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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)
Private Client Services
5901
Private Client Services
Kentucky
US$ 186 mi +US$ 109 mil +0,1% 0,52% 72% 197 19,8% 0,6
Sellwood Investment Partners
5902
Sellwood Investment Partners
Oregon
US$ 186 mi – – 1,81% – 55 – 0
Wafra Inc
5903
Wafra Inc
New York
US$ 186 mi -US$ 52,7 mi -22% 21,4% 45,9% 2 0% 2,8
Shore Point Advisors
5904
Shore Point Advisors
New Jersey
US$ 186 mi -US$ 794 mil -0,4% 2,73% 54,6% 65 4,62% 1,9
University of Massachusetts Foundation
5905
University of Massachusetts Foundation
Massachusetts
US$ 186 mi -US$ 47,2 mi -20% 1,64% 53,6% 4 0% 4,6
Curio Wealth
5906
Curio Wealth
Maryland
US$ 186 mi – – 1,89% – 304 – 0
Resolute Capital Asset Partners
5907
Resolute Capital Asset Partners
Colorado
US$ 186 mi -US$ 6,25 mi -3% 10,8% 657% 48 62,5% 0,5
Carolina Wealth Advisors
5908
Carolina Wealth Advisors
South Carolina
US$ 186 mi -US$ 10,7 mi -5% 0,44% 62% 362 23,76% 2
ACA
5909
Acorn Capital Advisors
New York
US$ 186 mi – – 4,13% – 21 – 0
Banque de Luxembourg
5910
Banque de Luxembourg
Luxembourg
US$ 186 mi – – 1,38% – 82 – 0
ACT Advisors
5911
ACT Advisors
North Carolina
US$ 186 mi -US$ 26,1 mi -12% 1,25% 75,4% 65 30,77% 1,3
Aventura Private Wealth
5912
Aventura Private Wealth
Florida
US$ 186 mi – – 3,94% – 757 – 0
Black Diamond Capital Management
5913
Black Diamond Capital Management
Connecticut
US$ 186 mi +US$ 16,9 mi +10% 6,18% 28,3% 15 26,67% 2,4
Castleview Partners
5914
Castleview Partners
Texas
US$ 186 mi +US$ 12,3 mi +7% 1,19% 61,3% 623 19,58% 2,1
Optivise Advisory Services
5915
Optivise Advisory Services
Tennessee
US$ 186 mi -US$ 4,49 mi -2% 1,54% – 191 22,51% 0,4
Vantage Point Financial
5916
Vantage Point Financial
Illinois
US$ 186 mi – – 1% – 122 – 0
626 Financial
5917
626 Financial
Michigan
US$ 185 mi +US$ 4,77 mi +3% 1,84% 81,1% 117 7,69% 2,9
Retirement Financial Solutions
5918
Retirement Financial Solutions
Tennessee
US$ 185 mi -US$ 42,9 mi -19% 2,05% 52,5% 40 7,5% 1,5
R.W. Roge & Company
5919
R.W. Roge & Company
New York
US$ 185 mi -US$ 1,82 mi -1% 0,12% 76,3% 51 7,84% 2,9
AmeriServ Wealth Advisors
5920
AmeriServ Wealth Advisors
Pennsylvania
US$ 185 mi – – 1,17% – 63 – 3,2
Sightline Wealth Advisors
5921
Sightline Wealth Advisors
Connecticut
US$ 185 mi +US$ 3,84 mi +2% 1,68% 48,5% 90 10% 2
Ivy Lane Capital Management
5922
Ivy Lane Capital Management
Florida
US$ 185 mi +US$ 8,26 mi +5% 7,86% 101% 12 0% 1,8
MYeCFO
5923
MYeCFO
California
US$ 185 mi +US$ 674 mil +0,4% 0,83% 58,5% 58 3,45% 1,6
SMP
5924
Santa Monica Partners
Florida
US$ 185 mi +US$ 15,4 mi +9% 9,84% 102% 19 21,05% 5,6
Marmo Financial Group
5925
Marmo Financial Group
Tennessee
US$ 185 mi -US$ 2,29 mi -1% 0,22% 47,5% 28 3,57% 1,3