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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)
CFG Wealth Management Services
8301
CFG Wealth Management Services
Indiana
US$ 107 mi -US$ 3,63 mi -3% 6,04% – 152 47,37% 0,5
October Effect
8302
October Effect
Virginia
US$ 106 mi +US$ 19,5 mi +22% 64,6% – 76 31,58% 0,7
Plus Group Wealth Advisors
8303
Plus Group Wealth Advisors
Wisconsin
US$ 106 mi +US$ 15,4 mi +17% 12% – 48 14,58% 0,4
Wallace Advisory Group
8304
Wallace Advisory Group
California
US$ 106 mi +US$ 12,7 mi +14% 9,69% 50,9% 146 23,97% 2,1
CF
8305
Calder Financial
Pennsylvania
US$ 106 mi +US$ 5,41 mi +5% 12,2% – 45 15,56% 0,4
Expressive Wealth
8306
Expressive Wealth
Illinois
US$ 106 mi +US$ 984 mil +0,9% 17,1% – 147 21,09% 0,4
Regatta Research & Money Management
8307
Regatta Research & Money Management
Louisiana
US$ 106 mi – – 14,7% – 495 – 0
Elevated Private Wealth
8308
Elevated Private Wealth
Wisconsin
US$ 106 mi – – 28,8% – 76 – 0,5
OneAscent Investment Solutions
8309
OneAscent Investment Solutions
Alabama
US$ 106 mi +US$ 5,65 mi +6% 17,5% – 178 47,19% 0,7
Hyposwiss Advisors
8310
Hyposwiss Advisors
US$ 106 mi +US$ 4,39 mi +4% 14,4% – 114 10,53% 0,5
Board of the Pension Protection Fund
8311
Board of the Pension Protection Fund
United Kingdom
US$ 105 mi -US$ 3,31 mi -3% 8,1% – 201 67,66% 0,5
Villanova Investment Management
8312
Villanova Investment Management
Pennsylvania
US$ 105 mi +US$ 7,79 mi +8% 9,8% – 59 10,17% 1,5
Generations Wealth LLC
8313
Generations Wealth LLC
Ohio
US$ 105 mi +US$ 2,33 mi +2% 12,1% – 37 24,32% 0,4
Succession Financial
8314
Succession Financial
Texas
US$ 105 mi – – 29% – 50 – 0
Cogent Strategic Wealth
8315
Cogent Strategic Wealth
Illinois
US$ 105 mi +US$ 7,59 mi +8% 13,8% – 61 13,11% 0,4
22NW LP
8316
22NW LP
Washington
US$ 105 mi -US$ 41,2 mi -28% 27,5% 138% 17 23,53% 1,7
IDG China Venture Capital Fund V Associates
8317
IDG China Venture Capital Fund V Associates
Hong Kong
US$ 105 mi -US$ 21,1 mi -17% 13,6% 7,34% 1 0% 4,5
Indie Asset Partners
8318
Indie Asset Partners
Indiana
US$ 104 mi +US$ 16,7 mi +19% 12,8% 119% 90 12,22% 2,6
Verdad Advisers
8319
Verdad Advisers
Massachusetts
US$ 104 mi +US$ 15,6 mi +18% 21,1% – 276 59,06% 0,3
JRSI
8320
Jeter Robert S II
US$ 104 mi +US$ 3,96 mi +4% 12,5% – 48 12,5% 0,2
Strategic Financial Group
8321
Strategic Financial Group
Michigan
US$ 104 mi +US$ 7,23 mi +7% 8% – 19 5,26% 0,2
TPW
8322
TOP Private Wealth
Connecticut
US$ 104 mi – – 13,6% – 139 – 0
AIHC Capital Management
8323
AIHC Capital Management
US$ 104 mi -US$ 15,4 mi -13% 43,6% – 5 20% 0,4
Trustees of The University of Pennsylvania
8324
Trustees of The University of Pennsylvania
Pennsylvania
US$ 104 mi -US$ 193 mi -65% 26,9% – 6 50% 0,7
Xena Financial Planning
8325
Xena Financial Planning
Oregon
US$ 104 mi +US$ 15,6 mi +18% 11,1% – 38 13,16% 0,4