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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)
Evergreen Wealth Solutions
6351
Evergreen Wealth Solutions
Pennsylvania
US$ 177 mi +US$ 11,3 mi +7% 8,31% 70,9% 132 12,88% 1,9
1248 Management
6352
1248 Management
Missouri
US$ 177 mi -US$ 93,5 mi -35% 6,61% – 175 14,86% 0,5
SPAS
6353
Spectrum Planning & Advisory Services
California
US$ 177 mi +US$ 22,5 mi +15% 6,33% – 106 11,32% 1,3
Prentiss Smith & Co
6354
Prentiss Smith & Co
Vermont
US$ 177 mi +US$ 9,06 mi +5% 7,71% 67,4% 69 5,8% 6,2
Next Level Wealth Planning
6355
Next Level Wealth Planning
Idaho
US$ 177 mi +US$ 21 mi +13% 7,61% – 62 14,52% 0,6
Allodium Investment Consultants
6356
Allodium Investment Consultants
Minnesota
US$ 177 mi +US$ 19,1 mi +12% 5,98% – 51 3,92% 0,7
Andina Capital Management
6357
Andina Capital Management
Utah
US$ 177 mi +US$ 34,2 mi +24% 4,5% 38,9% 158 12,66% 0,8
GSI Capital Advisors
6358
GSI Capital Advisors
California
US$ 177 mi -US$ 9,7 mi -5% 3,87% 39,7% 35 31,43% 1,9
Custos Family Office
6359
Custos Family Office
Texas
US$ 177 mi -US$ 137 mi -44% 7,3% 57,4% 81 29,63% 1,7
ECP
6360
Elemental Capital Partners
California
US$ 177 mi – – 157% – 6 – 2,7
Lagoda Investment Management
6361
Lagoda Investment Management
New York
US$ 177 mi +US$ 235 mil +0,1% 5,37% 250% 24 4,17% 7,5
SWP
6362
Semus Wealth Partners
Florida
US$ 177 mi +US$ 22,4 mi +15% 12,8% 107% 124 17,74% 2
WPEP
6363
Walnut Private Equity Partners
Nebraska
US$ 177 mi +US$ 5,36 mi +3% 3,23% 48% 13 0% 4,7
Riverchase Wealth Management
6364
Riverchase Wealth Management
Texas
US$ 177 mi +US$ 18,9 mi +12% 4,54% – 77 16,88% 0,6
Wolff Wiese Magana
6365
Wolff Wiese Magana
California
US$ 177 mi +US$ 15 mi +9% 8,63% 149% 1.043 13,61% 2,6
Starwood Capital Group Management
6366
Starwood Capital Group Management
Florida
US$ 176 mi +US$ 25,2 mi +17% 1,37% 16,2% 8 12,5% 1,5
Guardian Wealth Advisors (Minnesota)
6367
Guardian Wealth Advisors (Minnesota)
Minnesota
US$ 176 mi +US$ 7,48 mi +4% 7,35% 62,6% 79 12,66% 3,5
venBio Partners
6368
venBio Partners
California
US$ 176 mi +US$ 61,6 mi +54% 69,5% 564% 6 0% 2,9
Valley Financial Group
6369
Valley Financial Group
Pennsylvania
US$ 176 mi +US$ 11,3 mi +7% 4,69% – 67 11,94% 1,4
Everstar Asset Management
6370
Everstar Asset Management
North Carolina
US$ 176 mi +US$ 12,4 mi +8% 7,38% – 217 23,96% 0,8
CAP Partners LLC
6371
CAP Partners LLC
Tennessee
US$ 176 mi +US$ 17,3 mi +11% 8,83% 97% 152 13,16% 1,3
First International Bank of Israel
6372
First International Bank of Israel
US$ 176 mi +US$ 6,42 mi +4% 4,58% – 59 13,56% 0,2
Claris Financial
6373
Claris Financial
Virginia
US$ 176 mi +US$ 43,4 mi +33% 7,29% – 176 29,55% 0,5
HM
6374
HCEP Management
Hong Kong
US$ 176 mi +US$ 51,7 mi +42% 34,4% 182% 12 41,67% 0,6
Gridiron Partners
6375
Gridiron Partners
Pennsylvania
US$ 176 mi +US$ 14,8 mi +9% 3,16% 15,5% 70 15,71% 1,5