacle Holdings
Oklahoma
US$ 324 mi +US$ 15,1 mi +5% 11,2% 79,6% 265 25,66% 5,1
NWK Group
5064
NWK Group
California
US$ 324 mi +US$ 63,6 mi +24% 33% 268% 75 17,33% 3,6
Wealth Management Resources
5065
Wealth Management Resources
Rhode Island
US$ 324 mi +US$ 36,9 mi +13% 9,02% 37,7% 31 9,68% 3,2
Silver Heights Capital Management
5066
Silver Heights Capital Management
Ontario, Canada
US$ 324 mi +US$ 63,9 mi +25% 59,5% 39,8% 4 0% 7,3
Bluesphere Advisors
5067
Bluesphere Advisors
Pennsylvania
US$ 324 mi +US$ 42,6 mi +15% 17,1% 105% 132 16,67% 2,4
Investment Research & Advisory Group
5068
Investment Research & Advisory Group
Georgia
US$ 324 mi +US$ 37,6 mi +13% 14,7% 105% 325 18,15% 2,8
Nicollet Investment Management
5069
Nicollet Investment Management
Minnesota
US$ 324 mi +US$ 31,9 mi +11% 13,2% 104% 79 6,33% 5,1
Wealth Quarterback
5070
Wealth Quarterback
New Jersey
US$ 324 mi +US$ 69,8 mi +27% 21,8% 109% 180 13,89% 2,9
MCM
5071
Magarian Capital Management
Texas
US$ 324 mi – – 19,3% – 13 – 0
Legacy Bridge
5072
Legacy Bridge
Iowa
US$ 324 mi +US$ 61,6 mi +23% 38,3% 236% 334 7,78% 4,5
HF Advisory Group
5073
HF Advisory Group
Maryland
US$ 323 mi +US$ 30 mi +10% 8,78% 73,2% 174 8,05% 2,8
Orion Capital Management
5074
Orion Capital Management
California
US$ 323 mi +US$ 33,2 mi +11% 15,2% 75,3% 534 14,04% 1,9
Sims Investment Management
5075
Sims Investment Management
Ohio
US$ 323 mi +US$ 51,3 mi +19% 16,1% – 184 80,98% 0,3