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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)
Forum Private Client Group
5151
Forum Private Client Group
Indiana
US$ 210 mi +US$ 3,64 mi +2% 0,9% 47,9% 76 7,89% 0,5
Hahn Capital Management
5152
Hahn Capital Management
California
US$ 210 mi +US$ 43,1 mi +26% 3,82% 53,6% 32 3,13% 6,6
CM Wealth Advisors
5153
CM Wealth Advisors
Ohio
US$ 210 mi -US$ 140 mi -40% 2,09% 64,7% 188 62,77% 1,3
SI
5154
Saxon Interests
Texas
US$ 210 mi +US$ 463 mil +0,2% 2,45% 73% 197 13,71% 0,6
MWM
5155
MTC Wealth Management
Florida
US$ 210 mi -US$ 7,52 mi -3% 0,28% 30,5% 14 7,14% 2,5
Castellan Group
5156
Castellan Group
Kentucky
US$ 210 mi +US$ 14,7 mi +8% 6,9% 184% 69 28,99% 1,6
Taylor Frigon Capital Management
5157
Taylor Frigon Capital Management
Arizona
US$ 210 mi +US$ 135 mil +0,1% 1,47% 152% 87 2,3% 4,5
NAH
5158
Neumann Advisory (HK)
Hong Kong
US$ 210 mi +US$ 6,3 mi +3% 7,39% 77,3% 15 6,67% 4,3
AAG
5159
Avalon Advisory Group
Pennsylvania
US$ 210 mi +US$ 3,43 mi +2% 1,43% 46% 15 13,33% 2,2
HCM
5160
Hall Capital Management
Rhode Island
US$ 210 mi +US$ 7,15 mi +4% 2,06% – 100 4% 6,1
Exeter Financial
5161
Exeter Financial
Arizona
US$ 210 mi -US$ 7,27 mi -3% 0,09% 59,1% 94 10,64% 4,9
Sharper & Granite
5162
Sharper & Granite
California
US$ 210 mi +US$ 2,66 mi +1% 0,5% 47,1% 100 5% 1,4
Bain Capital Venture Investors
5163
Bain Capital Venture Investors
Massachusetts
US$ 210 mi +US$ 79 mi +61% 5,99% 34,2% 4 25% 1,4
BIA
5164
Bigelow Investment Advisors
Maine
US$ 209 mi +US$ 6,04 mi +3% 2,39% 75,7% 156 4,49% 3,9
Grand Alliance Asset Management
5165
Grand Alliance Asset Management
Hong Kong
US$ 209 mi +US$ 33,7 mi +19% 18,5% – 13 15,38% 0,4
Power Wealth Management
5166
Power Wealth Management
Georgia
US$ 209 mi +US$ 49,9 mi +31% 0,66% – 107 19,63% 0,4
CCM
5167
Consolidated Capital Management
California
US$ 209 mi +US$ 409 mil +0,2% 6,86% 166% 46 17,39% 4
Eastover Investment Advisors
5168
Eastover Investment Advisors
North Carolina
US$ 209 mi +US$ 4,62 mi +2% 4,46% 105% 50 16% 2,4
Palmer Knight Company
5169
Palmer Knight Company
Florida
US$ 209 mi +US$ 3,7 mi +2% 0,38% 78,9% 35 5,71% 3,4
Horizon Advisory Services
5170
Horizon Advisory Services
New York
US$ 209 mi -US$ 5,8 mi -3% 2,28% – 46 2,17% 0,3
Forefront Analytics
5171
Forefront Analytics
Pennsylvania
US$ 209 mi +US$ 2,68 mi +1% 0,63% 50,9% 72 12,5% 3,9
Morris Financial Concepts
5172
Morris Financial Concepts
South Carolina
US$ 209 mi +US$ 13,4 mi +7% 1,17% 56,5% 169 7,1% 1,9
Castle Wealth Management
5173
Castle Wealth Management
Florida
US$ 209 mi +US$ 17,5 mi +9% 1,32% 53,6% 128 15,63% 1,5
Demars Financial Group
5174
Demars Financial Group
Washington
US$ 209 mi +US$ 5,65 mi +3% 3,05% 69,1% 73 15,07% 2,1
Retirement Guys Formula
5175
Retirement Guys Formula
Ohio
US$ 209 mi +US$ 3,56 mi +2% 2,21% 70,2% 132 12,88% 1,4