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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)
Basepoint Wealth
6351
Basepoint Wealth
Iowa
US$ 124 mi +US$ 1,89 mi +2% 9,43% 113% 103 3,88% 1,6
26North Partners
6352
26North Partners
New York
US$ 124 mi +US$ 5 mi +4% 12,1% 77,8% 3 0% 1
Imprint Wealth
6353
Imprint Wealth
South Carolina
US$ 124 mi +US$ 6,19 mi +5% 8,66% – 166 15,06% 0,6
True Vision MN
6354
True Vision MN
Minnesota
US$ 124 mi – – 9,81% – 86 – 0
CM
6355
CM Management
Florida
US$ 124 mi +US$ 30,2 mi +32% 25,6% 110% 77 22,08% 1,7
Longview Financial Advisors
6356
Longview Financial Advisors
Alabama
US$ 124 mi – – 5,82% 47,4% 39 – 0
Legend Financial Advisors
6357
Legend Financial Advisors
Pennsylvania
US$ 124 mi +US$ 7,22 mi +6% 11,3% 117% 207 15,94% 1,2
Oxbow Capital Management (HK)
6358
Oxbow Capital Management (HK)
Hong Kong
US$ 124 mi -US$ 16,4 mi -12% 12,4% 2.244% 3 0% 0,5
David J. Yvars Group
6359
David J. Yvars Group
Florida
US$ 124 mi +US$ 4,47 mi +4% 14,3% 143% 86 23,26% 1,9
Axiom Advisory
6360
Axiom Advisory
California
US$ 124 mi +US$ 13,2 mi +12% 10,3% 16,4% 39 17,95% 1,4
Higgins & Schmidt Wealth Strategies
6361
Higgins & Schmidt Wealth Strategies
Colorado
US$ 124 mi – – 9,89% 65,6% 43 – 0
New Leaf Venture Partners
6362
New Leaf Venture Partners
New York
US$ 124 mi +US$ 46,3 mi +59% 93,9% 3,91% 12 0% 4,3
Avondale Wealth Management
6363
Avondale Wealth Management
Texas
US$ 124 mi +US$ 10,2 mi +9% 11,5% 83,8% 134 13,43% 2,9
CIG
6364
Cascade Investment Group
Colorado
US$ 124 mi +US$ 17,9 mi +17% 12% 93,2% 137 12,41% 0,8
Morling Financial Advisors
6365
Morling Financial Advisors
California
US$ 124 mi +US$ 23 mi +23% 24,7% 97,6% 82 12,2% 1,5
Sheridan Capital Management
6366
Sheridan Capital Management
California
US$ 124 mi – – 9,55% – 24 – 0
Yarger Wealth Strategies
6367
Yarger Wealth Strategies
Ohio
US$ 124 mi +US$ 6,39 mi +5% 6,51% 55,1% 66 12,12% 1,3
Massachusetts Wealth Management
6368
Massachusetts Wealth Management
Massachusetts
US$ 124 mi +US$ 15 mi +14% 8,52% 110% 88 3,41% 0,9
Brooktree Capital Management
6369
Brooktree Capital Management
Michigan
US$ 124 mi +US$ 4,01 mi +3% 10,5% 82,9% 29 3,45% 3,1
Greenhouse Wealth Management
6370
Greenhouse Wealth Management
Connecticut
US$ 124 mi +US$ 12,3 mi +11% 11,1% 87,2% 56 7,14% 2,5
Vanguard Capital Wealth Advisors
6371
Vanguard Capital Wealth Advisors
Colorado
US$ 124 mi +US$ 15,7 mi +15% 13% 234% 161 20,5% 2,5
Clayton Partners
6372
Clayton Partners
California
US$ 124 mi +US$ 5,84 mi +5% 5,55% 109% 39 15,38% 1,7
RiverGlades Family Offices
6373
RiverGlades Family Offices
Florida
US$ 123 mi +US$ 9,7 mi +9% 9,12% – 81 12,35% 3,5
Kabouter Management
6374
Kabouter Management
Illinois
US$ 123 mi -US$ 28,9 mi -19% 9,86% 12,9% 15 6,67% 1,3
Omega Fund Management
6375
Omega Fund Management
Massachusetts
US$ 123 mi +US$ 14,6 mi +13% 0,51% 106% 15 26,67% 2,5